WHY CHOOSE DASSETI OVER OTHER RFP TOOLS?

Dasseti Engage is an RFP tool AND a full investor relations suite in a single platform

Dasseti Engage is the only RFP software platform that has been designed exclusively for investment managers.

RFP response automation features combined with unique data sharing capabilities mean you will never miss another mandate!

See it for yourself - give us a few details and we'll send you a link to schedule a demo at a time that suits you.
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How does Dasseti Engage Compare to other RFP tools?

  • Other RFP tools

  • Dasseti Engage

Other RFP tools

Leading RFP vendors

Dasseti Engage

RFP and Data Sharing Platform Built for the Investment Sector

RFP Response Tool

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Auto-fill Feature

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Natural Language Processing for Question Recognition

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Word and Excel Add-Ins

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Question & Answer Bank

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Investment Manager Specific No

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Offline Working

 		Some

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eVestment Integration No

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DDQ Sharing No

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Ability to Search Outside Content Library

 		No

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Custom DDQ Creation No

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DASSETI ENGAGE

Respond, publish and distribute up to date information to allocators with a single solution

RESPOND

Dasseti Engage helps you respond faster and cope with increasing volumes of RFPs and DDQs

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PUBLISH

Dasseti Engage means you can publish data to update all templates and client formats consistently

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DISTRIBUTE

Dasseti Engage allows you to distribute your standard DDQ to selected investors, or share with a wider pool, and see who has interacted with it

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NEWS

Dasseti Launches Unique Software to Help Investment Manager RFP and Investor Relations Teams Win More Mandates

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DATA SHEET

Dasseti Engage: A complete solution for RFP teams and investor relations

Unlike Rocketdocs, Dasseti Engage has been designed specifically for Investor Relations, Client Services and RFP teams in the investment sector.

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Dasseti Engage Overview
DASSETI ENGAGE

More than an RFP response tool - Dasseti Engage helps you build closer relationships with your investors

From small GPs to the world's largest asset managers, Dasseti Engage allows RFP, Client Services and Investor Relations teams to deliver consistent information, fast, using the platforms investors prefer.

Respond to DDQs and RFPs quickly and easily

Automate the first response draft with Smart Response technology. Then customize and approve.

Publish new data to every investor with a single click

Maintain live data points and publish across templates and DDQs easily.

Keep sensitive investor information safe

Share live data with investors via a secure investor portal, with full viewer stats and granular access rights.

Work in the original Word, Excel or Chrome formats.

No need to ask investors to change their systems to meet your needs.

Keep your RFP team headcount low

Meet increasing DDQ and RFP volumes with Dasseti Engage instead of new RFP team hires.

Be consistent

Ensure high quality communications, from every team, in every location, across every asset class.

Communicate with investors in real time

Drive more insightful and valuable investor communications.

Manage profiles and QA Bank data in one place

Use Dasseti Engage to manage profiles and QA bank data or integrate with your exiting RFP software or QA bank and automate updates across all templates.

DASSETI ENGAGE

Dasseti Engage is a full solution for RFP, Investor Relations and Client Services teams

  • Respond to DDQs and RFPs faster
  • Publish up to date information in recurring client and consultant templates
  • Distribute tailored client information smartly and securely

Never miss another mandate!

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