{
  "metadata": {
    "canonicalUrl": "https://supaintent.com/ai-brand-index/vertical-industry-financial-services-software-investment-portfolio-management-software",
    "categoryName": "Investment Portfolio Management Software",
    "categoryPath": "Vertical Industry > Financial Services Software > Investment Portfolio Management Software",
    "csvUrl": "https://supaintent.com/ai-brand-index/data/vertical-industry-financial-services-software-investment-portfolio-management-software.csv",
    "generatedBy": "SupaIntent AI Brand Index",
    "jsonUrl": "https://supaintent.com/ai-brand-index/data/vertical-industry-financial-services-software-investment-portfolio-management-software.json",
    "methodologyUrl": "https://supaintent.com/ai-brand-index/methodology",
    "providers": {
      "chatgpt": "ChatGPT",
      "google_ai_mode": "Google AI Mode",
      "gemini": "Gemini",
      "perplexity": "Perplexity"
    },
    "refreshDate": "2026-08-09",
    "slug": "vertical-industry-financial-services-software-investment-portfolio-management-software",
    "snapshots": [
      "2026-06-14",
      "2026-06-21",
      "2026-06-28",
      "2026-07-05",
      "2026-07-12",
      "2026-07-19",
      "2026-07-26",
      "2026-08-02",
      "2026-08-09"
    ]
  },
  "summary": {
    "brandCount": 28,
    "citedSourceCount": 29,
    "currentLeader": "Addepar",
    "officialBrandSiteCitationShare": 63,
    "sourceMentionTotal": 59,
    "topBrandSites": [
      {
        "displayName": "Capterra",
        "domain": "capterra.com"
      },
      {
        "displayName": "Koyfin",
        "domain": "koyfin.com"
      },
      {
        "displayName": "Crd",
        "domain": "crd.com"
      }
    ],
    "topBrands": [
      "Addepar",
      "BlackRock Aladdin",
      "SimCorp One"
    ],
    "updateCadence": "weekly"
  },
  "findings": [
    "As of 9 August 2026, SupaIntent tracked 28 investment portfolio management software brands across buying-intent prompts on ChatGPT, Google AI Mode, Gemini and Perplexity. Addepar appeared in the most answers overall, followed by BlackRock Aladdin and SimCorp One.",
    "Addepar overtook BlackRock Aladdin this week to take the top position.",
    "Answers in this category lean on vendor pages: Koyfin, Crd and Simcorp are the most cited brand-owned sources, and official domains account for 63% of all citations.",
    "The engines disagree on the leader. ChatGPT and Perplexity both name BlackRock Aladdin first and Google AI Mode and Gemini both name Addepar first."
  ],
  "ranking": [
    {
      "brand": "Addepar",
      "domain": "addepar.com",
      "isNew": false,
      "movement": 1,
      "officialUrl": "https://addepar.com",
      "position": 1,
      "previousPosition": 2,
      "providerPositions": {
        "chatgpt": 6,
        "google_ai_mode": 1,
        "gemini": 1,
        "perplexity": 6
      }
    },
    {
      "brand": "BlackRock Aladdin",
      "domain": "blackrock.com",
      "isNew": false,
      "movement": -1,
      "officialUrl": "https://www.blackrock.com/aladdin",
      "position": 2,
      "previousPosition": 1,
      "providerPositions": {
        "chatgpt": 1,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": 1
      }
    },
    {
      "brand": "SimCorp One",
      "domain": "simcorp.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.simcorp.com/en/products/coric",
      "position": 3,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": 3,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "SS&C Black Diamond",
      "domain": "ssncetech.com",
      "isNew": false,
      "movement": 6,
      "officialUrl": "https://www.ssncetech.com/products/black-diamond-wealth-platform",
      "position": 4,
      "previousPosition": 10,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 3,
        "gemini": 2,
        "perplexity": null
      }
    },
    {
      "brand": "FactSet",
      "domain": "factset.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.factset.com/products/portfolio-analytics",
      "position": 5,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": 5,
        "google_ai_mode": 7,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "Morningstar",
      "domain": "morningstar.com",
      "isNew": false,
      "movement": -2,
      "officialUrl": "https://www.morningstar.com/business/products/direct",
      "position": 6,
      "previousPosition": 4,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 4,
        "gemini": 10,
        "perplexity": null
      }
    },
    {
      "brand": "Charles River Development (IDEA) by NYSE",
      "domain": "crd.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.crd.com",
      "position": 7,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": 3
      }
    },
    {
      "brand": "Charles River IMS",
      "domain": "crd.com",
      "isNew": false,
      "movement": 12,
      "officialUrl": "https://www.crd.com/",
      "position": 8,
      "previousPosition": 20,
      "providerPositions": {
        "chatgpt": 2,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "Orion Advisor Tech",
      "domain": "orion.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://orion.com",
