VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

SS&C Black Diamond Wealth Solutions vs Tradervue comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

SS&C Black Diamond Wealth Solutions adds Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Webhooks, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, and Other coverage that Tradervue skips.

Tradervue includes Risk Metrics, and Data Visualizations categories that SS&C Black Diamond Wealth Solutions omits.

Tradervue keeps a free entry point that SS&C Black Diamond Wealth Solutions lacks.

SS&C Black Diamond Wealth Solutions ships a mobile app. Tradervue is web/desktop only.

In depth comparison

SS&C Black Diamond Wealth Solutions

sscblackdiamond.com

Modular, cloud-native wealth & trust management suite from SS&C combining the Black Diamond Wealth Platform with CRM, trading & rebalancing, investment management, compliance & surveillance, trust/retirement, alternative-investment servicing, unique assets and operations/billing. Most capabilities are licensed as separate modules or services on top of the core portfolio management & reporting platform; alternative investments, trust/retirement, unique assets, compliance & surveillance and investment management are add-ons rather than part of a basic deployment.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.

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Tradervue

tradervue.com

A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
Free plan includes up to 30 grouped trades per month.

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Where they differ

SS&C Black Diamond Wealth Solutions

Distinct strengths include:

Portfolio Accounting / Book of Record Client & Investor Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity Alternatives / Capital Calls & Distributions Client Portal & Mobile App

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.

Tradervue

Distinct strengths include:

Risk Metrics Data Visualizations

Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.

Feature-by-feature breakdown

Attribute	SS&C Black Diamond Wealth Solutions	Tradervue
Categories Which research workflows each platform targets	Shared: Portfolio, APIs & SDKs, Broker Connectors Unique: Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Webhooks, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, Other	Shared: Portfolio, APIs & SDKs, Broker Connectors Unique: Risk Metrics, Data Visualizations
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Funds, Other	Stocks, ETFs, Options, Futures, Currencies
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. Compliance & Surveillance solution supporting regulatory compliance and monitoring with rules-based testing, surveillance and centralized case and evidence management.	Unique Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute. TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold). Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers). Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates. Free plan includes up to 30 grouped trades per month. Over 100 advanced reports and drill-down analytics, including MFE/MAE metrics on paid plans.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do SS&C Black Diamond Wealth Solutions and Tradervue both support?

Both platforms cover Portfolio, APIs & SDKs, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Tradervue offers a free entry point, while SS&C Black Diamond Wealth Solutions requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

SS&C Black Diamond Wealth Solutions ships a dedicated mobile experience, while Tradervue focuses on web or desktop access.

What unique strengths set the two platforms apart?

SS&C Black Diamond Wealth Solutions differentiates itself with 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., and 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)., whereas Tradervue stands out for Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

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