Abrigo TPG Software vs Black Diamond Wealth Solutions

Abrigo TPG Software is investment accounting and portfolio management software for financial institutions. It handles fixed-income assets and liabilities, including money markets, bonds, mortgage-backed securities and structured notes, with accounting, analysis, reporting and compliance reporting. Users can enter trades manually or import spreadsheets, then view holdings, positions and exposures in real time. Supported derivatives include interest-rate swaps, swaptions, options, forwards and futures with industry-compliant calculations. Deployment is cloud-hosted or on-premises. Optional ePortfolio gives clients online transaction entry, pledge updates and reporting. Listed integrations include Bloomberg, ICE, JPMorgan Pricing Direct, Yield Book, Intex, ZM Financial Systems and R2Metrics, plus custodial, general-ledger, ALM, DTCC, warehouse and access-management interfaces. Reports can be filtered, date-parameterized, batched, consolidated or customized through Report Manager and Crystal Reports. Configurable access and auditing controls are listed. Abrigo cites FFIEC alignment, SOC 1 Type 2 and SOC 2 Type 2 documentation, and backup replication across redundant facilities. Pricing is on request.

Black Diamond Wealth Solutions is a paid, connected technology platform for wealth and investment management firms. It combines portfolio management and reporting with performance reporting, allocation analysis, risk analysis, and tax-lot tracking across multiple asset classes. Trading and rebalancing tools support portfolio workflows, while investment management includes managed models, personalized proposals, and outsourced trading and rebalancing services. A firm-branded client portal offers configurable portfolio views, communications, and a secure document vault. Integrations span custodians, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital. The API supports real-time and bulk financial data, workflow automation, data management, compliance reporting, and custom software. Clients can access reconciliation information through a network of over 800 custodians and prime brokers. Compliance tools include tests, dashboards, transaction surveillance, and case management supporting FINRA, SEC, CIRO, and AML/Bank Secrecy Act regulations. Web, iOS, Android, and API access are listed; pricing is by request and there is no free plan.