★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Snowball Analytics vs SS&C Black Diamond Wealth Solutions
Snowball Analytics
Best for watchlist and backtesting
Free • From $79.99/yr
SS&C Black Diamond Wealth Solutions
Best for advisor operations and APIs & data feeds
Contact for pricing
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Snowball Analytics and SS&C Black Diamond Wealth Solutions cover a lot of the same ground (2 shared categories, portfolio and broker connectors), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to SS&C Black Diamond Wealth Solutions's 12, including watchlist, backtesting, and dividends. SS&C Black Diamond Wealth Solutions counters by keeping things simpler.
Key differences at a glance
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Free plan
- Snowball Analytics
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 12 categories
- API access
- SS&C Black Diamond Wealth Solutions
- Global coverage
- Snowball Analytics
Choose
Snowball Analytics if…
- You'd rather start free and only pay if you outgrow it
- You care about watchlist, backtesting, and dividends, things SS&C Black Diamond Wealth Solutions doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Choose
SS&C Black Diamond Wealth Solutions if…
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about advisor operations, APIs & data feeds, and webhooks, things Snowball Analytics doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79.99/yr | Contact for pricing |
Free tier | Yes | No |
Free trial | 14 days | — |
Plan limits | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Yodlee, SnapTrade +2 more | Morningstar Direct Advisory Suite |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 18 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | 3 partners: EODHD, SnapTrade +1 more | — |
Capabilities | 7 signals: Ranking backtests, Performance attribution +5 more | 22 signals: Broker sync, Tax lots +20 more |
Security | 3 signals: Data residency: EU, Encryption at rest +1 more | — |
| Try it | Visit Snowball Analytics | Visit SS&C Black Diamond Wealth Solutions |
Standout features
What Snowball Analytics does best
- Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics and multi-portfolio sync.
- Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 70+ global exchanges and 25+ currencies.
- Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with automatic daily Snowball sync, aggregator-dependent broker refreshes and manual refresh controls.
- User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
- Dashboards and analytics compute portfolio value, invested capital, total profit (including dividends, realized P&L, fees and dividend taxes), IRR, TWR beta and multi-period performance, with breakdowns by asset class, sector, region and currency.
What SS&C Black Diamond Wealth Solutions does best
- 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.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more | StocksETFsMutual FundsBondsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors | 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 |
Pricing sources | VendorManual | Not specified |
Data partners | EODHDSnapTradeYodlee | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2WebhooksDocs |
Import methods | BrokerOAuthCSVManual | Custodian |
Integrations | YodleeSnapTradeBinanceEODHD | Morningstar Direct Advisory Suite |
Export formats | CSV | JSON |
| Plans & trust | ||
Security & compliance | Data residency: EUEncryption at restEncryption in transit | Not specified |
Capability signals | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more |
Vendor & support | Snowball Analytics SASCountry: FranceSupport: Email | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$79.99/yr
Starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +4 more
- portfolios: 1
- holdings: Unlimited
- +4 more
- portfolios: 10
- holdings: Unlimited
- +4 more
- portfolios: Unlimited
- holdings: Unlimited
- +2 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
Snowball Analytics strengths
16SS&C Black Diamond Wealth Solutions strengths
10What you only get with SS&C Black Diamond Wealth Solutions.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Snowball Analytics and SS&C Black Diamond Wealth Solutions?
Snowball Analytics leans toward portfolio, watchlist, and backtesting, while SS&C Black Diamond Wealth Solutions puts more weight on advisor operations, portfolio, and APIs & data feeds. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Snowball Analytics or SS&C Black Diamond Wealth Solutions free to use?
Snowball Analytics 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 Snowball Analytics and see how far it takes you before opening your wallet.
Which is better for beginners: Snowball Analytics or SS&C Black Diamond Wealth Solutions?
Snowball Analytics is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Snowball Analytics or SS&C Black Diamond Wealth Solutions have an API?
SS&C Black Diamond Wealth Solutions has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose Snowball Analytics or SS&C Black Diamond Wealth Solutions?
It depends on what you're after. Pick Snowball Analytics if watchlist and backtesting matter to you; go with SS&C Black Diamond Wealth Solutions if you'd rather have advisor operations and APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Snowball Analytics and SS&C Black Diamond Wealth Solutions cover?
Both cover stocks, ETFs, mutual funds, and bonds. Snowball Analytics also handles commodities, currencies, and cryptos.
Does Snowball Analytics 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. Snowball Analytics 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: Snowball Analytics or SS&C Black Diamond Wealth Solutions?
Snowball Analytics 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 Snowball Analytics and SS&C Black Diamond Wealth Solutions?
Snowball Analytics exports to CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can Snowball Analytics 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 Snowball Analytics 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.