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Average Ratings 0 Ratings

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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

Ensuring that your research reaches an audience, is acknowledged, and generates revenue is essential in the research industry. World Flow's Connect Solutions offers a modular and adaptable suite of services aimed at addressing these challenges. Making your research easily accessible and searchable for clients is crucial for success. By leveraging a combination of tools such as a research portal, mobile applications, email with tracking and links, distribution to aggregators, and integrated readership, all supported by adaptable authoring options—whether through Connect Compose or alternative industry solutions—you can effectively meet these needs. Additionally, you can produce a diverse array of research, market insights, commentary, and news using template-based authoring and composition tools. Moreover, you can manage your financial statements, macroeconomic data, and company metrics efficiently, categorized by sector, country, or specific coverage areas. Lastly, keep your clients informed about the latest updates, news, and product launches through effective email distribution strategies. This comprehensive approach ensures that your research not only reaches its intended audience but also maximizes its impact and value.

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

worldflow

Website

www.worldflow.net/connect/

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

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