• Third-party data integrations

    Power your firm with accurate, actionable data

Intapp native data integrations provide access to the highest quality third-party data directly within your Intapp applications. With all the information you need in one place, you’ll access relevant data inside your existing workflows, gain multidimensional insights into key clients, and streamline conflicts clearance and client acceptance.

Dun & Bradstreet

The Dun & Bradstreet Data Cloud offers the world’s most comprehensive business data and analytical insights to power today’s most crucial business needs.

Access D&B company data directly from within DealCloud and OnePlace Marketing & BD to keep your client and prospect data clean, up to date, and complete. Enrich client profiles in real time with more than 140 firmographic attributes.

During new client onboarding, automatically populate client profiles and assess payment risk with financial ratings in Intapp Intake.

Consolidate conflicts clearance into a single search by directly accessing D&B corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts.

Markets served

Accounting, Consulting, Financial Services, Legal
Product integrations

DealCloud, Intapp Conflicts, Intapp CRM, Intapp Intake, OnePlace Marketing & BD, OnePlace Risk & Compliance

Equilar

With the integration of Equilar into Intapp’s Datacortex, financial and professional services firms can now leverage the most trusted source for executive and relationship data directly in DealCloud to identify target relationships and expand their network.

By connecting Intapp’s DataCortex with Equilar’s corporate leadership database, clients can save time prospecting, map relationships from existing contacts to target accounts, and win new business. With Equilar, maximize contact intelligence with a unified view of executives and board members across target companies, identify connection paths between existing contacts and targeted accounts, and decrease administrative burden by automating account creation, relationship data entry, and updates with.

Markets served

Accounting, Consulting, Financial Services, Legal
Product integrations

DealCloud, OnePlace Marketing & BD

FactSet

FactSet creates flexible, open data and software solutions for investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions.

Leverage Factset’s datasets from within the DealCloud platform to increase data accuracy and completeness, make robust business decisions, and stay competitive in today’s modern deal-making landscape.

Markets served

Financial Services
Product integrations

DealCloud

LexisNexis

LexisNexis® Risk Solutions provides customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency.

Harness LexisNexis’s Accuity to power compliant and assured client transactions and build an interconnected and trusted financial ecosystem..

 

Markets served

Accounting, Consulting, Corporate, Financial Services, Legal
Product integrations

Intapp Conflicts, OnePlace Risk & Compliance

Manzama

Manzama, a Diligent brand, is a leading provider of current awareness and market intelligence to legal and professional service organizations around the globe.

Discover business insights to drive and strengthen client relationships and stay up to speed with industry trends — all from a single dashboard in your Intapp CRM.

Markets served

Accounting, Consulting, Legal
Product integrations

Intapp CRM, OnePlace Marketing & BD

Moody’s Analytics

Our award-winning Orbis database provides leading data on individuals and companies from across the globe, including extensive corporate structures and beneficial ownership data. Orbis is the world’s most powerful comparable data resource on private companies. It has information on nearly 448 million entities worldwide, 45 million with detailed financial information.

During new client onboarding, automatically populate client profiles in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing Orbis corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts.

Markets served

Corporate, Financial Services, Government, Insurance

Owler

Owler provides sales intelligence and up-to-date, accurate, and actionable company insights that will improve your sales prospecting, competitor analysis, business information research, client relationships, and much more.

Discover business insights to drive and strengthen client relationships and stay up to speed with industry trends — all from a single dashboard in your Intapp CRM.

Markets served

Accounting, Consulting, Financial Services, Legal
Product integrations

DealCloud, Intapp CRM, OnePlace Marketing & BD

PitchBook

PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.

Integrate with Pitchbook for unlimited syncing of verified public and private capital markets data to accelerate workflows and expand market coverage.

Markets served

Financial Services
Product integrations

DealCloud

Preqin

Preqin delivers indispensable data, analytics, and insights for alternative assets professionals around the globe and provides comprehensive intelligence on investor-backed companies.

Populate your DealCloud CRM with Preqin data to centralize your firm’s capital markets data. Enhance your private markets knowledge base and super-charge your fundraising and investors relations initiatives.

Markets served

Financial Services
Product integrations

DealCloud

PrivCo

PrivCo is the go-to source for valuable insights into the financial health, market position and trajectory of U.S. private companies.

Centralize real-time data and insights to accelerate research and build business development pipelines more efficiently.

Markets served

Financial Services
Product integrations

DealCloud

Refinitiv

Refinitiv World-Check Risk Intelligence offers information, insights, and technology that enable customers to execute critical investing, trading, and risk decisions with confidence.

Help meet your regulatory obligations, make informed decisions, and identify potential financial criminal activity with information from reputable public domain source

Markets served

Accounting, Consulting, Corporate, Financial Services, Legal
Product integrations

Intapp Conflicts

S&P Global

S&P Global Market Intelligence captures 99.9% of the world’s market capital and provides intelligence essential for firms’ business and financial decision-making.

Access S&P company data directly from within DealCloud and OnePlace Marketing & BD to keep your client and prospect data clean, up to date, and complete. Enrich client profiles in real time with additional firmographic attributes.

During new client onboarding, automatically populate client profiles in Intapp Intake.

Consolidate conflicts clearance into a single search by directly accessing S&P corporate family trees, shareholders, and board members – all from within Intapp Conflicts.

 

Markets served

Accounting, Consulting, Financial Services, Legal
Product integrations

DealCloud, Intapp Conflicts, Intapp Intake

SourceScrub

SourceScrub is the leading data service for dealmakers who want to find, research, and connect with founder-owned businesses. They provide actionable market data to private capital and M&A firms by leveraging their innovative web-scraping and human verified datasets.

Fully configure SourceScrub data to your team’s data and workflow requirements to reduce the burden of manual data entry and strengthen your acquisition and business development pipelines.

Markets served

Financial Services
Product integrations

DealCloud

Sutton Place Strategies

Sutton Place Strategies provides data acquired through direct market research and relationships and uncovers a verified and unique database utilized by best-in-class private capital firms and dealmakers.

Leverage actionable transaction and M&A data in your day-to-day deal sourcing and intermediary coverage initiatives. Seamlessly enhance your proprietary contact, company, and deal data with up-to-date metrics and analytics from a trusted source.

Markets served

Financial Services
Product integrations

DealCloud

Want to learn more about our data integrations?

Our team of solution experts can demonstrate how third-part data integrations streamline workflows, enrich client understanding, and accelerate decision-making.

Whether you’re managing client relationships, deals, or firm risk, Intapp pre-integrated solutions will save time and provide actionable insights.

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