With Intelligence in Salesforce
Access With Intelligence data alongside your existing data within your CRM application.
Enrich your existing data and make more informed decisions.
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.
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.
data
What data is available
| Summaries | Location | Strategy | Contacts and contact details | AuM | Articles | Investment Preferences | Mandates | Allocation breakdown | Cross company relational information | |
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Managers |
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Contacts |
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