Intellispect

We have built a product for professional investment advisory firms that work with or specialize in the investment management needs of non-profit organizations. Our software parses and delivers information tailored to the needs of investments advisors for all 990 filing organizations in the United States. We make it easy for our customers to search for organizations that meet specific criteria, to view summary information about organizations and to classify organizations based on where they might land in the investment advisor's sales cycle. Our software allows investment managers and their business development teams to quickly and efficiently query and classify non-profit organizations that fit their client profile so that they can focus on building relationships and growing their business.