Bipsync Notes for EMM vs SCS Client Portal

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

SCS Client Portal iOS app gives you a clear, complete view of your portfolio - right from your iPhone or iPad. Securely access your investment information, explore detailed dashboards, review files, and stay connected to your financial picture anytime, anywhere. Key Features: - Comprehensive Portfolio View​ Instantly see your full portfolio with intuitive summaries, key metrics, and consolidated insights. - Deep-Dive Analytics Explore detailed dashboards across allocation, holdings, portfolio changes, and more.​ - Secure Document Center Access, filter, download, and upload important files - including quarterly statements, letters, and reports. - Personalized Experience Switch easily between multiple portfolios or entities, customize light/dark mode, and tailor your display preferences. - Privacy & Security at the Core Protect your account with industry standard encryption, multifactor authentication, and built-in security features. Whether you’re tracking your portfolio’s value, preparing for a meeting, or simply staying informed, the SCS Client Portal app helps you oversee your wealth with clarity and confidence.​ *Screens shown use sample data to depict typical app experience and are subject to change. Please read disclosures for important information.