DoLand vs Ethic

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.
Go back to DoLand
DoLand Pro Logo

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.

Read more
ethic

Ethic

Category
Impact & ESG

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

Read more
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


< $50 million


2015


  • Key staff also have ownership
  • External investors (neither clients nor staff)
  • Clients are also owners
  • Owned by management


United States of America


New York City



As of July 2022: $2 billion


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


  • Investment & Financial Advisors (RIA / IFAs)


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


  • 109 RIAs
  • 12 single family offices
  • 7 multi-family offices
  • 6 institutional consultants

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


Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training


  • Sustainability research and resources
  • Sustainability diagnostic on existing assets
  • Tax optimisation and harvesting


Bankable or Financial Assets & Funds


-


Yes

Technology
Type Of Software

  • SAAS

Integrations

  • Exchange of data and impact reporting elements via APIs.

Mobile App

  • No


SaaS



Java


Software integrations can be discussed on a case-by-case basis.


No