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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
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Bipsync

By Bipsync

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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Sponsored
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
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Bipsync Reviews & Product Details

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Bipsync Reviews (1)

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Bipsync Reviews (1)

4.0
1 reviews

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Verified User in Financial Services
UF
Small-Business (50 or fewer emp.)
"Comprehensive Note Taking Platform with Improved Compliance"
What do you like best about Bipsync?

Bipsync allows users to collaborate across categories of custom tags and work flows. The platform also saves changes and notes updates, allowing for a more complete look back. Review collected by and hosted on G2.com.

What do you dislike about Bipsync?

Browser-based application can be slow, though not terrible. Would like to see spell check added! Review collected by and hosted on G2.com.

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