Location: UK
Decimal Point Analytics
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Implementation
Decimal Point Analytics (DPA) is a two-decade-old financial research and data analytics firm with 700+ employees supporting asset managers and financial information providers across North America, Europe, the Middle East, and India.
DPA delivers data engineering, analytics, automation, business intelligence, and domain-rich solutions that strengthen research, operations, risk, and investor reporting workflows for global financial institutions.
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UpSlide
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Data Integration
UpSlide is an AI-powered Microsoft 365 add-in for the entire M&A ecosystem.
Its software helps financial services firms improve efficiency and ensure brand compliance when creating deliverables. With easy-to-use features in PowerPoint, Excel, Word, Power BI, and Outlook, its solution automates manual, repetitive tasks, helping teams create perfectly formatted, high-quality deliverables faster.
From structuring reports and finding approved content to auditing complex Excel models and linking this data to PowerPoint, UpSlide’s features save time and automatically fix errors within deliverable creation.
Through UpSlide’s partnership with Intapp, users can seamlessly turn DealCloud’s data and insights into brand-compliant deliverables within Microsoft 365
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Netrix Global
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Implementation
Netrix Global is a leading provider of managed IT, cloud, cybersecurity, and collaboration services, helping organizations modernize their infrastructure, protect their assets, and drive measurable business outcomes. With deep Microsoft expertise, a global footprint, and a proven record of enabling secure digital transformation, Netrix supports clients across highly regulated sectors including legal, healthcare, finance, and government.
The partnership with Intapp combines Netrix Global’s deep expertise in digital transformation, Microsoft cloud services, and managed security with Intapp’s industry-leading vertical SaaS solutions for legal, consulting, accounting, capital markets, and private equity firms.
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Passthrough
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Data Integration
Passthrough’s integration with Intapp DealCloud connects capital raising with investor onboarding and compliance to create a seamless fundraising workflow.
GP investor relations, finance, and legal teams can launch and track the entire LP onboarding process directly from their DealCloud CRM. With a few clicks, users can map and import investor data from DealCloud into Passthrough, instantly initiating subscription documents, KYC/AML screening workflows, and tax form collection.
The integration eliminates manual data entry, reduces errors, and provides real-time visibility by automatically syncing investor onboarding statuses back into DealCloud. Capital raising teams stay within DealCloud to monitor progress while legal and operations teams work in Passthrough, creating a single source of truth and helping close funds faster.
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SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund
managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
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Ten10
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Implementation
Ten10 is a leading technology consultancy, dedicated to empowering businesses to thrive in today’s dynamic digital landscape. Renowned for our expertise in cloud computing, automation, and quality engineering, we specialize in creating tailored strategies that align seamlessly with our clients’ individual goals. Whether it’s accelerating delivery, reducing risk, or improving efficiency, we help businesses innovate at scale and achieve long-term, sustainable success.
We take pride in our deep understanding of cloud solutions, particularly when combined with our expertise in the integration or migration of Intapp technologies. Our expert team excels in deploying new products or migrating existing ones to the cloud, leveraging advanced Intapp integration services to ensure seamless transitions and optimal performance. By combining our strengths in automation and quality engineering with our proficiency in cloud solutions, we deliver scalable, future-ready systems that meet both immediate needs and long-term business objectives.
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Otagem Consulting
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Implementation
Otagem is a boutique UK/Ireland consultancy specialising in Microsoft 365 and Power Platform solutions
Since 2014, Otagem have helped corporate legal teams, housing providers, engineering companies, emergency services, and consulting firms streamline information management and automate complex processes. Otagem’s expertise is in Microsoft (SharePoint, Teams, Power Apps, Power BI) with practical Intapp experience to deliver fast, intuitive, and measurable outcomes, from reducing document-search time by 60% to enabling full mobile working in just months. Otagem’s approach is agile and personal, with a focus on simplicity, user adoption, and seamless Microsoft 365 integration. If you’re looking for an Intapp partner who delivers clean, reliable integrations, without unnecessary complexity, Otagem is the right fit.
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Forge Software
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Implementation
Forge Software, a sub-contractor to Intapp’s Collaboration team, brings deep expertise in Intapp and its Collaboration suite. With a wealth of experience, Forge enhances Intapp’s industry-specific solutions for legal, financial, and accounting sectors by integrating Microsoft 365 tools like SharePoint, PowerApps, and Power BI.
This collaboration enables firms to streamline workflows, improve team collaboration, automate processes, and leverage data-driven insights to drive efficiency, enhance client service, and ensure compliance.
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iTrain
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Implementation
iTrain are technology training specialists, helping professional services firms worldwide unlock the full potential of their digital tools and systems. With over a decade of experience, we’ve supported over 150 organisations through system upgrade and transition projects, and everyday digital skills development.
Our team of expert training consultants combine sector knowledge with hands-on experience, ensuring every programme is practical, relevant, and tailored to real business needs. From onboarding new starters to equipping teams with AI and Microsoft 365 skills, we deliver training that boosts confidence, improves efficiency, and drives long-term value.
For more information, please visit www.itrainlegal.co.uk
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Symphony
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Implementation
Symphony is a leading provider of IT solutions, specialising in elevating accounting technology for accountancy firms and businesses seeking to harness the full potential of technology.
We offer a comprehensive suite of services, including strategic and technical consultancy, IT support, and innovative automation tools to improve the user experience and elevate legacy platforms. At Symphony, we empower businesses with secure, tailored technology, ensuring they operate efficiently while maximising the value of their IT investments.
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