Orion Advisor Tech is the closest drop-in replacement with overlapping coverage in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading while adding GIPS Composite Reporting and Risk Metrics coverage and 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. and Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms. features (category overlap ~62%).
SS&C Black Diamond Wealth Solutions Alternatives & Competitors
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Alternatives to SS&C Black Diamond Wealth Solutions
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test SS&C Black Diamond Wealth Solutions against peers before committing to a long-term plan.
Looking for a SS&C Black Diamond Wealth Solutions replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options14With free tiers
Avg. Overlap36%Category match
Mobile Ready15Native apps
Quick takeaways
Budget-conscious? Try Sharesight, GuruFocus, Koyfin, Fiscal.ai, TradingView, Stock Analysis, Visualping, Stock Rover, Marketlog, Portfolio123, StockAlert Pro, Charles Schwab, Snowball Analytics, and Interactive Brokers (IBKR) to get started without a paid plan.
Round out your stack with new coverage areas like GIPS Composite Reporting, Risk Metrics, Scenario & Stress Tests, and Monte Carlo.
SS&C Black Diamond Wealth Solutions still leads on Insider Compliance / Pre-clearance, so keep it handy for those workflows.
#1 Alternative
Similarity score 2423Category overlap: 62%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingRebalancing & TradingModel Portfolios & SleevesFee Billing & InvoicingHouseholding & Multi-Entity
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
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., Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms., and 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..
- 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., Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms., 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.
#2 Alternative
Similarity score 2361Category overlap: 87%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingRebalancing & TradingModel Portfolios & SleevesFee Billing & InvoicingHouseholding & Multi-Entity
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
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., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., and 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..
- 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., 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs., 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; 2026 updates add interval funds directly inside the UMA platform and advisor-traded sleeves for custom asset types.
#3 Alternative
Similarity score 2120Category overlap: 86%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingModel Portfolios & SleevesHouseholding & Multi-EntityAlternatives / Capital Calls & DistributionsClient Portal & Mobile App
Assets: Stocks, Mutual Funds, and Bonds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
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.
#4 Alternative
Similarity score 2087Category overlap: 73%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingRebalancing & TradingModel Portfolios & SleevesFee Billing & InvoicingHouseholding & Multi-Entity
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
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., Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform., and 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].
- 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., Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform., 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.
#5 Alternative
Similarity score 1436Category overlap: 75%
Shared coverage
Client Portal & Mobile AppPortfolioAPIs & SDKsBroker ConnectorsBlogsCustom Dashboards
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
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.
Similarity score 1321Category overlap: 33%
Shared coverage
Client & Investor ReportingClient Portal & Mobile AppPortfolioAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
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., Public pricing page says 500,000+ investors track investments with Sharesight., and 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..
- 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., Public pricing page says 500,000+ investors track investments with Sharesight., 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.
Similarity score 1318Category overlap: 24%
Shared coverage
PortfolioAPIs & SDKsBroker ConnectorsBlogsCustom Dashboards
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- 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, ETF Screeners, and Top Analysts
Standout features: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
Similarity score 1192Category overlap: 24%
Shared coverage
Client & Investor ReportingModel Portfolios & SleevesHouseholding & Multi-EntityPortfolioCustom Dashboards
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
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 Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Rebalancing & Trading, and Fee Billing & Invoicing.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 1044Category overlap: 19%
Shared coverage
PortfolioAPIs & SDKsWebhooksBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- 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, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
Similarity score 990Category overlap: 19%
Shared coverage
PortfolioWebhooksBroker ConnectorsBlogs
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Data Visualizations, Quant, and Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns..
- 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 Visualizations, Quant, Screeners, and ETF Screeners
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, options, commodities and indices; the current pricing page says TradingView is used by 100M traders and connects to hundreds of data feeds with direct access to 3,539,722 instruments worldwide., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ community-powered indicators, 110+ smart drawing tools, Volume Profile, Time Price Opportunity, Volume Footprint, Volume Candles and auto chart patterns., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 972Category overlap: 19%
Shared coverage
Client & Investor ReportingModel Portfolios & SleevesPortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with SS&C Black Diamond Wealth Solutions if you still need Portfolio Accounting / Book of Record, Rebalancing & Trading, and Fee Billing & Invoicing.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Current plans page directs users to call for pricing; Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
Similarity score 968Category overlap: 14%
Shared coverage
PortfolioBroker ConnectorsBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- 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, ETF Screeners, and Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 965Category overlap: 63%
Shared coverage
APIs & SDKsWebhooksRegulatory Filings MonitoringBlogsOther
Assets: Other
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
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: free plan minimum check interval is 60 minutes; paid plans can run more frequent checks, and platform materials cite sub-hourly intervals as frequent as five minutes., 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: free plan minimum check interval is 60 minutes; paid plans can run more frequent checks, and platform materials cite sub-hourly intervals as frequent as five minutes., 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.
