AI will drive efficiencies for asset managers and allocators
AI can drive huge efficiency gains for asset managers and asset allocators. Dasseti is releasing enhancements to its manager, allocator and ESG software platforms.
Dasseti ENGAGE Add-Ins make it easy to work in the document you receive from your investor
Beyond Templates: Customization and personalization in investment management RFP response software
Dasseti Engage
Custom Pricing
Contact us to discuss your specific requirements
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AI-powered Smart Search and Smart Response
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Nasdaq eVestment integration
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Centralized content library
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Live data sharing
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Update once, publish everywhere
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Team workflow and oversight
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Microsoft Word, Excel and Chrome plugins
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CRM for investor profiles and file management
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Full audit trail for compliance
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Customizable report templates
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Word, PDF and Excel document scraping
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Integrates with current Investor Relations software stack
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White labelled investor portals available on request
I've used Dasseti to respond to investor requests in the past. Is this the same platform?
If you have been invited to respond to a questionnaire in Dasseti by an investor in the past, you will be familiar with the Dasseti Manager Portal. Dasseti ENGAGE is an AI-enabled platform which takes the Manager Portal a step further. With Dasseti ENGAGE you can maintain content and responses in a centralized bank, share content between your Nasdaq eVestment profile and RFPs/DDQs, respond to ANY investor request and collaborate with your team members using the platform.
How does Dasseti ENGAGE speed up the response process?
Dasseti ENGAGE allows you to create and maintain a Content store, with approved Question and Answers quickly and easily.
When DDQs or RFPs come in, you can respond in Word, Excel, or your Chrome browser using our powerful plug ins. Dasseti ENGAGE uses AI Smart Search to suggest 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.
Automatic reminders can be set to nudge your subject matter experts into updating their data points at regular intervals.
How do I access Dasseti ENGAGE?
Dasseti ENGAGE is a cloud-based software app that can be accessed via any web browser.
Book a demo and try it for free on a supported trial, invite your colleagues and then easily switch to a paid account.
How much is Dasseti ENGAGE?
Dasseti ENGAGE is priced on an annual basis, per user according to your specific use case. Please get in touch to discuss pricing.
