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SS&C Black Diamond Wealth Solutions Alternatives & Competitors

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SS&C Black Diamond Wealth Solutions logo

Alternatives to SS&C Black Diamond Wealth Solutions

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 20 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.

Visit SS&C Black Diamond Wealth SolutionsFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Orion Advisor Tech logo

Orion Advisor Tech

Closest replacement

Best for: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.

  • Orion Advisor Tech best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Orion Advisor Tech lists Subscription pricing, so compare the current plan against your existing setup.

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.

View Orion Stacks
DetailsCompare
Masttro logo

Masttro

Best workflow fit

Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

  • Masttro best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Masttro lists Subscription pricing, so compare the current plan against your existing setup.

Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.

Request Masttro pricing
DetailsCompare
Envestnet Wealth Management Platform logo

Envestnet Wealth Management Platform

Best audience fit

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.

  • Envestnet Wealth Management Platform best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Envestnet Wealth Management Platform shares Other pricing with the base tool.

Watch for: Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.

Explore Envestnet platform
DetailsCompare
GuruFocus logo

GuruFocus

Best pricing fit

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

  • GuruFocus best matches the base workflow on portfolio tracking, fundamental research, and API and market data.
  • GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Orion Advisor Tech logo
Closest replacement

Orion Advisor Tech

Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.

Keep

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Broker Connectors
  • Blogs

Gain

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Lose

  • Portfolio
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring
  • Playbooks & Case Studies

Watch out

  • Avoid as a full replacement if you rely on market data API, fundamental research, and backtesting and quant research.
  • Free-plan limits: No free self-serve product for investors, Public stack pages describe annual starting prices for advisor firms, and Final access and pricing depend on selected stack, modules, and sales process.
  • Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Orion Advisor TechFrom $275/mo
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

View Orion StacksCompare
Full review and details
2
Masttro logo
Best workflow fit

Masttro

Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Keep

  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors
  • Audit Trail / Supervision
  • Custom Dashboards

Gain

  • Wealth Management
  • 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 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.
  • Supports cash, bonds, mutual funds, public equities, private investments, hedge funds, venture capital, private credit, real estate, art, jewelry, vehicles, and complex entity structures.

Lose

  • Webhooks
  • Insider Compliance / Pre-clearance
  • Regulatory Filings Monitoring
  • Blogs
  • Playbooks & Case Studies

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading and dividend research.
  • Free-plan limits: Pricing is quote-based rather than self-serve, Official pricing model is fixed annual license, not AUM-based, and Evaluation normally requires a demo and scope discussion.
  • Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
MasttroSubscription
Free tier
Paid only
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Request Masttro pricingCompare
Full review and details
3
Envestnet Wealth Management Platform logo
Best audience fit

Envestnet Wealth Management Platform

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.

Keep

  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Webhooks
  • Broker Connectors

Gain

  • Wealth Management
  • The wealth management platform covers planning, proposals, 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.
  • The RIA suite includes planning, trading, reporting, proposal tools, CRM, a client portal, and billing.

Lose

  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring
  • Blogs
  • Playbooks & Case Studies

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and dividend research.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final scope depends on platform modules, data/API needs, and firm implementation requirements.
  • Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Envestnet Wealth Management PlatformContact for pricing
Free tier
Paid only
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via enterprise/contact.

Explore Envestnet platformCompare
Full review and details
4
Kubera logo
KuberaPartial replacement
4
Kubera logo
Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors
  • Blogs
  • Custom Dashboards

Gain

  • Education
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • 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.

Lose

  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring
  • Playbooks & Case Studies

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, portfolio alerts, and fundamental research.
  • Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription.
  • No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
KuberaFrom $250/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

Start Kubera trialCompare
Full review and details
5
GuruFocus logo
GuruFocusBest pricing fit
5
GuruFocus logo
Best pricing fit

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors
  • Blogs
  • Custom Dashboards

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Advisor Operations
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trialCompare
Full review and details
6
Sharesight logo
SharesightPartial replacement
6
Sharesight logo
Partial replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Risk Metrics
  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator

Lose

  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring
  • Blogs

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, market data API, and backtesting and quant research.
  • Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try SharesightCompare
Full review and details
7
Addepar logo
AddeparPartial replacement
7
Addepar logo
Partial replacement

Addepar

Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.

