★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
SS&C Black Diamond Wealth Solutions vs YCharts
SS&C Black Diamond Wealth Solutions
Best for APIs & data feeds and webhooks
Contact for pricing
YCharts
Best for screeners and stock comparison
From $3000/yr
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The verdict
The bottom line
SS&C Black Diamond Wealth Solutions and YCharts cover a lot of the same ground (3 shared categories, advisor operations, portfolio, and broker connectors), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to SS&C Black Diamond Wealth Solutions's 12, including screeners, stock comparison, and ETF comparison. SS&C Black Diamond Wealth Solutions counters by keeping things simpler.
Key differences at a glance
- Mobile app
- SS&C Black Diamond Wealth Solutions
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 12 categories
- Desktop app
- YCharts
- API access
- SS&C Black Diamond Wealth Solutions
- Real-time data
- SS&C Black Diamond Wealth Solutions
Choose
SS&C Black Diamond Wealth Solutions if…
- You do a lot of your research from your phone
- 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 APIs & data feeds, webhooks, and insider compliance / pre-clearance, things YCharts doesn't offer
Choose
YCharts if…
- You care about screeners, stock comparison, and ETF comparison, things SS&C Black Diamond Wealth Solutions doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | From $3000/yr |
Free tier | No | No |
Free trial | — | 7 days |
Plan limits | — | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Morningstar Direct Advisory Suite | Orion |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 12 | 20 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 22 signals: Broker sync, Tax lots +20 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | Status page |
| Try it | Visit SS&C Black Diamond Wealth Solutions | Visit YCharts |
Standout features
What SS&C Black Diamond Wealth Solutions does best
- 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.
What YCharts does best
- Annual subscription tiers (Analyst / Presenter / Professional).
- Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices).
- Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs.
- Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
- Portfolio Optimizer provides correlation analysis and an efficient frontier; supports optimizing by Sharpe ratio, portfolio returns, and standard deviation (per product page).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Not specified | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: OAuth2WebhooksDocs | Not specified |
Import methods | Custodian | CSVCustodianManual |
Integrations | Morningstar Direct Advisory Suite | Orion |
Export formats | JSON | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Broker syncTax lotsRebalancingMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoring+14 more | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | SS&C Technologies Holdings, Inc.Country: USFounded 1986Support: Email and Phone | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
$3000/yr
Starting price
Plans & pricing
- additional seat annual usd: 1,500
- additional seat annual usd: 2,400
- additional seat annual usd: 3,600
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
- requires subscription: Yes
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
SS&C Black Diamond Wealth Solutions strengths
9What you only get with SS&C Black Diamond Wealth Solutions.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between SS&C Black Diamond Wealth Solutions and YCharts?
SS&C Black Diamond Wealth Solutions leans toward advisor operations, portfolio, and APIs & data feeds, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do SS&C Black Diamond Wealth Solutions and YCharts cost?
Neither has a free plan, but YCharts offers a free trial. Compare the paid tiers against your required data coverage before committing.
Can I use SS&C Black Diamond Wealth Solutions or YCharts on my phone?
SS&C Black Diamond Wealth Solutions lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Does SS&C Black Diamond Wealth Solutions or YCharts have an API?
SS&C Black Diamond Wealth Solutions has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose SS&C Black Diamond Wealth Solutions or YCharts?
It depends on what you're after. Pick SS&C Black Diamond Wealth Solutions if APIs & data feeds and webhooks matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do SS&C Black Diamond Wealth Solutions and YCharts cover?
Both cover stocks, ETFs, mutual funds, and bonds. SS&C Black Diamond Wealth Solutions also handles funds and other. YCharts adds closed-end funds and cryptos on top.
Does SS&C Black Diamond Wealth Solutions or YCharts have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data, which matters if you trade actively. YCharts 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 YCharts?
YCharts exports to CSV and Excel. SS&C Black Diamond Wealth Solutions is stingier about getting data out.
Can SS&C Black Diamond Wealth Solutions or YCharts connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: SS&C Black Diamond Wealth Solutions or YCharts?
YCharts has a stock screener for surfacing ideas; SS&C Black Diamond Wealth Solutions doesn't, and focuses its energy elsewhere.
Can I track my portfolio with SS&C Black Diamond Wealth Solutions or YCharts?
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.