Black Diamond Wealth Solutions
Black Diamond Wealth Solutions: A broad, enterprise-oriented platform for advisors managing portfolios, clients, taxes and alternatives. Ranked #6 of 81 in Portfolio Management Software by our editors (8.9/10); pricing: Pricing on request; best for advisors needing full client portfolio operations.
At a glance
- Editor score8.9 / 10
- PricingPricing on request
- Best forAdvisors needing full client portfolio operations
- Free planNo
- Asset class coverageMulti_asset_alternatives
- Founded2005 · Windsor, Connecticut, United States
- Facts checked20 Sep 2026
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
Our verdict on Black Diamond Wealth Solutions
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 dashboards together with configurable reporting, model portfolio management, trading, rebalancing, client communications and outside-account aggregation. The platform also supports traditional and alternative investments, including private equity, hedge funds and real estate, making it suited to firms managing complex client portfolios across multiple asset types.
Pricing follows a demo-led, contact-sales process rather than a self-service plan structure, and there is no free plan. That approach fits an enterprise-oriented product with multiple modules and services, but it gives buyers less immediate pricing context. The ecosystem is broad: Black Diamond supports web, iOS, Android and API access, with integrations including eMoney, Box, Canoe Intelligence, Pershing, Redtail Technology and RightCapital. Trading is available through FIX with approval workflows, while the client portal includes documents, communications and outside-account aggregation.
The strongest case for Black Diamond is operational breadth. Advisors can combine performance reporting, tax-aware rebalancing, automated tax-loss harvesting, tax-lot tracking, portfolio risk and return analysis, Monte Carlo simulations, model management and alternative-asset servicing in one platform. AI features are also included, though the available description does not specify their individual functions. Firms that need full client portfolio operations and configurable workflows should consider it; teams seeking only basic portfolio tracking or a narrowly focused reporting tool may find the platform broader than necessary.
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Black Diamond Wealth Solutions pricing
Black Diamond Wealth Solutions fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 80+ integrations: eMoney, Box, Canoe Intelligence, Pershing, Redtail Technology, RightCapital See all → |
| Pricing | Pricing on request |
| Website | sscblackdiamond.com |
| Facts checked | 20 Sep 2026 |
Black Diamond Wealth Solutions integrations
Black Diamond Wealth Solutions lists 80+ integrations on its own site — the 6 named here are the ones its pages call out.
- eMoney
- Box
- Canoe Intelligence
- Pershing
- Redtail Technology
- RightCapital
See all Black Diamond Wealth Solutions integrations →
Alternatives to Black Diamond Wealth Solutions
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Black Diamond Wealth Solutions alternatives →
Black Diamond Wealth Solutions vs the competition
- Black Diamond Wealth Solutions vs BlackRock Aladdin
- Black Diamond Wealth Solutions vs Bloomberg AIM
- Black Diamond Wealth Solutions vs Morningstar Office
- Black Diamond Wealth Solutions vs Temenos Wealth Front Office
- Black Diamond Wealth Solutions vs CGI Wealth360 Portfolio Management
- Black Diamond Wealth Solutions vs SimCorp One
Compare Black Diamond Wealth Solutions with any tool side by side →
Also Ranked In
Black Diamond Wealth Solutions is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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