Connect your research to everything you use.
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.
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
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
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
Our partner ecosystem.
Centralized, on-demand portfolio views within your research workflows.
Research management, CRM, process, document and compliance expertise to support implementation.
Query Bipsync’s governed investment record inside AlphaSense, alongside external market intelligence.
Data aggregation and document extraction that feed investment and research workflows in Bipsync.
Sync real-time and historical Enterprise Data with proprietary research, notes and memos.
Connect Bipsync’s structured investment intelligence to Blueflame AI’s agentic platform.
Centralized portfolio analytics and risk insights, linked to your research.
Connect Canoe’s automated document retrieval with your research workflows in Bipsync.
A consolidated portfolio view across the investment lifecycle.
Data collection and extraction combined with Bipsync’s research management platform.
Data flow across pre- and post-investment due diligence.
Direct access to market data and investment content within research workflows.
Automated document capture, naming, tagging and data extraction across the investment process.
Connect Bipsync with Google Workspace to capture insights and align research across the firm.
Fifteen years of operational expertise to support your implementation.
Connect Bipsync with Microsoft tools to capture insights and keep research aligned.
Connect AI assistants and agents that support the Model Context Protocol to your research in Bipsync.
Private markets data designed to boost productivity for allocators and fund managers.
Centralized fund, manager and portfolio-level data for research and monitoring.
Share research from Bipsync into your firm’s Slack channels.
Unified portfolio data and analytics across multi-asset monitoring and reporting.
Talk to an expert
Schedule a demo or consultation to explore the integration options that fit your workflows and existing tools.
Get a demoBecome a partner
Join the Bipsync ecosystem. Tell us about your solution and how it could help institutional investment teams.
Get in touch