DoLand vs Assure Wealth
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.
Assure Wealth
Category
Data Aggregation
Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.
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)
- 11-50
- $2.5 million
- 2014
- Key staff also have ownership
- Clients are also owners
- Denmark
- Nivรฅ
- Denmark
- Norway
- Sweden
- Switzerland
- United Kingdom
- $20 billion
- $160 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
- Individual wealth owners
- Single-family offices
- Multi-family offices
- 50 UHNWI
- 3 SFO
- 10 foundations
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
- Accounting
- Consolidated reporting
- Data aggregation
- Risk management
- Impact/ESG reporting
- Overview
- Flexible wealth reports
- Independence
- Full risk picture
- Follow-up on performance
- Integration to accounting systems
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- GDPR
- Yes
Technology
Type Of Software
- SAAS
Integrations
- Exchange of data and impact reporting elements via APIs.
Mobile App
- No
- Serviced software
- Two-factor login
- Secure emails
- VITEC
- Accounting systems
- DW-solutions
- Yes