VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Sharesight vs SS&C Black Diamond Wealth Solutions comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Sharesight adds Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Wealth Management, Data APIs, and Alerts coverage that SS&C Black Diamond Wealth Solutions skips.

SS&C Black Diamond Wealth Solutions includes Portfolio Accounting / Book of Record, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, CRM & Workflow, Document Vault & e-Signature, Webhooks, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, and Other categories that Sharesight omits.

Sharesight has a free tier, while SS&C Black Diamond Wealth Solutions requires a paid plan.

In depth comparison

Sharesight

sharesight.com

Freemium global multi‑asset portfolio & dividend tracker for DIY investors and advisory firms. Tracks listed and unlisted investments across 60+ markets with performance, dividend and tax reporting. EU personal plans (Free → Premium) gate portfolios/holdings/custom groups, while Business offers per‑portfolio pricing for accountants, advisers and family offices. Advanced reports such as Diversity, Exposure, Contribution Analysis and Drawdown Risk are only available on paid tiers.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

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.
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.
Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing.

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SS&C Black Diamond Wealth Solutions

sscblackdiamond.com

Modular, cloud-native wealth & trust management suite from SS&C combining the Black Diamond Wealth Platform with CRM, trading & rebalancing, investment management, compliance & surveillance, trust/retirement, alternative-investment servicing, unique assets and operations/billing. Most capabilities are licensed as separate modules or services on top of the core portfolio management & reporting platform; alternative investments, trust/retirement, unique assets, compliance & surveillance and investment management are add-ons rather than part of a basic deployment.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault).
Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
Business Intelligence & Billing tools offering practice analytics and revenue management, powered by centralized data aggregation, reconciliation and configurable billing workflows.

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Where they differ

Sharesight

Distinct strengths include:

Risk Metrics Performance Attribution Downloadable Tax Reports Capital Gains Estimator Dividend Tax / ADR Withholding Dividend Compounding Calculator Wealth Management

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.
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.
Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.

SS&C Black Diamond Wealth Solutions

Distinct strengths include:

Portfolio Accounting / Book of Record Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity Alternatives / Capital Calls & Distributions CRM & Workflow Document Vault & e-Signature

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.
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.
Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault).
Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.

Feature-by-feature breakdown

Attribute	Sharesight	SS&C Black Diamond Wealth Solutions
Categories Which research workflows each platform targets	Shared: Portfolio, Client & Investor Reporting, Client Portal & Mobile App, Broker Connectors, APIs & SDKs Unique: Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividend, Compounding Calculator, Wealth Management, Data APIs, Alerts	Shared: Portfolio, Client & Investor Reporting, Client Portal & Mobile App, Broker Connectors, APIs & SDKs Unique: Portfolio Accounting / Book of Record, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, CRM & Workflow, Document Vault & e-Signature, Webhooks, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, Other
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Bonds, Cryptos, Real Estate, Other	Stocks, ETFs, Mutual Funds, Bonds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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. Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities. Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting. Automated corporate actions such as dividends, dividend reinvestment plans (DRPs), share splits and other events, with dividend income and tax reports to support filing. Multi‑currency support that automatically converts foreign holdings into the portfolio’s base currency and provides dedicated multi‑currency valuation and FX impact reporting.	Unique 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. 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. Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault). Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack. Business Intelligence & Billing tools offering practice analytics and revenue management, powered by centralized data aggregation, reconciliation and configurable billing workflows. Compliance & Surveillance solution supporting regulatory compliance and monitoring with rules-based testing, surveillance and centralized case and evidence management.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Sharesight and SS&C Black Diamond Wealth Solutions both support?

Both platforms cover Portfolio, Client & Investor Reporting, Client Portal & Mobile App, Broker Connectors, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Sharesight offers a free entry point, while SS&C Black Diamond Wealth Solutions requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Sharesight and SS&C Black Diamond Wealth Solutions?

Both Sharesight and SS&C Black Diamond Wealth Solutions support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Sharesight differentiates itself with 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., 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., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., whereas SS&C Black Diamond Wealth Solutions stands out for 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., 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., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..

Keep exploring

Stay on top of related tools

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