★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Orion Advisor Tech vs SS&C Black Diamond Wealth Solutions
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You care about risk metrics, scenario & stress tests, and monte carlo, things SS&C Black Diamond Wealth Solutions doesn't offer
Pick SS&C Black Diamond Wealth Solutions if
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 portfolio, insider compliance / pre-clearance, and audit trail / supervision, things Orion Advisor Tech 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
Orion Advisor Tech and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (5 shared categories, including advisor operations, APIs & data feeds, and webhooks), so for the basics you won't go far wrong with either. The real difference is focus: only Orion Advisor Tech gives you risk metrics and scenario & stress tests, and only SS&C Black Diamond Wealth Solutions gives you portfolio and insider compliance / pre-clearance.
What readers say
Orion Advisor Tech
Vote once to reveal the community verdict.
SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Asset coverage
- Orion Advisor TechAdds closed-end funds and options
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 | From $275/mo | Contact for pricing |
Free tier | No | No |
Free trial | — | — |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Redtail CRM, Salesforce +6 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 13 | 12 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | Morningstar and ICE Data Services | — |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 22 signals: Broker sync, Tax lots +20 more |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Orion Advisor Tech | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What Orion Advisor Tech and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Orion Advisor Tech and SS&C Black Diamond Wealth Solutions each do best.What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
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 Orion Advisor Tech and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsBondsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | MorningstarICE Data Services | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooksDocs | Auth: OAuth2WebhooksDocs |
Import methods | CSVCustodianManual | Custodian |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | Morningstar Direct Advisory Suite |
Export formats | ExcelPDF | JSON |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | Not specified |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | 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 | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | — |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | — |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | — |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | — |
| Custom / enterprise | — | Contact sales“Enterprise / Modular Suite” |
Questions we keep getting
What's the difference between Orion Advisor Tech and SS&C Black Diamond Wealth Solutions?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Orion Advisor Tech 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 Orion Advisor Tech 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 Orion Advisor Tech or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Orion Advisor Tech if risk metrics and scenario & stress tests matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have portfolio and insider compliance / pre-clearance. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, ETFs, mutual funds, and bonds. Orion Advisor Tech also handles 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, which matters if you trade actively. Orion Advisor Tech 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.
Can I export data from Orion Advisor Tech and SS&C Black Diamond Wealth Solutions?
Orion Advisor Tech exports to Excel. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can Orion Advisor Tech 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 Orion Advisor Tech or SS&C Black Diamond Wealth Solutions?
SS&C Black Diamond Wealth Solutions handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
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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.