Sharesight vs SS&C Black Diamond Wealth Solutions comparison

Sharesight focuses on Portfolio, Risk Metrics, and Performance Attribution while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Sharesight 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 Sharesight and upgrade later if you need more advanced features.

Sharesight is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Sharesight if you need Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported.. 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.

Both cover Stocks, ETFs, Mutual Funds, Funds, Bonds, and Other. Sharesight also includes Cryptos, and Real Estate.

SS&C Black Diamond Wealth Solutions offers real-time data feeds, which is essential for active traders. Sharesight uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Sharesight supports data exports to CSV, and PDF. SS&C Black Diamond Wealth Solutions has more limited export options.

Sharesight connects with brokers for portfolio syncing. SS&C Black Diamond Wealth Solutions requires manual portfolio entry or data import.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.