G2 Vendor Directory

fi360 Toolkit vs. Dasseti ENGAGE

A side-by-side comparison based on G2 review data.

Metricfi360 Toolkit

by Broadridge Financial Solutions

Dasseti ENGAGE

by Dasseti

Overall rating4.04.2
Review count1135
Ease of use8.48.6
Ease of setup8.69.0
Quality of support8.99.2
Meets requirements8.48.6
NPS27.27272754.285714
Small Business72.7%48.6%
Mid-Market9.1%37.1%
Enterprise18.2%14.3%
Total page views120413
Total LLM citations1971,013

fi360 Toolkit

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

Pros

  • Investment Management
  • Data Analysis

Dasseti ENGAGE

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment.

Pros

  • Efficiency
  • Ease of Use
  • Time-saving
  • Customer Support
  • Investment Management
  • Artificial Intelligence