VOL. XCIV, NO. 247
SS&C Black Diamond Wealth Solutions Review, Pricing, and Features
By Jera Value · Verified Sep 2026
SS&C Black Diamond helps wealth-management firms turn portfolio records into performance reports, client dashboards, and operational workflows. It combines custodian data with accounting, billing, and client portals, while licensed modules extend into trading, compliance, trust, and alternatives work. Firms agree the module mix and implementation with sales. It is built for advisory operations with multiple clients, rather than a personal investment tracker.
Verdict
Worth it if you run a wealth firm that needs client reporting and portfolio operations.
- Adviser reporting: produce client portfolio reports and dashboards
- Firm operations: connect accounting, billing, and data
- Specialist workflows: scope trading, trust, and compliance modules
Skip it if you want retail self-serve access or a single inclusive module price.
- Firm contract: pricing and implementation require sales
- Module costs: trading, CRM, compliance, and alternatives are separately scoped
SS&C Black Diamond Wealth Solutions
Web / Mobile / API · How this site is funded
Pricing
Prices checkedEnterprise / Modular Suite: contact sales for a quote.
Key features
Portfolio accounting
Group client accounts and prepare performance reports.
Client dashboards
Share portfolio views and documents through web or mobile portals.
Trading and rebalancing
Licensed modules support model portfolios, drift checks, and trading workflows.
Practice billing
Configure fee schedules and review practice revenue.
Compliance workflows
Add surveillance, testing, and case management through scoped modules.
Data integrations
Connect custodian records, REST APIs, webhooks, and batch systems.
FAQ
Is SS&C Black Diamond Wealth Solutions free?
No. SS&C Black Diamond Wealth Solutions does not offer a free plan. Expect other pricing when you onboard. Check the vendor site for the most recent offers. Enterprise quotes are handled directly with the vendor.
Who is SS&C Black Diamond Wealth Solutions best for?
SS&C Black Diamond Wealth Solutions is built for Financial Advisors, RIAs / Wealth Firms, Family Offices, Asset Managers, and Institutional Investors. It suits intermediate and advanced users.
What platforms and connections does SS&C Black Diamond Wealth Solutions support?
You can use SS&C Black Diamond Wealth Solutions on Web and Mobile. SS&C Black Diamond Wealth Solutions offers an API (REST) with OAuth2 authentication. Integrations include Morningstar Direct Advisory Suite.
Which markets does SS&C Black Diamond Wealth Solutions cover?
SS&C Black Diamond Wealth Solutions covers North America. It tracks Stocks, ETFs, Mutual Funds, Bonds, Funds, and Other.
Tool details
Highlights
- Domain rating57: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Coverage regions
Asset types
- Stocks
- ETFs
- Mutual Funds
- Bonds
- Funds
- Other
Granularity & latency
- EOD
- Real-time
- End of Day
Alternatives
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Comparisons
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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.