Dasseti and Nasdaq Unite to End the Chaos of Investor Reporting Silos

LONDON & NEW YORK – June 24, 2026 – In a move poised to reshape the operational backbone of the investment management industry, specialist technology provider Dasseti has announced a direct integration between its ENGAGE platform and Nasdaq eVestment™ Omni. The partnership marks a critical inflection point, tackling the long-standing and costly problem of fragmented investor communications by creating a unified, automated workflow for managing due diligence questionnaires (DDQs), requests for proposals (RFPs), and consultant database narratives.

For years, investment managers have wrestled with a disjointed and labor-intensive process. Teams responsible for investor relations and business development have been bogged down by the need to update countless separate systems—often relying on a precarious web of spreadsheets, shared drives, and manual data entry. This new integration promises to replace that siloed chaos with a streamlined system, allowing firms to manage, approve, and distribute their investor narratives from a single source of truth.

Breaking Down the Walls of Communication

The challenge this partnership addresses is a deeply entrenched operational headache for the asset management industry, which collectively manages trillions of dollars. The process of responding to investor and consultant queries is relentless. Firms must constantly update their profiles on multiple consultant databases while simultaneously responding to a high volume of bespoke DDQs and RFPs. Traditionally, these have been entirely separate workstreams.

“The RFP and DDQ team would work in their own world, and the database management team would operate in another,” explained one veteran operations head at a mid-sized asset management firm. “The result was a constant, frantic effort to ensure the data in our RFPs matched the data in eVestment, which matched the data in our latest DDQ. It was inefficient and ripe for error. A single inconsistent data point could raise red flags with a potential client.”

This fragmentation creates significant operational risk and drains resources. Research indicates that responding to a single custom questionnaire can consume up to 18 hours of a team's time. The manual process of copying and pasting information between documents and platforms is not only slow but also introduces the risk of version control issues, where outdated or inconsistent information is inadvertently sent to investors. In an industry where trust and accuracy are paramount, such errors can damage a firm's reputation and its prospects.

The new integration between Dasseti ENGAGE and Nasdaq eVestment Omni is engineered to dismantle these silos. It creates a centralized hub where the narrative content for all investor-facing documents can be managed cohesively.

A Unified Workflow Forged by API

The collaboration is more than just a data-sharing agreement; it is a deep, API-driven integration described as the first of its kind between an RFP platform and Nasdaq eVestment Omni. This technical connection allows for the seamless, automated synchronization of content between the two systems.

Here’s how the unified workflow operates: An investment manager uses Dasseti ENGAGE to create and manage its library of approved content—a “golden source” for answers to common questions about strategy, performance, operations, and ESG policies. The platform’s AI-powered tools, including a proprietary assistant called “Sidekick,” help teams quickly locate existing answers or draft new, consistent responses. When a new DDQ or RFP arrives, the platform can autofill a significant portion of the document in minutes.

The crucial innovation is how this extends to consultant databases. Instead of treating database updates as a separate, manual task, managers can now author and maintain their database narratives within the same Dasseti ENGAGE environment. Once the content is finalized and approved internally, it is synchronized directly to Nasdaq eVestment Omni through the API. This eliminates the need for manual re-entry, reduces the chance of error, and ensures the narrative presented to consultants and investors via the eVestment platform is perfectly aligned with all other communications.

“Our relationship with Nasdaq eVestment has always been centered around improving how investment managers manage investor communications and due diligence workflows,” said Wissem Souissi, CEO and Founder of Dasseti. “Extending that relationship into eVestment Omni allows firms to unify DDQ and consultant database narrative management, while automating the synchronization of approved content directly into Omni through API integration. This removes significant manual intervention from the process and helps firms maintain more consistent investor narratives across every channel.”

The Compliance Imperative: Building Trust Through Technology

Beyond the significant gains in efficiency, the integration provides a powerful boost to compliance and data governance—a non-negotiable aspect of modern finance. Regulators like the SEC and FINRA demand timely and accurate disclosures, and institutional investors are conducting deeper, more frequent due diligence than ever before.

A unified system creates an inherently more defensible and auditable process. When content is managed centrally, firms can ensure that only approved, up-to-date information is being distributed. The integration leverages Nasdaq eVestment Omni’s robust compliance features to create a verifiable record of a firm’s communications.

“Nasdaq eVestment Omni helps clients tell their story with confidence and efficiency across the consultant and investor ecosystem,” noted Daniel Brickhouse, Vice President and Head of Product for Analytics at Nasdaq. He highlighted that the integration allows mutual clients to unify content authoring, adding that Omni’s “validation layer and Change Tracking provide an on-demand compliance record of what was submitted and when.”

This change tracking is critical. It creates an immutable, time-stamped log of every update pushed to the database, providing a clear audit trail for compliance officers and regulators. This feature transforms the often-chaotic process of investor reporting into a structured, transparent, and provable system, directly enhancing the trust between asset managers and their institutional clients.

A Blueprint for the Future of FinTech Collaboration

This partnership between Dasseti, a specialized FinTech innovator, and Nasdaq, a global market infrastructure leader, serves as a compelling blueprint for the future of the financial technology industry. It demonstrates a market shift away from standalone, single-purpose software toward interconnected ecosystems that solve complex, end-to-end business problems.

For too long, enterprises have been forced to stitch together a patchwork of different applications, creating data silos and integration nightmares. Strategic partnerships like this one offer a more elegant solution, combining best-in-class specialized technology with the scale and market access of an established platform. Dasseti brings the AI-powered workflow automation purpose-built for investment managers, whose clients represent over $36 trillion in assets under management. Nasdaq brings its unparalleled reach into the institutional investment community and its robust data infrastructure.

The result is a solution that is greater than the sum of its parts, offering investment managers a clear path to modernize their operations, enhance their compliance posture, and ultimately, compete more effectively for institutional assets in an increasingly demanding market.