PORTFOLIO MONITORING

Maintain a Strong Manager Portfolio with Regular Monitoring

Track managers' operational changes and flag risk indicators for further investigation

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MONITOR YOUR MANAGER PORTFOLIO AS OFTEN AS YOU NEED TO

Never miss another warning sign in your portfolio

Automate repetitive regular manager monitoring. Quickly identify only changed data and use flags and scores to trigger risk warnings.

Data Collection Engine

Create data requests from scratch, use best practice templates or ingest pre-filled responses. Simple, intuitive and customizable.

Fund Data Tracking

Set up pre-defined flags and alerts to track risks within your manager portfolio.

Workflows and Collaboration

Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

Review only the data you want to see in the fully customizable review module.

Automated Scoring and Comparison

See how your manager portfolio looks at a glance, with customizable, automated scoring and comparison.

Analytics and Reporting

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

Manager Portal

The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.

CRM and Document Management

Enrich your data with Outlook and SharePoint integrations to track contacts, emails and shared documents.

INSIGHTS

How can university endowment investment teams take monitoring and governance to the next level?

Emulate the Ivy league institutions with an advanced due diligence and monitoring platform.

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INSIGHTS

Performing due diligence on alternative investment funds

Tips on adapting your due diligence approach when assessing alternative investment funds.

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Dasseti COLLECT

Allocators and
Investment Consultants

Streamline the data gathering process and make life simpler for your managers

  • Icons (2) Data Collection Engine
  • Icons (2) Fund and Manager Tracking
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Review and Risk Management
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Analytics and Reporting
  • Icons (2) CRM Capabilities
  • Icons (2) Research and Document Management
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Dasseti for Consultants

Consultants


Contact us to discuss your exact requirements

Dasseti is flexible and can meet the varied needs of consultants

 

  • Tick icon #2 Every feature in Dasseti COLLECT, plus
  • Icons (2) Customized Platform
  • Icons (2) Private Cloud Hosting
  • Icons (2) White labelling
  • Icons (2) 24/7 Support Options Available
  • Icons (2) Advanced Custom Reporting Options
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Never miss a warning sign in your portfolio again

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