DoLand vs Addepar

You are looking for alternatives to DoLand. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

DoLand

Data Aggregation

The DoLand Pro software makes it easy to generate investment impact reports that are relevant and trustworthy for clients and stakeholders. They provide clear insights that can drive action.

A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people. The solution is designed to assist in achieving multi-generational family objectives by facilitating informed decisions through actionable insights and tailored reporting.

Employees

0-10

Founded

2017

Top 5 Markets

Denmark,
Luxembourg,
Sweden,
Netherlands,
Switzerland

Ownership

Key staff also have ownership,
External investors (neither clients nor staff)

800+

2009

Owned by management
External investors
Key staff have ownership

United States of America

New York
Salt Lake City
Mountain View
Edinburgh
London

United States of America
Canada
Switzerland
Brazil
United Kingdom

$4 trillion

Client

Focus

Multi-family offices

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs), Fund managers,
Banks,
Endowments,
Foundations,
Funds of funds

Single-family offices

Multi-family offices
Individual wealth owners
Independent financial advisors
Registered investment advisors
Banks

800+

Product

Main Tasks

Data Aggregation,
Impact & ESG,
Portfolio & Cost Analysis

Top features

Ability to Whitelabel,
Custom Reports,
Sustainability,
Transparency

Assets supported

Cash & Equivalents,
Developed Markets,
Developing Markets,
Equities,
Fixed Income,
Private Equity Funds,
Private Equity & Direct Investments

Whitelabel

Data aggregation
Portfolio management, forecasting & optimisation
Consolidated reporting
Ownership look-through
Trading & rebalancing

Data aggregation & management
Portfolio analysis
Consolidated and bespoke reporting
Governance
Client portal
Multi-custodial feeds
Look-through for complex nested ownership structures
Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies