CSA STAR Registry

Integration Appliance, Inc. (Intapp) provides the first and only industry cloud for professional and financial services to help firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace by improving operational efficiency, increasing profitability, and driving client success. Intapp offers intelligent solutions – purpose built for partner led firms spanning the entire client lifecycle, from strategy through origination and execution. Intapp products allow customers to align business operations with business strategy and are recognized as the most advanced in their respective categories, including new business intake, conflicts, confidentiality management, deal management, experience management, marketing and business development, pricing, workflow automation, data integration, and time recording. The DealCloud Platform provides a single-source deal, relationship, and fund management platform to capital markets firms. Through its market-defining technology, thousands of professionals are able to achieve better market coverage; grow and maintain relationships; stay compliant and mitigate risk; accomplish better outcomes for clients; increase the likelihood of a closed deal; improve pipeline visibility and forecasting capabilities; streamline and organize business development activities; establish better transparency across team members and stakeholders; and execute on deals more efficiently.