{
  "page": "https://wealthtech.dev/categories/portfolio-reporting",
  "title": "Portfolio management and reporting tools: APIs and MCP servers",
  "description": "Portfolio accounting, reporting, rebalancing and risk tools.",
  "updated": "2026-10-22",
  "data": {
    "id": "portfolio-reporting",
    "name": "Portfolio management and reporting",
    "plural": "Portfolio management and reporting tools",
    "tier": "core",
    "blurb": "Portfolio accounting, reporting, rebalancing and risk tools.",
    "products": [
      {
        "id": "addepar",
        "name": "Addepar",
        "vendor": "Addepar",
        "category": "portfolio-reporting",
        "tier": "core",
        "access": "open-docs-gated-keys",
        "sandbox": "Yes, on request",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "addepar-mcp"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/addepar"
      },
      {
        "id": "black-diamond",
        "name": "Black Diamond",
        "vendor": "SS&C Black Diamond Wealth Solutions",
        "category": "portfolio-reporting",
        "tier": "core",
        "access": "unreadable",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "black-diamond-mcp"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/black-diamond"
      },
      {
        "id": "envestnet-tamarac",
        "name": "Envestnet Tamarac",
        "vendor": "Envestnet",
        "category": "portfolio-reporting",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "envestnet-connector"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/envestnet-tamarac"
      },
      {
        "id": "nitrogen",
        "name": "Nitrogen",
        "vendor": "Nitrogen",
        "category": "portfolio-reporting",
        "tier": "core",
        "access": "open-docs-gated-keys",
        "sandbox": "Yes, on request",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/nitrogen"
      },
      {
        "id": "orion",
        "name": "Orion",
        "vendor": "Orion Advisor Solutions",
        "category": "portfolio-reporting",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Yes, on request",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "orion-denali"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/orion"
      }
    ]
  }
}