VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Firefly III vs SS&C Black Diamond Wealth Solutions comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| Firefly III | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Free | Enterprise / Modular Suite |
Vote sentiment comparison
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Platform details
| Attribute | Firefly III | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | Other | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | North America |
Data freshness | Not specified | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSV | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Firefly III only.
No unique categories.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between Firefly III and SS&C Black Diamond Wealth Solutions?
Firefly III focuses on Portfolio, APIs & SDKs, and Webhooks while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
Is Firefly III or SS&C Black Diamond Wealth Solutions free to use?
Firefly III 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 Firefly III and upgrade later if you need more advanced features.
Which is better for beginners—Firefly III or SS&C Black Diamond Wealth Solutions?
Firefly III is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Firefly III or SS&C Black Diamond Wealth Solutions on my phone?
SS&C Black Diamond Wealth Solutions has a mobile app so you can check your research on the go. Firefly III is web-only, so you'll need a browser to access it from mobile devices.
Do Firefly III and SS&C Black Diamond Wealth Solutions have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Firefly III or SS&C Black Diamond Wealth Solutions?
Choose Firefly III if you need Self-hosted open-source personal finance manager (AGPLv3 license)., and Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.. 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.
What asset classes do Firefly III and SS&C Black Diamond Wealth Solutions cover?
Both cover Other. SS&C Black Diamond Wealth Solutions adds coverage for Stocks, ETFs, Mutual Funds, Bonds, and Funds.
Does Firefly III or SS&C Black Diamond Wealth Solutions have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data feeds, which is essential for active traders. Firefly III uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Firefly III and SS&C Black Diamond Wealth Solutions?
Firefly III supports data exports to CSV. SS&C Black Diamond Wealth Solutions has more limited export options.
Can I track my portfolio with Firefly III or SS&C Black Diamond Wealth Solutions?
Both platforms include portfolio tracking, so you can monitor your 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.