Bipsync is the trusted research management software (RMS) and knowledge platform built for the institutional investment community. Capture, structure and leverage your investment research in one place, with Toro, Bipsync’s native AI research assistant, at its core.
Everything your team needs to bring research within reach in every investment decision: a structured, searchable home designed around how investment teams actually work.
Replace shared drives, spreadsheets and stored emails with one searchable platform. Capture notes quickly, apply custom tags, keep every version, and find anything with advanced search.
Structured workflows, dashboards and automation rules that fit your investment process, from IC prep to manager due diligence. Start from a template or build your own.
A consistent experience across desktop, web and mobile, with real-time updates and offline support, so research can be captured in the meeting, on the road or in the air.
A full digital footprint of your research and decisions, with fine-grained permissions, record-keeping and support for SEC and ESG compliance requirements.
An open API, secure integrations and a dedicated onboarding team connect Bipsync to the tools your team already uses.
For more than 15 years, Bipsync has been purpose-built to understand how investment research connects across managers, investments, strategies, people, meetings, decisions and workflows.
That investment-specific structure gives your research context, transforming fragmented information into an institutional knowledge base your team can continually build on. With AI that understands not just what your organization knows, but the context behind it.
Purpose-built for investment research
Structure, relationships and workflows
Context that makes institutional knowledge more useful
Imagine being able to ask questions across years of investment research, surface relevant insights and understand the context behind previous decisions.
Built on Bipsync’s structured institutional knowledge foundation, Toro, Bipsync’s native AI research assistant helps your team explore, synthesize and apply the knowledge your organization has accumulated, turning years of research into insights that inform today’s investment decisions.
What have we learned about Lakeview Lane Credit Partners over the past three years, and how has our view evolved?
PSBipsync is SOC 2 and ISO 27001 certified, with controls across data separation, encryption and access management.
Each client’s data lives in a dedicated, single-tenant environment.
Encrypted in transit (TLS) and at rest (AES-256), including backups.
Granular permissions and full audit logs.
A dedicated onboarding team configures Bipsync around your investment process, brings your existing research across and supports your team long after launch.
We map your workflows, entities and permissions, then configure Bipsync to match how your team works.
A proven process brings across years of history from your existing RMS, notes and internal systems, then connects your data feeds.
One-to-one and one-to-many onboarding sessions get every team member productive from day one.
A full enterprise SLA, a service desk for your whole team, and continuous updates with no IT maintenance.
Bipsync connects to the data providers, portfolio systems and everyday tools your team already relies on, so knowledge flows in automatically instead of living in silos.
Automate research workflows and connect insights across investment teams.
Explore Asset ManagersKeep manager research, meetings and decisions a few clicks away.
Explore Asset OwnersUnify research across teams and scale consistent advice across clients.
Explore Consultants & AdvisorsSee what Bipsync would look like for your team. We'll start with a conversation about how you work today.
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