★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Marketlog vs SS&C Black Diamond Wealth Solutions
Marketlog
Best for watchlist and institutional ownership
Free • From $79.99/yr
SS&C Black Diamond Wealth Solutions
Best for advisor operations and APIs & data feeds
Contact for pricing
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Marketlog and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (3 shared categories, portfolio, broker connectors, and blogs), so for the basics you won't go far wrong with either. Marketlog simply does more: 18 categories to SS&C Black Diamond Wealth Solutions's 12, including watchlist, institutional ownership, and data visualizations. SS&C Black Diamond Wealth Solutions counters by keeping things simpler.
Key differences at a glance
- Free plan
- Marketlog
- Free trial
- Marketlog7 days
- Broader coverage
- Marketlog18 vs 12 categories
- API access
- SS&C Black Diamond Wealth Solutions
- Global coverage
- Marketlog
- Beginner friendly
- Marketlog
Choose
Marketlog if…
- You'd rather start free and only pay if you outgrow it
- You care about watchlist, institutional ownership, and data visualizations, things SS&C Black Diamond Wealth Solutions doesn't offer
- You're newer to investing and want something approachable
- You trade often and need tooling built for speed
Choose
SS&C Black Diamond Wealth Solutions if…
- You want an API so you can script or automate things
- You care about advisor operations, APIs & data feeds, and webhooks, things Marketlog doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79.99/yr | Contact for pricing |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | 19 limits: Free: portfolios: 1, Free: holdings: 12 +17 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Yodlee, Fidelity Investments +5 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 18 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | Yodlee and Third-party data licensors | — |
Capabilities | 3 signals: Monte Carlo, Broker sync +1 more | 22 signals: Broker sync, Tax lots +20 more |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Marketlog | Visit SS&C Black Diamond Wealth Solutions |
Standout features
What Marketlog does best
- All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps.
- Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours.
- Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood.
- Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
- Dividend tracker with automatic dividend tracking, dividend calendars, upcoming dividend/payment-date alerts, yield/payment-date notifications, and a marketed 150K+ symbol universe.
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 | StocksETFsOptionsBondsFundsCurrenciesCryptosOther | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsDay TradersSwing Traders | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | 26 countriesIdentifiers: Ticker and CUSIP | Not specified |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Pricing sources | VendorManual | Not specified |
Data partners | YodleeThird-party data licensors | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2WebhooksDocs |
Import methods | BrokerOAuthManual | Custodian |
Integrations | YodleeFidelity InvestmentsE*TRADE from Morgan StanleyVanguardSchwabInteractive BrokersRobinhood | Morningstar Direct Advisory Suite |
Export formats | Image | JSON |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Monte CarloBroker syncMulti-currency | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Myfxbook Ltd.Country: IsraelSupport: Email | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$79.99/yr
Starting price
Plans & pricing
- portfolios: 1
- holdings: 12
- +3 more
- portfolios: 2
- holdings: Unlimited
- +2 more
- portfolios: 2
- holdings: Unlimited
- +2 more
- portfolios: 10
- holdings: Unlimited
- +1 more
- portfolios: 10
- holdings: Unlimited
- +1 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Marketlog strengths
15SS&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 Marketlog and SS&C Black Diamond Wealth Solutions?
Marketlog leans toward portfolio, watchlist, and institutional ownership, 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 Marketlog or SS&C Black Diamond Wealth Solutions free to use?
Marketlog 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 Marketlog and see how far it takes you before opening your wallet.
Which is better for beginners: Marketlog or SS&C Black Diamond Wealth Solutions?
Marketlog is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Marketlog 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. Marketlog doesn't, so you're working through its interface.
Should I choose Marketlog or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Marketlog if watchlist and institutional ownership matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have advisor operations and APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Marketlog and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, ETFs, bonds, and funds. Marketlog also handles options, currencies, and cryptos. SS&C Black Diamond Wealth Solutions adds mutual funds on top.
Do Marketlog 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: Marketlog or SS&C Black Diamond Wealth Solutions?
Marketlog 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 Marketlog 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.
Is Marketlog or SS&C Black Diamond Wealth Solutions better for day trading?
Marketlog is the one positioned more for active traders. SS&C Black Diamond Wealth Solutions is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Marketlog 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.