VOL. XCIV, NO. 247

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Friday, December 12, 2025

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Tool Comparison

IBISWorld vs SS&C Black Diamond Wealth Solutions comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

IBISWorld adds Data APIs, Scores, and AI Chat coverage that SS&C Black Diamond Wealth Solutions skips.

SS&C Black Diamond Wealth Solutions includes Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Portfolio, APIs & SDKs, Webhooks, Broker Connectors, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Playbooks & Case Studies, and Other categories that IBISWorld omits.

SS&C Black Diamond Wealth Solutions offers mobile access, which IBISWorld skips.

In depth comparison

IBISWorld

ibisworld.com

Subscription-based industry research platform with options to purchase single reports. Full industry reports (30–40 pages) are downloadable as PDF, while Key Statistics tables can be exported to Excel. API access requires an API-enabled account and uses OAuth2 with documented rate limits. Add-ons include custom dashboards, a Salesforce app, and specialized Excel-based tools. AI features are delivered through Phil, a chat assistant trained on IBISWorld data.

Platforms

WebAPI

Pricing

SubscriptionOne-time

Quick highlights

Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel.
Business Environment Profiles with proprietary forecasts across hundreds of economic indicators.
Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk.
REST API (OAuth2) for retrieving full reports or sections, with rate limits (10 requests/sec, 100/min, 5,000/hr).
Phil AI - an assistant trained on IBISWorld content, linking directly to report sections for context.

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SS&C Black Diamond Wealth Solutions

sscblackdiamond.com

Modular, cloud-native wealth & trust management suite from SS&C combining the Black Diamond Wealth Platform with CRM, trading & rebalancing, investment management, compliance & surveillance, trust/retirement, alternative-investment servicing, unique assets and operations/billing. Most capabilities are licensed as separate modules or services on top of the core portfolio management & reporting platform; alternative investments, trust/retirement, unique assets, compliance & surveillance and investment management are add-ons rather than part of a basic deployment.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.

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Where they differ

IBISWorld

Distinct strengths include:

Data APIs Scores AI Chat

Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel.
Business Environment Profiles with proprietary forecasts across hundreds of economic indicators.
Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk.
REST API (OAuth2) for retrieving full reports or sections, with rate limits (10 requests/sec, 100/min, 5,000/hr).

SS&C Black Diamond Wealth Solutions

Distinct strengths include:

Portfolio Accounting / Book of Record Client & Investor Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity Alternatives / Capital Calls & Distributions Client Portal & Mobile App

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.

Feature-by-feature breakdown

Attribute	IBISWorld	SS&C Black Diamond Wealth Solutions
Categories Which research workflows each platform targets	Shared: Blogs, Custom Dashboards Unique: Data APIs, Scores, AI Chat	Shared: Blogs, Custom Dashboards Unique: Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Portfolio, APIs & SDKs, Webhooks, Broker Connectors, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Playbooks & Case Studies, Other
Asset types Supported asset classes and universes	Other	Stocks, ETFs, Mutual Funds, Bonds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Mobile, API
Pricing High-level pricing models	Subscription, One-time	Subscription
Key features Core capabilities called out by each vendor	Unique Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel. Business Environment Profiles with proprietary forecasts across hundreds of economic indicators. Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk. REST API (OAuth2) for retrieving full reports or sections, with rate limits (10 requests/sec, 100/min, 5,000/hr). Phil AI - an assistant trained on IBISWorld content, linking directly to report sections for context. Single-report purchase options, such as US Industry Research Reports (~$1,095) or Spotlight Reports (~$745).	Unique 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. Compliance & Surveillance solution supporting regulatory compliance and monitoring with rules-based testing, surveillance and centralized case and evidence management.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do IBISWorld and SS&C Black Diamond Wealth Solutions both support?

Both platforms cover Blogs, and Custom Dashboards workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do IBISWorld and SS&C Black Diamond Wealth Solutions require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

SS&C Black Diamond Wealth Solutions ships a dedicated mobile experience, while IBISWorld focuses on web or desktop access.

What unique strengths set the two platforms apart?

IBISWorld differentiates itself with Industry Research Reports (30–40 pages) across multiple countries, with PDF downloads and Key Statistics exportable to Excel., Business Environment Profiles with proprietary forecasts across hundreds of economic indicators., and Industry Risk Ratings and an Early Warning System to assess forward-looking industry risk., whereas SS&C Black Diamond Wealth Solutions stands out for 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., and 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)..

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