One of the biggest problems when selling to RIAs (Registered Investment Adviser) is the sheer size...
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Technology
Tim Mitchell, Director of IT | September 30, 2020
A problem that a lot of sales professionals in the financial services industry face is an...
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CRMs
Gui Costin, Founder, CEO | September 24, 2020
A CRM is far more than a database of accounts and contacts, but most people confuse the true...
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Investment Insights
Gui Costin, Founder, CEO | September 23, 2020
If you’re considering launching a mutual fund, there is a lot to work through before you take any...
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Video
Gui Costin, Founder, CEO | September 16, 2020
We have been fortunate at Dakota to host many events, including three conferences, and numerous...
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Investment Insights
Tracy Rogers, Chief Administrative Officer | September 14, 2020
Most investment management companies that exist today consider a Request for Proposal (RFP) the...
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Technology
Gui Costin, Founder, CEO | September 1, 2020
What is Dakota Marketplace? Dakota Marketplace is an institutional investor and database of RIAs...
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