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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No more wasting valuable time updating outdated accounts and contacts.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

Insights from our data experts

In the investment world, time is everything. Whether you’re an emerging fund manager, institutional...

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CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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A Custom Data Integration Built for Investment Firms