Keep

  • Advisor Operations
  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Wealth Management
  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Lose

  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring
  • Blogs

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and news and alerts.
  • Free-plan limits: No public self-serve pricing, Subscription access requires a sales process, and Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements.
  • Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
AddeparContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Request Addepar demoCompare
Full review and details
8
Koyfin logo
KoyfinPartial replacement
8
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Advisor Operations
  • Portfolio
  • Custom Dashboards

Gain

  • Screeners
  • ETF Screeners
  • Data Visualizations
  • Correlation

Lose

  • APIs & Data Feeds
  • Webhooks
  • Broker Connectors
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, market data API, and portfolio alerts.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricingCompare
Full review and details
9
Fiscal.ai logo
Fiscal.aiPartial replacement
9
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Webhooks
  • Blogs

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Advisor Operations
  • Broker Connectors
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.aiCompare
Full review and details
10
TradingView logo
TradingViewPartial replacement
10
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Portfolio
  • Webhooks
  • Broker Connectors
  • Blogs

Gain

  • Data Visualizations
  • Quant
  • Screeners
  • ETF Screeners

Lose

  • Advisor Operations
  • APIs & Data Feeds
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
  • Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingViewCompare
Full review and details
11
YCharts logo
YChartsPartial replacement
11
YCharts logo
Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Advisor Operations
  • Portfolio
  • Broker Connectors

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Lose

  • APIs & Data Feeds
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, market data API, and portfolio alerts.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Schedule YCharts conversationCompare
Full review and details
12
Stock Rover logo
Stock RoverPartial replacement
12
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Portfolio
  • Broker Connectors
  • Blogs

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
  • Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required, and Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plansCompare
Full review and details
13
Stock Analysis logo
Stock AnalysisPartial replacement
13
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Portfolio
  • Broker Connectors
  • Blogs

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis ProCompare
Full review and details
14
Marketlog logo
MarketlogPartial replacement
14
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Broker Connectors
  • Blogs

Gain

  • Watchlist
  • Institutional Ownership
  • Data Visualizations
  • Risk Metrics

Lose

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and backtesting and quant research.
  • Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with MarketlogCompare
Full review and details
15
Portfolio123 logo
Portfolio123Partial replacement
15
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Broker Connectors
  • Blogs

Gain

  • Screeners
  • Data Visualizations
  • Quant
  • Stock Ideas

Lose

  • Advisor Operations
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Portfolio123Free • From $25/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123Compare
Full review and details
16
Visualping logo
VisualpingPartial replacement
16
Visualping logo
Partial replacement

Visualping

Bottom line: Investors and compliance teams that need alerts when regulator, IR, pricing, terms, competitor, or news pages change.

Keep

  • APIs & Data Feeds
  • Webhooks
  • Regulatory Filings Monitoring
  • Blogs
  • Other

Gain

  • Alerts
  • Education
  • Visual, text, or HTML monitoring for a whole page or selected element, with before-and-after alerts.
  • AI summaries and importance classification on every plan.

Lose

  • Advisor Operations
  • Portfolio
  • Broker Connectors
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, Free plan is available for limited website monitoring, and Business plans start at $100/month with 20,000 checks, 200 monitored pages, team workspaces, Slack/Teams, webhooks, API access, and Zapier.
  • Not market data: Visualping monitors website changes. Users still need to verify page content and normalize data for investment analysis.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
VisualpingFree • From $10/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Visualping plansCompare
Full review and details
17
Charles Schwab logo
Charles SchwabPartial replacement
17
Charles Schwab logo
Partial replacement

Charles Schwab

Bottom line: U.S. investors who want brokerage, trading platforms, research, tax workflows, and several asset classes in one account.

