DoLand vs STP Investment Services

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.

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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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STP Investment Services

Category

Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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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

-

2008

-

Bangalore, India
Pennsylvania, USA
West Chester, USA

United States of America

-

-

Key staff 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

Multi-family offices

Banks,
Fund managers,
Individual wealth owners,
Investment & Financial Advisors (RIAs/IFAs),
Single-family offices

-

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
Portfolio & Cost Analysis
Portfolio Management
Intra-Family Loans
After-tax performance reporting

Ability to White-label
Custom Development Service
Custom Reports
Full Multi-Currency Support

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents Commercial
Commodities
Cryptocurrency
Developed Markets
Developing Markets
Digital Assets & Crypto Currency
Direct Private Equity
Equities
Fixed Income
Foreign Exchange
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Private Equity
Private Equity & Direct Investments
Private Equity Funds
Real Estate
REITS
Residential
Venture Capital
Warehousing & Industrial

-

Yes

Technology

Type Of Software

SAAS

Integrations

Exchange of data and impact reporting elements via APIs.

Mobile App

No

SAAS,
Serviced software

-

Salesforce,
Microsoft Dynamics,
Canoe

Yes

-