      "position": 9,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 2,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "Masttro",
      "domain": "masttro.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://masttro.com",
      "position": 10,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": 3,
        "perplexity": null
      }
    },
    {
      "brand": "Allvue Systems",
      "domain": "allvuesystems.com",
      "isNew": false,
      "movement": 11,
      "officialUrl": "https://www.allvuesystems.com",
      "position": 11,
      "previousPosition": 22,
      "providerPositions": {
        "chatgpt": 10,
        "google_ai_mode": null,
        "gemini": 5,
        "perplexity": null
      }
    },
    {
      "brand": "Bloomberg AIM",
      "domain": "bloomberg.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://professional.bloomberg.com/products/trading/order-management-system/aim/",
      "position": 12,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": 4,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "FIS InvestOne",
      "domain": "fiserv.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.fiserv.com/en/products/investment-management.html",
      "position": 13,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": 4
      }
    },
    {
      "brand": "Koyfin",
      "domain": "koyfin.com",
      "isNew": false,
      "movement": 0,
      "officialUrl": "https://www.koyfin.com",
      "position": 14,
      "previousPosition": 14,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": 4,
        "perplexity": null
      }
    },
    {
      "brand": "Empower",
      "domain": "empower.com",
      "isNew": false,
      "movement": 2,
      "officialUrl": "https://empower.com",
      "position": 15,
      "previousPosition": 17,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 5,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "Portfolio Visualizer",
      "domain": "portfoliovisualizer.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.portfoliovisualizer.com",
      "position": 16,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": 6,
        "perplexity": null
      }
    },
    {
      "brand": "Quicken",
      "domain": "quicken.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.quicken.com",
      "position": 17,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 6,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "127 South Street (SS&C Advent)",
      "domain": "advent.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.advent.com",
      "position": 18,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": 7
      }
    },
    {
      "brand": "Clearwater Analytics",
      "domain": "clearwateranalytics.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.clearwateranalytics.com/",
      "position": 19,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": 7,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "YCharts",
      "domain": "ycharts.com",
      "isNew": false,
      "movement": 8,
      "officialUrl": "https://ycharts.com",
      "position": 20,
      "previousPosition": 28,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": 7,
        "perplexity": null
      }
    },
    {
      "brand": "Dynamo Software",
      "domain": "dynamosoftware.com",
      "isNew": false,
      "movement": 3,
      "officialUrl": "https://dynamosoftware.com",
      "position": 21,
      "previousPosition": 24,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 8,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "Envestnet Tamarac",
      "domain": "envestnet.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.envestnet.com/solutions/tamarac",
      "position": 22,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": 8
      }
    },
    {
      "brand": "Kwanti",
      "domain": "kwanti.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.kwanti.com",
      "position": 23,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": 8,
        "perplexity": null
      }
    },
    {
      "brand": "MSCI Barra PortfolioManager",
      "domain": "msci.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.msci.com/data-and-analytics/portfolio-management/barra-portfolio-manager",
      "position": 24,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": 9,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "Nitrogen",
      "domain": "nitrogenwealth.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://nitrogenwealth.com",
      "position": 25,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": 9,
        "perplexity": null
      }
    },
    {
      "brand": "Sharesight",
      "domain": "sharesight.com",
      "isNew": false,
      "movement": -5,
      "officialUrl": "https://sharesight.com",
      "position": 26,
      "previousPosition": 21,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 9,
        "gemini": null,
        "perplexity": null
      }
    },
    {
      "brand": "SS&C Portfolio Management System",
      "domain": "ssctech.com",
      "isNew": true,
      "movement": null,
      "officialUrl": "https://www.ssctech.com/portfolio-management",
      "position": 27,
      "previousPosition": 0,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": null,
        "gemini": null,
        "perplexity": 9
      }
    },
