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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Dasseti delivers innovative software solutions tailored for the due diligence and oversight of asset and fund managers. By integrating a robust and adaptable suite of features, Dasseti streamlines the assessment of funds through tools such as a digitized due diligence questionnaire engine, an automated response flagging and scoring system, research and review management, customer relationship management (CRM), collaboration tools, workflow management, an external managers portal, and comprehensive analytics. Our mission is to empower investors and investment consultants to enhance the effectiveness of their fund due diligence and monitoring processes through the power of digitization and automation. The solutions offered by Dasseti are designed to assist a variety of clients, including investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurance companies, and banks, in selecting or overseeing managers across diverse asset classes such as equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti aims to revolutionize how these entities manage their investment strategies and relationships.

Description

eXeer is a versatile investment data management solution based on a modular SaaS framework. It empowers investment managers to consolidate, evaluate, and present their investment data, while seamlessly integrating additional data feeds and third-party technologies into their operational framework as required. By supporting the integration of your current technology infrastructure and accommodating new innovations, eXeer helps you develop a customized operating platform that aligns with your specific requirements. You can streamline your data gathering from custodians, alternative investment managers, platforms, and market data providers, which is a fundamental aspect of eXeer and serves as the analytical hub of your investment platform. Our system delivers a 'single source of truth' for your data, with the core analytics engine at the heart of eXeer. Additionally, our comprehensive suite of client engagement tools enhances your in-person interactions through intuitive, flexible, and adaptable communication channels, ensuring that you can effectively meet your clients' needs. By offering these capabilities, eXeer not only optimizes data management but also strengthens client relationships through enhanced engagement strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
Preqin
Tableau

Integrations

Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
Preqin
Tableau

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dasseti

Founded

2018

Country

United States

Website

www.dasseti.com

Vendor Details

Company Name

pointgroup

Country

United Kingdom

Website

pointgroup.io/solution-exeer/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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