SECURITY & GOVERNANCE

Your knowledge is valuable.
Keeping it protected is essential.

Your organization’s investment research, intellectual property and decision history are among its most valuable assets.

Bipsync provides a secure, governed environment designed to protect proprietary institutional knowledge while giving authorized teams the access they need to collaborate, research and make informed investment decisions.

How we protect your knowledge

Protect your institutional knowledge

Keep proprietary research, investment insights and decision history within a secure, trusted platform.

Control who sees what

Manage access to sensitive information through permissions and governance designed for institutional investment teams.

Leverage AI with confidence

Put institutional knowledge to work through AI capabilities designed to respect your organization’s access controls and data governance requirements.

HOW WE PROTECT YOUR KNOWLEDGE

Security built into every layer
of your research platform.

Institutional investment teams trust Bipsync with their most sensitive research, intellectual property and decision history. Here’s how we keep it secure, governed and available to the right people.

Secure infrastructure

Bipsync runs on enterprise-grade cloud infrastructure designed for resilience and availability.

  • Hosting provider and data regions
  • Dedicated, single-tenant environment for each client
  • Backup, recovery and uptime commitments

Data encryption

Your research is protected whether it’s being stored or moving between systems.

  • Encryption in transit (TLS)
  • Encryption at rest (AES-256), including backups
  • Key management approach

Permissions & access control

Control who sees what, down to individual records, so sensitive information reaches only the right people.

  • Role-based permissions
  • Granular, record-level access
  • Single sign-on (SSO) and MFA support

Audit & oversight

Maintain visibility into how institutional knowledge is created, accessed and changed.

  • Complete decision and research history
  • Full audit logs
  • Administrative controls for governance teams

Governed AI

Toro, Bipsync’s AI research assistant, is designed to respect your organization’s access controls and governance requirements.

  • Answers draw only on content each user is permitted to see
  • Responses cite their sources
  • Policy on client data and model training

Compliance & assurance

We support your due diligence with the documentation and transparency institutional investors expect.

  • SOC 2 certified
  • ISO 27001 certified
  • Security questionnaires and DDQ support
  • Penetration testing cadence
GOVERNED AI

Leverage AI with confidence.

Toro works within the same permissions your team already relies on. Before Toro answers, every question is checked against what that user is allowed to see.

The result: faster insight from your institutional knowledge, without opening up information to people who shouldn’t have it.

Analyst asks“What’s our latest view on Fund IV?”
Permissions checkedOnly content this user can access
Toro synthesizesAcross permitted research
Answer with sourcesEvery point traceable
FAQ

Security questions, answered.

The questions institutional investors most often ask during due diligence. Need more detail? Our team can share full security documentation.

Where is our data hosted?
Bipsync is hosted on enterprise-grade cloud infrastructure, with each client’s data in a dedicated, single-tenant environment.
How is our data encrypted?
Client data is encrypted in transit using TLS and at rest using AES-256, including backups.
Who can see our research?
Only the people you authorize. Role-based permissions and record-level access controls let you decide exactly who can view or edit each piece of research.
How does Toro handle our data?
Toro answers questions using only the content each user is already permitted to access, and cites its sources so every answer can be verified.
What certifications and testing do you have?
Bipsync is SOC 2 and ISO 27001 certified.
Can you complete our security questionnaire or DDQ?
Yes. Our team regularly supports institutional due diligence and can provide security documentation and completed questionnaires on request.

Running a security review? We’re ready.

Request our security documentation, or speak with our team about your due-diligence requirements.

Request security documentationGet a demo