VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
SS&C Black Diamond Wealth Solutions vs Trackly comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
At a glance
| SS&C Black Diamond Wealth Solutions | Trackly | |
|---|---|---|
| Free tier | ||
| Free trial | 30 days | |
| Starting price | — | $9/mo |
| Enterprise option | ||
| Available plans | Enterprise / Modular Suite | Free, Pro, Business, Enterprise (Annual, from) |
Vote sentiment comparison
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Platform details
| Attribute | SS&C Black Diamond Wealth Solutions | Trackly |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsFundsOther | Other |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | EuropeNorth America |
Data freshness | Real-timeEnd of Day | Not specified |
API access | REST | REST |
Export formats | JSON | CSVJSONImage |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by SS&C Black Diamond Wealth Solutions only.
Frequently Asked Questions
What's the difference between SS&C Black Diamond Wealth Solutions and Trackly?
SS&C Black Diamond Wealth Solutions focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading while Trackly specializes in Alerts, Regulatory Filings Monitoring, and APIs & SDKs. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is SS&C Black Diamond Wealth Solutions or Trackly free to use?
Trackly 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 Trackly and upgrade later if you need more advanced features.
Which is better for beginners—SS&C Black Diamond Wealth Solutions or Trackly?
Trackly is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use SS&C Black Diamond Wealth Solutions or Trackly on my phone?
SS&C Black Diamond Wealth Solutions has a mobile app so you can check your research on the go. Trackly is web-only, so you'll need a browser to access it from mobile devices.
Do SS&C Black Diamond Wealth Solutions and Trackly have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose SS&C Black Diamond Wealth Solutions or Trackly?
Choose SS&C Black Diamond Wealth Solutions if you need 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.. Go with Trackly if Visual change summaries in email (diff highlights) with interactive compare UI., and Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc. better fits how you invest.
What asset classes do SS&C Black Diamond Wealth Solutions and Trackly cover?
Both cover Other. SS&C Black Diamond Wealth Solutions also includes Stocks, ETFs, Mutual Funds, Bonds, and Funds.
Does SS&C Black Diamond Wealth Solutions or Trackly have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data feeds, which is essential for active traders. Trackly uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from SS&C Black Diamond Wealth Solutions and Trackly?
Trackly supports data exports to CSV, JSON, and Image. SS&C Black Diamond Wealth Solutions has more limited export options.
Can I track my portfolio with SS&C Black Diamond Wealth Solutions or Trackly?
SS&C Black Diamond Wealth Solutions offers portfolio tracking features. Trackly is more focused on research and analysis.
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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.