Market share of leading financial planning tools globally 2023

Market share of financial planning software worldwide in 2023

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Release date

March 2023



Survey time period

December 2022 to March 2023

Number of respondents

3,309 respondents

Special properties

members of the financial planning/investment advisory community

Supplementary notes

The source adds the following information: Market share figures are based on the number of advisors who gave the displayed software a rating, divided by the total number of survey respondents. The market share figure is not calculated as a percentage of the firms that are using the software or service, but a percentage of the total marketplace at large.

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