SUB ADVISOR MONITORING

Maintain control and oversight of sub-advisors

 

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SUB-ADVISOR MONITORING

Gather the information you need for effective monitoring of sub-advisors

DDQ Engine

Ask the questions you want. Simple, intuitive and customizable.

Data Tracking

Set up pre-defined flags and alerts to track risks within third parties.

Workflows and Collaboration Tools

Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

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

Automated Scoring and Comparison

Monitor third parties at a glance, with customizable, automated scoring and comparison.

Response Portal

User friendly white-labelled response portal. Delegates can pre-fill from previous answers or drag and drop where required.

Analytics and Reporting

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

CRM and Document Management

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

Is there a better way to supervise your sub-advisors?

Discover superior sub-advisor supervision methods. Explore innovative approaches to enhance oversight and maximize returns.

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Sub-advisor

Ensuring sufficient oversight of sub-advisors

The SEC is placing advisors that utilize sub-advisors under greater scrutiny. Simply asking for policies, procedures and certifications is no longer enough.

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Sub-advisor monitoring and oversight
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Dasseti Collect

Advisors and Investment Managers

Streamline the data gathering and analysis process and maintain full oversight of your sub-advisors

  • Icons (2) Digitized DDQ Engine
  • Icons (2) Sub-advisor Tracking
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Review and Risk Management
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Analytics and Reporting
  • Icons (2) Research and Document Management
  • Icons (2) CRM Capabilities
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Dasseti for Consultants

Consultants

Contact us to discuss your exact requirements

Dasseti is flexible and can meet the varied needs of consultants

  • Tick icon #2 Every feature in Dasseti Collect, plus
  • Icons (2) Dedicated Client Portal
  • Icons (2) Private Cloud Hosting
  • Icons (2) White Labelling
  • Icons (2) 24/7 Support
  • Icons (2) Advanced Custom Reporting
DISCUSS YOUR REQUIREMENTS

Effectively monitor your sub-advisors

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