VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
SS&C Black Diamond Wealth Solutions vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
YCharts
ycharts.com
At a glance
| SS&C Black Diamond Wealth Solutions | YCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $25/mo |
| Enterprise option | ||
| Available plans | Enterprise / Modular Suite | Analyst, Presenter, Professional, SMA Data (add-on), Enhanced Fund Data (Morningstar) (add-on), Bond Data (add-on), Bond Ratings Data (add-on), Alternatives Data (add-on), CapGainsValet (add-on) |
Vote sentiment comparison
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Platform details
| Attribute | SS&C Black Diamond Wealth Solutions | YCharts |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North America | Not specified |
Data freshness | Real-timeEnd of Day | Not specified |
API access | REST | Not specified |
Export formats | JSON | CSVExcelPDF |
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 YCharts?
SS&C Black Diamond Wealth Solutions focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading while YCharts specializes in Screeners, Stock Comparison, and ETF Comparison. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
How much do SS&C Black Diamond Wealth Solutions and YCharts cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Can I use SS&C Black Diamond Wealth Solutions or YCharts on my phone?
SS&C Black Diamond Wealth Solutions has a mobile app so you can check your research on the go. YCharts is web-only, so you'll need a browser to access it from mobile devices.
Does SS&C Black Diamond Wealth Solutions or YCharts have an API?
SS&C Black Diamond Wealth Solutions provides API access for programmatic data retrieval and custom integrations. YCharts doesn't currently offer an API, so you'll need to use their web interface.
Should I choose SS&C Black Diamond Wealth Solutions or YCharts?
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 YCharts if Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). better fits how you invest.
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 includes Funds, and Other. YCharts adds coverage for Closed-End Funds, and Cryptos.
Does SS&C Black Diamond Wealth Solutions or YCharts have real-time data?
SS&C Black Diamond Wealth Solutions offers real-time data feeds, which is essential for active traders. YCharts 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 YCharts?
YCharts supports data exports to CSV, Excel, and PDF. SS&C Black Diamond Wealth Solutions has more limited export options.
Which has a better stock screener—SS&C Black Diamond Wealth Solutions or YCharts?
YCharts includes a stock screener for finding investment ideas. SS&C Black Diamond Wealth Solutions focuses on other analytical tools.
Can I track my portfolio with SS&C Black Diamond Wealth Solutions or YCharts?
Both platforms include portfolio tracking, so you can monitor your 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.