DoLand vs Sharpfin

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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.

Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.

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

$600k

2014

Owned by management
Kay staff also have ownership
Clients are also owners
External investors

Sweden

Stockholm

Sweden
Finland
Norway
Switzerland
United Kingdom

$4 billion

$400 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

Independent financial advisors
Registered investment advisors

Single-family offices
Multi-family offices
Individual wealth owners

3 SFOs
1 bank
6 RIAs

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
CRM
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Data aggregation
Risk management
Impact/ESG reporting

AML/KYC documentation and monitoring
Consolidated reporting
Calculation of management fees
White labeled reporting and customer portal
Depreciation reporting
Cost reporting
Model portfolio management and rebalancing
Block order management
Risk management

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

Technology

Type Of Software

SAAS

Integrations

Exchange of data and impact reporting elements via APIs.

Mobile App

Services software
SaaS

Two factor authentication through Yubikey or one time password
Strong SSL encryption on all traffic
Market unique access control to ensure that users only have access to functionalities they should