We help firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. We offer intelligent solutions – purpose-built for partner-led firms – spanning the entire client lifecycle, from strategy through origination and execution.

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Anti-money laundering (AML) compliance and client due diligence (CDD) requirements are increasing rapidly, creating new challenges for risk and compliance professionals around the world. In response, today’s leading firms are focused on creating viable anti-money laundering processes and demonstrating compliance

Ben Harrison, Intapp’s President of Financial Services, shared his insights on the IPO market and company valuations for an article detailing how global market forces are affecting the progress of Sacramento-based startup companies.

Sacramento Business Journal – April 15, 2022