★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs SS&C Black Diamond Wealth Solutions
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
SS&C Black Diamond Wealth Solutions
Best for APIs & data feeds and webhooks
Contact for pricing
Outbound links may include affiliate or sponsor codes.
The verdict
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: 19 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.
Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin19 vs 12 categories
- API access
- SS&C Black Diamond Wealth Solutions
- Global coverage
- Koyfin
- Beginner friendly
- Koyfin
Choose
Koyfin if…
- 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
Choose
SS&C Black Diamond Wealth Solutions if…
- 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
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Contact for pricing |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 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 | 19 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time 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 | Data residency: US | — |
| Try it | Visit Koyfin | Visit SS&C Black Diamond Wealth Solutions |
Standout features
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
What SS&C Black Diamond Wealth Solutions does best
- 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.
Data & access details
| 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-time | 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 | ImagePDF | JSON |
| Plans & trust | ||
Security & compliance | Data residency: US | 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.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Koyfin strengths
16SS&C Black Diamond Wealth Solutions strengths
9What you only get with SS&C Black Diamond Wealth Solutions.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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 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.
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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.