VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Addepar vs SS&C Black Diamond Wealth Solutions
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You want wealth management, data visualizations, and tax lots / lot optimization.
Pick SS&C Black Diamond Wealth Solutions if
SS&C Black Diamond Wealth Solutions
Contact for pricing · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You want webhooks, insider compliance / pre-clearance, and audit trail / supervision.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Addepar and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (4 shared categories, including portfolio, advisor operations, and APIs & data feeds), so for the basics you won't go far wrong with either. SS&C Black Diamond Wealth Solutions simply does more: 12 categories to Addepar's 7, including webhooks, insider compliance / pre-clearance, and audit trail / supervision. Addepar counters by keeping things simpler.
What readers say
Addepar
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SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Broader coverage
- SS&C Black Diamond Wealth Solutions12 vs 7 categories
- Global coverage
- Addepar
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Contact for pricing |
Free tier | No | No |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 7 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | — |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 22 signals: Broker sync, Tax lots +20 more |
Security | Role-based access | — |
| Try it | Visit Addepar | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What Addepar and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Addepar and SS&C Black Diamond Wealth Solutions each do best.What Addepar does best
- Aggregate portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- Use one data model for accounting, analytics, reporting, dashboards, billing, tax lots, and client portals.
- Build branded reports and dashboards with configurable layouts, templates, charts, and audience-specific views.
- Addepar Trading supports model trading, drift checks, rebalancing, block trades, and account or household workflows where licensed.
- Navigator handles projections and scenarios for cash flows, capital-market assumptions, and private investments where available.
What SS&C Black Diamond Wealth Solutions does best
- 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.
Every detail we compared
Every tracked attribute for Addepar and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Addepar and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsBondsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2Docs | Auth: OAuth2WebhooksDocs |
Import methods | CustodianManual | Custodian |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Morningstar Direct Advisory Suite |
Export formats | JSONPDF | JSON |
| Plans & trust | ||
Security & compliance | Role-based access | Not specified |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Custom / enterprise | Contact sales“Platform (SaaS)” | Contact sales“Enterprise / Modular Suite” |
Questions we keep getting
What's the difference between Addepar and SS&C Black Diamond Wealth Solutions?
Addepar leans toward wealth management, portfolio, and advisor operations, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Addepar and SS&C Black Diamond Wealth Solutions cost?
Neither has a free plan; you'll need a paid subscription for the full feature set of either. Check each tool's current plan details before buying.
Do Addepar and SS&C Black Diamond Wealth Solutions have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Addepar or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Addepar if wealth management and data visualizations matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have webhooks and insider compliance / pre-clearance. And if you only need the basics both share, let price decide.
What asset classes do Addepar and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, bonds, ETFs, and mutual funds. Addepar also handles closed-end funds, currencies, and private funds. SS&C Black Diamond Wealth Solutions adds other on top.
Does Addepar or SS&C Black Diamond Wealth Solutions have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data, which matters if you trade actively. Addepar runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Addepar or SS&C Black Diamond Wealth Solutions?
Addepar has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. SS&C Black Diamond Wealth Solutions is more region-specific, mainly North America.
Can Addepar or SS&C Black Diamond Wealth Solutions connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Addepar or SS&C Black Diamond Wealth Solutions?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.