Family Offices Manage Complex Investment Portfolios Better with Dasseti Collect

Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.

Set up pre-defined flags and alerts to track risks within mixed funds or managers spanning all asset classes.

The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.

Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.

Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.

Review only the data you want to see in the fully customizable review module.

See how the portfolio looks at a glance, with customizable, automated scoring and comparison.

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.