Simply Wall St vs SS&C Black Diamond Wealth Solutions comparison

Simply Wall St focuses on Stock Ideas, Screeners, and Data Visualizations 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.

Simply Wall St 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 Simply Wall St and upgrade later if you need more advanced features.

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

SS&C Black Diamond Wealth Solutions provides API access for programmatic data retrieval and custom integrations. Simply Wall St doesn't currently offer an API, so you'll need to use their web interface.

Choose Simply Wall St if you need Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., and Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs.. 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, and Funds. SS&C Black Diamond Wealth Solutions adds coverage for Mutual Funds, Bonds, and Other.

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

Simply Wall St supports data exports to Excel, and PDF. SS&C Black Diamond Wealth Solutions has more limited export options.

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

Simply Wall St includes a stock screener for finding investment ideas. SS&C Black Diamond Wealth Solutions focuses on other analytical tools.

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