DoLand vs Northern Trust Family Office Technology

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.

Northern Trust Family Office Technology

Consolidated Reporting

Northern Trust is a global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families or their family offices.

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)

100-500 (in GFO’s division)

$6.1 billion ($286.3 million – GFO’s trust fees)

1889

United States of America

Chicago
London
Guernsey
Luxembourg
Abu Dhabi

$114 billion (Northern Trust’s GFO)

$900 million (median $350 million)

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

Individual wealth owners

Approx. 500 GFO clients

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

Consolidated reporting
Portfolio management
Accounting
Governance
Compliance
Trading
Data aggregation
Risk management
Impact/ESG reporting

Holistic, aggregated single source of data
Automated cash & trade transaction tools
Comprehensive user report library
Ad-hoc custom reporting
Easily-accessible mobile platform
Dedicated client service team
Integrated partnership accounting & general ledger
Security & integrity of your data

All marketable and non-marketable assets
Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

MiFID II
GDPR
AIFMD
UCITS

Technology

Type Of Software

SAAS

Integrations

Exchange of data and impact reporting elements via APIs.

Mobile App

Serviced software

Multi-factor authentication
Anti-fraud programs & IT security team
Three-tiered network architecture with redundant firewalls and DMZ layer
Network intrusion detections systems.
Regular network- and application-level penetration tests
Anti-virus practices at network, app and database levels
Several limits to employees’ ability to see and manage client data
Dedicated fraud prevention and investigations unit

Linux
Java

We interact with a variety of external vended software and send data (once authorized by the client) daily. Existing connectivity can be confirmed on request.