FINTRX and Intapp partner to provide comprehensive data and insights on firms and contacts directly within their processes and workflows in DealCloud
FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, private capital markets, and legal firms, have announced a strategic partnership that delivers FINTRX data directly within Intapp DealCloud. This integration empowers private capital firms to more effectively raise capital and manage relationships using FINTRX’s comprehensive data and insights on firms and contacts directly within their processes and workflows in DealCloud.
The partnership addresses the growing need for efficient access to comprehensive, accurate, and up-to-date data in the private capital industry. By combining DealCloud’s robust AI-powered solutions with FINTRX’s extensive database of family offices, foundations, endowments, and registered investment advisors, firms can now:
+ Identify and target ideal investors: Access FINTRX’s detailed profiles, including investment preferences, asset allocation, and contact information, directly within DealCloud to identify and prioritize potential investors.
+ Track investment activity: Leverage FINTRX data on direct and co-investments to gain a competitive edge in the market.
+Streamline investor relations: Manage investor communications and track engagement more effectively with integrated data, ensuring personalized and timely interactions.
+Improve data accuracy and efficiency: Eliminate manual data entry and reduce the risk of errors with seamless data synchronization between FINTRX and DealCloud.
Read More: AI and Data Interoperability are Crucial for Success in the Financial Industry
“We are thrilled to partner with Intapp to bring the power of FINTRX data and insights to DealCloud users,” said Russ D’Argento, Founder and CEO of FINTRX. “By providing seamless access to our comprehensive private wealth data within DealCloud, we are empowering firms to make more informed decisions and drive better outcomes when it comes to raising assets.”
“At Intapp, we are committed to providing our clients, which represent the world’s leading private equity and wider private capital market firms, with industry-specific, AI-powered solutions that are enriched with deep market data,” said Rudy Saad, Global Head of Private Equity & Private Capital Markets at Intapp. “Our integration with FINTRX is a testament to this commitment by enabling our clients to optimize their investor origination workflows and successfully raise more capital in the sizable, growing, and deeply underpenetrated private wealth channel.”
Read More: The Digital Divide: Insurance Industry Races to Bridge Tech Gap Amid AI Push
[To share your insights with us, please write to psen@itechseries.com ]
