Product News 2026
Stay tuned for future updates as we continue improving DoLand Pro
to enhance your sustainable investing experience.March Release – Customer Report Preferences
In March, we introduced Customer Report Preferences — a simple way to set a default report template for each customer. Every time you generate a report for them, it will automatically use their saved setup, so you never have to configure it again from scratch.
This means less repetitive work for advisors and portfolio managers handling many clients, and a more consistent experience for the customers receiving their reports.
February Release – AI Executive Summary & Smarter Simulations
February brought our biggest step yet toward AI-assisted reporting. The new AI Executive Summary reads through the metrics in a portfolio and automatically writes up the most important findings — so you have a clear, ready-made summary to share with customers without having to interpret the numbers yourself. You can review it, adjust the wording, and make it your own before it goes out.
We also upgraded the Impact Simulator with dynamic product selection, letting you search and swap products on the fly while simulating a portfolio. This makes "what if" exploration much more fluid, especially when comparing several alternatives in the same session. A new benchmark toggle lets you hide benchmark columns when you'd rather focus purely on the investment itself — giving you a cleaner view whenever comparison isn't the priority.
January Release – Fund of Funds, Featured Products & Impact Stories
We kicked off the year by expanding what DoLand Pro can handle. Fund of Funds support means portfolios that invest through underlying funds are now properly unwrapped and measured at the holding level — giving a much truer picture of real-world impact. For advisors and asset managers working with multi-layered products, this closes an important gap with no more missing coverage just because a fund invests in other funds.
With Featured Products, you can now highlight the holdings you want customers and advisors to notice first. It's a simple but powerful way to showcase flagship sustainable investments or make sure the products that best represent your sustainability story are front and center in every report.
We also launched the Impact Story generator, which follows the news around the funds and companies in a portfolio and turns it into short, readable stories about what those holdings are actually doing in the real world. Instead of handing customers a wall of numbers, you can now give them something far more engaging — a clear picture of the real events and actions behind their investments.
December Release - Template Builder
We launched the Template builder, making it easier to personalise impact reports to match your needs and style. You can now adjust both digital dashboards and PDF reports directly from the platform.
The Template builder lets you change text, choose which elements and metrics to show, and tailor reports so they better reflect what matters to you and your audience. This gives you more flexibility to present insights in a way that feels clear, relevant, and on-brand—without any extra effort.
November Release - Impact Simulator
In November, we launched the Impact simulator, a new way to explore how changes to an investment could improve its impact. Until now, impact reports showed how a portfolio performs—but not how adjusting it might change the outcome.
With the Impact simulator, you can easily try out different scenarios by adjusting how much is invested in each product and instantly see how those changes affect impact results. This makes it simple to explore “what if” scenarios and understand the impact of potential adjustments before taking any action.
You can also let the platform do the work for you. Instead of manually adjusting investments, you can choose one or more Sustainable Development Goals and automatically explore portfolio options that improve results in those areas. This makes it easier to compare scenarios and build confidence before making any real investment decisions.
September Release - Impact Drivers
Impact drivers were created to make impact reports easier to understand. When viewing a report, you can now see which products in a portfolio are driving the results—and which ones are holding them back.
By clicking on any metric in the report, you’ll get a clear overview of the top three products contributing positively, as well as the three with the biggest negative impact. This gives advisors, customers, and portfolio managers a deeper, more intuitive understanding of what’s really behind the numbers, adding a whole new layer of insight to impact reports.
August Release - Trial
We introduced trial access, giving you an easy way to explore the platform before diving in fully. You can sign up and take a guided tour to see how everything works, with no setup needed. As part of the trial, you’ll also be able to view ready-made impact reports, so you can quickly understand the value the platform offers and what you can achieve with it.
July Release
New Features
OAuth 2.0 Authentication: We’ve fully refactored our auth system to the OAuth 2.0 standard, enabling secure and scalable SSO support for customers
Smarter Report Creation: Reports now include improved validation and smarter workflows — missing products can be added directly during the process.
Notification Center: A new notification system highlights key tenant activity, keeping users better informed.
Multi-Tenant Switching: Users can now switch between tenants — helpful internally and ready for future multi-tenant customer use.
Improvements & Fixes
Subtle UI refinements and compressed offline PDFs deliver a smoother, faster experience.
We’ve improved metric coverage accuracy with expanded validation and clearer error handling.
May Release
New Features
Revamped Interface: The new layout is faster, cleaner, and optimized for advisors.
Smart Report Template Builder: Create and manage impact report templates with dynamic configuration, reducing manual setup and increasing scalability.
Improved PDF Compression: Faster downloads and smaller file sizes for offline impact reports, without compromising design quality.
User Data Export: Users can now easily export their own data for archiving or internal analysis, supporting greater transparency and control.
Improvements & Fixes
Better accuracy for metric coverage calculations through added validation checks.
Minor visual adjustment to bring the PDF and digital versions into closer alignment.
April Release
New Features
Digital Impact Report: Access a fully digital version of your generated impact report, providing a seamless online experience.
Coverage Page: Gain a clear overview of metric coverage across key report sections.
Q&A Section: A new, customizable Q&A section helps explain sustainability strategies and key report insights.
Improvements & Fixes
Faster loading times and smoother interactions when navigating large digital impact reports.
Additional checks ensure better accuracy for metric coverage calculations across all portfolio products.
Minor visual adjustments to improve consistency between PDF reports and the new digital report version.
March Release
New Features
Enhanced Impact Reporting: Improved data visualization and expanded benchmarking options.
Custom Report Builder: Users can now tailor reports to specific investment preferences.
User Management Upgrades: Admins can assign roles and permissions more effectively.
Improvements & Fixes
Faster report generation and optimized system performance.
Improved CSV upload validation for better data accuracy.
UI enhancements for a smoother user experience.
January Release
New Features
Portfolio Sustainability Overview: A new dashboard summarizing ESG and impact metrics.
Expanded Data Coverage: Integration of additional funds and investment products.
Explainer Page Launched: A dedicated section with definitions and guides on sustainability concepts.
Improvements & Fixes
Minor bug fixes improving system stability.
Better filtering options for sustainability reports.
Performance optimizations for large data sets.
November 2024 Release
New Features
Impact Stories Section: Real-world case studies showcasing positive investment outcomes.
ESG Controversy Alerts: Notifications for flagged investments with sustainability concerns.
New Customization Options: Users can personalize report visuals and branding.
Improvements & Fixes
Improved benchmarking calculations for impact metrics.
Enhanced security measures for data protection.
Streamlined onboarding process for new users.