Black Diamond Wealth Solutions vs FundCount
Black Diamond Wealth Solutions
sscblackdiamond.com
FundCount
fundcount.comSide by side
| Figure | Black Diamond Wealth Solutions | FundCount |
|---|---|---|
| Price from | — | $333.33/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 17 |
| Spec score · Investment Accounting Software | 8.1 (#4) | 8.3 (#2) |
| Spec score · Portfolio Management Software | 8.2 (#17) | 8.8 (#6) |
| API | The site describes an API for real-time and bulk financial data, workflow automation, data management, compliance reporting, and custom software. | The infrastructure diagram shows a REST API for imports, exports, custom reports, audit management, backups and other integrations. |
| Founded | 2005 | 1999 |
| Free plan | No | No |
| Headquarters | Windsor, Connecticut, United States | Barbados |
| Performance reporting | Yes | Yes |
| Product | Black Diamond Wealth Solutions is a connected technology platform for wealth and investment management firms. | FundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting. |
| Security | The compliance solution is described as hosted in secure data centers with advanced security protocols. | FundCount provides a security and compliance center covering access, incident response, change management, subprocessors, penetration-test materials and audit reports, with some documents potentially requiring an NDA. |
| Support | The company describes unified support for users across its solutions and provides a client service team contact. | FundCount says its global offices provide over 16 hours of daily support. |
Plans
Black Diamond Wealth Solutions
- Black Diamond Wealth SolutionsPriced on request
FundCount
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Fund Administration$26,950 a year
- Hedge Fund$35,899 a year
- Shadow Hedge Fund$35,899 a year
- Asset Management$35,899 a year
- Private Equity$38,389 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
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.
FundCount
FundCount combines portfolio, partnership, and general ledger accounting for investment analysis and reporting. Its portfolio engine covers listed securities, fixed income, OTC derivatives, private equity, real estate, and alternatives; partnership tools handle capital accounts, allocations, waterfalls, fees, and profit splits. Reporting ranges from tables and charts to complex visualizations, and client community members can access sample reports through the Report Encyclopedia. The ETL Importer accepts Excel, CSV, text, and XML, alongside interfaces with banks, brokers, and custodians. Deployment options include on-site, public or private cloud, and fully managed SaaS. The investor portal provides permissioned access, document delivery, and multi-factor authentication. FundCount says it serves family offices, fund administrators, hedge funds, and private equity firms. Plans start at $14,450/yr, with digital transformation and hosting fees additional. There is no free plan or trial; the company offers guided proof-of-concept sessions using prospective customers' own data and reports.