Dasseti Engage logo

Dasseti Engage

by Dasseti · Since 2019
No reviews yet
ActiveAvailable globallyCloudOn-premise
Quick facts
VendorDasseti
Year launched2019
StatusActive
Location99 Wall Street, New York, NY, United States, New York
Countries servedGlobal
Languages11
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About Dasseti Engage

Dasseti Engage is a comprehensive investment management software that aims to streamline the process of managing investments and portfolios.

Dasseti Engage is a highly specialized platform built for the investment management industry, and it distinguishes itself through its strong focus on automating investor relations workflows, particularly around RFPs (Requests for Proposals) and DDQs (Due Diligence Questionnaires). Designed for asset managers, private equity firms, and investor relations teams, the platform addresses one of the most time-consuming challenges in finance, which is responding to large volumes of data requests from investors and consultants. What makes Dasseti Engage particularly compelling is its use of AI to generate draft responses by drawing from previously approved content, significantly reducing repetitive manual work while improving consistency and accuracy across communications. It also centralizes data into a structured Q&A bank, allowing teams to reuse and update information efficiently, and then distribute it seamlessly across multiple formats, platforms, and investor databases. The integration with tools like Microsoft Word, Excel, and systems such as Nasdaq eVestment further enhances its practicality by enabling users to work directly within familiar environments without disrupting workflows.

Pros & Cons

Pros
  • Provides users with tailored investment solutions based on their financial goals and risk tolerance
  • Offers a user-friendly platform with intuitive tools for managing investments and tracking performance
  • Allows for easy diversification by offering a range of investment options across various asset classes
  • Provides access to expert investment advice and support from a team of professionals
  • Offers competitive fees and transparent pricing, giving users confidence in their investments
Cons
  • Highly specialized, not suitable for general inventory or CRM use cases
  • Pricing is custom and requires vendor consultation
  • May require onboarding and training for full adoption
  • Best value realized in firms handling large volumes of investor requests

Features

Key features

AI-Powered RFP & DDQ Automation

Uses AI to generate draft responses by leveraging past answers and approved content, significantly reducing manual effort.

Centralized Content & QA Bank

Stores profiles, documents, and Q&A data in one place, ensuring consistency across all investor communications.

Investor Data Publishing & Distribution

Allows teams to update information once and distribute it across multiple investor formats and platforms instantly.

Secure Investor Portal

Enables secure sharing of sensitive investor data while tracking access and controlling permissions.

AI Assistant (Sidekick)

Built-in AI assistant helps refine responses, summarize documents, and extract relevant data quickly.

Multi-Format Compatibility

Works across Word, Excel, browser tools, and consultant databases, adapting to investor-preferred formats.

Additional features

Smart Response & Document Extraction

Automatically pulls data from internal documents to populate RFPs and DDQs.

Workflow & Approval Management

Supports collaborative editing, approval flows, and audit trails for compliance.

Analytics & Performance Tracking

Tracks response volumes, win rates, and team efficiency metrics.

CRM & System Integrations

Integrates with tools like Salesforce, Outlook, SharePoint, and eVestment for seamless data exchange.

Template & Document Builder

Enables creation of reusable templates and branded documents for proposals.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
16
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseRussianChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇨🇭CHF🇳🇿NZD🇸🇬SGD🇭🇰HKD🇸🇪SEK🇰🇷KRW🇦🇪AED🇿🇦ZAR

No reviews yet

Be the first to drop a review

Alternatives to Dasseti Engage

SecondSTAX logo

SecondSTAX

SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…

Grow For Me logo

Grow For Me

Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…

Tynka Global logo

Tynka Global

Tynka Global is an investment platform from Tynka Global that helps users find businesses to…

Opus logo

Opus

Opus is a digital asset management software from DMA Mauritius that focuses on organizing and…

LandHive logo

LandHive

LandHive is a land management software from LandHive that provides tools for managing land assets…

ISTARI logo

ISTARI

ISTARI is a data analytics platform from InSync Analytics that supports advanced data insights. It…

Spot something wrong or outdated?

Suggest a correction — a reviewer verifies every change.

Often compared with Dasseti Engage

Compare any two tools →
SecondSTAX logo
SecondSTAX
Investment Management
0.0
Grow For Me logo
Grow For Me
Investment Management
0.0
Tynka Global logo
Tynka Global
Investment Management
0.0
Opus logo
Opus
Asset Management
0.0