Tool Comparison
Orion Advisor Tech vs SS&C Black Diamond Wealth Solutions
- Paid from
- $275/mo, billed monthly
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want risk metrics, scenario & stress tests, and monte carlo.
- 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 portfolio, insider compliance / pre-clearance, and audit trail / supervision.
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo, billed monthly · Web · Mobile · API
- You want risk metrics, scenario & stress tests, and monte carlo.
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 want portfolio, insider compliance / pre-clearance, and audit trail / supervision.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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. Orion Advisor Tech includes risk metrics and scenario & stress tests, and SS&C Black Diamond Wealth Solutions includes portfolio and insider compliance / pre-clearance.
What readers say
Orion Advisor Tech
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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
- Asset coverage
- Orion Advisor TechAdds closed-end funds and options
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.
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 | From $275/mo, billed monthly | 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 |
Standout features
The best features of Orion Advisor Tech and SS&C Black Diamond Wealth Solutions.ShowHide
Standout features
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.
All details
Every attribute we track for Orion Advisor Tech and SS&C Black Diamond Wealth Solutions.ShowHide
All details
| 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Entry paid plan | $275/moBilled monthly“Risk Intelligence Standalone”pricing model: Per user, per month | — |
| Tier 2 | $13000/yrBilled annually≈ $1083.33/mo“Orion Foundation Stack” | — |
| Tier 3 | $18000/yrBilled annually≈ $1500/mo“Orion Essentials Stack” | — |
| Top plan | $28000/yrBilled annually≈ $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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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.