Dataset size
The latest Investment Portfolio Management Software run found 21 recommended brands and 16 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 4 October 2026
Brands
Category coverage
21
ranked across AI engines
Sources
Evidence base
16
domains cited in answers
Brand sites
Official share
22%
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 |
|---|---|
| Orion | 1 |
| Addepar | 2 |
| Morningstar | 3 |
| FactSet | 4 |
| Envestnet | 5 |
What AI tools say about Investment Portfolio Management Software
Movement
What changed this week?
Orion overtook Morningstar this week to take the top position.
Sources
Which sources shape AI answers?
Review platforms shape this category: G2 and Capterra are the most cited review sources, and review platforms account for 43% of all citations.
Citation-ready
Key facts from this AI Brand Index report
Current leader
Orion ranks #1 for Investment Portfolio Management Software in the latest SupaIntent AI Brand Index run.
Top brands
Orion, Addepar, and Morningstar lead Investment Portfolio Management Software across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
G2, Capterra, and Crunchbase are the most cited brand sites in this category.
Weekly movement
Top 10 onlyBiggest gains
Moved up this week
SS&C Advent13 to #6
FactSet9 to #4
Clearwater Analytics6 to #8
Envestnet3 to #5
Biggest losses
Moved down this week
Empower9 to #13
Sharesight8 to #15
Dynamo Software5 to #11
Masttro5 to #12
SimCorp4 to #9
- ANand 1 more
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | #3 | #1 | 2 | #1 | |
| #2 | #2 | #2 | 0 | #1 | |
| #3 | #1 | #3 | 2 | #1 | |
| #4 | #13 | #4 | 9 | #4 | |
| #5 | #8 | #5 | 3 | #1 | |
| #6 | #19 | #6 | 13 | #2 | |
| #7 | #4 | #7 | 3 | #2 | |
| #8 | #14 | #8 | 6 | #8 | |
| #9 | #5 | #9 | 4 | #3 | |
| #10 | #10 | #10 | 0 | #8 |
Current brand snapshot
21 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +2 | #2 | #3 | #3 | - | | |
| 2 | 0 | #3 | - | #1 | - | | |
| 3 | -2 | #4 | #2 | - | - | | |
| 4 | +9 | - | #1 | #6 | - | | |
| 5 | +3 | #5 | - | #4 | - | | |
| 6 | +13 | #1 | - | - | - | | |
| 7 | -3 | - | - | #2 | - | | |
| 8 | +6 | #7 | - | #7 | - | | |
| 9 | -4 | - | #4 | - | - | | |
| 10 | 0 | #6 | #9 | - | - | | |
| 11 | -5 | - | #5 | - | - | | |
| 12 | -5 | - | - | #5 | - | | |
| 13 | -9 | - | #6 | - | - | | |
| 14 | +7 | - | #7 | - | - | | |
| 15 | -8 | - | #8 | - | - | | |
| 16 | New | - | - | #8 | - | | |
| 17 | +2 | #8 | - | - | - | | |
| 18 | -1 | - | - | #9 | - | | |
| 19 | New | - | - | #10 | - | | |
| 20 | -4 | - | #10 | - | - | | |
| 21 | New | #9 | - | - | - | |
Current source snapshot
16 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 13 | | |
| 2 | 10 | | |
| 3 | 5 | | |
| 4 | AdventOfficial | 4 | |
| 5 | InvestcloudOfficial | 3 | |
| 6 | MasttroOfficial | 3 | |
| 7 | 3 | | |
| 8 | 2 | | |
| 9 | 2 | | |
| 10 | 2 | | |
| 11 | 2 | | |
| 12 | 1 | | |
| 13 | 1 | | |
| 14 | LiminaOfficial | 1 | |
| 15 | OrionOfficial | 1 | |
| 16 | 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 |
|---|---|
| SS&C Advent | 1 |
| Orion | 2 |
| Addepar | 3 |
| Morningstar | 4 |
| Envestnet | 5 |
Current brand snapshot
9 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +3 | #1 | - | - | - | | |
| 2 | 0 | #2 | - | - | - | | |
| 3 | 0 | #3 | - | - | - | | |
| 4 | -3 | #4 | - | - | - | | |
| 5 | -1 | #5 | - | - | - | | |
| 6 | +4 | #6 | - | - | - | | |
| 7 | -1 | #7 | - | - | - | | |
| 8 | New | #8 | - | - | - | | |
| 9 | New | #9 | - | - | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| FactSet | 1 |
| Morningstar | 2 |
| Orion | 3 |
| SimCorp | 4 |
| Dynamo Software | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +6 | - | #1 | - | - | | |
| 2 | +4 | - | #2 | - | - | | |
| 3 | -1 | - | #3 | - | - | | |
| 4 | 0 | - | #4 | - | - | | |
| 5 | +2 | - | #5 | - | - | | |
| 6 | +1 | - | #6 | - | - | | |
| 7 | -6 | - | #7 | - | - | | |
| 8 | -4 | - | #8 | - | - | | |
| 9 | New | - | #9 | - | - | | |
| 10 | New | - | #10 | - | - | |
Current source snapshot
7 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 2 | | |
| 2 | 2 | | |
| 3 | 2 | | |
| 4 | 1 | | |
| 5 | 1 | | |
| 6 | 1 | | |
| 7 | 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 |
| Orion | 3 |
| Envestnet | 4 |
| Masttro | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | #1 | - | | |
| 2 | 0 | - | - | #2 | - | | |
| 3 | 0 | - | - | #3 | - | | |
| 4 | +1 | - | - | #4 | - | | |
| 5 | -2 | - | - | #5 | - | | |
| 6 | +2 | - | - | #6 | - | | |
| 7 | New | - | - | #7 | - | | |
| 8 | New | - | - | #8 | - | | |
| 9 | +1 | - | - | #9 | - | | |
| 10 | New | - | - | #10 | - | |
Common AI search questions about Investment Portfolio Management Software
Q1
Who leads Investment Portfolio Management Software in AI answers?
Orion is the most recommended investment portfolio management software brand in the latest AI Brand Index run. The next highest-ranked brands are Addepar and Morningstar. 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 G2, Capterra and Crunchbase, out of 16 tracked sources. Review platforms shape this category: G2 and Capterra are the most cited review sources, and review platforms account for 43% of all citations.
Q3
How fresh is this Investment Portfolio Management Software ranking?
The AI Brand Index updates every Sunday. In the latest run, SS&C Advent, FactSet, Empower, Sharesight and Clearwater Analytics and 5 other brands 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 21 recommended brands and 16 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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