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Update Your Data in Real Time

Refresh your data — and  keep it that — way with Dakota's CRM integrations

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Connect your CRM data with Dakota Marketplace

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Data updated in real time

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Data stays in your CRM should you cancel

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Insights from our data experts

May 2023 Public Plan Commitment Summary

The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to...

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Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

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April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a...

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