DDQ AND RFP RESPONSE SOFTWARE

Improve Investor Relations

 

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Respond to any DDQ or RFP from any investor 

Draw from a centralized bank of responses to answer any DDQ or RFP from any investor, faster and with greater accuracy, no matter what platform they use to deliver the questionnaire.

ENGAGE QA Bank Folder View

Why Choose Dasseti?

Meet increasing requests for investor information

AI-powered Smart Search helps you respond to multiple requests for similar information

Collaborate from front to back office

Allocate questions, build in approvals processes, work as a team

Be consistent

Automate reminders for SMEs to update and maintain data points. Store content centrally as your golden source

Meet tight RFP and DDQ deadlines

AI-powered autofill completes a first draft response in seconds using best fit information

Stop wasting valuable resources

Don't waste specialist investor relations resource on manual, repetitive tasks

Stop running out of time to customize responses

Custom responses can take up to 18 hours to complete

Don't rely on a single team member

Company knowledge is often held by a single individual. Without them, responding in a timely manner is impossible

Don't let requests fall through the cracks

Who takes ownership of responding to DDQs and RFPs? It's not always clear cut

DASSETI ENGAGE

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

RESPOND

Dasseti ENGAGE is AI-enabled to help you respond faster and cope with increasing volumes of RFPs and DDQs

 

 

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PUBLISH

Dasseti ENGAGE allows you to publish approved data to populate templates and different 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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ON-DEMAND WEBINAR

AI Features in Dasseti ENGAGE

Are you spending too much time manually responding to RFPs and DDQs?

Sidekick in Dasseti ENGAGE is transforming the way asset managers generate responses, ensuring faster, more accurate, and compliant investor communications - all while keeping human expertise at the core.

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Dasseti Sidekick - Your Smart AI Assistant
INSIGHTS

Smarter Due Diligence: How Asset Managers Can Leverage AI Without Losing the Human Touch

How Dasseti's AI-powered tools help asset managers streamline RFP and DDQ processes while still preserving the human element.

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INSIGHTS

Beyond Templates: Customization and personalization in investment management RFP response software

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What does Dasseti ENGAGE Include?

Dasseti ENGAGE

Custom Pricing

Contact us to discuss your specific requirements

  • Icons (2) AI-powered Smart Search and Smart Response
  • Tick icon #2 Nasdaq eVestment integration
  • Icons (2) Centralized content library
  • Tick icon #2 Live data sharing
  • Tick icon #2 Update once, publish everywhere
  • Icons (2) Team workflow and oversight
  • Icons (2) Microsoft Word, Excel and Chrome plugins
  • Icons (2) CRM for investor profiles and file management
  • Icons (2) Full audit trail for compliance
  • Icons (2) Customizable report templates
  • Icons (2) Word, PDF and Excel document scraping
  • Tick icon #2 Integrates with current Investor Relations software stack
  • Tick icon #2 White labelled investor portals available on request
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FAQs

I've used Dasseti to respond to investor requests in the past. Is this the same platform?

If you have been invited to respond to a questionnaire in Dasseti by an investor in the past, you will be familiar with the Dasseti Manager Portal. Dasseti ENGAGE is an AI-enabled platform which takes the Manager Portal a step further. With Dasseti ENGAGE you can maintain content and responses in a centralized bank, share content between your Nasdaq eVestment profile and RFPs/DDQs, respond to ANY investor request and collaborate with your team members using the platform.

How does Dasseti ENGAGE speed up the response process?

Dasseti ENGAGE allows you to create and maintain a Content store, with approved Question and Answers 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 uses AI Smart Search to suggest 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.

Automatic reminders can be set to nudge your subject matter experts into updating their data points at regular intervals.

How do I access Dasseti ENGAGE?

Dasseti ENGAGE is a cloud-based software app that can be accessed via any web browser.

How much does Dasseti ENGAGE cost?

Dasseti ENGAGE is priced on an annual basis, per user according to your specific use case. Please get in touch to discuss pricing.

Transform your DDQ and RFP response process

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