Very organized platform, easy to extract and work offline then upload to the portal Review collected by and hosted on G2.com.

Clarity on mandatory questions that attachments are needed, we work on responses and then find out when submitting that attachments are mandatory Review collected by and hosted on G2.com.

Dasseti ENGAGE's AI-powered system streamlines the DDQ process by automatically populating responses using the firm's policies and previous DDQs, which significantly reduces the time typically required to complete DDQ surveys and forms. The platform also enables approvers to review responses directly within the system, making it easier for reference and audit purposes. This leads to improved accuracy and consistency across DDQ responses, while also providing a centralized repository for all DDQs. Review collected by and hosted on G2.com.

While the Dasseti ENGAGE platform has been a great help, there is still potential for further enhancement. For example, it would be beneficial if users could upload different versions of DDQs, such as PDFs, in addition to the current Word and Excel formats. Expanding the smart response function to support radio buttons for Yes/No answers and dropdown options within DDQs would also improve usability. Additionally, making it easier to move documents between folders and update folder names would further enhance the overall user experience. Review collected by and hosted on G2.com.

Integration of files, and easy onboarding and specific straight questions as well Review collected by and hosted on G2.com.

Some of the questions should be tailored to the client type, such as TPMs, distributors, asset managers, etc Review collected by and hosted on G2.com.

I like that Dasseti ENGAGE is a one-stop tool and easy to navigate. It makes it easier for me because I don't have to send multiple reports back to clients. I also found the initial setup to be really easy. Review collected by and hosted on G2.com.

template uploads can be difficult to use Review collected by and hosted on G2.com.

Very intuitive and friendly to use even if the first time Review collected by and hosted on G2.com.

Too many fields where in many cases the answer is not applicable Review collected by and hosted on G2.com.

Easy to use, clear instructions, support Review collected by and hosted on G2.com.

when exporting responses, not all of the question was included. Review collected by and hosted on G2.com.

Dasetti Engage enables our distribution team to streamline the due diligence process for the investment managers we collaborate with. The AI tool helps us provide clearer answers and significantly reduces our workload through its autofill features, allowing us to dedicate more time to other important tasks. Review collected by and hosted on G2.com.

The AI tool is still a work in progress, but I am confident that as our team continues to use it and adds more information to the database, it will continue to improve. Review collected by and hosted on G2.com.

User friend Ui / Easy to use. Does not take long to navigate the portal and begin populating a DDQ. Past answer fill function is helpful. Review collected by and hosted on G2.com.

Wish it was more streamlined i.e. more emphasis on linking underlying excels etc. in the platform. A bit manual typing in things such as performance etc. Review collected by and hosted on G2.com.

It is easy to navigate throughout the system. Review collected by and hosted on G2.com.

You can upload your answer from excel in the system. Review collected by and hosted on G2.com.

Solid features, built for financial services. Powerful AI features save a lot of time. The dedicated customer success team got us up and running fast. Review collected by and hosted on G2.com.

Nothing so far, any question I have is handled immediately by my support team. Review collected by and hosted on G2.com.