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What is worldflow Connect?

In the research sector, it is crucial to ensure that your findings are widely disseminated, receive proper recognition, and can generate revenue. World Flow's Connect Solutions provides a flexible and modular range of services designed to tackle these essential obstacles. To achieve success, it is imperative to make your research readily accessible and easily searchable for potential clients. By utilizing a blend of tools, including a research portal, mobile apps, tracked email communication with links, distribution to aggregators, and integrated readership capabilities—all complemented by customizable authoring options through Connect Compose or other industry platforms—you can effectively fulfill these requirements. Furthermore, the creation of a wide variety of research, market insights, commentary, and news is facilitated by template-based authoring and composition tools. In addition, managing your financial records, macroeconomic information, and company metrics becomes more efficient when organized by sector, country, or specific focus areas. Moreover, effective email distribution strategies can keep your clients updated with the latest developments, news, and product launches. By adopting this holistic methodology, you ensure that your research not only reaches its target audience but also maximizes its overall influence and value. This comprehensive strategy not only enhances visibility but also fosters stronger relationships with clients, paving the way for future collaborations and opportunities.

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

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

worldflow

Company Website

www.worldflow.net/connect/

Company Facts

Organization Name

Dasseti

Date Founded

2018

Company Location

United States

Company Website

www.dasseti.com

Categories and Features

Research 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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