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

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Sources

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

Citation formats

Highest valued software for financial planning firms worldwide 2023

Published by K. Scholle, Mar 6, 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 ** percent of advisory firms worldwide.

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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

2

Robo-advisors

7

Tools

3

Services

3

Clients

5

Client-advisor relationship

4

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Topics

Investment advisors in the United States Investment fundsFinancial marketsFinancial markets in the U.S.Investments of high-net-worth individuals
Access all statistics starting from $2,388 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$199 USD
per month, billed annually 1
Buy now
  • Free Statistics
  • Premium Statistics

  • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 99 users
Talk to sales for pricing
Contact us
  • Free + Premium Statistics
  • Reports
  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

Compare accounts
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