SHARING A STANDARD DDQ

Create and Distribute Your Standard DDQ with Ease

GET A DEMO

Create and maintain your standard DDQ to share with selected investors

Dasseti ENGAGE provides managers and GPs with a platform to create a completely bespoke standard DDQ that can be shared with any investor. Custom branded, secure investor portals offer great insights to how investors are interacting with your content.

ENGAGE QA Bank Folder View

Why choose Dasseti ENGAGE?

One size doesn't always fit all

We don't dictate what your standard DDQ should contain. That's up to you. We just help you keep it secure and share it intelligently.

Wow your investors

With custom branded investor portals that provide a high quality, tailored and seamless experience for your clients.

See who is looking at your content

Don't put your investor materials out and hope for the best. See exactly who is opening and reading your content.

Lock down your content

Granular security settings mean you can prevent unauthorized access to your content and stop it falling into the wrong hands.

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

 

 

Read More

PUBLISH

Dasseti ENGAGE allows you to publish approved data to populate templates and different client formats consistently

 

 

Read More

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

                                                                     

Book a Demo

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.

WATCH NOW
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.

READ NOW
INSIGHTS

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

READ MORE

What features does Dasseti ENGAGE offer?

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
GET PRICING

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

GET A DEMO