CGI Wealth360 Portfolio Management vs Black Diamond Wealth Solutions

CGI Wealth360 Portfolio Management9.0Visit Black Diamond Wealth Solutions8.9Visit

Higher score CGI Wealth360 Portfolio Management #5 in Portfolio Management Software 9.0/10 Pricing on request ✓ 1 of 4 features Visit CGI

vs

Black Diamond Wealth Solutions #6 in Portfolio Management Software 8.9/10 Pricing on request ✓ 4 of 4 features Request a demo

• CGI Wealth360 Portfolio Management fits best

  Enterprise wealth managers needing trading workflows

• Black Diamond Wealth Solutions fits best

  Advisors needing full client portfolio operations

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	CGI Wealth360 Portfolio Management 9.0/10 Visit ↗	Black Diamond Wealth Solutions 8.9/10 Visit ↗
At a glance
Editor score	9.0	8.9
Ranking	#5 in Portfolio Management Software	#6 in Portfolio Management Software
Best for	Enterprise wealth managers needing trading workflows	Advisors needing full client portfolio operations
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	—
Free trial	—	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Integrations	1 integrations	80+ integrations
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features CGI Wealth360 Portfolio Management 1/4 · Black Diamond Wealth Solutions 4/4
Performance reporting	✓	✓
Allocation analysis	Not checked yet	✓ (best)
Risk analysis	Not checked yet	✓ (best)
Tax-lot tracking	Not checked yet	✓ (best)
Specs
Asset class coverage	Multi_asset_alternatives	Multi_asset_alternatives
Maximum portfolios	Not checked yet	Not checked yet
Our review
Pros	Tax-aware trading recommendations with drift alerts and rebalancing Compliance checks, searchable audit trails and exception cleanup Digital onboarding, billing and goal-based performance reporting	Combines reporting, models, trading, rebalancing and tax-loss harvesting Tracks traditional and alternative assets with risk and return analysis Supports portals, mobile access, APIs and third-party integrations
Cons	Pricing requires contacting CGI sales Cloud deployment may not fit firms requiring on-premise systems Integration details are limited to third-party solutions	No free plan and pricing is handled through contact sales The broad feature set may exceed the needs of smaller advisory teams Capabilities and integrations may vary by configuration
Our verdict	CGI Wealth360 Portfolio Management is an integrated platform for wealth management programs, including fund wrap, separately managed accounts, unified managed accounts and unified managed households. It supports client profiles ranging… Read the review →	Black Diamond Wealth Solutions is a wealth-management platform for registered investment advisors, family offices, broker-dealers, banks, trust companies and asset managers. It brings portfolio performance, allocation and activity… Read the review →

Strengths and trade-offs

• CGI Wealth360 Portfolio Management — where it wins

  • Tax-aware trading recommendations with drift alerts and rebalancing
  • Compliance checks, searchable audit trails and exception cleanup
  • Digital onboarding, billing and goal-based performance reporting

  Where it doesn't

  • Pricing requires contacting CGI sales
  • Cloud deployment may not fit firms requiring on-premise systems
  • Integration details are limited to third-party solutions

• Black Diamond Wealth Solutions — where it wins

  • Combines reporting, models, trading, rebalancing and tax-loss harvesting
  • Tracks traditional and alternative assets with risk and return analysis
  • Supports portals, mobile access, APIs and third-party integrations

  Where it doesn't

  • No free plan and pricing is handled through contact sales
  • The broad feature set may exceed the needs of smaller advisory teams
  • Capabilities and integrations may vary by configuration

• CGI Wealth360 Portfolio Management9.0/10 · Pricing on request

  A cloud platform spanning trading, compliance, billing and investor servicing.

  Visit CGIFull verdict →
• Black Diamond Wealth Solutions8.9/10 · Pricing on request

  A broad, enterprise-oriented platform for advisors managing portfolios, clients, taxes and alternatives.

  Request a demoFull verdict →