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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No more wasting valuable time updating outdated accounts and contacts.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.

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Access your own data alongside Marketplace data

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Maintain data integrity with a single, reliable source

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Ensure your contact data remains current

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Insights from our data experts

Top 10 Features of the Dakota Marketplace for Salesforce App

For most investment sales teams, using a CRM isn’t the problem, it’s setting it up. Manual CRM...

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Dakota Marketplace on Salesforce: A CRM Advantage for Allocators

Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it....

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How CRMs for Asset Managers Streamline Relations and Boost Productivity

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

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