AI For Research Workflows

IntellPro launched with the mission to create a knowledge advantage for asset management, financial and professional service organizations. Our platform leverages artificial intelligence and integrates into your existing workflow tools and data to allow you to achieve advanced AI capabilities, search and analytics.

With our deep expertise across technology, financial and professional service solutions, the IntellPro team has designed a purpose-built solution that drives team productivity, enhances quality of output, and increases the speed of decision-making.

IntellPro

AI for Your Knowledge

IntellPro provides an orchestration layer across your tools and data, allowing you to leverage large language models and advanced search across all your worfklow tools, such as email, Slack, Teams, shared drives and many more.

Harmonize Workflows

IntellPro give teams more of what they need under one roof by unifying your organization with its most heavily utilized applications.

Productivity

Note-taking, staging and task management. One platform with all of your relevant data is the most fruitful environment to grow content.

Permission-Based

Advanced administration configurations provide ability to assign individuals to companies, projects, tags, categories, and groups. Deal teams, portfolio companies and clients can all thrive in the same environment. IntellPro does the heavy lifting.

Search and AI Q&A

All of your content in one place, searchable using traditional keyword search or leveraging large language models to ask questions and get quick answers, fully cited and sourced.

Plug-and-Play

No lengthy implementation times, no long waits, white-glove customer service.

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SOC2 Type I & II

IntellPro has undertaken the AICPA SOC 2 Type I & II certification to attest to Security, Confidentiality, and Availability controls in place in accordance with the AICPA Trust Service Criteria.

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Encryption

All data in IntellPro is strongly encrypted, both during transit and at rest.

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Data Stewardship

IntellPro will never use your confidential information for any other purpose than to serve your business.