Simplify review of employees’ personal holdings

Intapp Employee Compliance: View employee holdings within Intapp Conflicts

Simplify the review of your employees’ personal holdings

Confidently understand the full picture of a deal when taking on new business. Gain visibility into your employees’ real-time investments associated with the business deal, so you can properly assign team members.

Make decisions around separation of duties, mitigate firm risk, and provide evidence of team review — all within Intapp Conflicts.

Review an employee’s personal holding against firm business

Holistically view business and employee conflicts of interest

Informed business onboarding

Jointly review new business and team conflicts.

Take on more business

Confidently onboard new clients with evidence of team separation of duties.

Protect your reputation

Ensure regulatory compliance with auditable decision-making trails.

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