Black Diamond Wealth Solutions vs CrossVal
Black Diamond Wealth Solutions
sscblackdiamond.com
CrossVal
crossval.comSide by side
| Figure | Black Diamond Wealth Solutions | CrossVal |
|---|---|---|
| Price from | — | 550 AED/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 2 |
| Spec score · Investment Accounting Software | 8.1 (#4) | 7.9 (#6) |
| Founded | 2005 | 2022 |
| Headquarters | Windsor, Connecticut, United States | Dubai, United Arab Emirates |
| Integrations | The integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital. | The About page names QuickBooks, Xero, Zoho Books, and NetSuite as integrations. |
| Security | The compliance solution is described as hosted in secure data centers with advanced security protocols. | CrossVal says customer data is stored in AWS and MongoDB with encryption, role-based access controls, backups, and security updates. |
| Support | The company describes unified support for users across its solutions and provides a client service team contact. | The Launch plan includes dedicated support, while Enterprise includes dedicated support and a dedicated implementation team. |
Plans
Black Diamond Wealth Solutions
- Black Diamond Wealth SolutionsPriced on request
In their own words
Black Diamond Wealth Solutions
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.