    {
      "brand": "Ziggma",
      "domain": "ziggma.com",
      "isNew": false,
      "movement": -2,
      "officialUrl": "https://ziggma.com",
      "position": 28,
      "previousPosition": 26,
      "providerPositions": {
        "chatgpt": null,
        "google_ai_mode": 10,
        "gemini": null,
        "perplexity": null
      }
    }
  ],
  "sources": [
    {
      "displayName": "Capterra",
      "domain": "capterra.com",
      "mentions": 6,
      "official": false,
      "position": 1
    },
    {
      "displayName": "Koyfin",
      "domain": "koyfin.com",
      "mentions": 5,
      "official": true,
      "position": 2
    },
    {
      "displayName": "Crd",
      "domain": "crd.com",
      "mentions": 4,
      "official": true,
      "position": 3
    },
    {
      "displayName": "Simcorp",
      "domain": "simcorp.com",
      "mentions": 4,
      "official": true,
      "position": 4
    },
    {
      "displayName": "Allvuesystems",
      "domain": "allvuesystems.com",
      "mentions": 3,
      "official": true,
      "position": 5
    },
    {
      "displayName": "Blackrock",
      "domain": "blackrock.com",
      "mentions": 3,
      "official": true,
      "position": 6
    },
    {
      "displayName": "Factset",
      "domain": "factset.com",
      "mentions": 3,
      "official": true,
      "position": 7
    },
    {
      "displayName": "Finantrix",
      "domain": "finantrix.com",
      "mentions": 3,
      "official": false,
      "position": 8
    },
    {
      "displayName": "Masttro",
      "domain": "masttro.com",
      "mentions": 3,
      "official": true,
      "position": 9
    },
    {
      "displayName": "Addepar",
      "domain": "addepar.com",
      "mentions": 2,
      "official": true,
      "position": 10
    },
    {
      "displayName": "Forbes",
      "domain": "forbes.com",
      "mentions": 2,
      "official": false,
      "position": 11
    },
    {
      "displayName": "Investopedia",
      "domain": "investopedia.com",
      "mentions": 2,
      "official": false,
      "position": 12
    },
    {
      "displayName": "Morningstar",
      "domain": "morningstar.com",
      "mentions": 2,
      "official": true,
      "position": 13
    },
    {
      "displayName": "Reddit",
      "domain": "reddit.com",
      "mentions": 2,
      "official": false,
      "position": 14
    },
    {
      "displayName": "Advent",
      "domain": "advent.com",
      "mentions": 1,
      "official": true,
      "position": 15
    },
    {
      "displayName": "Envestnet",
      "domain": "envestnet.com",
      "mentions": 1,
      "official": true,
      "position": 16
    },
    {
      "displayName": "Equitybee",
      "domain": "equitybee.com",
      "mentions": 1,
      "official": false,
      "position": 17
    },
    {
      "displayName": "Fiserv",
      "domain": "fiserv.com",
      "mentions": 1,
      "official": true,
      "position": 18
    },
    {
      "displayName": "Investmentnews",
      "domain": "investmentnews.com",
      "mentions": 1,
      "official": false,
      "position": 19
    },
    {
      "displayName": "Clearwateranalytics",
      "domain": "investors.clearwateranalytics.com",
      "mentions": 1,
      "official": true,
      "position": 20
    },
    {
      "displayName": "Lenderkit",
      "domain": "lenderkit.com",
      "mentions": 1,
      "official": false,
      "position": 21
    },
    {
      "displayName": "Msci",
      "domain": "msci.com",
      "mentions": 1,
      "official": true,
      "position": 22
    },
    {
      "displayName": "Bloomberg",
      "domain": "professional.bloomberg.com",
      "mentions": 1,
      "official": true,
      "position": 23
    },
    {
      "displayName": "Quicken",
      "domain": "quicken.com",
      "mentions": 1,
      "official": true,
      "position": 24
    },
    {
      "displayName": "Reuters",
      "domain": "reuters.com",
      "mentions": 1,
      "official": false,
      "position": 25
    },
    {
      "displayName": "Rightcapital",
      "domain": "rightcapital.com",
      "mentions": 1,
      "official": false,
      "position": 26
    },
    {
      "displayName": "Ssctech",
      "domain": "ssctech.com",
      "mentions": 1,
      "official": true,
      "position": 27
    },
    {
      "displayName": "Visualping",
      "domain": "visualping.io",
      "mentions": 1,
      "official": false,
      "position": 28
    },
    {
      "displayName": "Wallstreetzen",
      "domain": "wallstreetzen.com",
      "mentions": 1,
      "official": false,
      "position": 29
    }
  ],
  "history": [
    {
      "brandKey": "addepar",
      "position": 4,
      "snapshotDate": "2026-06-14"
    },
    {
      "brandKey": "addepar",
      "position": 1,
      "snapshotDate": "2026-06-21"
    },
    {
      "brandKey": "addepar",
      "position": 7,
      "snapshotDate": "2026-06-28"
    },
    {
      "brandKey": "addepar",
      "position": 7,
      "snapshotDate": "2026-07-05"
    },
    {
      "brandKey": "addepar",
      "position": 1,
      "snapshotDate": "2026-07-12"
    },
    {
      "brandKey": "addepar",
      "position": 4,
      "snapshotDate": "2026-07-19"
    },
    {
      "brandKey": "addepar",
