DoLand vs AgilLink

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.

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DoLand

Category

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.

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AgilLink

Category

Accounting

AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.

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Company

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)

50-100

-

1976

An RBC company and affiliate of City National Bank

United States of America

El Segundo, California

United States

-

-

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

Single family offices
Investment & Financial Advisors (RIAs/IFAs)

Over 300 clients and 5000 users

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

Accelerator
Data aggregation
Portfolio management
Consolidated reporting
Accounting

Integrated accounting
Mobile App
Transparency
Data aggregation and management
Consolidated and bespoke reporting

Alternatives
Bankable assets
Private equity
Real estate
Rare collectables (luxury cars, boats, high-value jewellery)

-

Yes

Technology

Type Of Software

SAAS

Integrations

Exchange of data and impact reporting elements via APIs.

Mobile App

No

Serviced software, SAAS

-

-

Addepar
Risclarity
InvestLink

Yes