★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs SS&C Black Diamond Wealth Solutions
Pick Masttro instead if
Masttro
Subscription · Web · Mobile · API
- You care about wealth management, something SS&C Black Diamond Wealth Solutions doesn't offer
Start here
SS&C Black Diamond Wealth Solutions
Contact for pricing · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You care about webhooks, insider compliance / pre-clearance, and regulatory filings monitoring, things Masttro 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
Masttro and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (6 shared categories, including advisor operations, portfolio, and custom dashboards), so for the basics you won't go far wrong with either. SS&C Black Diamond Wealth Solutions simply does more: 12 categories to Masttro's 7, including webhooks, insider compliance / pre-clearance, and regulatory filings monitoring. Masttro counters by keeping things simpler.
What readers say
Masttro
Vote once to reveal the community verdict.
SS&C Black Diamond Wealth Solutions
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Broader coverage
- SS&C Black Diamond Wealth Solutions12 vs 7 categories
- Global coverage
- Masttro
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 | Subscription | Contact for pricing |
Free tier | No | No |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | 700+ direct custodian data feeds | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Advanced | Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 7 | 12 |
Regions | North America, Europe, LatAm, APAC | North America |
| Data & capabilities | ||
Data quality | Multi-currency | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 22 signals: Broker sync, Tax lots +20 more |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Masttro | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What Masttro and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Masttro and SS&C Black Diamond Wealth Solutions each do best.What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitoring multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift 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 Masttro and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsBondsFundsOther |
Experience | Advanced | IntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeLatAmAPAC | North America |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2WebhooksDocs |
Import methods | CustodianManual | Custodian |
Integrations | 700+ direct custodian data feeds | Morningstar Direct Advisory Suite |
Export formats | CSVPDF | JSON |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: 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 | ||
|---|---|---|
| Entry paid plan | Subscription“Fixed annual license” | — |
| Custom / enterprise | — | Contact sales“Enterprise / Modular Suite” |
Questions we keep getting
What's the difference between Masttro and SS&C Black Diamond Wealth Solutions?
Masttro leans toward wealth management, advisor operations, and portfolio, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Masttro and SS&C Black Diamond Wealth Solutions cost?
Neither has a free plan; you'll need a paid subscription for the full feature set of either. Check each tool's current plan details before buying.
Do Masttro and SS&C Black Diamond Wealth Solutions have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Masttro or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Masttro if wealth management matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have webhooks and insider compliance / pre-clearance. And if you only need the basics both share, let price decide.
What asset classes do Masttro and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, bonds, mutual funds, and other. Masttro also handles hedge funds, private funds, and real estate. SS&C Black Diamond Wealth Solutions adds ETFs and funds on top.
Does Masttro or SS&C Black Diamond Wealth Solutions have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data, which matters if you trade actively. Masttro runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Masttro or SS&C Black Diamond Wealth Solutions?
Masttro has documented international coverage (North America, Europe, LatAm, and APAC), 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 Masttro and SS&C Black Diamond Wealth Solutions?
Masttro exports to CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can Masttro 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.
Can I track my portfolio with Masttro or SS&C Black Diamond Wealth Solutions?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.