PARTNERSHIPS & INTEGRATIONS

Connect your research to everything you use.

A configurable, client-centric approach to integrations.

Behind every efficient investment workflow is a strong network of tools working in harmony. Bipsync works with leading technology, data and service providers to reduce workflow complexity and bring your knowledge together in one place.

WAYS TO CONNECT

Integrate, don’t overhaul.

Partner integrations

Pre-built connections to leading data, analytics, document and AI providers bring external information straight into your research.

  • Market data & content
  • Analytics & accounting
  • Document & data extraction
  • Connected AI apps
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Open, secure API

Connect Bipsync to your internal systems and AI tools with an open, secure API and Model Context Protocol (MCP) support.

  • Push and pull research data
  • Request back-ups of your data
  • Display data from other systems on dashboards
  • Model Context Protocol (MCP) for AI assistants and agents
Talk to our team

Add-ins & implementation

Capture research where you already work with add-ins for Microsoft, Google and Slack, supported by specialist implementation partners.

  • Microsoft 365 add-ins: Outlook, Word, Excel, PowerPoint
  • Google Workspace
  • Share research to Slack
  • Implementation partners
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BROWSE PARTNERS

Our partner ecosystem.

Solutions
Sectors
Showing 21 partners
Addepar
Analytics & Accounting

Centralized, on-demand portfolio views within your research workflows.

Asset Owners
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Alpha Alternatives
Implementation Partners

Research management, CRM, process, document and compliance expertise to support implementation.

Asset ManagersAsset OwnersConsultants & Advisors
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AlphaSense
Connected AI Apps

Query Bipsync’s governed investment record inside AlphaSense, alongside external market intelligence.

Asset ManagersConsultants & Advisors
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Arch
Document & Data Extraction

Data aggregation and document extraction that feed investment and research workflows in Bipsync.

Asset OwnersConsultants & Advisors
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Bloomberg
Market Data & Content

Sync real-time and historical Enterprise Data with proprietary research, notes and memos.

Asset ManagersAsset OwnersConsultants & Advisors
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Blueflame AI
Connected AI Apps

Connect Bipsync’s structured investment intelligence to Blueflame AI’s agentic platform.

Asset ManagersAsset Owners
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MSCICaissa
Analytics & Accounting

Centralized portfolio analytics and risk insights, linked to your research.

Asset Owners
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Canoe
Document & Data Extraction

Connect Canoe’s automated document retrieval with your research workflows in Bipsync.

Asset OwnersConsultants & Advisors
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Chronograph
Analytics & Accounting

A consolidated portfolio view across the investment lifecycle.

Asset ManagersAsset OwnersConsultants & Advisors
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Dasseti
Document & Data Extraction

Data collection and extraction combined with Bipsync’s research management platform.

Asset ManagersAsset OwnersConsultants & Advisors
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DiligenceVault
Document & Data Extraction

Data flow across pre- and post-investment due diligence.

Asset ManagersAsset OwnersConsultants & Advisors
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EDI
Market Data & Content

Direct access to market data and investment content within research workflows.

Asset ManagersAsset Owners
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Fundamatic
Document & Data Extraction

Automated document capture, naming, tagging and data extraction across the investment process.

Asset Owners
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Google
Add-in Suite

Connect Bipsync with Google Workspace to capture insights and align research across the firm.

Asset ManagersAsset OwnersConsultants & Advisors
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Holland Mountain
Implementation Partners

Fifteen years of operational expertise to support your implementation.

Asset ManagersAsset OwnersConsultants & Advisors
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Microsoft
Add-in Suite

Connect Bipsync with Microsoft tools to capture insights and keep research aligned.

Asset ManagersAsset OwnersConsultants & Advisors
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MCPModel Context Protocol
Connected AI Apps

Connect AI assistants and agents that support the Model Context Protocol to your research in Bipsync.

Asset ManagersAsset OwnersConsultants & Advisors
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Preqin
Market Data & Content

Private markets data designed to boost productivity for allocators and fund managers.

Asset ManagersAsset OwnersConsultants & Advisors
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MSCIPrivate i Platform
Analytics & Accounting

Centralized fund, manager and portfolio-level data for research and monitoring.

Asset Owners
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Slack
Add-in Suite

Share research from Bipsync into your firm’s Slack channels.

Asset ManagersAsset OwnersConsultants & Advisors
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Solovis
Analytics & Accounting

Unified portfolio data and analytics across multi-asset monitoring and reporting.

Asset Owners
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FOR INVESTMENT TEAMS

Talk to an expert

Schedule a demo or consultation to explore the integration options that fit your workflows and existing tools.

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FOR TECHNOLOGY & SERVICE PROVIDERS

Become a partner

Join the Bipsync ecosystem. Tell us about your solution and how it could help institutional investment teams.

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