Our Business

IntellPro launched with the mission to create a knowledge advantage for asset management, financial and professional service organizations. An effective knowledge management platform is not a library. It is a dynamic ecosystem consisting of processes, people, content, and technology. With more than 50 years of collective experience 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.


Harmonize Workflows

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

Performance Reporting

Configurable templating to promote consistency, reliability, and transparency. Management teams and organizational leaders are provided with a 360-degree real-time view.


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


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.


All of your content in one place, highly searchable and easily filtered.


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


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.



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


Data Stewardship

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