★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Insider vs SS&C Black Diamond Wealth Solutions
ETF Insider
Best for ETF screeners and screeners
Free • From $14/mo
SS&C Black Diamond Wealth Solutions
Best for advisor operations and webhooks
Contact for pricing
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
ETF Insider 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. The real difference is focus: only ETF Insider gives you ETF screeners and screeners, and only SS&C Black Diamond Wealth Solutions gives you advisor operations and webhooks.
Key differences at a glance
- Mobile app
- SS&C Black Diamond Wealth Solutions
- Free plan
- ETF Insider
- Broker sync
- SS&C Black Diamond Wealth Solutions
- Asset coverage
- SS&C Black Diamond Wealth SolutionsAdds bonds and funds
- Beginner friendly
- ETF Insider
Choose
ETF Insider if…
- You'd rather start free and only pay if you outgrow it
- You care about ETF screeners, screeners, and data visualizations, things SS&C Black Diamond Wealth Solutions doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Choose
SS&C Black Diamond Wealth Solutions if…
- You do a lot of your research from your phone
- You care about advisor operations, webhooks, and broker connectors, things ETF Insider doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | Contact for pricing |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | — | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 11 | 12 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | SEC EDGAR and Issuer Websites | — |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 22 signals: Broker sync, Tax lots +20 more |
| Try it | Visit ETF Insider | Visit SS&C Black Diamond Wealth Solutions |
Standout features
What ETF Insider does best
- Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
- Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
- Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
- ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
- Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.
What SS&C Black Diamond Wealth Solutions does best
- 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.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2WebhooksDocs |
Import methods | CSVManual | Custodian |
Integrations | Not specified | Morningstar Direct Advisory Suite |
Export formats | ImagePDFExcel | JSON |
| Plans & trust | ||
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$14/mo
Starting price
Plans & pricing
- saved portfolios: 4
- holdings depth: Limited full holdings data
- saved portfolios: Unlimited
- holdings depth: Unlimited full holdings data
- +1 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
ETF Insider strengths
8What you only get with ETF Insider.
SS&C Black Diamond Wealth Solutions strengths
9What you only get with SS&C Black Diamond Wealth Solutions.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between ETF Insider and SS&C Black Diamond Wealth Solutions?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, 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 Insider or SS&C Black Diamond Wealth Solutions free to use?
ETF Insider 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 Insider and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Insider or SS&C Black Diamond Wealth Solutions?
ETF Insider 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 Insider 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 Insider doesn't list a dedicated mobile app; its documented access is web and API.
Do ETF Insider 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 Insider or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick ETF Insider if ETF screeners and screeners 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 Insider and SS&C Black Diamond Wealth Solutions cover?
Both cover ETFs, mutual funds, and stocks. SS&C Black Diamond Wealth Solutions adds bonds, funds, and other on top.
Do ETF Insider and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from ETF Insider and SS&C Black Diamond Wealth Solutions?
ETF Insider exports to Excel. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can ETF Insider or SS&C Black Diamond Wealth Solutions connect to my broker?
SS&C Black Diamond Wealth Solutions syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Insider or SS&C Black Diamond Wealth Solutions?
ETF Insider 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 Insider 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.