★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
SS&C Black Diamond Wealth Solutions vs YCharts
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 do a lot of your research from your phone
- You want an API so you can script or automate things
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You care about screeners, stock comparison, and ETF comparison, things SS&C Black Diamond Wealth Solutions doesn't offer
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 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.
What readers say
SS&C Black Diamond Wealth Solutions
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- SS&C Black Diamond Wealth Solutions
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 12 categories
- Mobile app
- SS&C Black Diamond Wealth Solutions
- Desktop app
- YCharts
- API access
- SS&C Black Diamond Wealth Solutions
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 | 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 | Addepar, Advyzon +12 more |
| 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 |
Where each one shines
What SS&C Black Diamond Wealth Solutions and YCharts each do best.ShowHide
Where each one shines
What SS&C Black Diamond Wealth Solutions and YCharts 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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Tools for creating proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Every detail we compared
Every tracked attribute for SS&C Black Diamond Wealth Solutions and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for SS&C Black Diamond Wealth Solutions and YCharts, side by side.| 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 | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
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.
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 | ||
|---|---|---|
| Entry paid plan | — | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“Enterprise / Modular Suite” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
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.
Keep researching
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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.