Dataset size
The latest Investment Portfolio Management Software run found 28 recommended brands and 29 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 what brands are recommended, which cited sources are used and how positions move week to week. Use it to see the freshest AI visibility data for this category.
Updated 9 August 2026
Brands
Category coverage
28
ranked across AI engines
Sources
Evidence base
29
domains cited in answers
Brand sites
Official share
63%
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 |
| BlackRock Aladdin | 2 |
| SimCorp One | 3 |
| SS&C Black Diamond | 4 |
| FactSet | 5 |
What AI tools say about Investment Portfolio Management Software
Movement
What changed this week?
Addepar overtook BlackRock Aladdin this week to take the top position.
Sources
Which sources shape AI answers?
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.
Engines
Do AI engines agree on the leader?
The engines disagree on the leader. ChatGPT and Perplexity both name BlackRock Aladdin first and Google AI Mode and Gemini both name Addepar first.
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, BlackRock Aladdin, and SimCorp One lead Investment Portfolio Management Software across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
Capterra, Koyfin, and Crd are the most cited brand sites in this category.
Weekly movement
Top 10 onlyEntered the index
New in the top 10
SimCorp One#3
FactSet#5
- CHCharles River DevelopmentIDEA) by NYSE (#7
Orion Advisor Tech#9
Masttro#10
Biggest gains
Moved up this week
Charles River IMS12 to #8
SS&C Black Diamond6 to #4
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 | New | #3 | New | #3 | |
| #4 | #10 | #4 | 6 | #4 | |
| #5 | New | #5 | New | #5 | |
| #6 | #4 | #6 | 2 | #4 | |
| #7 | New | #7 | New | #7 | |
| #8 | #20 | #8 | 12 | #8 | |
| #9 | New | #9 | New | #9 | |
| #10 | New | #10 | New | #10 |
Current brand snapshot
28 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +1 | #6 | #1 | #1 | #6 | | |
| 2 | -1 | #1 | - | - | #1 | | |
| 3 | New | #3 | - | - | #2 | | |
| 4 | +6 | - | #3 | #2 | - | | |
| 5 | New | #5 | #7 | - | #5 | | |
| 6 | -2 | #8 | #4 | #10 | - | | |
| 7 | New | #2 | - | - | #3 | | |
| 8 | +12 | #2 | - | - | #3 | | |
| 9 | New | - | #2 | - | - | | |
| 10 | New | - | - | #3 | - | | |
| 11 | +11 | #10 | - | #5 | - | | |
| 12 | New | #4 | - | - | - | | |
| 13 | New | - | - | - | #4 | | |
| 14 | 0 | - | - | #4 | - | | |
| 15 | +2 | - | #5 | - | - | | |
| 16 | New | - | - | #6 | - | | |
| 17 | New | - | #6 | - | - | | |
| 18 | New | - | - | - | #7 | | |
| 19 | New | #7 | - | - | - | | |
| 20 | +8 | - | - | #7 | - | | |
| 21 | +3 | - | #8 | - | - | | |
| 22 | New | - | - | - | #8 | | |
| 23 | New | - | - | #8 | - | | |
| 24 | New | #9 | - | - | - | | |
| 25 | New | - | - | #9 | - | | |
| 26 | -5 | - | #9 | - | - | | |
| 27 | New | - | - | - | #9 | | |
| 28 | -2 | - | #10 | - | - | |
Current source snapshot
29 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 6 | | |
| 2 | KoyfinOfficial | 5 | |
| 3 | CrdOfficial | 4 | |
| 4 | SimcorpOfficial | 4 | |
| 5 | AllvuesystemsOfficial | 3 | |
| 6 | BlackrockOfficial | 3 | |
| 7 | FactsetOfficial | 3 | |
| 8 | 3 | | |
| 9 | MasttroOfficial | 3 | |
| 10 | AddeparOfficial | 2 | |
| 11 | 2 | | |
| 12 | 2 | | |
| 13 | MorningstarOfficial | 2 | |
| 14 | 2 | | |
| 15 | AdventOfficial | 1 | |
| 16 | EnvestnetOfficial | 1 | |
| 17 | 1 | | |
| 18 | FiservOfficial | 1 | |
| 19 | 1 | | |
| 20 | ClearwateranalyticsOfficial | 1 | |
| 21 | 1 | | |
| 22 | MsciOfficial | 1 | |
| 23 | BloombergOfficial | 1 | |
| 24 | QuickenOfficial | 1 | |
| 25 | 1 | | |
| 26 | 1 | | |
| 27 | SsctechOfficial | 1 | |
| 28 | 1 | | |
| 29 | 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 |
|---|---|
| BlackRock Aladdin | 1 |
| Charles River IMS | 2 |
| SimCorp One | 3 |
| Bloomberg AIM | 4 |
| FactSet | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | #1 | - | - | - | | |
