Tool Comparison
Firefly III vs SS&C Black Diamond Wealth Solutions
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You're newer to investing and want something approachable
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want advisor operations, broker connectors, and insider compliance / pre-clearance.
Pick Firefly III instead if
Firefly III
Free · Web · API
- You'd rather start free and only pay if you outgrow it
- You're newer to investing and want something approachable
Start here
SS&C Black Diamond Wealth Solutions
Contact for pricing · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want advisor operations, broker connectors, and insider compliance / pre-clearance.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Firefly III and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (4 shared categories, including portfolio, APIs & data feeds, and webhooks), so for the basics you won't go far wrong with either. SS&C Black Diamond Wealth Solutions simply does more: 12 categories to Firefly III's 4, including advisor operations, broker connectors, and insider compliance / pre-clearance, plus a mobile app. Firefly III counters by being completely free.
What readers say
Firefly III
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SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Free plan
- Firefly III
- Broader coverage
- SS&C Black Diamond Wealth Solutions12 vs 4 categories
- Mobile app
- SS&C Black Diamond Wealth Solutions
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Broker sync
- SS&C Black Diamond Wealth Solutions
- Asset coverage
- SS&C Black Diamond Wealth SolutionsAdds stocks and ETFs
What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Track accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reports.
- Use the JSON REST API with OAuth2 or personal access tokens for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import transaction data through the separate Data Importer using CSV, CAMT.052, CAMT.053, GoCardless, SimpleFIN, Lunch Flow, or Enable Banking.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | 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 | GoCardless, SimpleFIN +5 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 | 4 | 12 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Capabilities | — | 22 signals: Broker sync, Tax lots +20 more |
| Try it | Visit Firefly III | Visit SS&C Black Diamond Wealth Solutions |
Standout features
The best features of Firefly III and SS&C Black Diamond Wealth Solutions.ShowHide
Standout features
What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Track accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reports.
- Use the JSON REST API with OAuth2 or personal access tokens for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import transaction data through the separate Data Importer using CSV, CAMT.052, CAMT.053, GoCardless, SimpleFIN, Lunch Flow, or Enable Banking.
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.
All details
Every attribute we track for Firefly III and SS&C Black Diamond Wealth Solutions.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Other | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | Not specified | North America |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: OAuth2 and APIKeyWebhooks | Auth: OAuth2WebhooksDocs |
Import methods | CSVManual | Custodian |
Integrations | GoCardlessSimpleFINLunch FlowEnable BankingSlackDiscordMattermost | Morningstar Direct Advisory Suite |
Export formats | CSV | JSON |
| Plans & trust | ||
Capability signals | Not specified | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Firefly III (open-source project)Support: Email | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | — |
| Custom / enterprise | — | Contact sales“Enterprise / Modular Suite” |
Questions we keep getting
What's the difference between Firefly III and SS&C Black Diamond Wealth Solutions?
Firefly III leans toward portfolio, APIs & data feeds, and webhooks, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Firefly III or SS&C Black Diamond Wealth Solutions free to use?
Firefly III 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 Firefly III and see how far it takes you before opening your wallet.
Which is better for beginners: Firefly III or SS&C Black Diamond Wealth Solutions?
Firefly III 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 Firefly III 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. Firefly III doesn't list a dedicated mobile app; its documented access is web and API.
Do Firefly III 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 Firefly III or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Firefly III if you prefer its overall approach; go with SS&C Black Diamond Wealth Solutions if you'd rather have advisor operations and broker connectors. And if you only need the basics both share, let price decide.
What asset classes do Firefly III and SS&C Black Diamond Wealth Solutions cover?
Both cover other. SS&C Black Diamond Wealth Solutions adds stocks, ETFs, and mutual funds on top.
Does Firefly III or SS&C Black Diamond Wealth Solutions have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data, which matters if you trade actively. Firefly III runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Firefly III and SS&C Black Diamond Wealth Solutions?
Firefly III exports to CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can Firefly III or SS&C Black Diamond Wealth Solutions connect to my broker?
SS&C Black Diamond Wealth Solutions syncs with brokers automatically. With Firefly III, you're entering holdings by hand or importing files.
Can I track my portfolio with Firefly III or SS&C Black Diamond Wealth Solutions?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.