★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
SS&C Black Diamond Wealth Solutions Review, Pricing, and Features
SS&C Black Diamond Wealth Solutions
SS&C Black Diamond Wealth Solutions is an enterprise wealth-management platform for RIAs, broker-dealers, family offices, banks, and trust teams that need portfolio accounting, performance reporting, client portals, billing, trading and rebalancing, data aggregation, APIs, compliance, alternatives, trust services, and modular operations support. It is strongest for advisory firms running complex client books, but pricing is sales-led and many capabilities are separately scoped modules rather than a lightweight retail portfolio app.
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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