★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
SS&C Black Diamond Wealth Solutions vs Wealthfolio
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 care about advisor operations, APIs & data feeds, and webhooks, things Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You'd rather start free and only pay if you outgrow it
- You care about data visualizations, performance attribution, and risk metrics, things SS&C Black Diamond Wealth Solutions doesn't offer
- You're newer to investing and want something approachable
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
SS&C Black Diamond Wealth Solutions and Wealthfolio cover a lot of the same ground (3 shared categories, portfolio, broker connectors, and custom dashboards), so for the basics you won't go far wrong with either. SS&C Black Diamond Wealth Solutions simply does more: 12 categories to Wealthfolio's 8, including advisor operations, APIs & data feeds, and webhooks. Wealthfolio counters by letting you start free.
What readers say
SS&C Black Diamond Wealth Solutions
Vote once to reveal the community verdict.
Wealthfolio
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Key differences at a glance
- Free plan
- Wealthfolio
- Broader coverage
- SS&C Black Diamond Wealth Solutions12 vs 8 categories
- Desktop app
- Wealthfolio
- API access
- SS&C Black Diamond Wealth Solutions
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Beginner friendly
- Wealthfolio
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 | Contact for pricing | Free • From $3.99/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | — | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Morningstar Direct Advisory Suite | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +3 more |
Categories covered | 12 | 8 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | 22 signals: Broker sync, Tax lots +20 more | 7 signals: Performance attribution, Monte Carlo +5 more |
| Try it | Visit SS&C Black Diamond Wealth Solutions | Visit Wealthfolio |
Where each one shines
What SS&C Black Diamond Wealth Solutions and Wealthfolio each do best.ShowHide
Where each one shines
What SS&C Black Diamond Wealth Solutions and Wealthfolio each do best.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.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for SS&C Black Diamond Wealth Solutions and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for SS&C Black Diamond Wealth Solutions and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsFundsOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North America | Not specified |
Coverage details | Not specified | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2WebhooksDocs | Not specified |
Import methods | Custodian | CSVBrokerOAuthManual |
Integrations | Morningstar Direct Advisory Suite | SnapTradeDocker |
Export formats | JSON | CSVJSON |
| Plans & trust | ||
Capability signals | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone | Teymz Inc.Country: CanadaSupport: Email and Forum |
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 | — | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | — | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | — | $7.99/mo“Connect Essentials”institution connections: 5 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 |
| Custom / enterprise | Contact sales“Enterprise / Modular Suite” | — |
Questions we keep getting
What's the difference between SS&C Black Diamond Wealth Solutions and Wealthfolio?
SS&C Black Diamond Wealth Solutions leans toward advisor operations, portfolio, and APIs & data feeds, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is SS&C Black Diamond Wealth Solutions or Wealthfolio free to use?
Wealthfolio 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 Wealthfolio and see how far it takes you before opening your wallet.
Which is better for beginners: SS&C Black Diamond Wealth Solutions or Wealthfolio?
Wealthfolio is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does SS&C Black Diamond Wealth Solutions or Wealthfolio have an API?
SS&C Black Diamond Wealth Solutions has an API for programmatic access and custom integrations. Wealthfolio doesn't, so you're working through its interface.
Should I choose SS&C Black Diamond Wealth Solutions or Wealthfolio?
It depends on what you're after. Pick SS&C Black Diamond Wealth Solutions if advisor operations and APIs & data feeds matter to you; go with Wealthfolio if you'd rather have data visualizations and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do SS&C Black Diamond Wealth Solutions and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and bonds. SS&C Black Diamond Wealth Solutions also handles funds. Wealthfolio adds currencies, cryptos, and real estate on top.
Does SS&C Black Diamond Wealth Solutions or Wealthfolio have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data, which matters if you trade actively. Wealthfolio 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.
Can I export data from SS&C Black Diamond Wealth Solutions and Wealthfolio?
Wealthfolio exports to CSV. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can SS&C Black Diamond Wealth Solutions or Wealthfolio 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 SS&C Black Diamond Wealth Solutions or Wealthfolio?
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.