Black Diamond Wealth Solutions vs Tracker
Black Diamond Wealth Solutions
sscblackdiamond.comTracker
tracker.us.comSide by side
| Figure | Black Diamond Wealth Solutions | Tracker |
|---|---|---|
| Price from | — | $40/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 9 |
| Spec score · Investment Accounting Software | 8.1 (#4) | 7.0 (#24) |
| Founded | 2005 | 1997 |
| Headquarters | Windsor, Connecticut, United States | 106 Langtree Village Drive, Suite 301, Mooresville, North Carolina 28117, United States |
| Product | Black Diamond Wealth Solutions is a connected technology platform for wealth and investment management firms. | Tracker is a web-based portfolio accounting and investment reporting tool for institutional investors. |
| Support | The company describes unified support for users across its solutions and provides a client service team contact. | The maker lists a customer support center open 8 am–6 pm EST, an on-demand tutorial, and no service contract fee. |
Plans
Black Diamond Wealth Solutions
- Black Diamond Wealth SolutionsPriced on request
Tracker
- Market Price Import$40 a month
- Accuracy Check$50 a month
- Charts & Graphs$50 a month
- Enhanced Reporting$100 a month
- Multiple Transaction Import$100 a month
- General Ledger Interface$150 a month
- Tracker$395 a month
- Debt ManagerPriced on request
- Automatic Market PricingPriced 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.