DoLand vs SEI – Archway Platform

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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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Category

Developed in the USA, SEI's Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI's platform efficiently handles complex partnerships, portfolios, and corporate accounting alongside investment management and multi-asset class data aggregation.1

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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)

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

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

Technology
Type Of Software

  • SAAS

Integrations

  • Exchange of data and impact reporting elements via APIs.

Mobile App

  • No