Product News 2025
Stay tuned for future updates as we continue improving DoLand Pro
to enhance your sustainable investing experience.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.