Dakota
Pricing available on request
What is Dakota?
Dakota Marketplace is a comprehensive database solution for institutional investors and RIAs that integrates directly with your CRM, allowing you to maximize your time and set meetings with the right people. It provides access to robust account and contact data, organized and updated by fundraisers that are in the market using the data every day.
Advantages
- Workflow automation
- Customizable dashboards
- Collaboration tools
- Data analytics
- Task management
- Integration options
- User-friendly interface
- Real-time reporting
Company
- location
- San Francisco, California
- founded year
- 2005
- employee size
- 200+
- parent company
- Tech Solutions Inc.
Reviews
*Content has been generated by AI. May contain inaccuracies.
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