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What is OLYMPIC Banking System?

Revamping and fine-tuning your operational processes can significantly boost efficiency while addressing the changing needs of your clients. Through the automation and enhancement of these workflows, financial advisors and wealth managers can swiftly adapt their services to align with client preferences. In today's fast-paced investment environment, offering a diverse array of alternative investment choices—including REITs, socially responsible investments (SRIs), ESG-driven strategies, private equity, philanthropy, and cryptocurrencies—becomes crucial for attracting new clients and maintaining loyalty with existing ones. The relationship between clients and wealth managers has notably transformed, with face-to-face interactions becoming less desirable. Still, providing personalized investment advice that takes into account individual risk tolerances, life goals, and personal tastes remains a vital service. In this scenario, it is increasingly imperative to offer sophisticated and customized omnichannel digital solutions throughout the entire client experience to meet their expectations for ease and efficiency. Furthermore, as the financial landscape continually changes, proactively managing and exceeding client expectations will be essential for achieving long-term success. This proactive approach not only fosters stronger client relationships but also positions firms as leaders in the competitive market.

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.

Media

Media

Integrations Supported

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training

Company Facts

Organization Name

ERI

Date Founded

1989

Company Location

Switzerland

Company Website

www.olympicbankingsystem.com

Company Facts

Organization Name

Dasseti

Date Founded

2018

Company Location

United States

Company Website

www.dasseti.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Wealth Management

Not specified

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

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