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DealCloud Platform
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Time
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Collaboration
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- Accounting
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  - Solutions for accounting firms
    
    Deal and relationship management
    
    Client onboarding and continuance
    
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    Enhanced Microsoft 365 collaboration
    
    Timekeeping
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  - Solutions for consulting firms
    
    Deal and relationship management
    
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    Enhanced Microsoft 365 collaboration
    
    Client onboarding and risk assessments
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- Investment banking and advisory
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    Client intelligence
    
    Activator
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    Microsoft Copilot
    
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  - Time and prebilling solutions
    
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  - Private capital solutions
    
    Code of conduct management
    
    Deal and relationship management
    
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    Private credit
    
    Family offices
    
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  - Real assets solutions
    
    Deal and relationship management
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