Dasseti is a Nasdaq-backed industry-leading software platform dedicated to supporting institutional investors, investment consultants, and investment managers throughout the entire investment lifecycle. Our platform is designed to meet the demanding requirements of data collection, analysis, exchange, reporting, and compliance.

Our software platforms include:

> Dasseti ESG offers secure, one-to-one data collection direct from entities and/ or GPs. It uses powerful analytics to help firms visualize credentials in graphs, charts, and reports to support client updates or regulatory disclosures.  

> Dasseti Collect allows allocators to streamline data collection, due diligence, research management and analysis processes through digitization, automation, and collaboration.

> Dasseti Engage allows asset/fund managers to improve investor relations by streamlining processes like responding to client requests (DDQs, RFPs, monitoring reports), delivering consistent information, distributing reports quickly and securely. 

Since 2007, SalesEdge has helped hundreds of financial services companies automate the response process for RFPs, due diligence, security, and client questionnaires. Partnering with SalesEdge, you will respond faster with accuracy, ensuring compliance with company and industry standards.

Three of the five world’s largest asset management firms and eight of the 10 largest US banks trust our solution because of its security-centric design, granular role-based access control, content review, approval and tracking-so that you’re always audit ready.

For more information on SalesEdge please visit https://www.salesedgellc.com/expertise/industries/financial-services

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. 

With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, collaborating with stakeholders, improving processes with data-driven insights, and quickly accessing approved content across popular business applications.

Door Ventures is the global online platform that standardizes and digitizes the exchange of due diligence information and further fund research.

We’ve simplified the process for asset managers to share information and for asset owners to access and evaluate it.

We help organizations meet two seismic shifts in our industry; the digitization of legacy processes to improve operational rigor and to support research and disclosure on all things sustainable, including ESG and Diversity & Inclusion.

Barrow Hanley Global Investors 

Upland Qvidian automates away the tedious and frustrating in RFP response and proposal processes. With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. With an unmatched 40 years of experience and 200,000+ users worldwide rely on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.