Alternatives to SS&C Black Diamond Wealth Solutions

Why investors switch

• Expands into GIPS Composite Reporting, Risk Metrics, and Scenario & Stress Tests coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Document Vault & e-Signature, Portfolio, and Insider Compliance / Pre‑clearance.

Adds coverage: GIPS Composite Reporting, Risk Metrics, Scenario & Stress Tests, and Monte Carlo

Standout features: Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity., and Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.

Why investors switch

• Expands into Wealth Management and Data APIs coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Alternatives / Capital Calls & Distributions, Insider Compliance / Pre‑clearance, and Audit Trail / Supervision.

Adds coverage: Wealth Management and Data APIs

Standout features: End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale., and Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.

Why investors switch

• Expands into Wealth Management and Data APIs coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., and Supports a wide range of asset classes and entity structures—including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Rebalancing & Trading, Fee Billing & Invoicing, and CRM & Workflow.

Adds coverage: Wealth Management and Data APIs

Standout features: Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., Supports a wide range of asset classes and entity structures—including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles., and Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.

Why investors switch

• Expands into Wealth Management, Data Visualizations, and Tax Lots / Lot Optimization coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need CRM & Workflow, Document Vault & e-Signature, and Webhooks.

Adds coverage: Wealth Management, Data Visualizations, Tax Lots / Lot Optimization, and Data APIs

Standout features: Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities., and Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.

Why investors switch

• Expands into Data APIs and Education coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets—so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Data APIs and Education

Standout features: Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets—so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin., and Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.

Why investors switch

• Sharesight keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Rebalancing & Trading, and Model Portfolios & Sleeves.

Adds coverage: Risk Metrics, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator

Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.

Why investors switch

• TradingView keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives

Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.

Why investors switch

• Fiscal.ai keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Watchlist

Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.

Why investors switch

• Koyfin keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Stock Comparison

Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

Why investors switch

• Visualping keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Alerts, Data APIs, and Education coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert., Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives., and Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Alerts, Data APIs, and Education

Standout features: Monitor any website or selected area for visual, text or HTML/code changes, with AI that flags important changes and sends highlighted before/after screenshots in each alert., Flexible scheduling and thresholds: run checks as often as every 5 minutes (or 2 minutes on paid plans) up to weekly, and tune change‑percentage thresholds and double‑check options to reduce false positives., Advanced monitoring controls, including screen type (area, full page, mobile or page fold), configurable wait times, proxies, scroll/click/type actions and xPath/selector targeting for tricky elements., and Multi‑channel notifications delivered to email and SMS by default, with optional Slack, Microsoft Teams, Google Chat, Discord, Google Sheets and more via Visualping for Business integrations.

Why investors switch

• Portfolio123 keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, Data Visualizations, and Quant coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas

Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.

Why investors switch

• StockAlert.pro keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Alerts, Calendar, and Dividends coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., and AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Alerts, Calendar, Dividends, and Stock Ideas

Standout features: 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met., AI analysis that generates long‑form equity write‑ups and suggests 2–5 ‘smart alerts’ you can one‑click activate., and Intelligent watchlist that runs daily AI screens on tracked symbols and refreshes alert signals automatically.

Why investors switch

• Snowball Analytics keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Watchlist, Backtesting, and Dividend coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Watchlist, Backtesting, Dividend, and Dividends

Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.

Why investors switch

• Ziggma keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Watchlist, Stock Ideas, and Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Watchlist, Stock Ideas, Screeners, and ETF Screeners

Standout features: Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding., and Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries.

Why investors switch

• Simply Wall St keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions—valuation, future growth, past performance, financial health, and dividends—into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Watchlist

Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions—valuation, future growth, past performance, financial health, and dividends—into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.

Why investors switch

• ETF Insider keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure

Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.

Why investors switch

• Expands into News, Alerts, and Calendar coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: News, Alerts, Calendar, and Acquisitions

Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.

Why investors switch

• Tickertape keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Screeners, Watchlist, and News coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Screeners, Watchlist, News, and Alerts

Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.

Why investors switch

• Firefly III keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Standout features include Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., and Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Standout features: Self-hosted open-source personal finance manager (AGPLv3 license)., Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting., Comprehensive REST API (JSON) with OAuth2 and Personal Access Tokens, plus a full OpenAPI specification., and Event webhooks for transaction create/update/delete, enabled through environment configuration.

Why investors switch

• OpenBB keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
• Expands into Sheets / Excel Add-ins, Data APIs, and News coverage beyond what SS&C Black Diamond Wealth Solutions offers.
• Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
• Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.

Adds coverage: Sheets / Excel Add-ins, Data APIs, News, and IPO

Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.