Bipsync Notes for EMM vs Portrait Research

Bipsync Notes for EMM is for Bipsync customers with Enterprise Mobility Management (EMM) enabled. If you’re unsure whether this applies to your organization, we recommend using the regular Bipsync app. Bipsync is the digital notebook and research automation tool for professional investors. The Bipsync Notes app gives you access to your research notes and files on your iPad and iPhone. - Access your personal and shared fund notes - Take notes in meetings and on the move - Offline support to read and write notes anywhere - Synchronizes effortlessly across your devices - Organize your notes with companies, contacts, labels and other tags - Preview and share file attachments - The purposefully designed minimal interface keeps you fast and productive

Portrait is the AI research system for fundamental investors. Investigate companies, answer complex investment questions with cited analysis, and track the developments that matter to your thesis. EASEL Ask a research question and Easel works through it across filings, earnings call transcripts, news and your firm's documents. Answers include tables and figures, with each claim linked to its source. Ask follow-up questions in the same conversation. DEEP RESEARCH REPORTS Take an investment question as deep as it needs to go. Set the question, companies and sources, and get a structured, cited report that brings the findings together for review and further investigation. COMPANY PRIMERS Explore the business model, financials, quarterly developments and key debates in one company view. Follow the evidence to the questions worth pursuing. MONITORS Set the signals that matter to your thesis. Monitors assess new disclosures and news, explaining relevant changes with analysis and sources. SCREENING Describe your criteria in plain language. Combine financial filters with qualitative research to find matching companies and inspect the evidence behind each result. A Portrait account is required to sign in. To get started, contact us at hello@portraitresearch.com.