DoLand vs Greenlock
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.
Greenlock
Category
Consolidated Reporting
The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent. We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.
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
- 2022
- Zurich
- Switzerland,
- France,
- United Kingdom,
- United States of America,
- Luxembourg
- Owned by management
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
- Multi-family offices
- Individual wealth owners,
- Single-family offices,
- Multi-family offices
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,
- Consolidated Reporting,
- Portfolio & Cost Analysis,
- Risk Management
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Ability to Whitelabel,
- Transparency,
- Visionary Purpose,
- Proven Agility,
- Custom Development Service
- Alternatives,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Commodities,
- Cryptocurrency,
- Digital Assets & Crypto Currency,
- Equities,
- Fixed Income,
- Foreign Exchange,
- Hedge Funds,
- Insurance,
- Private Debt,
- Private Equity,
- Private Equity & Direct Investments,
- Private Equity Funds,
- REITS,
- Real Estate,
- Venture Capital,
- Other
- Yes
Technology
Type Of Software
- SAAS
Integrations
- Exchange of data and impact reporting elements via APIs.
Mobile App
- No
- Serviced software,
- SAAS
- Greenlock is a cloud-based solution, no extra integration is needed.
- No