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
IntellPro is your AI technology partner.
We invest 1 to 3 months at the start of our relationship to customize the platform to fit your team’s workflow.
Unify your team’s most-used tools under one platform, enhancing collaboration and streamlining workflows.
Take notes, manage tasks, and organize content within a secure platform designed to turn knowledge into actionable insights.
Our white-glove service and intuitive, user-friendly interface ensure a smooth onboarding experience.
Configurable templates provide consistency and transparency, giving leadership a real-time, 360-degree view of activities and outcomes.
Unify your team’s most-used tools under one platform, enhancing collaboration and streamlining workflows.
Take notes, manage tasks, and organize content within a secure platform designed to turn knowledge into actionable insights.
Our white-glove service and intuitive, user-friendly interface ensure a smooth onboarding experience.
Configurable templates provide consistency and transparency, giving leadership a real-time, 360-degree view of activities and outcomes.
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.
We customize the IntellProAI to your processes —
templates, AI prompts, classification rules, and integrations.
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IntellPro is your AI technology partner.
We invest 1 to 3 months at the start of our relationship to customize the platform to fit your team’s workflow.
Unify your team’s most-used tools under one platform, enhancing collaboration and streamlining workflows.
Take notes, manage tasks, and organize content within a secure platform designed to turn knowledge into actionable insights.
Our white-glove service and intuitive, user-friendly interface ensure a smooth onboarding experience.
Configurable templates provide consistency and transparency, giving leadership a real-time, 360-degree view of activities and outcomes.
Unify your team’s most-used tools under one platform, enhancing collaboration and streamlining workflows.
Take notes, manage tasks, and organize content within a secure platform designed to turn knowledge into actionable insights.
Our white-glove service and intuitive, user-friendly interface ensure a smooth onboarding experience.
Configurable templates provide consistency and transparency, giving leadership a real-time, 360-degree view of activities and outcomes.
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.
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.
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.
Seamless Integration with Your Technology & Workflows
IntellPro integrates directly with your firm’s Microsoft ecosystem, including SharePoint, Outlook, Teams, and more. We also support Slack and third-party data providers like Bloomberg.
Our platform ingests content in real time, passing it through a data cleansing and analytics pipeline. It automatically identifies critical details, such as stock tickers, company names, authors, publishers, and topics. We customize this process to meet your needs during onboarding.
IntellPro normalizes ingested content, giving you a single, searchable view of everything—from files to emails, messages, data, and beyond.
Seamless Integration with Your Technology & Workflows
IntellPro integrates directly with your firm’s Microsoft ecosystem, including SharePoint, Outlook, Teams, and more. We also support Slack and third-party data providers like Bloomberg.
Our platform ingests content in real time, passing it through a data cleansing and analytics pipeline. It automatically identifies critical details, such as stock tickers, company names, authors, publishers, and topics. We customize this process to meet your needs during onboarding.
IntellPro normalizes ingested content, giving you a single, searchable view of everything—from files to emails, messages, data, and beyond.
Everything you need to know about getting started with IntellPro.
IntellPro is designed to keep your information secure, confidential, and always under your control.
IntellPro 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.
IntellPro will never use your confidential information for any purpose other than serving your business.
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