Envestnet Wealth Management Platform overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading and pushes into Wealth Management and Data APIs with SS&C Black Diamond Wealth Solutions and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Matchup hub
Compare SS&C Black Diamond Wealth Solutions
Every head-to-head showdown featuring SS&C Black Diamond Wealth Solutions. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Sharesight, TradingView, and Visualping keep freemium tiers so you can benchmark SS&C Black Diamond Wealth Solutions without committing budget.
SS&C Black Diamond Wealth Solutions rivals most often add coverage in Data APIs, Alerts, and Data Visualizations, so focus there when evaluating upgrades.
24
Matchups catalogued
17
Include free tiers
11
Offer mobile access
40%
Avg category overlap
Category heatmap
How SS&C Black Diamond Wealth Solutions stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- APIs & SDKs20
- Blogs16
- Portfolio15
- Broker Connectors11
- Webhooks10
- Client Portal & Mobile App6
Where rivals add depth
Common coverage areas that comparison partners introduce beyond SS&C Black Diamond Wealth Solutions.
- Data APIs17
- Alerts13
- Data Visualizations13
- Financials11
- Education10
- Screeners10
Where SS&C Black Diamond Wealth Solutions stands alone
Categories that remain exclusive to SS&C Black Diamond Wealth Solutions across these matchups.
- Insider Compliance / Pre‑clearance24
- Audit Trail / Supervision23
- CRM & Workflow22
- Document Vault & e-Signature22
- Other22
- Alternatives / Capital Calls & Distributions21
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push SS&C Black Diamond Wealth Solutions into new workflows.
Envestnet Wealth Management Platform
87% overlapEnvestnet Wealth Management Platform overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading, adds Wealth Management and Data APIs coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Envestnet Wealth Management Platform adds
- Wealth Management
- Data APIs
SS&C Black Diamond Wealth Solutions keeps to itself
- Alternatives / Capital Calls & Distributions
- Insider Compliance / Pre‑clearance
- Audit Trail / Supervision
- Regulatory Filings Monitoring
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Orion Advisor Tech
62% overlapOrion Advisor Tech overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading, adds GIPS Composite Reporting, Risk Metrics, and Scenario & Stress Tests coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Orion Advisor Tech adds
- GIPS Composite Reporting
- Risk Metrics
- Scenario & Stress Tests
- Monte Carlo
SS&C Black Diamond Wealth Solutions keeps to itself
- Document Vault & e-Signature
- Portfolio
- Insider Compliance / Pre‑clearance
- Audit Trail / Supervision
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Masttro
86% overlapMasttro overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Model Portfolios & Sleeves, adds Wealth Management and Data APIs coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Masttro adds
- Wealth Management
- Data APIs
SS&C Black Diamond Wealth Solutions keeps to itself
- Rebalancing & Trading
- Fee Billing & Invoicing
- CRM & Workflow
- Webhooks
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Addepar
73% overlapAddepar overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading, adds Wealth Management, Data Visualizations, and Tax Lots / Lot Optimization coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Addepar adds
- Wealth Management
- Data Visualizations
- Tax Lots / Lot Optimization
- Data APIs
SS&C Black Diamond Wealth Solutions keeps to itself
- CRM & Workflow
- Document Vault & e-Signature
- Webhooks
- Insider Compliance / Pre‑clearance
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Kubera
75% overlapKubera overlaps on Client Portal & Mobile App, Portfolio, and APIs & SDKs, adds Data APIs and Education coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Kubera adds
- Data APIs
- Education
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Sharesight
33% overlapSharesight overlaps on Client & Investor Reporting, Client Portal & Mobile App, and Portfolio, adds Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Sharesight adds
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Rebalancing & Trading
- Model Portfolios & Sleeves
- Fee Billing & Invoicing
Shared platforms
WebMobileAPI
Shared pricing
Subscription
TradingView
24% overlapEditor’s pick
Hands-on review
TradingView overlaps on Portfolio, APIs & SDKs, and Webhooks, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
TradingView adds
- Screeners
- ETF Screeners
- Data Visualizations
- Options & Derivatives
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebMobile
Shared pricing
Subscription
Visualping
63% overlapVisualping overlaps on APIs & SDKs, Webhooks, and Regulatory Filings Monitoring, adds Alerts, Data APIs, and Education coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Visualping adds
- Alerts
- Data APIs
- Education
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
Web
Shared pricing
Subscription
Dune
31% overlapDune overlaps on APIs & SDKs, Webhooks, and Blogs, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
Fiscal.ai
19% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, APIs & SDKs, and Webhooks, adds Screeners, Stock Comparison, and Data Visualizations coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Data Visualizations
- Watchlist
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
Portfolio123
20% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Portfolio, APIs & SDKs, and Broker Connectors, adds Screeners, Data Visualizations, and Quant coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Portfolio123 adds
- Screeners
- Data Visualizations
- Quant
- Stock Ideas
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
StockAlert.pro
33% overlapStockAlert.pro overlaps on APIs & SDKs, Webhooks, and Blogs, adds Alerts, Calendar, and Dividends coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
StockAlert.pro adds
- Alerts
- Calendar
- Dividends
- Stock Ideas
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
Firefly III
100% overlapFirefly III overlaps on Portfolio, APIs & SDKs, and Webhooks while matching SS&C Black Diamond Wealth Solutions.
