Choosing the Right Tool: Key Features to Consider in Investment Management RFP Response Software
Simplify your workday and enhance your RFP response strategies with the right tool.
From boutiques to the world's largest asset managers, Dasseti ENGAGE allows IR teams to deliver consistent information to investors, fast.
When DDQs or RFPs come in, automate the first response draft with AI-enabled Smart Response technology. Then take time to customize and approve.
Update information centrally and publish to all client templates easily. Save hundreds of hours on manual updates.
Don't ask investors to change their systems to meet your needs. Dasseti ENGAGE uses add-ins to let you respond to investor requests in Word, Excel and Chrome, without ever leaving those platforms.
Meet increasing DDQ and RFP volumes with Dasseti ENGAGE instead of new IR team hires. AI enhancements bring super powers to your existing team.
Ensure high quality communications, from every team, in every location, across every asset class.
No time to create and maintain a Q&A bank? Autofilling in Dasseti ENGAGE allows you to find and insert relevant responses from previous responses in seconds.
Manage RFP and DDQ responses, and consultant database profile information using Dasseti ENGAGE
Our award-winning software serves some of the largest asset managers in the world.
Simplify your workday and enhance your RFP response strategies with the right tool.
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