SS&C Private Capital Group vs Black Diamond Comparison

You are looking for alternatives to SS&C Private Capital Group. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Go back to SS&C Private Capital Group
SSC

SS&C Private Capital Group

Category
Consolidated Reporting

America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.

Read more
black diamond, family office software, portfolio management software, consolidated reporting software

Black Diamond

Category
Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

Read more
Company
Employees

500+

Revenue

$4.6m

Founded

1986

Ownership

-

Incorporated

United States of America

Locations

  • Corporate Headquarters: Windsor
  • Hong Kong
  • Dubai
  • Singapore

Top 5 Markets

  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong

Total AUM

$2.6tr

Avg. AUM per client

$1.2B


500+


4,633 $M


2003


Owned by a larger corporation


United States of America


  • Jacksonville
  • Florida
  • New York
  • San Francisco
  • California


United States of America


USD 1.36tr


USD 870m

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices

Number

18,000


Financial advisors


  • Single family offices
  • Multi family offices
  • Banks


  • Family Office – 87
  • RIA / Wealth Manager – 1,354
  • Broker Dealer – 39
  • Bank / Trust Co – 40
  • Other – 42

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Governance
  • Portfolio Management
  • Data Aggregation

Top features

  • Fully integrated, multi-currency portfolio management
  • Integrated reporting for multi-tiered ownership structures

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

-

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (execution on platform)
  • Trading (orders only)
  • Data Aggregation


  • User Interface
  • End client experience (client portal)
  • Data quality/data integrity
  • Exceptional service model
  • BillingTrading/Rebalancing
  • Sophisticated report output
  • Business Intelligence


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


-


Yes

Technology
Type Of Software

  • SAAS
  • Serviced Software

Security

-

Ecosystem

  • Microsoft
  • SAP
  • Java
  • Adobe

Integrations

-

Mobile App

No


  • Serviced Software
  • SAAS


  • SSO & MFA (Single Sign-on and Multi-Factor Authentication)
  • Encryption In-Transit and At-Rest
  • Vulnerability and Penetration Testing
  • Source Code Analysis
  • Data Integrity Validation
  • Multi-Layered Endpoint Protection
  • Network Security including Web Application Firewall and Intrusion
  • Detection Secure Document Vault
  • Access Control (Role Based Permissions with Principle of Least-Privilege)
  • Firm Configurable Security Settings
  • Security Awareness Program


  • Microsoft
  • Linux


  • More than 55 pre-built integrations with other software solutions as well.
  • Robust API for custom integrations.


Yes

Simple solutions for complex times.