Black Diamond Wealth Solutions
6.3#8 in investment accounting softwareAndroidiOSWebAPI
VisitBlack Diamond Wealth Solutions vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Black Diamond Wealth Solutions | Orion Portfolio Accounting |
|---|---|---|
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2005 | 1999 |
| Headquarters | Windsor, Connecticut, United States | Omaha, Nebraska, United States |
| Integrations | The integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Performance reporting | Yes | Yes |
| Security | The compliance solution is described as hosted in secure data centers with advanced security protocols. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Support | The company describes unified support for users across its solutions and provides a client service team contact. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
| Who it serves | The company lists RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement services providers, and foundations as audiences. | Orion says the platform serves independent advisors, RIAs, broker-dealers, family offices, banks, and trust companies, from solo practices to enterprise firms. |
Black Diamond Wealth Solutions plans
- Black Diamond Wealth SolutionsPriced on request
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick Black Diamond Wealth Solutions if…
You want what its maker publishes above — check its page for the details.
Pick Orion Portfolio Accounting if…
Orion Portfolio Accounting is intended for financial advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms. It may suit firms seeking accounting, reporting, billing and alternative-asset workflows in one platform.