Engage better with your investors
Dasseti Engage has been designed specifically for Investor Relations, RFP and Client Services teams within asset managers to help them meet investor demands for information:
- More consistently
- With less manpower
Streamline investor relations
From small GPs to the world's largest asset managers, Dasseti Engage allows IR teams to deliver consistent information, fast, using the platforms investors prefer.
Respond to DDQs and RFPs quickly and easily
When DDQs or RFPs come in, automate the first response draft with Smart Response technology. Then take time to customize and approve.
Publish new data to every investor with a single click
Update information centrally and publish to all clients easily. Save hundreds of hours on manual updates.
Keep sensitive investor information safe
Share live data with LPs via secure investor portals. See who has accessed your information, and restrict where that can be shared.
Meet your investors where they are
Dasseti Engage uses APIs to integrate with other platforms, investor templates, standard DDQs, consultant databases, Word, Excel and Chrome. Don't ask investors to change their systems to meet your needs.
Manage your IR headcount
Meet increasing DDQ and RFP volumes with Dasseti Engage instead of new IR hires.
Provide consistent data to every investor
Ensure high quality communications, from every team, in every location, across every asset class.
Interact with investors in real time
Drive more insightful, valuable investor communications with secure sharing in investor portals.
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.
Transforming Investor Relations from reactive to proactive. Without the hard work.
Dasseti Engage: Manager and GP Investor Relations Software
- Secure investor portals
- Centralized response bank
- Live data sharing
- Smart Response auto suggestion
- Powerful investment-specific search engine
- Update once, publish everywhere
- Team workflow and oversight
- Microsoft Word, Excel and Chrome plugins
- CRM for investor profiles and file management
- Full audit trail for compliance
- Customizable report templates
- Word, PDF and Excel document scraping
- Integrates with current Investor Relations software stack
- White labelled investor portals available on request