Dasseti Integrates with Nasdaq eVestment Omni to Automate Investment Narrative Management

Quick Summary

Dasseti has launched a first-of-its-kind direct integration with Nasdaq eVestment Omni to automate consultant database narrative management. This partnership allows investment managers to synchronize RFP and DDQ responses directly with consultant databases, ensuring narrative consistency and eliminating manual data entry across fragmented institutional investment workflows.

How Does the Dasseti and Nasdaq eVestment Integration Work?

The integration creates a unified digital workflow that bridges the gap between internal RFP responses and external consultant databases. By connecting Dasseti ENGAGE directly to the Omni platform via API, investment firms can author narrative content once and distribute it across multiple channels. This automated synchronization removes the need for manual intervention, which has historically relied on disconnected spreadsheets and repetitive updates.

• Direct API Link: Seamlessly push approved content from Dasseti to Nasdaq eVestment.
• Narrative Consistency: Ensure the same story is told across DDQs, RFPs, and databases.
• Automated Validation: Leverage Omni’s validation layer for high-quality data distribution.

What Benefits Does This Provide to Investment Managers?

Investment managers can now eliminate siloed workflows that often lead to compliance risks or messaging discrepancies. The platform uses AI-powered response tools to accelerate content creation, while Nasdaq’s Change Tracking provides an on-demand compliance record of every submission. This is particularly critical for firms managing high volumes of investor communications where speed and accuracy are paramount for securing new mandates.

• $36 Trillion Impact: Dasseti's clients manage massive global asset volumes.
• Reduced Manual Labor: Significant reduction in time spent on database maintenance.
• Enhanced Compliance: Full audit trails of what was submitted and when.

How Does This Solve the Problem of Fragmented Data?

Traditionally, consultant database narratives were treated as a separate administrative task from the core RFP process. This integration treats them as a single source of truth. By leveraging centralized content management, firms ensure that their most up-to-date performance narratives and firm descriptions are reflected everywhere simultaneously. This streamlined narrative management allows IR teams to focus on strategy rather than data entry.

FF NEWS TAKE:

This integration is a significant win for consultant database narrative management and the broader institutional fintech ecosystem. By removing the friction between RFP software and the industry's most dominant consultant database, Dasseti and Nasdaq are effectively killing the "copy-paste" culture that plagues asset management. It moves the needle by turning administrative overhead into a strategic advantage, allowing firms to respond to market opportunities with unprecedented speed and consistency.