Side by side
Asset Vantage vs Black Diamond Wealth Solutions
Both stand on investment accounting software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Consider Asset Vantage if you need multi-asset investment reporting and analysis, including tax-lot tracking, and its entity or dashboard capacities match your needs. Look elsewhere if you require a free plan or need a listed price for AV Aspire, AV PRO, or SFO - 30+ Entities before evaluating options.
Visit Asset Vantage
Black Diamond brings portfolio management, client access, trading workflows, and compliance tools into a connected platform for wealth firms. Buyers should confirm pricing and that its functions and integrations meet their firm's needs.
Visit Black Diamond Wealth SolutionsThe facts
| Asset Vantage | Black Diamond Wealth Solutions | |
|---|---|---|
| Free plan | No | No |
| Open source | Not published | Not published |
| Runs on | Web, iPhone, Android | Android, API, iPhone, Web |
| Lowest paid plan | See the plans | Free or on request |
| Plans published | 6 | 1 |
| Maker | Asset Vantage | Black Diamond Wealth Solutions |
| Website | assetvantage.com | sscblackdiamond.com |
| On investment accounting software | #2 of 30 | #1 of 30 |
Asset Vantage: what it does well
- Covers multiple asset classes, including alternative assets.
- Includes performance reporting and allocation analysis.
- Provides risk analysis and tax-lot tracking.
- Available on web, iOS, and Android.
- AV Aspire includes 10 dashboards; AV PRO supports up to five entities.
What to know first
- There is no free plan.
- Annual SFO plans with listed prices cost at least $30,000 a year.
Black Diamond Wealth Solutions: what it does well
- Portfolio reporting, allocation, risk, and tax-lot tools
- Branded client portal with configurable portfolio views
- Integrations include Pershing, Fidelity, Salesforce, and eMoney
- Compliance tools include transaction surveillance and case management
What to know first
- No free plan
- Pricing is available by request
- No desktop application is listed
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