Aid Investment Decision Making and Monitor Investment Performance
One platform for Investment Due Diligence and Operational Due Diligence
No more moving between systems to monitor investment performance. Dasseti enables digital investment and operational due diligence in the same platform.
Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.
Fund Data Tracking
Set up pre-defined flags and alerts to track risks within funds.
Workflows and Collaboration
Fully customizable to match your own processes. 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
See how the portfolio looks at a glance, with customizable, automated scoring and comparison.
Analytics and Reporting
Fully customized, automatic report creation in any format. Linked directly to your CRM or database.
The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Enrich your data with Outlook and SharePoint integrations to track contacts, emails and shared documents.
5 Reasons Why Liquidity Is a Top Priority When Assessing Funds
Liquidity becomes crucial in more volatile climates, when even assets that are considered safe and conservative, like short-term fixed income, can become difficult to trade.
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 Collect +
Dasseti is flexible enough to meet the varied needs of consultants
- Every feature in Dasseti Collect, plus
- Dedicated Client Portal
- Private Cloud Hosting
- White Labelling
- Advanced Custom Reporting