VOL. XCIV, NO. 247

Free Alternatives to SS&C Black Diamond Wealth Solutions

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Free replacement verdicts

Free Alternatives to SS&C Black Diamond Wealth Solutions

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test SS&C Black Diamond Wealth Solutions before paying for another subscription.

Switching from SS&C Black Diamond Wealth Solutions doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Blogs and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit SS&C Black Diamond Wealth Solutions All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus

Closest replacement

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.

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Sharesight

Best workflow fit

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

Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight

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Koyfin

Best audience fit

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

Koyfin best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
Koyfin adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history..

Watch for: No public API: Koyfin does not provide user-facing data access through an API.

View Koyfin pricing

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Fiscal.ai

Strong runner-up

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

Fiscal.ai best matches the base workflow on portfolio tracking, fundamental research, and API and market data.
Fiscal.ai adds a free starting point that the base tool does not show. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..

Watch for: 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.

Try Fiscal.ai

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Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

Portfolio
Broker Connectors
Custom Dashboards

Gain

Data Visualizations
Performance Attribution
Risk Metrics
Monte Carlo

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: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account, Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect, and Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
WealthfolioFree • From $3.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Download Wealthfolio Compare

Full review and details

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 Pro Compare

Full review and details

Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

Portfolio
Blogs

Gain

Stock Ideas
Screeners
Stock Comparison
Data Visualizations

Lose

Advisor Operations
APIs & Data Feeds
Webhooks
Broker Connectors
Insider Compliance / Pre-clearance

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 and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

FinaticPartial replacementFree • From $2/moFree with signup

Partial replacement

Finatic

Bottom line: Fintech developers who need one API for brokerage connections, account data, positions, orders, balances, and user-authorized trade submission.

Keep

Portfolio
APIs & Data Feeds
Webhooks
Broker Connectors

Gain

Auto-Trading & Bots
Advanced Order Types
Unified brokerage API for account information, orders, positions, balances, transactions, order fills, order events, and broker connections.
Standardized trading API for placing, modifying, and canceling orders across supported brokers, with broker-specific order parameters handled through typed/discriminated SDK schemas.

Lose

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

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, Free includes up to 5 connected users, 1 connection per user, 1,000 API calls per month, and webhooks, and Standard costs $2 per connected user per month and includes 10 connections per user, 10,000 API calls per month, and priority support.
Limited public assurance material: Finatic publishes versioned SDK references and security statements, but no public SOC 2 or ISO report, status page, uptime record, or service-level agreement was found.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
FinaticFree • From $2/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Review Finatic pricing Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

Portfolio
Broker Connectors

Gain

Watchlist
Alerts
Calendar
News

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, Basic is free with a limited number of tracked assets, and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree with signup

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 Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $79.99/yrFree with signup

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 Marketlog Compare

Full review and details

VisualpingPartial replacementFree • From $10/moFree with signup

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 plans Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

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 TradingView Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

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 Portfolio123 Compare

Full review and details

FinancialData.NetPartial replacementFree • From $29/moFree with signup

Partial replacement

FinancialData.Net

Bottom line: Developers who want prices, fundamentals, statements, options, funds, ESG, calendars, ownership data, and news from one API.

Keep

APIs & Data Feeds
Regulatory Filings Monitoring

Gain

Sheets / Excel Add-ins
Quant
News
Calendar

Lose

Advisor Operations
Portfolio
Webhooks
Broker Connectors
Insider Compliance / Pre-clearance

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 lists 300 requests/day, and Professional is $149/month or $1,299/year and includes MCP server plus internal commercial use.
Serious use is paid: The free tier is useful for testing but is capped at 300 requests/day and excludes many higher-value datasets and MCP access.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
FinancialData.NetFree • From $29/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare FinancialData.Net plans Compare

Full review and details

ETF ActionPartial replacementFree • From $29/moFree with signup

Partial replacement

ETF Action

Bottom line: Advisers and ETF professionals who need ETF classification, holdings look-through, overlap, flows, 13F screening, model portfolios, and reports.

