Family Offices Manage Complex Investment Portfolios Better with Dasseti COLLECT
Assess external fund managers quickly and easily
Dasseti COLLECT is an ideal solution for family offices. Clients report efficiency gains of around 5x by automating manual and repetitive data collection and analysis tasks.
What's Included in Dasseti COLLECT?
DDQ Engine
Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.
Fund and Manager Data Tracking
Set up pre-defined flags and alerts to track risks within mixed funds or managers spanning all asset classes.
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
Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.
Workflows and Collaboration Tools
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 the 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.
Useful resources for family offices
Digitizing your ODD Process
Step by step guide to transforming the ODD process with a digital platform
Top Tips for Designing DDQs
Ten steps to creating DDQs your managers will find easier to answer
