DoLand
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.
The reports give a holistic view of portfolios and include a custom benchmark for reference. The reports cover ESG (operations of companies) as well as impact (product/outcome of companies or projects). They also contain concrete impact stories to create relevance. The reports have enough nuance to be trustworthy while ensuring simplicity to be understood.
The impact reports can be white labeled with logo, colours and pictures. The content and focus data points can be tailored to the concrete needs of an organization or individual.
It is a stand-alone solution with fast onboarding and training. The ongoing administration is very light. There is a dashboard for advisors with additional information and an impact simulation tool that can be used in dialogues with clients or stakeholders.
The solution ensures consistency in data across investment products with a thorough quality assurance in place. It is plug and play with public/listed assets, and private/alternative assets can be included on a case-by-case basis.
If you are curious about a portfolio’s footprint or want to experience just how easy it is to generate impact reports, reach out for a demo.
Have a question regarding DoLand?
Contact DoLand directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets DoLand apart?
"We believe that nuanced and relevant investment impact reports are the starting point for informed decisions to align one's investment with personal views and values"
Jakob Lage Hansen
Product
The software is easy to use: Fast onboarding with no integrations, easy generation & management of reports, and tools that can guide the dialogue with clients or stakeholders. The investment impact reports are relevant: The offer a holistic personal report, they go beyond ESG also covering impact & stories, and they are nuanced for credibility, yet engaging.
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
Type Of Software
- SAAS
Integrations
- Exchange of data and impact reporting elements via APIs.
Mobile App
- No
Type of data
- Holding level
Accuracy
- We have a thorough quality assurance policy focused on (1) introduction of new data-sources / metrics, (2) implementation of new data-sources/metrics and (3) monitoring of data.
- Introducing new data:
– Review the methodology and framework behind the data sources, including data origins and transformations, assumptions, and estimations.
– Identify and assess potential risks associated with introducing the new data source, such as reliability and accessibility.
– Understand the data provider’s coverage of the investment universe.
– Assess how the new data source can fit into the existing data infrastructure to ensure methodological compatibility and alignment, including data normalization. - Implementation of new data
– Coordinate with the data provider on data formatting, frequency of data updates, and monitoring of updates on methodology.
– Define and adjust the hierarchy of data sources, i.e., which are prioritized.
– Implement normalization methodology.
– Potentially apply our methodology to the data source to align it with our viewpoints.
– Ensure all required data points exist, and the data reliability and consistency standards are met.
– Perform randomly selected manual calculations to verify the accuracy of automated systems. - Monitoring of data:
– Regularly perform quality sampling of the data input to maintain data quality.
– More thoroughly testing the implementation phase of a new data provider
– Track and follow up on changes and updates to data points, formatting, and methodologies from data providers.
– Ongoing investigation of potential root causes of data quality issues to prevent recurrence.
– Refine data quality processes and standards continuously.
Time to new custodian
- On a case-by-case basis
Multi-currency
- Based on holding/position data
Regulated
- Yes
Regulated by
- Danish FSA
Cost structure
- Seat-based (per named user),
- Feature-based,
- Transaction-use-based (per transaction),
- Other
Rates
- Prices pr. user: 250 EUR – 1,300 EUR (annual) , depending on roles
- Price pr. end-client/stakeholder receiving impact reports: 150 EUR-1,500 EUR (annual), depending on the type of report chosen
- Additional services can be chosen with additional fees.
- Minimum fee of 8,000 EUR (annual).
- The implementation fee can be discussed if there are specific requirements.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
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)
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
Merkur Bank
Request References
Overview of the DoLand Pro Impact Reporting Solution
DoLand Pro Company Presentation
DoLand Pro Features
DoLand Pro Platform Overview
Overview of the DoLand Pro Impact Reporting Solution
DoLand Pro Company Presentation
DoLand Pro Features
DoLand Pro Platform Overview
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Pricing of support
Based on SLA
Onboarding
1 hour with some variation depending on training needs.
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