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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Various sources (T3 Techonology Hub). (March 6, 2023). Most valuable software according to financial planning and investment advisory firms worldwide in 2023 [Graph]. In Statista. Retrieved December 10, 2024, from https://www.statista.com/statistics/982518/highest-valued-software-for-financial-planning/
Various sources (T3 Techonology Hub). "Most valuable software according to financial planning and investment advisory firms worldwide in 2023." Chart. March 6, 2023. Statista. Accessed December 10, 2024. https://www.statista.com/statistics/982518/highest-valued-software-for-financial-planning/
Various sources (T3 Techonology Hub). (2023). Most valuable software according to financial planning and investment advisory firms worldwide in 2023. Statista. Statista Inc.. Accessed: December 10, 2024. https://www.statista.com/statistics/982518/highest-valued-software-for-financial-planning/
Various sources (T3 Techonology Hub). "Most Valuable Software According to Financial Planning and Investment Advisory Firms Worldwide in 2023." Statista, Statista Inc., 6 Mar 2023, https://www.statista.com/statistics/982518/highest-valued-software-for-financial-planning/
Various sources (T3 Techonology Hub), Most valuable software according to financial planning and investment advisory firms worldwide in 2023 Statista, https://www.statista.com/statistics/982518/highest-valued-software-for-financial-planning/ (last visited December 10, 2024)
Most valuable software according to financial planning and investment advisory firms worldwide in 2023 [Graph], Various sources (T3 Techonology Hub), March 6, 2023. [Online]. Available: https://www.statista.com/statistics/982518/highest-valued-software-for-financial-planning/