VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Quartr vs SS&C Black Diamond Wealth Solutions comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quartr
quartr.com
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| Quartr | SS&C Black Diamond Wealth Solutions | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Mobile app, Quartr Pro, Quartr API | Enterprise / Modular Suite |
Vote sentiment comparison
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Platform details
| Attribute | Quartr | SS&C Black Diamond Wealth Solutions |
|---|---|---|
Asset types | Stocks | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | StreamingReal-time | Real-timeEnd of Day |
API access | REST | REST |
Export formats | JSONPDF | JSON |
Coverage overlap
Categories covered by Quartr only.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between Quartr and SS&C Black Diamond Wealth Solutions?
Quartr focuses on Financials, Transcripts, and Analyst Forecasts while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Quartr or SS&C Black Diamond Wealth Solutions free to use?
Quartr offers a free tier that lets you get started without paying, while SS&C Black Diamond Wealth Solutions requires a subscription. If budget is a concern, start with Quartr and upgrade later if you need more advanced features.
Which is better for beginners—Quartr or SS&C Black Diamond Wealth Solutions?
Quartr is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Quartr 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 Quartr or SS&C Black Diamond Wealth Solutions?
Choose Quartr if you need Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., and Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.. 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 Quartr and SS&C Black Diamond Wealth Solutions cover?
Both cover Stocks. SS&C Black Diamond Wealth Solutions adds coverage for ETFs, Mutual Funds, Bonds, Funds, and Other.
Do Quartr and SS&C Black Diamond Wealth Solutions offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I track my portfolio with Quartr or SS&C Black Diamond Wealth Solutions?
SS&C Black Diamond Wealth Solutions offers portfolio tracking features. Quartr is more focused on research and analysis.
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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.