RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | January 18, 2024
There are many issues that arise from adopting and implementing a new CRM, like Salesforce, at your...
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Investment Insights
Koncheng Moua, Director of Data Management and Strategy | January 16, 2024
In the month of December, Dakota tracked a total of approximately $10.4 billion across 164...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | January 11, 2024
At the core of investment sales is the need for precise tracking of all meetings scheduled and...
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RIAs
John Washington, Data Research Analyst | January 9, 2024
As December wrapped up, Dakota tracked a total of 26 transactions. With the markets calming down...
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RIAs
Morgan Holycross, Marketing Manager | January 4, 2024
RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...
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Dakota Marketplace
Gui Costin, Founder, CEO | January 2, 2024
The Dakota Marketplace for Salesforce App is a revolutionary app built for investment firms and...
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