Enhancing Collaboration in Investment Management RFPs: The Role of Response Software
Responding to RFPs is crucial for investment management firms looking to win new business. These documents represent lucrative opportunities to land...
Dasseti ENGAGE provides managers and GPs with a platform to create a completely bespoke standard DDQ that can be shared with any investor. Custom branded, secure investor portals offer great insights to how investors are interacting with your content.
We don't dictate what your standard DDQ should contain. That's up to you. We just help you keep it secure and share it intelligently.
With custom branded investor portals that provide a high quality, tailored and seamless experience for your clients.
Don't put your investor materials out and hope for the best. See exactly who is opening and reading your content.
Granular security settings mean you can prevent unauthorized access to your content and stop it falling into the wrong hands.
Responding to RFPs is crucial for investment management firms looking to win new business. These documents represent lucrative opportunities to land...
Investment management firms can overcome the limitations of using templates for RFP responses with customizable RFP response software. Learn about...
Investor demands for data are at an all-time high. Explore how your team can meet growing RFP demands using technology without hitting the breaking...
Contact us to discuss your specific requirements
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 allows you to create and maintain a Question and Answer bank 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 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.