ILX Selects Harvest by Dasseti to Elevate ESG and Investment Data Management
ILX partners with Harvest by Dasseti to enhance ESG data management and reporting for private credit investments, focusing on Climate Finance and UN...
We combine technology expertise and investment management industry experience to help you unlock the full potential of Dasseti, quickly and seamlessly.
With experts across four continents, Dasseti ensures you have access to support, wherever you are.
We handle data migration, setup, and training to get you up and running.
Hands-on support continues after go-live, with frequent check-ins.
Transitioning to self-service tools, but always with a CSM available.
Quarterly reviews and 24 hour assistance to ensure lasting success.
We caught up with members of Dasseti’s Client Success Team to hear how they deliver unparalleled value for lasting client success.
We accept data in a wide range of formats, whether it’s documents, spreadsheets, or structured files like JSON. Share it in the format that works best for you.
There are multiple import options. For smaller uploads, we can use pre-formatted import templates. For larger migrations, we can involve your IT team if needed, but we aim to keep things simple on your side.
Our CSM team works as an extension of yours. We take the lead on data migration, help configure the platform to your needs, and share best practices to help you get maximum value from day one.
You can be up and running quickly. We typically agree on a Minimum Viable Product (MVP) so you can begin working in the platform while we continue loading historical data and expanding workflows.
Yes, we’ve helped many clients transition smoothly from other platforms. Our team is experienced in handling competitor migrations with minimal disruption.
You can start using the platform in as little as a couple of weeks. We continue to work with clients post-launch to expand usage and unlock more value over time.
Yes. We regularly provide training for new joiners and offer walkthroughs of new features as they’re released. Ongoing education is a key part of our support.
No. After onboarding, there’s an early care period with high-touch support. You’ll also have regular check-ins with your CSMs to review progress, gather feedback, and explore new use cases.
Yes. You’ll have a primary and secondary CSM throughout onboarding. They typically remain your main points of contact, supported by our global team offering 24-hour coverage.
Generally, no. We can handle most of the setup and data import without IT involvement. If you’re undergoing a larger migration, IT support can be helpful but is not required.
ILX partners with Harvest by Dasseti to enhance ESG data management and reporting for private credit investments, focusing on Climate Finance and UN...
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