The only direct integration between an RFP platform and Nasdaq eVestmentTM Omni 

Create, manage and maintain consistent investor narratives across DDQs and consultant databases within a single workflow  

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Consultant database workflows are still heavily manual

Many investment managers still manage consultant database narratives separately from DDQs and RFPs through disconnected spreadsheets and repetitive updates.

The result is inconsistent investor messaging, duplicated effort and growing operational complexity.

Dasseti ENGAGE and Nasdaq eVestment™ Omni connect these workflows through centralized narrative management and API-driven synchronization.

 A connected workflow for consultant database management

Import existing consultant database content

Dasseti imports existing consultant database narratives and campaign information from Omni into ENGAGE.

Manage narratives centrally

Investor Relations and RFP teams manage DDQs, RFPs and consultant database narratives together within a centralized QA Bank.

Apply AI-powered workflows and approvals

Use Dasseti AI to generate draft responses using approved content, Nasdaq eVestment data and existing investor communications

Synchronize finalized content into Omni

Approved consultant database narratives are synchronized directly into Nasdaq eVestment™ Omni through API integration for final distribution across consultant databases.

One source of truth for investor narratives

  • Reduce manual intervention across consultant database workflows
  • Maintain consistency across DDQs, RFPs and consultant databases
  • Streamline review and approval processes
  • Scale investor communications more efficiently
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What is Nasdaq eVestment™ Omni?

Nasdaq eVestment™ Omni helps investment managers manage and distribute data and narratives across consultant databases including eVestment and other industry platforms.

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FAQs

What is the Dasseti ENGAGE and Nasdaq eVestment™ Omni integration?

The integration connects Dasseti ENGAGE directly with Nasdaq eVestment™ Omni, allowing investment managers to manage consultant database narratives alongside DDQs and RFP responses within a single workflow.

What is Nasdaq eVestment™ Omni?

Nasdaq eVestment™ Omni helps investment managers manage and distribute data and narratives across consultant and research databases including eVestment, Callan, Wilshire, Morningstar, Informa, Broadridge and other industry platforms.

How does the Dasseti and eVestment™ Omni integration work?

Existing consultant database campaign information and narratives are loaded into Dasseti ENGAGE. Teams can then create, review and maintain content within ENGAGE before synchronizing finalized responses directly into Omni through API integration.

What are the benefits of managing consultant database narratives in Dasseti ENGAGE?

Dasseti ENGAGE allows firms to centralize consultant database narratives alongside DDQs and RFPs, helping reduce duplicated effort, maintain consistency across workflows and streamline review and approval processes. Teams can also leverage Dasseti’s AI-powered response workflows to generate draft responses using approved content, Nasdaq eVestment data and existing investor communications.

Does the integration replace Omni?

No. Omni remains the distribution and database management layer. Dasseti ENGAGE provides the centralized workflow, content management and AI-powered response capabilities used to create and maintain investor narratives before synchronization into Omni.

What operational challenges does the integration solve?

The integration helps reduce spreadsheet dependency, repetitive updates, disconnected review processes and manual re-entry across consultant database workflows.

Is the integration available to all Omni clients?

Availability depends on the client’s Omni setup and service model. Dasseti and Nasdaq eVestment work together with mutual clients to determine the most appropriate workflow and integration approach based on their consultant database processes and Omni subscription type.

See the workflow in action

Learn how investment managers are modernizing consultant database workflows with Dasseti ENGAGE and Nasdaq eVestment™ Omni.

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