★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs SS&C Black Diamond Wealth Solutions
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You care about screeners, ETF screeners, and data visualizations, things SS&C Black Diamond Wealth Solutions doesn't offer
- You're newer to investing and want something approachable
Pick SS&C Black Diamond Wealth Solutions if
SS&C Black Diamond Wealth Solutions
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You care about APIs & data feeds, webhooks, and broker connectors, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (3 shared categories, custom dashboards, portfolio, and advisor operations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to SS&C Black Diamond Wealth Solutions's 12, including screeners, ETF screeners, and data visualizations. SS&C Black Diamond Wealth Solutions counters by keeping things simpler.
What readers say
Koyfin
Vote once to reveal the community verdict.
SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 12 categories
- API access
- SS&C Black Diamond Wealth Solutions
- Global coverage
- Koyfin
- Beginner friendly
- Koyfin
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Contact for pricing |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 20 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 22 signals: Broker sync, Tax lots +20 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What Koyfin and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Koyfin and SS&C Black Diamond Wealth Solutions each do best.What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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.
Every detail we compared
Every tracked attribute for Koyfin and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2WebhooksDocs |
Import methods | ManualCSVCustodian | Custodian |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Morningstar Direct Advisory Suite |
Export formats | CSVImagePDF | JSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Enterprise / Modular Suite” |
Questions we keep getting
What's the difference between Koyfin and SS&C Black Diamond Wealth Solutions?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or SS&C Black Diamond Wealth Solutions free to use?
Koyfin 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 Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or SS&C Black Diamond Wealth Solutions?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Koyfin or SS&C Black Diamond Wealth Solutions have an API?
SS&C Black Diamond Wealth Solutions has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have APIs & data feeds and webhooks. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and commodities. SS&C Black Diamond Wealth Solutions adds funds and other on top.
Do Koyfin and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or SS&C Black Diamond Wealth Solutions?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. SS&C Black Diamond Wealth Solutions is more region-specific, mainly North America.
Can I export data from Koyfin and SS&C Black Diamond Wealth Solutions?
Koyfin exports to CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can Koyfin or SS&C Black Diamond Wealth Solutions connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or SS&C Black Diamond Wealth Solutions?
Koyfin has a stock screener for surfacing ideas; SS&C Black Diamond Wealth Solutions doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or SS&C Black Diamond Wealth Solutions?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.