DoLand vs Sensiba

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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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sensiba-logo

Sensiba

Category
Accounting

Sensiba provides best-in-class technology tools suited for each clientโ€™s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

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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)


  • 100-500


-


  • 1977


Key staff also have ownership


United States of America


  • Pleasanton, CA
  • Bend, OR
  • Fresno, CA
  • Portland, OR
  • San Jose, CA
  • San Mateo, CA


United States of America


-


-

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


  • Individual wealth owners
  • Multi-family offices
  • Endowments
  • Foundations
  • Software and technology providers


  • 17 single family offices
  • 2 multi-family offices
  • 3 foundations
  • 6 software

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


  • Custom development service
  • Digital excellence
  • Visionary purpose
  • Custom reports


  • Cash & equivalents
  • Private equity
  • Direct private equity
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Residential


GDPR


Yes

Technology
Type Of Software

  • SAAS

Integrations

  • Exchange of data and impact reporting elements via APIs.

Mobile App

  • No


SAAS


Other


  • Bill
  • Knowledger
  • Banking through Sage Banking Cloud
  • Credit Cards


No


-