VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
ETF Action vs SS&C Black Diamond Wealth Solutions
Pick ETF Action if
ETF Action
Free • From $29/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want ETF analysis, ETF factors, and ETF overlap.
- You're newer to investing and want something approachable
Pick SS&C Black Diamond Wealth Solutions if
SS&C Black Diamond Wealth Solutions
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want advisor operations, webhooks, and broker connectors.
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
ETF Action and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (3 shared categories, portfolio, APIs & data feeds, and blogs), so for the basics you won't go far wrong with either. ETF Action includes ETF analysis and ETF factors, and SS&C Black Diamond Wealth Solutions includes advisor operations and webhooks.
What readers say
ETF Action
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SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Free plan
- ETF Action
- Mobile app
- SS&C Black Diamond Wealth Solutions
- Broker sync
- SS&C Black Diamond Wealth Solutions
- Global coverage
- ETF Action
- Asset coverage
- SS&C Black Diamond Wealth SolutionsAdds mutual funds and bonds
- Beginner friendly
- ETF Action
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 | Free • From $29/mo | Contact for pricing |
Free tier | Yes | No |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | Polygon.io (pricing), Bridge (model trading integration) +1 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 13 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Capabilities | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | 22 signals: Broker sync, Tax lots +20 more |
| Try it | Visit ETF Action | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What ETF Action and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What ETF Action and SS&C Black Diamond Wealth Solutions each do best.What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
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 ETF Action and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Action and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsStocks | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2WebhooksDocs |
Import methods | CSV | Custodian |
Integrations | Polygon.io (pricing)Bridge (model trading integration)RiverFront (model marketplace/partnership) | Morningstar Direct Advisory Suite |
Export formats | ExcelCSVPDF | JSON |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: Email | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | ||
|---|---|---|
| Free plan | Free“Free / Basic” | — |
| Entry paid plan | $29/mo“DIY” | — |
| Tier 2 | $99/mo“Advisor Pro” | — |
| Top plan | $199/mo“Model Builder” | — |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Enterprise / Modular Suite” |
Questions we keep getting
What's the difference between ETF Action and SS&C Black Diamond Wealth Solutions?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is ETF Action or SS&C Black Diamond Wealth Solutions free to use?
ETF Action has a free tier, so you can get started without paying anything. SS&C Black Diamond Wealth Solutions is paid-only. If budget matters, start with ETF Action and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Action or SS&C Black Diamond Wealth Solutions?
ETF Action is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use ETF Action or SS&C Black Diamond Wealth Solutions on my phone?
SS&C Black Diamond Wealth Solutions lists a dedicated mobile app, so it travels better. ETF Action doesn't list a dedicated mobile app; its documented access is web and API.
Do ETF Action 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 ETF Action or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick ETF Action if ETF analysis and ETF factors matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have advisor operations and webhooks. And if you only need the basics both share, let price decide.
What asset classes do ETF Action and SS&C Black Diamond Wealth Solutions cover?
Both cover ETFs and stocks. SS&C Black Diamond Wealth Solutions adds mutual funds, bonds, and funds on top.
Do ETF Action and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: ETF Action or SS&C Black Diamond Wealth Solutions?
ETF Action 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 I export data from ETF Action and SS&C Black Diamond Wealth Solutions?
ETF Action exports to Excel and CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can ETF Action or SS&C Black Diamond Wealth Solutions connect to my broker?
SS&C Black Diamond Wealth Solutions syncs with brokers automatically. With ETF Action, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Action or SS&C Black Diamond Wealth Solutions?
ETF Action has a stock screener for surfacing ideas; SS&C Black Diamond Wealth Solutions doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Action 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.