Keep

  • Portfolio
  • APIs & Data Feeds
  • Blogs

Gain

  • Brokerage
  • Watchlist
  • Options
  • Paper Trading

Lose

  • Advisor Operations
  • Webhooks
  • Broker Connectors
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio alerts.
  • Free-plan limits: Signup required, Brokerage use requires an approved Schwab account, and Options, futures, forex, margin, and API workflows require separate approval or authorization.
  • Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Charles SchwabTransaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Schwab accountCompare
Full review and details
18
Snowball Analytics logo
Snowball AnalyticsPartial replacement
18
Snowball Analytics logo
Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Watchlist
  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding

Lose

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and market data API.
  • Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits, and Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball AnalyticsCompare
Full review and details
19
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
19
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Portfolio
  • APIs & Data Feeds

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

  • Advisor Operations
  • Webhooks
  • Broker Connectors
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, market data API, and portfolio alerts.
  • Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product, and Real-time market data and Level II data generally require subscriptions.
  • Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR accountCompare
Full review and details
20
Tickertape logo
TickertapePartial replacement
20
Tickertape logo
Partial replacement

Tickertape

Tested by us

Bottom line: Indian retail investors looking for stock, mutual-fund, ETF, screeners, broker-linked portfolios, forecasts, alerts, and portfolio insights in one product.

Keep

  • Portfolio
  • Broker Connectors
  • Blogs

Gain

  • Screeners
  • Watchlist
  • News
  • Alerts

Lose

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and market data API.
  • Free-plan limits: Signup required, Pro is listed at INR399/month, and Three-month Pro is listed at INR899 and annual Pro at INR2,999.
  • India-first coverage: Tickertape focuses on Indian markets. Its U.S. investing account is for Indian residents, not a global institutional audience.
Price
SS&C Black Diamond Wealth SolutionsContact for pricing
TickertapeFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Tickertape ProCompare
Full review and details

What This Shortlist Tells You

Orion Advisor Tech is the closest drop-in replacement with overlapping coverage in Advisor Operations, APIs & Data Feeds, and Webhooks while adding Risk Metrics and Scenario & Stress Tests 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 (workflow overlap ~42%).

Budget-conscious? Try GuruFocus, Sharesight, Koyfin, Fiscal.ai, TradingView, Stock Rover, Stock Analysis, Marketlog, Portfolio123, Visualping, Snowball Analytics, and Tickertape to get started without a paid plan.

Round out your stack with new coverage areas like Risk Metrics, Scenario & Stress Tests, Monte Carlo, and Tax Lots / Lot Optimization.

SS&C Black Diamond Wealth Solutions still leads on Insider Compliance / Pre-clearance and Playbooks & Case Studies, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×18Broker Connectors×15APIs & Data Feeds×12Blogs×12Advisor Operations×8Webhooks×5Custom Dashboards×4Audit Trail / Supervision×1

New angles introduced

Categories the alternatives add beyond SS&C Black Diamond Wealth Solutions.

Alerts+13Watchlist+13News+11Screeners+11Data Visualizations+10Financials+10Calendar+9Dividends+9

Access & Pricing

Free options

12/20

12 picks introduce a free tier you can start with.

Mobile ready

16/20

16 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

7 starred / 10 tested

7 tools are flagged as analyst picks; 10 have been hands-on tested.

Avg. coverage overlap

40%

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, Masttro, and Envestnet Wealth Management Platform as their go-to alternatives.

Which alternatives keep a free tier?

GuruFocus, Sharesight, Koyfin, Fiscal.ai, TradingView, Stock Rover, Stock Analysis, Marketlog, Portfolio123, Visualping, Snowball Analytics, and Tickertape 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 Advisor Operations, APIs & Data Feeds, Audit Trail / Supervision, Blogs, Broker Connectors, Custom Dashboards, Other, Portfolio, 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 and Playbooks & Case Studies, which the current alternatives do not fully replicate.

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Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.