Keep

Portfolio
APIs & Data Feeds
Blogs

Gain

ETF Analysis
ETF Factors
ETF Overlap
ETF Screeners

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, broker-connected trading, and market data API.
Free-plan limits: Signup required, Free plan includes basic fund data, classifications, dashboards, and sponsored marketplace access, and DIY is listed at $29/month and Advisor Pro at $99/month.
Research features require paid plans: Free access covers basic fund data, classifications, dashboards, and sponsored marketplaces. Holdings look-through, exports, 13F screening, and model building require paid plans.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
ETF ActionFree • From $29/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare ETF Action plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

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 plans Compare

Full review and details

KoyfinBest audience fitFree • From $468/yrFree with signup

Best audience fit

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 pricing Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

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.ai Compare

Full review and details

GuruFocusClosest replacementFree • From $549/yrFree with signup

Closest replacement

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 trial Compare

Full review and details

SharesightBest workflow fitFree • Paid plans availableFree with signup

Best workflow fit

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 Sharesight Compare

Full review and details

TickertapePartial replacementFree • Paid plans availableFree with signup

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 Pro Compare

Full review and details

CbondsPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Cbonds

Bottom line: Fixed-income analysts needing cross-market bond terms, quotes, yields, ratings, and calendars in one workspace.

Keep

Portfolio
APIs & Data Feeds

Gain

Screeners
Yield Curves
Credit Ratings & Outlooks
New Issues & Calendars

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, portfolio analytics, and broker-connected trading.
Free-plan limits: Signup required, Basic website functions are free, but registration is required for account features and paid content, and Private investors are offered a one-week paid trial for $60 rather than a permanent free plan.
API is company-only: Cbonds says private individuals cannot obtain production API access. Companies apply for test access and commercial terms.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
CbondsFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Cbonds subscription Compare

Full review and details

QuartrPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Quartr

Analyst pickTested by us

Bottom line: Investors and analysts who care about first-party earnings calls, transcripts, filings, slides, and AI answers with source traceability.

Keep

APIs & Data Feeds
Webhooks
Blogs

Gain

Financials
Transcripts
Analyst Forecasts
Calendar

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, Mobile app is advertised as free for live earnings calls, transcripts, and AI chat, and Quartr Pro and Quartr API are contact-sales products with scalable or enterprise pricing.
Pro and API are contact-sales products: The free mobile app is useful, but desktop Pro, API datasets, exports, MCP, and enterprise controls are commercial contract products without public prices.

Price: SS&C Black Diamond Wealth SolutionsContact for pricing
QuartrFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Explore Quartr pricing Compare

Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in Portfolio, APIs & Data Feeds, and Broker Connectors while adding Stock Ideas and Screeners coverage, Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features, and a free tier (workflow overlap ~42%).

Every pick keeps a free tier; start with GuruFocus, Sharesight, and Koyfin to road-test SS&C Black Diamond Wealth Solutions workflows without paying up front.

Round out your stack with new coverage areas like Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

SS&C Black Diamond Wealth Solutions still leads on Insider Compliance / Pre-clearance, Audit Trail / Supervision, 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×17Blogs×12Broker Connectors×12APIs & Data Feeds×10Webhooks×5Custom Dashboards×3Advisor Operations×2Regulatory Filings Monitoring×2

New angles introduced

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

Alerts+15Watchlist+15Calendar+12Data Visualizations+12Financials+12News+12Dividends+11ETF Analysis+11

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

14/20

14 matches support mobile alongside SS&C Black Diamond Wealth Solutions.

API availability

10/20

10 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

8 starred / 10 tested

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

Avg. coverage overlap

31%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to SS&C Black Diamond Wealth Solutions?

Start with GuruFocus, Sharesight, and Koyfin to replicate SS&C Black Diamond Wealth Solutions workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which SS&C Black Diamond Wealth Solutions workflows stay covered on the free plan?

Expect solid overlap across Portfolio, APIs & Data Feeds, Broker Connectors, Blogs, Custom Dashboards, Advisor Operations, Webhooks, Regulatory Filings Monitoring, and Other, so core SS&C Black Diamond Wealth Solutions workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Watchlist, Institutional Ownership, US Government Trades, News, Alerts, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Education, Videos, Forums, Newsletters, Stock Handbook, Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Compounding Calculator, Wealth Management, News Sentiment, Paper Trading, Order Book / Level II, Options P&L, Monte Carlo, Notes & Highlights, Which ETF includes this Stock?, Factor Exposure, Market Sentiment, CDS Spreads, ESG Ratings, New Issues & Calendars, Retirement Calculator, ETF Factors, ETF Overlap, Shared Workspaces, Citations & Source Pinning, Auto-Trading & Bots, Advanced Order Types, On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on SS&C Black Diamond Wealth Solutions?

Advisor Operations, Webhooks, Insider Compliance / Pre-clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Playbooks & Case Studies, Other, Blogs, Custom Dashboards, APIs & Data Feeds, Broker Connectors, and Portfolio remain strengths for SS&C Black Diamond Wealth Solutions. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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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.