VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

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Friday, December 12, 2025

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Tool Comparison

Beanvest vs SS&C Black Diamond Wealth Solutions comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Beanvest adds Financials, Valuation Models, and Insider Data coverage that SS&C Black Diamond Wealth Solutions skips.

SS&C Black Diamond Wealth Solutions includes Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, APIs & SDKs, Webhooks, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, and Other categories that Beanvest omits.

Beanvest has a free tier, while SS&C Black Diamond Wealth Solutions requires a paid plan.

SS&C Black Diamond Wealth Solutions offers mobile access, which Beanvest skips.

In depth comparison

Beanvest

beanvest.com

Hands-on review

Portfolio tracking and valuation platform with both free and premium tiers. The free plan supports a single portfolio with up to 20 holdings. Premium unlocks benchmarks, DEGIRO broker sync, and other features, with most price data updated every 15 minutes (some assets end-of-day). Automatic dividend adjustment is marked as 'coming soon' for Premium.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Coverage of more than 250,000 assets - including stocks, ETFs, mutual funds, commodities, bonds, and crypto - across global exchanges.
Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports.

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SS&C Black Diamond Wealth Solutions

sscblackdiamond.com

Modular, cloud-native wealth & trust management suite from SS&C combining the Black Diamond Wealth Platform with CRM, trading & rebalancing, investment management, compliance & surveillance, trust/retirement, alternative-investment servicing, unique assets and operations/billing. Most capabilities are licensed as separate modules or services on top of the core portfolio management & reporting platform; alternative investments, trust/retirement, unique assets, compliance & surveillance and investment management are add-ons rather than part of a basic deployment.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault).
Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
Business Intelligence & Billing tools offering practice analytics and revenue management, powered by centralized data aggregation, reconciliation and configurable billing workflows.

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Where they differ

Beanvest

Distinct strengths include:

Financials Valuation Models Insider Data

Coverage of more than 250,000 assets - including stocks, ETFs, mutual funds, commodities, bonds, and crypto - across global exchanges.
Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.

SS&C Black Diamond Wealth Solutions

Distinct strengths include:

Portfolio Accounting / Book of Record Client & Investor Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity Alternatives / Capital Calls & Distributions Client Portal & Mobile App

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.
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.
Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault).
Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.

Feature-by-feature breakdown

Attribute	Beanvest	SS&C Black Diamond Wealth Solutions
Categories Which research workflows each platform targets	Shared: Portfolio, Broker Connectors Unique: Financials, Valuation Models, Insider Data	Shared: Portfolio, Broker Connectors Unique: Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, APIs & SDKs, Webhooks, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, Other
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Cryptos	Stocks, ETFs, Mutual Funds, Bonds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Coverage of more than 250,000 assets - including stocks, ETFs, mutual funds, commodities, bonds, and crypto - across global exchanges. Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL). Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap. Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes. CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports. Built-in Discounted Cash Flow (DCF) calculator with auto-loaded cash flows and adjustable inputs for valuation work.	Unique 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. 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. Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault). Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack. Business Intelligence & Billing tools offering practice analytics and revenue management, powered by centralized data aggregation, reconciliation and configurable billing workflows. Compliance & Surveillance solution supporting regulatory compliance and monitoring with rules-based testing, surveillance and centralized case and evidence management.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Beanvest and SS&C Black Diamond Wealth Solutions both support?

Both platforms cover Portfolio, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Beanvest offers a free entry point, while SS&C Black Diamond Wealth Solutions requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

SS&C Black Diamond Wealth Solutions ships a dedicated mobile experience, while Beanvest focuses on web or desktop access.

What unique strengths set the two platforms apart?

Beanvest differentiates itself with Coverage of more than 250,000 assets - including stocks, ETFs, mutual funds, commodities, bonds, and crypto - across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., and Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap., whereas SS&C Black Diamond Wealth Solutions stands out for 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., 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., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..

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