A Custom Data Integration Built for Investment Firms

No more wasting valuable time updating outdated accounts and contacts. Leverage your CRM through our Dakota integrations.

Access your own data alongside Marketplace data

Maintain data integrity with a single, reliable source

Ensure your contact data remains current

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Insights from our data experts

Stop Guessing, Start Closing: How Pipeline Reports Can Transform Your Sales

Let’s be real, if there’s one thing investment salespeople universally dread, it’s logging meetings...

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Top 5 Reasons the Golden Field is Essential for Investment Sales Professionals

Imagine this: you log into Salesforce, run a quick report on all the RIAs in Boston, and instantly...

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Why Your Salespeople Are Ignoring Your CRM (And What You Can Do About It)

Many companies invest thousands, if not hundreds of thousands, of dollars into CRM systems like...

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