Tool Comparison
Masttro vs SS&C Black Diamond Wealth Solutions
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want wealth management.
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want webhooks, insider compliance / pre-clearance, and regulatory filings monitoring.
Pick Masttro instead if
Masttro
Contact for pricing · Web · Mobile · API
- You want wealth management.
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 want webhooks, insider compliance / pre-clearance, and regulatory filings monitoring.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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
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SS&C Black Diamond Wealth Solutions
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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
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.
- Monitor 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | 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 |
Standout features
The best features of Masttro and SS&C Black Diamond Wealth Solutions.ShowHide
Standout features
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.
- Monitor 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.
All details
Every attribute we track for Masttro and SS&C Black Diamond Wealth Solutions.ShowHide
All details
| 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Custom / enterprise | Contact sales“Fixed annual license” | 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.
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