Investment banking software and solutions

Boost win rates and increase operational efficiency with an all-in-one deal and relationship management solution. Access relationship intelligence, market trends, and actionable insights in one place, so your teams can build stronger relationships and accelerate deal execution.

Simplify content management and enhance collaboration and productivity within Microsoft 365. Intapp Collaboration and Content integrates with Microsoft 365 to reduce information governance risk and improve client engagement delivery. The software automatically creates secure, engagement-centric Microsoft Teams and SharePoint workspaces — ensuring content is accessible to the right team members.

Accelerate deal approvals by quickly and accurately assessing and resolving deal and team conflicts of interest. Intapp Conflicts provides a single, centralized solution for searching, identifying, and mitigating potential risks. The built-in AI clearance uses past decisions, internal firm data, and trusted third-party sources to alert your team to conflicts requiring analysis — so your team can make informed, data-driven decisions faster.

Fortify your firm against the risk of regulatory penalties, fines, and reputational damage. Intapp Employee Compliance boosts compliance with your firm’s code-of-ethics policies. Easily collect and complete attestations for compliance teams — so employees can quickly disclose and pre-clear outside business interests like personal investments and political donations.