VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Orion Advisor Tech 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
| Orion Advisor Tech | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $275/mo | — |
| Enterprise option | ||
| Available plans | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack | Enterprise / Modular Suite |
Vote sentiment comparison
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Platform details
| Attribute | Orion Advisor Tech | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsBondsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North America | North America |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | ExcelPDF | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and SS&C Black Diamond Wealth Solutions?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 13 categories, so choose based on your preferred workflow and pricing.
How much do Orion Advisor Tech 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.
Do Orion Advisor Tech and SS&C Black Diamond Wealth Solutions have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Orion Advisor Tech or SS&C Black Diamond Wealth Solutions?
Choose Orion Advisor Tech if you need Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.. 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 Orion Advisor Tech and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks, ETFs, Mutual Funds, Bonds, Funds, and Other. Orion Advisor Tech also includes Closed-End Funds, and Options.
Does Orion Advisor Tech or SS&C Black Diamond Wealth Solutions have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data feeds, which is essential for active traders. Orion Advisor Tech uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Orion Advisor Tech and SS&C Black Diamond Wealth Solutions?
Orion Advisor Tech supports data exports to Excel, and PDF. SS&C Black Diamond Wealth Solutions has more limited export options.
Can Orion Advisor Tech or SS&C Black Diamond Wealth Solutions connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. SS&C Black Diamond Wealth Solutions requires manual portfolio entry or data import.
Can I track my portfolio with Orion Advisor Tech 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.