Dasseti for Salesforce
By Dasseti Inc
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2024
About Dasseti for Salesforce
Respond to DDQs and RFPs quickly and easily
From small GPs to the world's largest asset managers, Dasseti Engage allows IR teams to deliver consistent information, fast, using the platforms investors prefer.
With Dasset Engage, you Respond, publish and distribute up to date information to allocators with a single solution.
Connect your Salesforce teams with your IR teams using Dasseti for Salesforce - allowing them to create, track and report on Requests stored in Dasseti.
Highlights
- Respond to DDQs and RFPs quickly and easily
- Keep sensitive investor information safe.
- Provide consistent data to every investor.
- Streamline investor relations.
- Respond, publish and distribute up to date information to allocators with a single solution.
- View Dasseti requests and files in Salesforce.
Screenshots

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Pricing
Free to install.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 2, 2024
- Industries
- Financial Services
- Languages
- English