Snowball Analytics vs SS&C Black Diamond Wealth Solutions comparison

Snowball Analytics focuses on Portfolio, Watchlist, and Backtesting while SS&C Black Diamond Wealth Solutions specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Snowball Analytics 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 Snowball Analytics and upgrade later if you need more advanced features.

Snowball Analytics 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. Snowball Analytics doesn't currently offer an API, so you'll need to use their web interface.

Choose Snowball Analytics if you need 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 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 60–70+ global exchanges and 25–30+ currencies.. 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, Bonds, Funds, and Other. Snowball Analytics also includes Commodities, Currencies, Cryptos, and Real Estate.

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

Snowball Analytics supports data exports to CSV. SS&C Black Diamond Wealth Solutions has more limited export options.

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