DoLand vs eXeer by Point Group
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.
Point
Category
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.
Read moreCompany
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)
- 0-10
–
- 2017
- Owned by management
- Key staff have ownership
- External investors
- UK
- UK
- UK
- Switzerland
- UAE
- USA
–
–
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,
- Private Banks,
- Wealth Consolidators
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
- 0 – 10
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
- Yes
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
–
- Yes
Technology
Type Of Software
- SAAS
Integrations
- Exchange of data and impact reporting elements via APIs.
Mobile App
- No
- SAAS
- Serviced Software
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
–
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
- Yes (via integration partner)