ETF Insider vs SS&C Black Diamond Wealth Solutions comparison

ETF Insider focuses on ETF Screeners, Screeners, and Data Visualizations while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

ETF Insider offers a free tier that lets you get started without paying, while SS&C Black Diamond Wealth Solutions requires a subscription. If budget is a concern, start with ETF Insider and upgrade later if you need more advanced features.

ETF Insider is more beginner-friendly with an approachable interface. Both can work for intermediate users.

SS&C Black Diamond Wealth Solutions has a mobile app so you can check your research on the go. ETF Insider is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose ETF Insider if you need 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., and 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.. Go with SS&C Black Diamond Wealth Solutions if 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., and 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. better fits how you invest.

Both cover ETFs, Mutual Funds, and Stocks. SS&C Black Diamond Wealth Solutions adds coverage for Bonds, Funds, and Other.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

ETF Insider supports data exports to Image, PDF, and Excel. SS&C Black Diamond Wealth Solutions has more limited export options.

ETF Insider includes a stock screener for finding investment ideas. SS&C Black Diamond Wealth Solutions focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.