      "position": 8,
      "snapshotDate": "2026-07-26"
    },
    {
      "brandKey": "addepar",
      "position": 2,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "addepar",
      "position": 1,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "blackrock-aladdin",
      "position": 1,
      "snapshotDate": "2026-07-05"
    },
    {
      "brandKey": "blackrock-aladdin",
      "position": 2,
      "snapshotDate": "2026-07-12"
    },
    {
      "brandKey": "blackrock-aladdin",
      "position": 3,
      "snapshotDate": "2026-07-19"
    },
    {
      "brandKey": "blackrock-aladdin",
      "position": 1,
      "snapshotDate": "2026-07-26"
    },
    {
      "brandKey": "blackrock-aladdin",
      "position": 1,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "blackrock-aladdin",
      "position": 2,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "simcorp-one",
      "position": 3,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "ss-and-c-black-diamond",
      "position": 10,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "ss-and-c-black-diamond",
      "position": 4,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "factset",
      "position": 5,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "morningstar",
      "position": 4,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "morningstar",
      "position": 6,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "charles-river-development-by-nyse",
      "position": 7,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "charles-river-ims",
      "position": 12,
      "snapshotDate": "2026-07-19"
    },
    {
      "brandKey": "charles-river-ims",
      "position": 16,
      "snapshotDate": "2026-07-26"
    },
    {
      "brandKey": "charles-river-ims",
      "position": 20,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "charles-river-ims",
      "position": 8,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "orion-advisor-tech",
      "position": 9,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "masttro",
      "position": 10,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "allvue-systems",
      "position": 22,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "allvue-systems",
      "position": 11,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "bloomberg-aim",
      "position": 12,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "fis-investone",
      "position": 13,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "koyfin",
      "position": 8,
      "snapshotDate": "2026-06-14"
    },
    {
      "brandKey": "koyfin",
      "position": 11,
      "snapshotDate": "2026-06-21"
    },
    {
      "brandKey": "koyfin",
      "position": 10,
      "snapshotDate": "2026-06-28"
    },
    {
      "brandKey": "koyfin",
      "position": 14,
      "snapshotDate": "2026-07-05"
    },
    {
      "brandKey": "koyfin",
      "position": 25,
      "snapshotDate": "2026-07-12"
    },
    {
      "brandKey": "koyfin",
      "position": 14,
      "snapshotDate": "2026-07-19"
    },
    {
      "brandKey": "koyfin",
      "position": 13,
      "snapshotDate": "2026-07-26"
    },
    {
      "brandKey": "koyfin",
      "position": 14,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "koyfin",
      "position": 14,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "empower",
      "position": 17,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "empower",
      "position": 15,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "portfolio-visualizer",
      "position": 16,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "quicken",
      "position": 17,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "127-south-street",
      "position": 18,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "clearwater-analytics",
      "position": 19,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "ycharts",
      "position": 22,
      "snapshotDate": "2026-07-26"
    },
    {
      "brandKey": "ycharts",
      "position": 28,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "ycharts",
      "position": 20,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "dynamo",
      "position": 24,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "dynamo",
      "position": 21,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "envestnet-tamarac",
      "position": 22,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "kwanti",
      "position": 23,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "msci-barra-portfoliomanager",
      "position": 24,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "nitrogen",
      "position": 25,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "sharesight",
      "position": 21,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "sharesight",
      "position": 26,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "ss-and-c-portfolio-management-system",
      "position": 27,
      "snapshotDate": "2026-08-09"
    },
    {
      "brandKey": "ziggma",
      "position": 19,
      "snapshotDate": "2026-07-26"
    },
    {
      "brandKey": "ziggma",
      "position": 26,
      "snapshotDate": "2026-08-02"
    },
    {
      "brandKey": "ziggma",
      "position": 28,
      "snapshotDate": "2026-08-09"
    }
  ]
}