Dasseti

Show rating breakdown
36 reviews
  • 2 profiles
  • 9 categories
Average star rating
4.2
Serving customers since
2019
Profile Filters

All Products & Services

Profile Name

Star Rating

20
15
1
0
0

Dasseti Reviews

Review Filters
Profile Name
Star Rating
20
15
1
0
0
Roger G.
RG
Roger G.
Operations Department SpecialistSmall-Business (50 or fewer emp.)
06/02/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Easy Onboarding and File Integration, but Client-Specific Questions Need Personalization

Integration of files, and easy onboarding and specific straight questions as well
Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
06/01/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review
Translated Using AI

Intuitive and Efficient, But Needs Improvements

I like that Dasseti ENGAGE is an intuitive and easily accessible platform, which allows me to answer clients' questions and doubts about our products. What I like the most is the ease of knowing what to answer and how to answer. I mostly use the tool for filling and refining responses through AI, which is super efficient. Additionally, the initial setup of Dasseti ENGAGE was very easy.
Verified User
G
Verified User
Enterprise (> 1000 emp.)
06/01/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Streamlined Client Interactions, Easy Navigation

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.

About

Contact

HQ Location:
New York, US

Social

What is Dasseti?

Investment Software

Details

Year Founded
2019
Website
www.dasseti.com