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Bipsync

Bipsync

Overview

What is Bipsync?

Bipsync provides a research management platform to maximize the productivity of professional investors. Founded in Silicon Valley in 2013 by investors and software developers at Stanford University, the company uses modern technologies and user-centered design to speed up data capture,…

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Pricing

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Bipsync

Bipsync

N/A
Unavailable

What is Bipsync?

Bipsync provides a research management platform to maximize the productivity of professional investors. Founded in Silicon Valley in 2013 by investors and software developers at Stanford University, the company uses modern technologies and user-centered design to speed up data capture, automate…

Entry-level set up fee?

  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Bipsync?

Bipsync provides a research management platform to maximize the productivity of professional investors. The company uses modern technologies and user-centered design to speed up data capture, automate research maintenance and identify insights that drive better decisions for investors and funds.

Custom Workflow
Offers templated structures, or work with a dedicated team of Bipsync experts to customize the ideal workflow for your users. The integrated suite of apps and plugins ensure that research and data is synced and accessible wherever and whenever it is needed.

Syncing
Bipsync's web, iOS, and desktop apps ensure that the user always has access to research, via the application that’s most convenient. The suite of plug-ins and integrations ensure the user can go from the board room to the airport lounge without missing a beat.

Note-Taking
Whether users are working on a desktop, laptop, or mobile device, note-taking in Bipsync is fast. Bipsync’s note-taking functionality delivers all the usability of popular consumer tools, with purpose-built research features – search, offline sync, auto-tagging, versioning, and keyboard shortcuts of use to investment professionals.

Custom Dashboards
Aggregate data from both internal and external sources and display custom content on detailed dashboards. Bring together market data, ESG ratings, performance metrics, and more – all in one centralized, customizable view.

Robust Rules Engine
Custom automation for research workflows with possibilities for applying Bipsync’s Research Automation Rules Engine to processes to standardize workflows, enhance productivity, and automate tedious and time-consuming tasks.

Secure API for Integrations
Its API opens up possibilities for integrating data into the investment process. Push and pull research data, request back-ups, and plot and display data from other systems on the dashboard so users and data are always connected.

For Compliant Research Management and Reporting
Bipsync is built to streamline the reporting, discovery and audit of a fund’s research data, it’s dedicated secure portal into all research activity within Bipsync. Proven to dramatically simplify audit requests and reporting, discovery requests that could take weeks take just seconds with Bipsync. So whether the user needs fund-wide visibility or narrow granularity, the user can get insight.

Bipsync Technical Details

Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
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