★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Sharesight vs SS&C Black Diamond Wealth Solutions
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You care about risk metrics, performance attribution, and downloadable tax reports, things SS&C Black Diamond Wealth Solutions doesn't offer
- You're newer to investing and want something approachable
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 webhooks, insider compliance / pre-clearance, and audit trail / supervision, things Sharesight 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
Sharesight and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (4 shared categories, including portfolio, advisor operations, and broker connectors), so for the basics you won't go far wrong with either. The real difference is focus: only Sharesight gives you risk metrics and performance attribution, and only SS&C Black Diamond Wealth Solutions gives you webhooks and insider compliance / pre-clearance.
What readers say
Sharesight
Vote once to reveal the community verdict.
SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Global coverage
- Sharesight
- Asset coverage
- SharesightAdds cryptos and real estate
- Beginner friendly
- Sharesight
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 | Free • Paid plans available | Contact for pricing |
Free tier | Yes | No |
Free trial | 14 days | — |
Plan limits | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Interactive Brokers, Trading 212 +4 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 13 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | 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 |
Capabilities | 11 signals: Broker sync, Portfolio attribution +9 more | 22 signals: Broker sync, Tax lots +20 more |
Security | 5 signals: SOC2, Data residency: Other +3 more | — |
| Try it | Visit Sharesight | Visit SS&C Black Diamond Wealth Solutions |
Where each one shines
What Sharesight and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Sharesight and SS&C Black Diamond Wealth Solutions each do best.What Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact 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 Sharesight and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Sharesight and SS&C Black Diamond Wealth Solutions, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: OAuth2Docs | Auth: OAuth2WebhooksDocs |
Import methods | CSVBrokerOAuthManual | Custodian |
Integrations | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero | Morningstar Direct Advisory Suite |
Export formats | CSVPDF | JSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Sharesight Pty LtdCountry: AustraliaSupport: Email | 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 | ||
|---|---|---|
| Free plan | Freeportfolios: 1 · holdings: 10 · +1 more | — |
| Entry paid plan | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more | — |
| Tier 2 | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more | — |
| Tier 3 | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more | — |
| Top plan | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... | — |
| Custom / enterprise | — | Contact sales“Enterprise / Modular Suite” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Sharesight and SS&C Black Diamond Wealth Solutions?
Sharesight leans toward portfolio, risk metrics, and performance attribution, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Sharesight or SS&C Black Diamond Wealth Solutions free to use?
Sharesight has a free tier, so you can get started without paying anything. SS&C Black Diamond Wealth Solutions is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners: Sharesight or SS&C Black Diamond Wealth Solutions?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Sharesight 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 Sharesight or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Sharesight if risk metrics and performance attribution matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have webhooks and insider compliance / pre-clearance. And if you only need the basics both share, let price decide.
What asset classes do Sharesight and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, ETFs, mutual funds, and funds. Sharesight also handles cryptos and real estate.
Does Sharesight 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. Sharesight 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.
Which covers international markets: Sharesight or SS&C Black Diamond Wealth Solutions?
Sharesight has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. SS&C Black Diamond Wealth Solutions is more region-specific, mainly North America.
Can I export data from Sharesight and SS&C Black Diamond Wealth Solutions?
Sharesight exports to CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can Sharesight 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 Sharesight or SS&C Black Diamond Wealth Solutions?
Yes, both do portfolio tracking: 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.