| 2 | +5 | #2 | - | - | - | | |
| 3 | New | #3 | - | - | - | | |
| 4 | New | #4 | - | - | - | | |
| 5 | New | #5 | - | - | - | | |
| 6 | +2 | #6 | - | - | - | | |
| 7 | New | #7 | - | - | - | | |
| 8 | -5 | #8 | - | - | - | | |
| 9 | New | #9 | - | - | - | | |
| 10 | New | #10 | - | - | - | |
Current source snapshot
14 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 6 | | |
| 2 | CrdOfficial | 3 | |
| 3 | 3 | | |
| 4 | AllvuesystemsOfficial | 2 | |
| 5 | BlackrockOfficial | 2 | |
| 6 | FactsetOfficial | 2 | |
| 7 | MorningstarOfficial | 2 | |
| 8 | 2 | | |
| 9 | SimcorpOfficial | 2 | |
| 10 | AddeparOfficial | 1 | |
| 11 | ClearwateranalyticsOfficial | 1 | |
| 12 | MsciOfficial | 1 | |
| 13 | BloombergOfficial | 1 | |
| 14 | 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 Advisor Tech | 2 |
| SS&C Black Diamond | 3 |
| Morningstar | 4 |
| Empower | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | #1 | - | - | | |
| 2 | New | - | #2 | - | - | | |
| 3 | New | - | #3 | - | - | | |
| 4 | 0 | - | #4 | - | - | | |
| 5 | +1 | - | #5 | - | - | | |
| 6 | New | - | #6 | - | - | | |
| 7 | New | - | #7 | - | - | | |
| 8 | 0 | - | #8 | - | - | | |
| 9 | -2 | - | #9 | - | - | | |
| 10 | -1 | - | #10 | - | - | |
Current source snapshot
8 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 2 | | |
| 2 | 2 | | |
| 3 | 1 | | |
| 4 | 1 | | |
| 5 | 1 | | |
| 6 | QuickenOfficial | 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 |
| SS&C Black Diamond | 2 |
| Masttro | 3 |
| Koyfin | 4 |
| Allvue Systems | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | #1 | - | | |
| 2 | +1 | - | - | #2 | - | | |
| 3 | New | - | - | #3 | - | | |
| 4 | +1 | - | - | #4 | - | | |
| 5 | +3 | - | - | #5 | - | | |
| 6 | New | - | - | #6 | - | | |
| 7 | +3 | - | - | #7 | - | | |
| 8 | New | - | - | #8 | - | | |
| 9 | New | - | - | #9 | - | | |
| 10 | New | - | - | #10 | - | |
Current source snapshot
4 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | KoyfinOfficial | 5 | |
| 2 | MasttroOfficial | 3 | |
| 3 | AllvuesystemsOfficial | 1 | |
| 4 | 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 |
|---|---|
| BlackRock Aladdin | 1 |
| SimCorp Coric | 2 |
| Charles River Development (IDEA) by NYSE | 3 |
| FIS InvestOne | 4 |
| FactSet Portfolio Analytics | 5 |
Current brand snapshot
9 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | - | #1 | | |
| 2 | +5 | - | - | - | #2 | | |
| 3 | New | - | - | - | #3 | | |
| 4 | New | - | - | - | #4 | | |
| 5 | +5 | - | - | - | #5 | | |
| 6 | +3 | - | - | - | #6 | | |
| 7 | New | - | - | - | #7 | | |
| 8 | New | - | - | - | #8 | | |
| 9 | New | - | - | - | #9 | |
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 BlackRock Aladdin and SimCorp One. The engines disagree on the leader. ChatGPT and Perplexity both name BlackRock Aladdin first and Google AI Mode and Gemini both name Addepar first.
Q2
Which cited sources are used for Investment Portfolio Management Software?
The most cited sources for investment portfolio management software recommendations are Capterra, Koyfin and Crd, out of 29 tracked sources. 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 main independent sources are Capterra, Finantrix and Forbes.
Q3
How fresh is this Investment Portfolio Management Software ranking?
The AI Brand Index updates every Sunday. In the latest run, SimCorp One, FactSet, Charles River Development (IDEA) by NYSE, Orion Advisor Tech and Masttro entered the top 10 and Charles River IMS and SS&C Black Diamond 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 28 recommended brands and 29 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.
Reveal where AI sends your clients
Track prompt-level visibility across ChatGPT, Gemini, Perplexity, and Google AI search. See which competitors win the answer, which sources shape the response, and where your brand is missing.