Meet regulatory requirements when delegating investment activities
Maintain oversight and control over delegates
Gather the information you need for effective delegate oversight
Ask the questions you want. Simple, intuitive and customizable.
Set up pre-defined flags and alerts to track risks within third parties.
Workflows and Collaboration Tools
Allocate tasks, track activities and progress. And see a full audit trail.
Review and Risk Management
Review only the data you want to see in the fully customizable review module.
Automated Scoring and Comparison
Monitor third parties at a glance, with customizable, automated scoring and comparison.
User friendly white-labelled response portal. Delegates can pre-fill from previous answers or drag and drop where required.
Analytics and Reporting
Fully customized, automatic report creation in any format. Linked directly to your CRM or database.
CRM and Document Management
Enrich your data. Outlook and SharePoint integrations let you track contacts, emails and shared documents.
Summary of CSSF Circular 18/698
The Circular outlines the specific framework for delegation of investment activities and ongoing supervision in Luxembourg.
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.
Streamline the data gathering and analysis process and make more informed choices
- Digitized DDQ Engine
- Fund and Manager Tracking
- Workflow and Collaboration Tools
- Review and Risk Management
- Automated Scoring and Comparison
- Analytics and Reporting
- Research and Document Management
- CRM Capabilities
Dasseti for Consultants
Contact us to discuss your exact requirements
Dasseti is flexible and can meet the varied needs of consultants
- Every feature in Dasseti Collect, plus
- Dedicated Client Portal
- Private Cloud Hosting
- White Labelling
- 24/7 Support
- Advanced Custom Reporting