DoLand vs LedgeX

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.

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.

USA based, Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting, modelling, and beneficial owner tracking.

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

–

2010

Privately owned

United States of America

Waltham, Massachusetts

–

$500 million – $1 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

Single family offices
Multi-family offices

Complex asset owners

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

Data aggregation and management for all transactions and market values
Review and approval of transaction and market value entries
Tax lot processing and reporting
General ledger processing
Financial reporting
Beneficial owner management and reporting
Portfolio modeling
Cash flow modeling
Exposure monitoring and reporting
Performance and analytics reporting
Entity management

Data aggregation and management
Data confidence index reporting
Side by Side ABOR vs IBOR Reporting
Beneficial ownership
Liquidity forecasting
Entity management
What-if/Portfolio modeling
Exposure reporting
Lookthru reporting

Public funds (partnerships, offshore funds, unitized funds, mutual funds/ETFs, etc)
Private investments (private equity, venture capital, REITs, etc)
Any commitment-based funds
Marketable Securities
Trusts
Cash and liquid assets
Personal assets (real estate, vehicles, artwork, etc)