VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Koyfin vs SS&C Black Diamond Wealth Solutions comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Koyfin
koyfin.com
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| Koyfin | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $39/mo | — |
| Enterprise option | ||
| Available plans | Free, Plus, Premium, Advisor Core, Advisor Pro, Teams | Enterprise / Modular Suite |
Vote sentiment comparison
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Platform details
| Attribute | Koyfin | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFuturesCryptos | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Real-time | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | ImagePDF | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Koyfin only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between Koyfin and SS&C Black Diamond Wealth Solutions?
Koyfin focuses on Screeners, ETF 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 5 categories, so choose based on your preferred workflow and pricing.
Is Koyfin or SS&C Black Diamond Wealth Solutions free to use?
Koyfin 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 Koyfin and upgrade later if you need more advanced features.
Which is better for beginners—Koyfin or SS&C Black Diamond Wealth Solutions?
Koyfin is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Koyfin or SS&C Black Diamond Wealth Solutions have an API?
SS&C Black Diamond Wealth Solutions provides API access for programmatic data retrieval and custom integrations. Koyfin doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Koyfin or SS&C Black Diamond Wealth Solutions?
Choose Koyfin if you need Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.. 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 Koyfin and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks, ETFs, Mutual Funds, and Bonds. Koyfin also includes Closed-End Funds, Currencies, Commodities, Futures, and Cryptos. SS&C Black Diamond Wealth Solutions adds coverage for Funds, and Other.
Do Koyfin 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 Koyfin or SS&C Black Diamond Wealth Solutions connect to my broker?
Koyfin connects with brokers for portfolio syncing. SS&C Black Diamond Wealth Solutions requires manual portfolio entry or data import.
Which has a better stock screener—Koyfin or SS&C Black Diamond Wealth Solutions?
Koyfin 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 Koyfin 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.
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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.