VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Fiscal.ai vs SS&C Black Diamond Wealth Solutions comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Fiscal.ai
fiscal.ai
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| Fiscal.ai | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | $39/mo | — |
| Enterprise option | ||
| Available plans | Free, Pro, Enterprise, Data API | Enterprise / Modular Suite |
Vote sentiment comparison
Loading sentiment chart...
Platform details
| Attribute | Fiscal.ai | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSVImagePDF | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Fiscal.ai only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between Fiscal.ai and SS&C Black Diamond Wealth Solutions?
Fiscal.ai focuses on Screeners, Stock Comparison, 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 4 categories, so choose based on your preferred workflow and pricing.
Is Fiscal.ai or SS&C Black Diamond Wealth Solutions free to use?
Fiscal.ai 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 Fiscal.ai and upgrade later if you need more advanced features.
Which is better for beginners—Fiscal.ai or SS&C Black Diamond Wealth Solutions?
Fiscal.ai is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Fiscal.ai 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. Fiscal.ai is web-only, so you'll need a browser to access it from mobile devices.
Do Fiscal.ai 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 Fiscal.ai or SS&C Black Diamond Wealth Solutions?
Choose Fiscal.ai if you need Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.. 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 Fiscal.ai and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks, ETFs, Mutual Funds, and Funds. SS&C Black Diamond Wealth Solutions adds coverage for Bonds, and Other.
Do Fiscal.ai and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I export data from Fiscal.ai and SS&C Black Diamond Wealth Solutions?
Fiscal.ai supports data exports to CSV, Image, and PDF. SS&C Black Diamond Wealth Solutions has more limited export options.
Which has a better stock screener—Fiscal.ai or SS&C Black Diamond Wealth Solutions?
Fiscal.ai includes a stock screener for finding investment ideas. SS&C Black Diamond Wealth Solutions focuses on other analytical tools.
Can I track my portfolio with Fiscal.ai or SS&C Black Diamond Wealth Solutions?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.