Shared categories
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
InsideArbitrage
19% overlapInsideArbitrage overlaps on Portfolio, Regulatory Filings Monitoring, and Blogs, adds News, Alerts, and Calendar coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
InsideArbitrage adds
- News
- Alerts
- Calendar
- Acquisitions
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
Web
Shared pricing
Subscription
Quartr
17% overlapEditor’s pick
Hands-on review
Quartr overlaps on APIs & SDKs, Webhooks, and Blogs, adds Financials, Transcripts, and Analyst Forecasts coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Quartr adds
- Financials
- Transcripts
- Analyst Forecasts
- Calendar
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Calcbench
27% overlapCalcbench overlaps on APIs & SDKs, Regulatory Filings Monitoring, and Blogs, adds Financials, Improved Filings, and Flags coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Calcbench adds
- Financials
- Improved Filings
- Flags
- Management Compensation
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
ETF Insider
21% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Portfolio, APIs & SDKs, and Blogs, adds ETF Screeners, Screeners, and Data Visualizations coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Data Visualizations
- Factor Exposure
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
Koyfin
14% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Portfolio, Blogs, and Custom Dashboards, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Koyfin adds
- Screeners
- ETF Screeners
- Data Visualizations
- Stock Comparison
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebMobile
Shared pricing
Subscription
OpenBB
14% overlapOpenBB overlaps on APIs & SDKs, Regulatory Filings Monitoring, and Custom Dashboards, adds Sheets / Excel Add-ins, Data APIs, and News coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
OpenBB adds
- Sheets / Excel Add-ins
- Data APIs
- News
- IPO
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
Simply Wall St
15% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Portfolio, Broker Connectors, and Blogs, adds Stock Ideas, Screeners, and Data Visualizations coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Simply Wall St adds
- Stock Ideas
- Screeners
- Data Visualizations
- Watchlist
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebMobile
Shared pricing
Subscription
Tickertape
17% overlapHands-on review
Tickertape overlaps on Portfolio, Broker Connectors, and Blogs, adds Screeners, Watchlist, and News coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Tickertape adds
- Screeners
- Watchlist
- News
- Alerts
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebMobile
Shared pricing
Subscription
Trackly
75% overlapTrackly overlaps on APIs & SDKs, Webhooks, and Regulatory Filings Monitoring, adds Alerts coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Trackly adds
- Alerts
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
Visible Alpha
27% overlapVisible Alpha overlaps on APIs & SDKs, Blogs, and Playbooks & Case Studies, adds Financials, Analyst Forecasts, and Analyst Price Targets coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
Visible Alpha adds
- Financials
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
YCharts
14% overlapHands-on review
YCharts overlaps on Portfolio, APIs & SDKs, and Broker Connectors, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching SS&C Black Diamond Wealth Solutions.
Shared categories
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Data Visualizations
SS&C Black Diamond Wealth Solutions keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebAPI
Shared pricing
Subscription
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.