Similarity score 954Category overlap: 14%
Shared coverage
PortfolioBroker ConnectorsBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan..
- 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, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration; the public help center lists the current product version as V12.0., North American coverage: plan comparison pages advertise 14,000+ North American stocks, 7,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, percentile screening on Ultimate tiers, historical/equation screening in Premium Plus and above, and 400+ to 800+ financial metrics depending on plan., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 946Category overlap: 14%
Shared coverage
PortfolioBroker ConnectorsBlogs
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Marketlog keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Watchlist, Investor Holdings, and Data Visualizations coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- 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, Investor Holdings, Data Visualizations, and Risk Metrics
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 924Category overlap: 19%
Shared coverage
PortfolioAPIs & SDKsBroker ConnectorsBlogs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
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 predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
Similarity score 907Category overlap: 33%
Shared coverage
APIs & SDKsWebhooksBlogsPlaybooks & Case Studies
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
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 22 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E, forward P/E, earnings, insider activity), 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: 22 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E, forward P/E, earnings, insider activity), 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.
Similarity score 897Category overlap: 18%
Shared coverage
PortfolioAPIs & SDKsBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Charles Schwab keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Brokerage, Watchlist, and Options & Derivatives coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., and paperMoney® virtual accounts that let you practice trading with live market data..
- 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: Brokerage, Watchlist, Options & Derivatives, and Paper Trading
Standout features: Zero-commission online trades for listed stocks and ETFs; options at $0.65 per contract and futures/futures options at $2.25 per contract per side, with separate exchange/regulatory/overnight fees where applicable., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs including the S&P 500 and Nasdaq 100., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, mutual funds, bonds, forex, crypto ETPs, and a coming Schwab Crypto™ account for Bitcoin and Ethereum; futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
Similarity score 864Category overlap: 10%
Shared coverage
PortfolioBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
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 and multi-portfolio sync., 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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 and multi-portfolio sync., 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 70+ global exchanges and 25+ 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 automatic daily Snowball sync, aggregator-dependent broker refreshes 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.
Similarity score 855Category overlap: 13%
Shared coverage
PortfolioAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Interactive Brokers (IBKR) keeps a free tier, so you can replicate SS&C Black Diamond Wealth Solutions workflows without upgrading.
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what SS&C Black Diamond Wealth Solutions offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- 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: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products, CFDs, crypto ETPs, crypto futures/options, and spot crypto where available by jurisdiction., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and UK product pages highlight £3/€3 Western European stock and ETF trades at typical trade sizes, larger Western European trades at 0.05% of trade value, and US stock/ETF commissions from USD 0.0005 to USD 0.0035 per share.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×17Broker Connectors×14APIs & SDKs×13Blogs×12Client & Investor Reporting×7Client Portal & Mobile App×6Model Portfolios & Sleeves×6Webhooks×6
New angles introduced
Categories the alternatives add beyond SS&C Black Diamond Wealth Solutions.
Data APIs+13Watchlist+13Alerts+12Data Visualizations+11Screeners+11Calendar+10News+10Education+9
Access & Pricing
Free options
14/20
14 picks introduce a free tier you can start with.
Mobile ready
15/20
15 matches support mobile alongside SS&C Black Diamond Wealth Solutions.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 8 tested
6 tools are flagged as analyst picks; 8 have been hands-on tested.
Avg. coverage overlap
36%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to SS&C Black Diamond Wealth Solutions?
SS&C Black Diamond Wealth Solutions users most often consider Orion Advisor Tech, Envestnet Wealth Management Platform, and Masttro as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, GuruFocus, Koyfin, Fiscal.ai, TradingView, Stock Analysis, Visualping, Stock Rover, Marketlog, Portfolio123, StockAlert Pro, Charles Schwab, Snowball Analytics, and Interactive Brokers (IBKR) offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top SS&C Black Diamond Wealth Solutions alternatives cover?
Expect deep coverage across Alternatives / Capital Calls & Distributions, APIs & SDKs, Audit Trail / Supervision, Blogs, Broker Connectors, Client & Investor Reporting, Client Portal & Mobile App, CRM & Workflow, Custom Dashboards, Document Vault & e-Signature, Fee Billing & Invoicing, Householding & Multi-Entity, Model Portfolios & Sleeves, Other, Playbooks & Case Studies, Portfolio, Portfolio Accounting / Book of Record, Rebalancing & Trading, Regulatory Filings Monitoring, and Webhooks, so you can port most SS&C Black Diamond Wealth Solutions workflows without much friction.
Where does SS&C Black Diamond Wealth Solutions still stand out?
SS&C Black Diamond Wealth Solutions remains the go-to for Insider Compliance / Pre-clearance, which the current alternatives do not fully replicate.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.