Dune adds On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, NFT Markets, Data Visualizations, Alerts, Data APIs, Education, and Videos coverage that SS&C Black Diamond Wealth Solutions skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Tool Comparison
Dune 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
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, Portfolio, Broker Connectors, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Playbooks & Case Studies, and Other categories that Dune omits.
Dune 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 Dune skips.
In depth comparison
Dune
dune.com
Community‑driven onchain data platform for SQL‑based dashboards, APIs and real‑time data across 100+ blockchains. Uses a usage‑based credit system (Free, Analyst, Plus, Enterprise) where query compute and API usage consume credits. CSV downloads are limited to higher‑tier plans (Plus / legacy Premium) and private data uploads require a premium‑tier plan.
Categories
Platforms
Pricing
Quick highlights
- Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains.
- Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place.
- Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor.
- Alerts run on scheduled queries and can deliver notifications by email or via webhooks (including Slack) whenever the query executes, making it easier to monitor custom onchain conditions.
- Upload Data lets you import CSV files into Dune, query them like any other table, and optionally keep uploads private on premium plans; updates can be pushed via the API.
Community votes (overall)
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.
Categories
Platforms
Pricing
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.
Community votes (overall)
Where they differ
Dune
Distinct strengths include:
- Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains.
- Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place.
- Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor.
- Alerts run on scheduled queries and can deliver notifications by email or via webhooks (including Slack) whenever the query executes, making it easier to monitor custom onchain conditions.
SS&C Black Diamond Wealth Solutions
Distinct strengths include:
- 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 | Dune | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Custom Dashboards, APIs & SDKs, Webhooks, Blogs Unique: On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, NFT Markets, Data Visualizations, Alerts, Data APIs, Education, Videos | Shared: Custom Dashboards, APIs & SDKs, Webhooks, Blogs 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, Portfolio, Broker Connectors, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Playbooks & Case Studies, Other |
Asset types Supported asset classes and universes | 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, API | Web, Mobile, API |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Dune and SS&C Black Diamond Wealth Solutions both support?
Both platforms cover Custom Dashboards, APIs & SDKs, Webhooks, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Dune 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 Dune focuses on web or desktop access.
What unique strengths set the two platforms apart?
Dune differentiates itself with Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains., Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place., and Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor., 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)..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Orion Advisor Tech
Overlap: Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading.
Portfolio Accounting / Book of RecordClient & Investor ReportingRebalancing & Trading - Envestnet Wealth Management Platform
Overlap: Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
PortfolioPortfolio Accounting / Book of RecordClient & Investor Reporting - Addepar
Overlap: Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting.
PortfolioPortfolio Accounting / Book of RecordClient & Investor Reporting - Masttro
Overlap: Portfolio Accounting / Book of Record, Client & Investor Reporting, and Householding & Multi-Entity.
Portfolio Accounting / Book of RecordClient & Investor ReportingHouseholding & Multi-Entity - TradingViewEditor's pickHands-on review
Overlap: Data Visualizations, Portfolio, and Alerts.
Data VisualizationsPortfolioAlerts - Fiscal.aiEditor's pickHands-on review
Overlap: Data Visualizations, Portfolio, and Alerts.
Data VisualizationsPortfolioAlerts
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.