VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
SS&C Black Diamond Wealth Solutions Review, Pricing, and Features
SS&C Black Diamond Wealth Solutions
SS&C Black Diamond is an enterprise system for advisory firms, broker-dealers, family offices, banks, and trust teams. It covers portfolio accounting, performance, client portals, billing, trading, rebalancing, aggregation, APIs, compliance, alternatives, and trust operations. Pricing is sales-led and the modules are not designed for a retail investor.
Best for
- RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
- Firms comparing enterprise advisor platforms where CRM, trading/rebalancing, trust, alternatives, compliance, and API workflows can expand account value.
- Advisor businesses that need a scalable client experience and integrations more than a retail-facing portfolio tracker.
Watch out
- Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
- CRM, trading, compliance, alternatives, trust, unique assets, and operations services are not necessarily included in a basic deployment.
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Pricing
Contact for pricing · Enterprise
Enterprise / Modular Suite
Relationship-based enterprise pricing for the modular wealth, trust, CRM, investment management, compliance and alternative investment suite.
Key features
- Centralize portfolio management, performance reporting, account groupings, and client-ready reporting for advisory and wealth-management firms.
- Offer advisor and client experiences through web portals, mobile apps, dashboards, outside-account aggregation, and secure document vault workflows.
- Support for adding trading and rebalancing workflows to monitor model drift, align portfolios, manage cash, and execute trades at scale where licensed.
- Business intelligence and billing tools for practice analytics, revenue management, fee schedules, and configurable billing workflows.
- Layer in compliance and surveillance modules for rules-based testing, monitoring, case management, and evidence workflows.
- Support alternative investments, unique assets, trust accounting, retirement, benefits payments, and multi-entity wealth structures through specialized SS&C modules.
- APIs for real-time and batch integrations, including REST/OpenAPI documentation, OAuth-based authentication, JSON payloads, and webhook callbacks for batch jobs.
- Connections for custodians and third-party systems to aggregate accounts, positions, transactions, tax lots, and reporting data.
- Mili and SS&C Accord materials when AI-assisted advisor workflows or alternatives-document processing matter.
- Enterprise implementation: access requires sales engagement, and final scope depends on firm type, modules, integrations, service model, and data complexity.
- Black Diamond is suited to professional wealth operations, not for an individual investor watchlist, stock screener, broker, or low-cost personal portfolio tracker.
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.
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