Black Diamond Wealth Platform vs. WealthBlock

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Black Diamond Wealth Platform
Score 7.4 out of 10
N/A
SS&C Advent offers the Black Diamond Wealth Platform, a wealth management platform for wealth managers, IBDs, and financial advisors, which provides a streamlined workflow with communication / collaboration tools, personalized investor login interface and other service-oriented features.N/A
WealthBlock
Score 10.0 out of 10
Small Businesses (1-50 employees)
WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…N/A
Pricing
Black Diamond Wealth PlatformWealthBlock
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Black Diamond Wealth PlatformWealthBlock
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$900 per installation
Additional Details—WealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.
More Pricing Information
Community Pulse
Black Diamond Wealth PlatformWealthBlock
Top Pros

No answers on this topic

Top Cons

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Best Alternatives
Black Diamond Wealth PlatformWealthBlock
Small Businesses
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Medium-sized Companies
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Black Diamond Wealth PlatformWealthBlock
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Black Diamond Wealth PlatformWealthBlock
Likelihood to Recommend
SS&C Advent
No answers on this topic
WealthBlock
Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.
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Pros
SS&C Advent
No answers on this topic
WealthBlock
  • Superior UI/UX. Our LPs and staff love it. Very intuitive.
  • Well thought out and integrated features and designs. Truly a one-stop solution.
  • Great customer service. Very responsive.
  • Fast deployment of new features and enhancement.
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Cons
SS&C Advent
No answers on this topic
WealthBlock
  • Compared to other LP portals, it is not cheap.
  • As it's a new firm, time is needed to prove its performance consistency.
  • Rapid release of new features and enhancement requires more training.
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Alternatives Considered
SS&C Advent
No answers on this topic
WealthBlock
WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.
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Return on Investment
SS&C Advent
No answers on this topic
WealthBlock
  • Saved at least $50,000+ a year by replacing other disjointed tools
  • Dramatically improved our team productivity with a lot less human errors
  • With increased efficiency, our team is expected to take on a lot more investors
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ScreenShots

WealthBlock Screenshots

Screenshot of Platform home pageScreenshot of Platform dashboardScreenshot of Offering exampleScreenshot of Platform settingsScreenshot of CRMScreenshot of CRM account overview