VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
MarketXLS vs SS&C Black Diamond Wealth Solutions comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| MarketXLS | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $70/mo | — |
| Enterprise option | ||
| Available plans | Standard, Advanced, Business | Enterprise / Modular Suite |
Vote sentiment comparison
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Platform details
| Attribute | MarketXLS | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North America |
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | ExcelCSV | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by MarketXLS only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between MarketXLS and SS&C Black Diamond Wealth Solutions?
MarketXLS focuses on Sheets / Excel Add-ins, Broker Connectors, and Screeners while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do MarketXLS and SS&C Black Diamond Wealth Solutions cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Which is better for beginners—MarketXLS or SS&C Black Diamond Wealth Solutions?
MarketXLS is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use MarketXLS or SS&C Black Diamond Wealth Solutions on my phone?
SS&C Black Diamond Wealth Solutions has a mobile app so you can check your research on the go. MarketXLS is web-only, so you'll need a browser to access it from mobile devices.
Does MarketXLS 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. MarketXLS doesn't currently offer an API, so you'll need to use their web interface.
Should I choose MarketXLS or SS&C Black Diamond Wealth Solutions?
Choose MarketXLS if you need Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., and Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.. 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 MarketXLS and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks, ETFs, and Mutual Funds. MarketXLS also includes Options, Currencies, Futures, and Cryptos. SS&C Black Diamond Wealth Solutions adds coverage for Bonds, Funds, and Other.
Do MarketXLS 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 I export data from MarketXLS and SS&C Black Diamond Wealth Solutions?
MarketXLS supports data exports to Excel, and CSV. SS&C Black Diamond Wealth Solutions has more limited export options.
Can MarketXLS or SS&C Black Diamond Wealth Solutions connect to my broker?
MarketXLS 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—MarketXLS or SS&C Black Diamond Wealth Solutions?
MarketXLS 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 MarketXLS or SS&C Black Diamond Wealth Solutions?
Both platforms include portfolio tracking, so you can monitor your 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.