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What is Dasseti?

Dasseti provides cutting-edge software solutions specifically designed for the due diligence and oversight of asset and fund managers. By incorporating a comprehensive and flexible array of features, Dasseti simplifies the evaluation of funds with innovative tools like a digital due diligence questionnaire engine, an automated system for flagging and scoring responses, management of research and reviews, customer relationship management (CRM), collaboration capabilities, workflow oversight, an external managers portal, and extensive analytics. Our goal is to empower both investors and investment consultants to improve the efficiency of their fund monitoring and due diligence efforts through advanced digitization and automation techniques. The services offered by Dasseti cater to a wide range of clients, including investment consultants, pension funds, sovereign wealth funds, endowments, foundations, family offices, wealth management firms, funds of funds, insurance firms, and banks, assisting them in the selection and oversight of managers across various asset classes like equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti seeks to transform the way these organizations handle their investment strategies and build relationships, fostering a more efficient, transparent, and effective investment landscape. In doing so, we aspire to set a new standard in the industry for due diligence and asset management practices.

What is Aleta?

Aleta is an advanced wealth management platform specifically designed for family offices, financial advisors, and wealth managers, effectively consolidating data from multiple custodians, asset types—such as private equity and real estate—and various currencies into an intuitive dashboard. By leveraging AI-powered analytics, interactive visualizations, and comprehensive transaction analysis, it boasts more than 100 banking integrations and over 15 years of experience in providing insightful reporting. The system simplifies the management of private-equity statements, making it easier to incorporate alternative assets into investment strategies. Furthermore, it includes ESG and impact metrics alongside traditional financial performance to encourage sustainable wealth management practices. Aleta has received accolades for its outstanding reporting and features a contemporary cloud-native architecture, a mobile app for easy access, and customizable white-label solutions, all built on a Microsoft infrastructure. To protect client data, Aleta implements robust security protocols, including SOC 2 certification, multi-factor authentication, and encryption, ensuring both safety and integrity. Its dedication to innovation and superior user experience cements Aleta's status as a leading option in the wealth management industry. With a focus on enhancing wealth management for future generations, Aleta is not just a service but a partner in achieving financial success.

Media

Media

Integrations Supported

Microsoft 365
Amazon Web Services (AWS)
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
Preqin
Tableau

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Dasseti

Date Founded

2018

Company Location

United States

Company Website

www.dasseti.com

Company Facts

Organization Name

Aleta

Date Founded

2006

Company Location

United States

Company Website

aleta.io

Categories and Features

Due Diligence

Not specified

Family Office

Not specified

Investment Management

Benchmarking
Client Management
Performance Metrics
Portfolio Management
Risk Management

Research Management

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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