DEPLOYMENT & SUPPORT

Up and running fast.
Supported for the long term.

Our technical and customer success teams deliver tailored support so your research management initiative succeeds, moving you from fragmented data and lost notes to a single, scalable platform tailored to how investment teams actually work.

Explore the platform
YOUR PATH TO GO-LIVE

Four steps from kick-off to confident adoption.

A dedicated onboarding team configures Bipsync around your investment process, brings your existing research across and supports your team long after launch.

1

Discover & configure

We map your workflows, entities and permissions, then configure Bipsync to match how your team works.

2

Migrate & integrate

A proven process brings across years of history from your existing RMS, notes and internal systems, then connects your data feeds.

3

Train & launch

One-to-one and one-to-many onboarding sessions get every team member productive from day one.

4

Ongoing support

A full enterprise SLA, a service desk for your whole team, and continuous updates with no IT maintenance.

HOW WE GET YOU THERE

Built to move fast, without disrupting your team.

Migration

Fast and accurate data migration

A clear, proven migration process brings your existing knowledge into Bipsync, whether it’s a decade of data in an existing RMS, scattered notes in consumer tools, or proprietary internal systems.

  • Years of history from your current RMS
  • Notes from consumer note-taking tools
  • Proprietary and internal systems
Configuration

Configured for your team

Enterprise features and configuration options shape Bipsync around your process, and our API connects it to your internal systems.

  • Push and pull research data via the API
  • Request back-ups of your data
  • Display data from other systems on dashboards
Always current

Software that’s always up to date

Continuous delivery keeps everyone on the latest version. New features arrive automatically, without the IT maintenance overhead of traditional software.

  • Continuous updates
  • No upgrade projects or downtime planning
  • No IT maintenance overhead
SUPPORT & TRAINING

Experts alongside you, long after launch.

Enterprise support

A full enterprise SLA with hands-on support and counsel from people who understand investment research, plus a service desk for your whole team.

  • Full enterprise SLA
  • Hands-on support and counsel
  • Service desk for your whole team

Onboarding & training

An intuitive design means teams get comfortable quickly. One-to-one and one-to-many onboarding sessions get everyone started, and ongoing training is available onsite and online.

  • Intuitive, easy-to-learn design
  • One-to-one and one-to-many onboarding
  • Ongoing training, onsite and online

Deployment questions, answered.

Common questions from teams planning a move to Bipsync. Our team is happy to walk through your specific setup.

Can you migrate our existing research?
Yes. Our proven migration process brings across data from your existing RMS, including a decade or more of history, as well as scattered notes from consumer tools and data from proprietary internal systems.
How long does deployment take?
Timelines depend on the volume of data being migrated and how much configuration your team needs.
Will Bipsync work with our other systems?
Yes. Our API lets you push and pull research data, request back-ups and display data from other systems on dashboards, alongside our partner integrations.
Do we need to manage upgrades?
No. Bipsync uses continuous delivery, so updates arrive automatically, with no IT maintenance overhead for your team.
What support is included?
Every client has a full enterprise SLA with hands-on support and counsel, plus access to our service desk for the whole team.

Put your institutional knowledge to work.

See what Bipsync would look like for your team. We'll start with a conversation about how you work today.

Get a demo