Highest valued software for financial planning firms worldwide 2023

Published by Statista Research Department, Nov 29, 2023
As of 2023, customer relationship management (CRM) was considered the most valuable software by financial planning and investment advisory firms worldwide. At that time, CRM software was perceived as the most important program by almost 50 percent of advisory firms worldwide.

Most valuable software according to financial planning and investment advisory firms worldwide in 2023

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Release date

March 2023

Region

Worldwide

Survey time period

January to February 2023

Number of respondents

3,309 respondents

Special properties

Members of the financial planning/investment advisory community

Supplementary notes

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Statistics on " Investment advisors in the United States "

The most important statistics
The most important statistics
The most important statistics
The most important statistics
The most important statistics
The most important statistics
The most important statistics

Other statistics that may interest you Investment advisors in the United States

Overview

5

Leading firms

3

Robo-advisors

7

Tools

3

Services

3

Clients

5

Client-advisor relationship

4

Further related statistics

19

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Statistics

Topics

Investment advisors in the United States Investment fundsFinancial marketsFinancial markets in the U.S.Investments of high-net-worth individuals
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