DDQ and RFP Response

Meet increasing requests for investor information

AI-powered Smart Search helps you respond to multiple requests for similar information

Collaborate from front to back office

Allocate questions, build in approvals processes, work as a team

Be consistent

Automate reminders for SMEs to update and maintain data points. Store content centrally as your golden source

Meet tight RFP and DDQ deadlines

Auto Response completes a first draft response in seconds using best fit information

Stop wasting valuable resources

Don't waste specialist investor relations resource on manual, repetitive tasks

Stop running out of time to customize responses

Custom responses can take up to 18 hours to complete

Don't rely on a single team member

Company knowledge is often held by a single individual. Without them responding in a timely manner is impossible

Don't let requests fall through the cracks

Who takes ownership of responding to DDQs and RFPs? It's not always clear cut

RESPOND

Dasseti ENGAGE uses AI to help you respond faster and cope with increasing volumes of RFPs and DDQs

PUBLISH

Dasseti ENGAGE allows you to publish individual data points to update consultants databases and client formats consistently and easily

DISTRIBUTE

Dasseti ENGAGE allows you to create and distribute your standard DDQ to selected investors, or share with a wider pool, and see who has interacted with it

INSIGHTS

Choosing the right tools

Key features to consider in investment management RFP response software.

Simplify your workday and enhance your RFP response strategies with the right tools.

INSIGHTS

Beyond Templates: Customization and personalization in investment management RFP response software

INSIGHTS

Q&A on the use of AI in Asset Management

Discover how AI is transforming Asset Management with insights on adoption, benefits, and concerns.

Custom Pricing

AI-powered Smart Search and Smart Response
Nasdaq eVestment integration
Centralized content library
Live data sharing
Update once, publish everywhere
Team workflow and oversight
Microsoft Word, Excel and Chrome plugins
CRM for investor profiles and file management
Full audit trail for compliance
Customizable report templates
Word, PDF and Excel document scraping
Integrates with current Investor Relations software stack
White labelled investor portals available on request

GET PRICING

No, although it is similar. If you have been invited to use Dasseti by an investor in the past, you will be familiar with the Dasseti Manager Portal. Dasseti ENGAGE is a brand new platform which takes the Manager Portal a step further. With Dasseti ENGAGE you can maintain responses in a centralized bank, respond to ANY investor request and collaborate with your team members using the platform.

Dasseti ENGAGE uses Natural Language Processing to search across any previous response that has been uploaded to the platform. It then suggests the best fit response with details of last use, author etc.

Maintain a Q&A bank if you want to, or let Dasseti do the hard work.

When DDQs or RFPs come in, you can respond in Word, Excel, or your Chrome browser using our powerful plug ins. Dasseti ENGAGE suggests the most accurate response based on your own parameters and gives you a head start to complete the response quickly and consistently.

Team collaboration tools allow you to assign questions and maintain oversight over the response workflow, to monitor progress.

Dasseti ENGAGE is a cloud-based software app that can be accessed via any web browser.

Try it for free on a supported trial, invite your colleagues and then easily switch to a paid account.

Request a free trial

Dasseti is priced on an annual basis, per user according to your specific use case. Please get in touch to discuss pricing.

Request Pricing

Improve Investor Relations

Respond to any DDQ or RFP from any investor

Meet increasing requests for investor information

Collaborate from front to back office

Be consistent

Meet tight RFP and DDQ deadlines

Stop wasting valuable resources

Stop running out of time to customize responses

Don't rely on a single team member

Don't let requests fall through the cracks

Respond, publish and distribute up to date information to allocators with a single solution

Dasseti ENGAGE uses AI to help you respond faster and cope with increasing volumes of RFPs and DDQs

Dasseti ENGAGE allows you to publish individual data points to update consultants databases and client formats consistently and easily

Dasseti ENGAGE allows you to create and distribute your standard DDQ to selected investors, or share with a wider pool, and see who has interacted with it

Choosing the right tools

Beyond Templates: Customization and personalization in investment management RFP response software

Q&A on the use of AI in Asset Management

Dasseti ENGAGE

Custom Pricing

Need clarification?

I've used Dasseti to respond to investor requests in the past. Is this the same platform?

How does Dasseti ENGAGE speed up the response process?

How do I access Dasseti ENGAGE?

How much is Dasseti ENGAGE?

Transform your DDQ and RFP response process