Everything you need to know about getting started with IntellPro.
IntellPro is purpose-built for financial teams. We combine deep Microsoft-native integration, customizable research workflows, and an agentic AI engine that adapts to your team’s tools and processes. Our white-glove onboarding ensures a seamless fit with how your team already works.
Most teams are integrated into our platform within 1 to 2 days.We quickly ingest and clean your data using our native integrations and classification pipeline. From there, we collaborate with your team to configure templates, AI prompts, and workflows tailored to your needs.
IntellPro ingests emails, PDFs, slide decks, chat messages, research reports, and more. All content passes through a customizable classification pipeline that tags metadata like stock tickers, authors, topics, and entities.
Absolutely. IntellPro is SOC 2 Type I & II certified. Your data is encrypted in transit and at rest, and we never use client data for training or any other purpose beyond serving your organization.
Not at all. IntellPro integrates with the Microsoft stack (SharePoint, Outlook, Teams) and supports Slack, Bloomberg, and other key platforms. You keep your current tools—we enhance them.
