Salesforce App

With Intelligence Manager and Investor data in your Salesforce

With Intelligence for Salesforce

Access With Intelligence data alongside your existing data – enrich your existing data and
make more informed decisions.

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Increase your coverage and reach new markets

Integrate With Intelligence Manager and Investor data alongside your existing data to ensure that you are working with the most accurate data. You set the criteria for matching, controlling what data to add and when. 

Salesforce With Intelligence app integration
Salesforce data With Intelligence integration

See the latest intel alongside the data

See articles about your target accounts alongside your Salesforce data. Get instant access to your target firms challenges, latest opportunities and people moves.

What data is available

Summaries Location Strategy Contacts + Contact details AuM Articles Investment Preferences Mandates Allocation breakdown Cross company relational information