perfORM DD

How a Leading Operational Due Diligence Consultant Underpins Excellent Service with Dasseti Collect

perfORM, a JTC Group company, is an award-winning, multijurisdictional (UK, Switzerland, USA) and standalone ODD solutions provider with 100+ years of collective ODD experience.

Clients include allocators (family offices/multi-family offices, private banks, wealth managers, funds of funds, asset managers, pension funds, endowments, foundations), investment managers, service providers and vendors.

Launched in 2019, as one of the few dedicated ODD businesses, perfORM has rapidly grown its global client base, underpinned by its credibility, flexibility and use of technology.

perfORM offer allocators on-demand support and have a large coverage of Investment Manager & Fund ODD Reports.

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SITUATION

A successful and respected consultancy business, perfORM, wanted to ensure they could scale effectively and efficienctly whilst also retaining control over the ODD processes.

The team identified a need for a digital solution that could offer a streamlined workflow, enhance client engagement, and provide a centralized system for managing due diligence questionnaires (DDQs).

SOLUTION

Dasseti Collect emerged as the selected platform for perfORM, offering a comprehensive suite of features and extensive customization options. The client portal, automated report generation, and visually appealing interface addressed perfORM's operational challenges head-on.

IMPACT

The adoption of Dasseti Collect led to significant improvements for perfORM, including improved operational efficiencies and time savings.

Analysts can prefill responses, saving time and effort, and the ability to centralize DDQ responses and streamline report generation has improved internal workflows.

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 funds or managers, across all asset classes.

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. Choose your view as a list, table or time series.

Automated Scoring and Comparison

See how client projects are progressing at a glance, with customizable, automated scoring and comparison.

Analytics and Reporting

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

Client Portal

The white-labelled client portals are user friendly and intuitive.

CRM and Document Management

Outlook and SharePoint integrations let you track contacts, emails and shared documents easily.

perfORM Due Diligence Services