DELEGATE OVERSIGHT

Maintain oversight and control over delegates

Ensure you collect the right data, often enough, to meet regulatory requirements when delegating investment activities

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DELEGATE OVERSIGHT

Dasseti COLLECT is a software platform that has been designed to help you gather and organize the data you need for effective delegate oversight

DDQ Engine

Ask the questions you want. Simple, intuitive and customizable. Set reminders and automate recurring questionnaires.

Data Tracking

Set up pre-defined flags and alerts to track risks within delegated authority organizations.

Workflows and Collaboration Tools

Allocate tasks to colleagues, track activities and progress from delegates. And keep a full audit trail to satisfy regulators.

Review and Risk Management

AI-powered review features make it easy to interrogate responses and chat with documents when you need to dive deep quickly.

Automated Scoring and Comparison

Monitor third parties at a glance, with customizable, automated scoring and comparison.

Response Portal

User friendly white-labelled response portal. Prefill responses from public documents or other sources to make it easier for delegates. Delegates can also reuse previous answers to speed up the repetitive response process.

Analytics and Reporting

Branded, automatic report creation in any format. Linked directly to your CRM or database for easy client or internal reporting.

CRM and Document Management

Outlook and SharePoint integrations let you track contacts, emails and shared documents for a full, rich record.

LUXEMBOURG

Summary of CSSF Circular 18/698

The Circular outlines the specific framework for delegation of investment activities and ongoing supervision in Luxembourg.

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IRELAND

Central Bank of Ireland's guidance around delegate oversight

Guidance for boards of directors of investment firms, UCITS management companies, AIFMs and AIF management companies authorised in Ireland.

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Investor-1

Dasseti COLLECT

Allocators

AI-powered software that makes it easier to collect and analyze data on delegates for due diligence, monitoring and compliance purposes.

  • Icons (2) Digitized DDQ Engine
  • Icons (2) Fund and Manager Tracking
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Review and Risk Management
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Analytics and Reporting
  • Icons (2) Research and Document Management
  • Icons (2) CRM Capabilities
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Dasseti COLLECT for Consultants

Consultants

Contact us to discuss your exact requirements

Dasseti COLLECT is flexible and can meet the varied needs of consultants

  • Tick icon #2 Every feature in Dasseti COLLECT, plus
  • Icons (2) Dedicated Client Portal
  • Icons (2) Private Cloud Hosting
  • Icons (2) White Labelling
  • Icons (2) 24/7 Support
  • Icons (2) Advanced Custom Reporting
DISCUSS YOUR REQUIREMENTS

Maintain oversight of delegates

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