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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No more wasting valuable time updating outdated accounts and contacts.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

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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The 10 Best CRMs for Investment Firms to Consider in 2025

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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Why Salesforce Is the Ultimate CRM for Investment Sales

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

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