Dataset size
The latest Investment Portfolio Management Software run found 25 recommended brands and 15 cited sources in AI answers.
Investment Portfolio Management Software
This weekly AI Brand Index shows how AI tools answer buyer questions in the Investment Portfolio Management Software category. SupaIntent asks each LLM the same question: which brands are the most visible, significant, and recommended in that niche. Each system returns its own top. We track which brands are recommended, which sources are cited, and how rankings change week over week. Use it to see the freshest AI visibility data for this category.
Updated 11 October 2026
Brands
Category coverage
25
ranked across AI engines
Sources
Evidence base
15
domains cited in answers
Brand sites
Official share
8%
from brand-owned domains
AI model filter
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Addepar | 1 |
| Orion | 2 |
| SS&C Advent | 3 |
| Envestnet | 4 |
| Morningstar | 5 |
What AI tools say about Investment Portfolio Management Software
Movement
What changed this week?
Sources
Which sources shape AI answers?
No single publisher dominates. The most cited sources are Gartner, G2 and Investmentnews, which means the citation field is open.
Citation-ready
Key facts from this AI Brand Index report
Current leader
Addepar ranks #1 for Investment Portfolio Management Software in the latest SupaIntent AI Brand Index run.
Top brands
Addepar, Orion, and SS&C Advent lead Investment Portfolio Management Software across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
Gartner, G2, and Investmentnews are the most cited brand sites in this category.
Weekly movement
Top 10 onlyBiggest gains
Moved up this week
Charles River Development12 to #8
Aladdin by BlackRock4 to #6
SS&C Advent3 to #3
Biggest losses
Moved down this week
FactSet19 to #23
Advisor360°6 to #12
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | #2 | #1 | 1 | #1 | |
| #2 | #1 | #2 | 1 | #1 | |
| #3 | #6 | #3 | 3 | #2 | |
| #4 | #5 | #4 | 1 | #1 | |
| #5 | #3 | #5 | 2 | #1 | |
| #6 | #10 | #6 | 4 | #1 | |
| #7 | #9 | #7 | 2 | #3 | |
| #8 | #20 | #8 | 12 | #3 | |
| #9 | #7 | #9 | 2 | #2 | |
| #10 | #11 | #10 | 1 | #5 |
Current brand snapshot
25 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +1 | - | #1 | #1 | - | | |
| 2 | -1 | - | #2 | #2 | - | | |
| 3 | +3 | #4 | #4 | - | - | | |
| 4 | +1 | - | #5 | #4 | - | | |
| 5 | -2 | #6 | #3 | - | - | | |
| 6 | +4 | #1 | - | - | - | | |
| 7 | +2 | #2 | - | - | - | | |
| 8 | +12 | #3 | - | - | - | | |
| 9 | -2 | - | #4 | #3 | - | | |
| 10 | +1 | - | - | #5 | - | | |
| 11 | +11 | #4 | - | - | - | | |
| 12 | -6 | - | - | #6 | - | | |
| 13 | 0 | - | #6 | - | - | | |
| 14 | New | #7 | - | - | - | | |
| 15 | -3 | - | - | #7 | - | | |
| 16 | +7 | - | #7 | - | - | | |
| 17 | -2 | - | - | #8 | - | | |
| 18 | -4 | - | #8 | - | - | | |
| 19 | New | #8 | - | - | - | | |
| 20 | -5 | - | - | #9 | - | | |
| 21 | New | #9 | - | - | - | | |
| 22 | -8 | - | #9 | - | - | | |
| 23 | -19 | - | #10 | - | - | | |
| 24 | New | #10 | - | - | - | | |
| 25 | -5 | - | - | #10 | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Aladdin by BlackRock | 1 |
| SimCorp | 2 |
| Charles River Development | 3 |
| SS&C Advent | 4 |
| SS&C Eze | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +7 | #1 | - | - | - | | |
| 2 | +2 | #2 | - | - | - | | |
| 3 | +6 | #3 | - | - | - | | |
| 4 | -3 | #4 | - | - | - | | |
| 5 | +5 | #4 | - | - | - | | |
| 6 | -2 | #6 | - | - | - | | |
| 7 | New | #7 | - | - | - | | |
| 8 | New | #8 | - | - | - | | |
| 9 | New | #9 | - | - | - | | |
| 10 | New | #10 | - | - | - | |
Current source snapshot
3 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 12 | | |
| 2 | 10 | | |
| 3 | 3 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Addepar | 1 |
| Orion | 2 |
| Morningstar | 3 |
| SS&C Advent | 4 |
| Envestnet | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | #1 | - | - | | |
| 2 | +1 | - | #2 | - | - | | |
| 3 | -1 | - | #3 | - | - | | |
| 4 | -2 | - | #4 | - | - | | |
| 5 | -2 | - | #5 | - | - | | |
| 6 | 0 | - | #6 | - | - | | |
| 7 | +3 | - | #7 | - | - | | |
| 8 | +1 | - | #8 | - | - | | |
| 9 | -2 | - | #9 | - | - | | |
| 10 | -9 | - | #10 | - | - | |
Current source snapshot
8 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 2 | | |
| 2 | 2 | | |
| 3 | 1 | | |
| 4 | 1 | | |
| 5 | 1 | | |
| 6 | 1 | | |
| 7 | 1 | | |
| 8 | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Addepar | 1 |
| Orion | 2 |
| SS&C Black Diamond | 3 |
| Envestnet | 4 |
| Advyzon | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | #1 | - | | |
| 2 | +1 | - | - | #2 | - | | |
| 3 | -1 | - | - | #3 | - | | |
| 4 | 0 | - | - | #4 | - | | |
| 5 | -1 | - | - | #5 | - | | |
| 6 | +1 | - | - | #6 | - | | |
| 7 | -2 | - | - | #7 | - | | |
| 8 | New | - | - | #8 | - | | |
| 9 | 0 | - | - | #9 | - | | |
| 10 | -6 | - | - | #10 | - | |
Common AI search questions about Investment Portfolio Management Software
Q1
Who leads Investment Portfolio Management Software in AI answers?
Addepar is the most recommended investment portfolio management software brand in the latest AI Brand Index run. The next highest-ranked brands are Orion and SS&C Advent. Per-engine leader data is not available for this run.
Q2
Which cited sources are used for Investment Portfolio Management Software?
The most cited sources for investment portfolio management software recommendations are Gartner, G2 and Investmentnews, out of 15 tracked sources. No single publisher dominates. The most cited sources are Gartner, G2 and Investmentnews, which means the citation field is open.
Q3
How fresh is this Investment Portfolio Management Software ranking?
The AI Brand Index updates every Sunday. In the latest run, FactSet, Charles River Development, Advisor360°, Aladdin by BlackRock and SS&C Advent moved three or more positions in the investment portfolio management software index.
How to cite this report
Cite the canonical SupaIntent report page when referencing this AI visibility ranking.
SupaIntent AI Brand Index: Investment Portfolio Management Software. https://supaintent.com/ai-brand-index/vertical-industry-financial-services-software-investment-portfolio-management-software
Report data
Download the same ranking data used by the chart, tables and Dataset schema.
AI Brand Index methodology
Rankings use collected AI answers, cited sources, brand-site matching, and provider-level position history.
- SupaIntent measures buying-intent AI answers across ChatGPT, Google AI Mode, Gemini and Perplexity.
- This report uses the latest observed AI answers for Investment Portfolio Management Software, including 25 recommended brands and 15 cited sources.
- Brand sites are identified from official domains and subdomains, then separated from review, community and publisher sources.
- Weekly movement compares the latest rank with the previous collected position for each brand.
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