DoLand vs Eton Solutions

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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.

USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.

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)

400+

2015

Owned by management
Key staff also have ownership
Clients are also owners
External investors (neither clients nor staff)
Navis Capital Partners

United States of America

Chapel Hill, North Carolina
Bangalore and GIFT City, India
Singapore
Dubai
London

United States of America
Switzerland
India
Singapore
Hong Kong

$1.3 trillion

$100 Million – $80 Billion

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
Wealth Owners
Private Equity Firms
Real Estate Firms
Fund of Funds Firms

Business Managers
Trust Companies
Financial Institutions
Big 4 Accounting & Professional Services Firms

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

Cybersecurity and Privacy
Cloud Native
Artificial Intelligence
Business Continuity and Disaster Recovery
Entity and Relationship Management
Security Master Management
Workflows and Audit Trails
Data Integration and Aggregation
Virtual Office
Integrated Transaction Processing
Integrated Document Management
Integrated General Ledger Accounting
Integrated Trust Accounting
Integrated Partnership/Fund Accounting
Integrated Portfolio Management and Performance Reporting
Integrated Cash Management
Integrated Tax Ledger
Integrated Private Loan Module
Client Reporting, including Multi-Currency

Cybersecurity and Privacy
- Azure Cloud Native Single Tenanted Architecture
- Local Data Residency with In-Country Hosting
- Proactive 24 x 7 Monitoring, including AI-driven Threat Intelligence
- Integrated Single Sign-On (SSO), Multi-Factor Authentication (MFA) and Customer Supplied Encryption Keys
Artificial Intelligence
- EtonAI™
- Patent Pending Contextual OCR Technology for automated document processing
- Patent Pending Dynamic Visualization
Entity and Relationship Management
- Supports all types of entities such as Individuals, LLCs, Partnerships, Trusts, Foundations, Operating Companies, etc.
- Customizable Chart of Accounts
- Related Parties Tracking
Data Integration
- Automated data feed processing and aggregation
- Mechanisms supported SFTP, APIs and Bulk Upload
- Historical Data Migration
Document Management
- Stores 250+ document type with role-based access control
- Automated indexing, classification, and tagging of documents
- Semantic Search with EtonGPT
General Ledger Accounting
- Automated Journal Entries
- Financial Statements, including Financial Statement Groupings
- Omnibus Accounting
Trust Accounting
- Structured repository for Beneficiaries, Grantors, and Trustees
- Trust Income Distribution Calculation and Execution
- Annual Account Reviews in accordance with Regulation 9 (Reg 9)
Partnership/Fund Accounting
- Capital Call, Capital Distribution and Manager Statement Processing
- Income and Distribution Calculation and Distribution (Pro Rata to Waterfall Method)
- Capital Commitment Grid
Portfolio Management and Performance Reporting
- Multi-Asset Class Security Master, including custom fields
- Investment Objectives and Benchmarks
- Total net worth performance, including Look Thru and Roll up reporting
Cash Management
- Payment methods supported (Check Printing, ACH, Domestic Wires, International Wires, Account Transfers, Check Positive Pay)
- BILL Integration
- Fee Billing
Tax Ledger
- Automated Tax Classification, customizable to local jurisdiction
- Canadian Average Tax
- 1099 Preparation
Operations
- Reconciliation, including Exception Management and Period Close
- Cash Flow Forecast
- Trade Capture
Client Reporting
- Digital Channels – iPad, Mobile App, Client Portal, including secure messaging
- Power BI Dashboards, including Paginated Reports
- APIs and Excel Plugins

All asset classes are supported on the platform with over 30+ attributes, including custom fields
- Liquid investments (Equities, Bonds/Fixed Income, Cash, T-Bills, ETFs, etc.)
- Illiquid investments (Hedge Funds, Fund of Funds, Private Equity, Real Estate, Insurance, etc.)
- Personal Assets (Cars, Private Jet, Yacht, Residences, Jewelry, Art, etc.)

Industry Certifications: Certified for ISO 42001 (Artificial Intelligence Management Systems), ISO 27001 (Security), ISO 27701 (Privacy) SOC1 & SOC2 (Service Organization Controls)
Adheres to GDPR, NY DFS, CSA STAR, FED RAMP and CCPA standards

Yes (Tenant Portal, Client Portal, Mobile App, iPad, Paginated Reports)

Technology

Type Of Software

SAAS

Integrations

Exchange of data and impact reporting elements via APIs.

Mobile App

SaaS

Microsoft Azure Cloud Native Architecture (CNA)
Fort Knox Cyber Security
Customer supplied encryption keys (CSEK)
Disaster Recovery and Business Continuity
Pro-active 24×7 Monitoring of client data
Trusted Security and Computing Infrastructure
Integrated Single Sign-On (SSO) and Multi-Factor Authentication
(MFA)
Inheritable Maturity – Certified for ISO 42001 (Artificial Intelligence Management Systems), ISO 27001 (Security), ISO 27701 (Privacy) SOC1 & SOC2 (Service Organization Controls)
AI-Driven Threat Intelligence
Fine Granular Access with Entity Level Visibility
Local Data Residency with In-Country Hosting

Microsoft Azure

Incoming bank feeds from many custodians and banks
Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
Integration with market data sources
Bill.com
Advisor Peak
AtlasFive APIs