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CRMs Gui Costin, Founder, CEO | September 24, 2020

How Does An Institutional Investment Firm Benefit From a CRM?

A CRM is far more than a database of accounts and contacts, but most people confuse the true...

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investment on table Investment Insights Gui Costin, Founder, CEO | September 23, 2020

How to Launch a Mutual Fund: 5 Questions to Ask Before You Act

If you’re considering launching a mutual fund, there is a lot to work through before you take any...

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How to Plan a Live Event or Webinar: 4 Tips for Success

We have been fortunate at Dakota to host many events, including three conferences, and numerous...

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hand typing on keyboard Investment Insights Tracy Rogers, Chief Administrative Officer | September 14, 2020

Starting an RFP? These Are the Top 80 Questions You Need to Answer

Most investment management companies that exist today consider a Request for Proposal (RFP) the...

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person drawing mutual funds thought bubble with keyboard Investment Insights Gui Costin, Founder, CEO | August 27, 2020

Launching a Mutual Fund? Top Series Trust Providers to Consider

Overview If you are considering launching a mutual fund, there are a number of factors that you...

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People sitting around a table at a meeting RIA Insights Gui Costin, Founder, CEO | August 7, 2020

Is the RIA Industry Right For You?: 7 Questions to Ask Before Your Next Meeting

Even if you’re new to the RIA industry, you likely already know that it’s one of the...

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Hand on a laptop keyboard Technology Gui Costin, Founder, CEO | August 7, 2020

3 Problems to Consider When Buying an Institutional Investor Database (and How to Solve Them)

If there is one thing we’ve learned since launching our own institutional investor database, it’s...

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