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“From the helpful insights on all types of firms and contacts to the Dakota Live! calls, Dakota Marketplace has enhanced the capabilities of our Sales and Distribution team. Our team has been able to utilize all this data we previously didn’t have access to. The mapping tool and pre-made reports by the Dakota team also have made our day-to-day scheduling and targeting that much easier.”
Institutional Business Development,
FS Investments
In August, Dakota tracked nearly $16.7 billion across 156 investments. Throughout this time, 41...
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In the world of raising capital from RIAs, success doesn't happen overnight. It’s about playing the...
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In the world of wealth management, family offices represent the pinnacle of personalized wealth...
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