Your analysts are already in Claude and ChatGPT.
Now those LLMs can see your firm's data. IntellProAI connects every source — emails, memos, Slack, SharePoint, Bloomberg — so every answer comes from your research, not the public internet.
IntellProAI was built specifically for clients who cannot afford data exposure — private equity,
private credit, hedge funds, asset managers, and enterprise teams with sensitive internal IP.
Your data is never used to train models — ours or anyone else's. Your IP stays yours.
✓ Read-only ingestion — we observe, never modify
✓ No data retained after queries are served
✓ Enterprise LLM terms enforced — no training on client traffic
Each firm gets a dedicated Elasticsearch index and isolated compute on AWS — no shared environment, ever.
✓ Per-client KMS keys for index encryption
✓ Row-level permissions — analysts see only what they're cleared for
✓ Private VPC deployment available
Analysts can ask Claude & ChatGPT. The LLM calls IntellProAI.
IntellProAI returns grounded answers from the firm's own knowledge — with citations.
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We customize the IntellProAI to your processes —
templates, AI prompts, classification rules, and integrations.
Unify your team's tools under one query interface. Analysts ask in natural language; IntellPro routes to the right source.
MCP · Claude · ChatGPT · Cursor
Lexical + semantic retrieval in parallel. Finance-tuned embeddings catch meaning across different terminology.
10× vs. Keyword-only
Automatic metadata extraction: tickers, authors, topics, entities. Configurable templates give leadership a real-time view.
Customized during onboarding
Our team works directly with your analysts, IT, and compliance teams. Most firms are fully indexed within 1–2 days.
1–3 month customization period
Keep every tool you already use. IntellPro connects to your Microsoft stack, Slack, Bloomberg — it enhances, not replaces.
Outlook · SharePoint · Teams · Slack
SOC 2 Type I & II. Dedicated index. Per-client KMS keys. Row-level permissions. The baseline every fund IT team requires.
SOC 2 · AES-256 · TLS 1.3
IntellPro MCP connects in minutes and goes deep — ingesting, processing, indexing, and serving
your firm’s knowledge directly into Claude and ChatGPT. No migration, no workflow change.
IntellPro connects to your existing sources: Outlook, Gmail, SharePoint, Drive, Box, Slack, Teams, Bloomberg, and third-party research libraries. All connectors are read-only — we observe your data, never write to it.
Content flows through a pipeline: OCR for PDFs, semantic chunking, finance-tuned embeddings, and auto entity extraction (tickers, companies, authors, topics). Fully customizable at onboarding.
Each client gets a dedicated index. BM25 (lexical) and vector (semantic) search run in parallel, then re-ranked—so “AI chip demand” finds “GPU shortage update” with no shared keywords.
The MCP server exposes tools: search_records, summarize_thread, find_by_entity. Every answer is citation-grounded. Works with Claude Desktop, ChatGPT, Cursor, and any MCP-compatible client.
Deployed across analyst teams at multi-billion-dollar funds.
”We went from ‘open six tabs’ to ‘ask the LLM.’ The first time it pulled the right memo with a citation, the PM just said ‘oh.’”
— Director of Research
“It pays for itself the first week. Dozens of hours back across the team.”
— COO
Connected: Outlook · SharePoint · Bloomberg · Slack · Call notes
“Every new analyst used to spend their first month learning where things lived. Now they just ask.”
— Head of Fundamental Research
“The cross-pod visibility alone is worth it. We find things our own team forgot we wrote.”
— Partner
Connected: Outlook · SharePoint · Teams · Research library
Everything you need to know about getting started with IntellPro.
IntellProAI is designed to keep your information secure, confidential, and always under your control.
IntellProAI is SOC 2 Type I & II certified under AICPA standards to ensure security, confidentiality, and availability.
Your data is securely encrypted in transit and at rest, following industry best practices.
IntellProAI will never use your confidential information for any purpose other than serving your business.
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