DASSETI COLLECT

Collect and compare manager and fund data, in half the time

Digitize your due diligence operations and run ODD or IDD quickly and easily.

Monitor third parties and meet compliance mandates with a full audit trail.

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DASSETI COLLECT

Speed up time to assess and compare funds and managers

Improve productivity and make your team happy with a due diligence platform that does the heavy lifting.

Automate information gathering, analysis and reporting with Dasseti Collect.

Get the information you need, fast

Dasseti's DDQ Engine allows you to create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.

Never miss another warning sign again

Dasseti allows you to set up pre-defined flags and alerts to track risks within funds or managers.

Run due diligence your own way

Dasseti is fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.

Dig deeper into your managers and funds

Dasseti's review module helps you do deep dives into specific managers or funds.

Data at your fingertips

See how the portfolio looks at a glance, with customizable, automated scoring and comparison.

Use data to your advantage, slice it any way and share it easily

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

Get better buy-in from your managers

The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.

All your manager data in one place

Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data with Dasseti Collect.

BEST PRACTICE GUIDE

Get our free Best Practice Guide to Digitizing the ODD Process

Step by step guide to taking your ODD process to the next level.

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INSIGHTS

Are fund selectors sitting on a vast data treasure trove?

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WEBINAR

ESG Due Diligence: What does good look like?

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DASSETI COLLECT

One platform, many use cases

  • Operational Due Diligence

  • Investment Due Diligence

  • Investment Manager Monitoring

  • Research and Document Management

  • Delegate Oversight

  • Monitoring Sub-advisors

  • ESG and DEI Data Collection

Pre or post-investment

Enhance your operational due diligence process. Dasseti links directly to your CRM or database, automatically collecting files and scheduling emails and reminders. Monitor progress and tag communication with your managers. Add rules, flags and scoring. Collaborate with colleagues and gain deep insights into responses with real-time analytics.

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Make the right investment decisions

Keep investment portfolios on track by digitizing your investment due diligence process. Use Dasseti's digital platform to perform due diligence on your investment portfolio, quickly and easily. Set your own flags, scores and alerts. Compare previous responses to show only what's changed.

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Gain complete and continual visibility into your portfolio of managers

Regular, consistent monitoring of investment managers is essential for investors, investment consultants and other asset owners.

Dasseti de-risks the investment process by making it easier than ever to open regular dialogue with your managers.

Managers will enjoy using Dasseti's intuitive portal to provide the information you need on a regular basis.

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Centralize and standardize your qualitative investment research

Empower your analysts with rich data that can be compared and analyzed as easily as quantitative data. Bring order and efficiency to investment research with a solution that flexes to fit your specific workflows.

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Maintain visibility and control over delegates

Regulators are beginning to pay closer attention to the delegation of investment management functions. In Luxembourg and Ireland particularly, there is specific guidance on how managers are expected to maintain oversight of a delegate or counterparty. Dasseti is an ideal platform for delegate oversight, facilitative initial due diligence, deep dive qualitative due diligence and ongoing due diligence.

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Ensure sub-advisors meet expectations

Sub-advisors bring specific expertise and track record to support an investment portfolio. Ensure you have the very latest profiles across the sub-advisor landscape with Dasseti's due diligence platform.

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Custom dashboards to display the data you need to see

ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for many investors and citizens. Any data points can be collected via the Dasseti platform and displayed in custom dashboards. Dasseti has digitized the ILPA DDQ which includes diversity metrics from the PRI. Or clients can design their own questionnaires to collect the specific information they need to see.

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Investor-1

Dasseti Collect

Allocators

Streamline the data gathering process and make life simpler for your managers

  • 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) CRM Capabilities
  • Icons (2) Research and Document Management
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Icons (3)

Dasseti +

Consultants


Contact us to discuss your exact requirements

 

  • 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) Advanced Custom Reporting Options
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All your data in one place

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