VOL. XCIV, NO. 247
Replacement verdicts
Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which SS&C Black Diamond Wealth Solutions competitor is worth testing first.
Looking for a SS&C Black Diamond Wealth Solutions replacement? We've profiled 4 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.
Disclosure: outbound links may include affiliate or sponsor links
Best for: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Watch for: Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Best for: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Watch for: Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Best for: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
Watch for: Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Our ranked order by workflow overlap and quality.
Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Contact for pricing
Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Contact for pricing
Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
$275/moto go paid
No comparable monthly price for SS&C Black Diamond Wealth Solutions
Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Contact for pricing
Addepar is the closest drop-in replacement with overlapping coverage in Advisor Operations, Portfolio, and APIs & Data Feeds while adding Wealth Management and Data Visualizations coverage and Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets. and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform. features (workflow overlap ~57%).
Round out your stack with new coverage areas like Wealth Management, Data Visualizations, Tax Lots / Lot Optimization, and Risk Metrics.
SS&C Black Diamond Wealth Solutions still leads on Insider Compliance / Pre-clearance, Regulatory Filings Monitoring, Playbooks & Case Studies, and Other, so keep it handy for those workflows.
Most shared categories across the top matches.
Categories the alternatives add beyond SS&C Black Diamond Wealth Solutions.
Free to start
0/4
0 of 4 start free, which SS&C Black Diamond Wealth Solutions does not.
Paid plans from
$275/mo
Orion Advisor Tech is the cheapest listed monthly upgrade. No comparable monthly price is listed for SS&C Black Diamond Wealth Solutions.
Mobile app
4 of 4
4 have a mobile app, like SS&C Black Diamond Wealth Solutions.
API access
4 of 4
4 expose an API or data feed, usually on a paid plan.
Hands-on tested
0 of 4
0 tested hands-on. 0 are analyst picks.
Coverage overlap
67%
Average share of SS&C Black Diamond Wealth Solutions categories each alternative covers.
Addepar, Masttro, and Orion Advisor Tech share the most workflows with SS&C Black Diamond Wealth Solutions, in that order. Start with the one whose Keep list matches what you use daily.
Between them the top matches cover Advisor Operations, APIs & Data Feeds, Audit Trail / Supervision, Blogs, Broker Connectors, Custom Dashboards, Portfolio, and Webhooks. SS&C Black Diamond Wealth Solutions workflows in those areas move over as they are. The Lose column on each card names what does not.
None of the alternatives here cover Insider Compliance / Pre-clearance, Regulatory Filings Monitoring, Playbooks & Case Studies, and Other. Keep SS&C Black Diamond Wealth Solutions for that, or run both tools side by side.
Missing an alternative, or is a listing out of date? Tell me and I will look.
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.