DoLand

Family offices and wealth managers committed to impact investing face a persistent communication gap: portfolio data exists, but translating it into credible, client-facing impact narratives is slow, manual, and inconsistent. DoLand Pro addresses this directly with a purpose-built platform for generating personalized investment impact reports, replacing Excel-based workflows with automated, white-labeled reporting that advisors can present to end-clients.

The platform is structured around two user layers. Advisors work through an admin dashboard to create and manage reports, while end-clients receive accessible digital and PDF reports that go beyond standard ESG scores to include impact metrics aligned with the UN Sustainable Development Goals. Recent product releases show meaningful development depth:

• An Impact Simulator lets advisors model portfolio adjustments and preview how changes affect impact outcomes before acting
• Impact Drivers identify which specific products within a portfolio are helping or hurting impact results
• A Template Builder allows report customization for both digital dashboards and PDF outputs
• OAuth 2.0 authentication supports SSO integration for enterprise deployments
• ESG Controversy Alerts flag investments with sustainability concerns

Merkur Bank, a sustainability-focused Danish institution, uses the platform to demonstrate impact across customer portfolios, citing the efficiency of ongoing administration. DoLand sources primary data from partners including Matter for ESG insights, and integrates with wealth platform Aleta. The company is headquartered in Denmark, operates as a startup within the Danish fintech ecosystem, and has been included in Forbes' 2024 Family Office Software Roundup.

Pricing is not publicly disclosed, and the platform appears primarily oriented toward the Danish and broader Nordic market at this stage. Family offices seeking a general portfolio management or consolidated reporting tool will need to look elsewhere; DoLand Pro is specifically built for the impact reporting and client communication use case.

• Generate personalized investment impact reports for end-clients
• Automate impact data collection and report creation
• Model portfolio adjustments using impact simulation scenarios
• Identify which portfolio holdings drive positive or negative impact outcomes
• Support advisor-client dialogue with action-oriented dashboard tools
• Deliver white-labeled, customizable digital and PDF impact reports

• Impact Simulator for scenario modeling across portfolio adjustments
• Impact Drivers analysis showing top contributing and detracting holdings per metric
• Template Builder for customizing digital and PDF report layouts
• White-labeling and custom branding for reports
• ESG Controversy Alerts for flagged investments
• Digital and PDF impact report generation
• SDG-aligned impact metrics framework
• Portfolio Sustainability Overview dashboard
• OAuth 2.0 SSO authentication support
• CSV upload with validation for fund data input

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Investment Teams.

Demo booking via email and contact form; trial access available with guided platform tour.

Trial access with guided tour available; no timeline specified.