SS&C Black Diamond Wealth Solutions vs Ziggma comparison

SS&C Black Diamond Wealth Solutions focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading while Ziggma specializes in Portfolio, Watchlist, and Stock Ideas. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Ziggma offers a free tier that lets you get started without paying, while SS&C Black Diamond Wealth Solutions requires a subscription. If budget is a concern, start with Ziggma and upgrade later if you need more advanced features.

Ziggma is more beginner-friendly with an approachable interface. Both can work for intermediate users.

SS&C Black Diamond Wealth Solutions has a mobile app so you can check your research on the go. Ziggma is web-only, so you'll need a browser to access it from mobile devices.

SS&C Black Diamond Wealth Solutions provides API access for programmatic data retrieval and custom integrations. Ziggma doesn't currently offer an API, so you'll need to use their web interface.

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 Ziggma if Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., and Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Bonds. SS&C Black Diamond Wealth Solutions also includes Funds, and Other. Ziggma adds coverage for Cryptos.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Ziggma connects with brokers for portfolio syncing. SS&C Black Diamond Wealth Solutions requires manual portfolio entry or data import.

Ziggma includes a stock screener for finding investment ideas. SS&C Black Diamond Wealth Solutions focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.