VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs SS&C Black Diamond Wealth Solutions comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| Addepar | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Enterprise / Modular Suite |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsBondsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | JSONPDF | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between Addepar and SS&C Black Diamond Wealth Solutions?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 11 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and SS&C Black Diamond Wealth Solutions cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Do Addepar and SS&C Black Diamond Wealth Solutions have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or SS&C Black Diamond Wealth Solutions?
Choose Addepar if you need Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]. Go with SS&C Black Diamond Wealth Solutions if Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., and Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies. better fits how you invest.
What asset classes do Addepar and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, and Funds. Addepar also includes Closed-End Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos. SS&C Black Diamond Wealth Solutions adds coverage for Other.
Does Addepar or SS&C Black Diamond Wealth Solutions have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data feeds, which is essential for active traders. Addepar uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can Addepar or SS&C Black Diamond Wealth Solutions connect to my broker?
Addepar connects with brokers for portfolio syncing. SS&C Black Diamond Wealth Solutions requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or SS&C Black Diamond Wealth Solutions?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.