Investment banking software and solutions

Investment banking software and solutions

Handle complex market dynamics with connected investment banking solutions

Take on more high-quality opportunities that align with your firm’s unique needs. Intapp has a proven track record of enabling investment banking and advisory firms to better manage risk, improve operational efficiencies, drive profitability, and enhance firmwide transparency.

We provide a technological backbone to intermediary firms of all sizes, from regional and boutique firms to large multinational banks. Our fully configurable, unified technology platform acts as a central hub for relationship intelligence — so your investment banking teams can easily access information and make faster decisions around engagements.

Improve knowledge sharing with a unified view of related relationships, activities, and deals

Powering end-to-end investment banking software

Manage deals and relationships

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.

Collaborate via Microsoft 365

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.

Mitigate conflicts of interest

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.

Manage personal investment conflicts

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.

'Capture a broad universe of data'

We chose Intapp DealCloud to help us better understand all the factors that contribute to our clients’ success. Through DealCloud, we are able to deploy our unique and extensive processes that capture a broad universe of data and efficiently put that to work for our clients’ benefit.

Max Eckstein
Chief Operating Officer
The Forbes M&A Group

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