Intapp provides integrated software solutions for professional services firms that need to manage documents and data effectively. Their offerings enhance workflow, collaboration, and professional practice in finance.
Email: info@intapp.com
Phone: +1 512 532 3100
Intapp Flow
Category: Document Management Systems
This product focuses on document management and workflow automation, offering pre-built integrations with existing systems, secure collaboration features, and customizable templates..
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Intapp OnePlace for Risk & Compliance: Client Onboarding
Category: Client Onboarding Systems
Digitalizes the onboarding process for fund managers, manages compliance checks, risk assessment, AML/KYC, workflow automation, approval tracking, and integrates with fund administration systems..
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Intapp Risk & Compliance
Category: Background Verification Systems
Delivers automated background checks, risk assessments, conflicts checks, and regulatory reporting tools for VC deal sourcing, onboarding, and compliance processes..
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Intapp Policies & Procedures
Category: Policy Management Platforms
Digital solution for policy management including policy creation, distribution, acknowledgment, and attestation with audit trails and reporting. Supports automated tracking for brokerages’ regulatory policies..
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