VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Snowball Analytics vs SS&C Black Diamond Wealth Solutions
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want watchlist, backtesting, and dividends.
- 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 want an API so you can script or automate things
- You want advisor operations, APIs & data feeds, and webhooks.
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
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.
What readers say
Snowball Analytics
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SS&C Black Diamond Wealth Solutions
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Key differences at a glance
- Free plan
- Snowball Analytics
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 12 categories
- API access
- SS&C Black Diamond Wealth Solutions
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Global coverage
- Snowball Analytics
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 • 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 |
Where each one shines
What Snowball Analytics and SS&C Black Diamond Wealth Solutions each do best.ShowHide
Where each one shines
What Snowball Analytics and SS&C Black Diamond Wealth Solutions each do best.What Snowball Analytics does best
- Supported records include stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and user-defined assets.
- Accounts can be populated through Yodlee or SnapTrade connections, broker reports, CSV files, or manual entry.
- Composite views combine accounts and custom assets for net-worth and allocation analysis.
- Performance fields include portfolio value, invested capital, profit, dividends, realized profit and loss, fees, dividend taxes, IRR, TWR, beta, and period returns.
- Dividend tools cover projected income, payment history, growth, yield, yield on cost, withholding-tax settings, ratings, calendars, and reinvestment planning.
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 Snowball Analytics and SS&C Black Diamond Wealth Solutions, side by side.ShowHide
Every detail we compared
Every tracked attribute for Snowball Analytics and SS&C Black Diamond Wealth Solutions, side by side.| 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.
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 · +4 more | — |
| Entry paid plan | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more | — |
| Tier 2 | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more | — |
| Top plan | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more | — |
| Custom / enterprise | — | Contact sales“Enterprise / Modular Suite” |
| Free trial | 14 days | — |
Questions we keep getting
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.