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About

Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..).

About

MyFO is a cloud‑native, full‑stack wealth‑management platform tailored for family offices and high‑net‑worth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AI‑driven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for real‑time reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, white‑glove onboarding completed in hours and emphasizes clarity and ease of use with real‑time dashboards and entity mapping for complex ownership structures.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors, consultants or fund managers looking for a software solution to the due diligence and monitoring of asset and fund managers

Audience

Individuals and family office teams seeking a tool to centralize asset oversight, collaborate on documents, model scenarios, and streamline KYC and compliance

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dasseti
Founded: 2018
United States
www.dasseti.com

Company Information

MyFO
Founded: 2021
Canada
myfotech.com

Alternatives

Alternatives

Fusion Invest

Fusion Invest

Finastra
AtlasFive

AtlasFive

Eton Solutions

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

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

Integrations

Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
Preqin
Tableau
Claim Dasseti and update features and information
Claim Dasseti and update features and information
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Claim MyFO and update features and information