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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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Other statistics that may interest you Investment advisors in the United States
Overview
5
- Premium Statistic Total number of of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of Registered Investment Advisors (RIAs) employed in the U.S. 2012-2022
- Premium Statistic Total AUM of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of SEC-registered advisors 2017-2022, by AUM
- Premium Statistic Ten most common countries by number of SEC-registered investment advisors 2018-2022
Leading firms
3
Robo-advisors
7
- Premium Statistic AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic Assets under management growth of robo-advisors in the U.S. 2019-2028
- Premium Statistic Average AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic RoboAdvisor usage (prospective) in the U.S. 2023
- Premium Statistic Investor preference for human or robo-advisor 2021, by country
- Premium Statistic Level of investor trust in robo-advisors 2021, by investor age group
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
Tools
3
Services
3
Clients
5
- Premium Statistic Number of SEC-registered investment advisors' clients 2017-2022, by type
- Premium Statistic Number of SEC-registered investment advisors' clients 2022, by segment
- Premium Statistic Value of SEC-registered investment advisors' assets 2022, by segment
- Premium Statistic Share of HNWIs as SEC-registered investment advisors' clients 2017-2022
- Premium Statistic HNWI's share of SEC-registered investment advisors' assets 2017-2022
Client-advisor relationship
4
- Premium Statistic Leading trust factors in an investor/financial advisor relationship the 2021
- Premium Statistic The importance of shared values in an investor/advisor relationship 2021, by country
- Premium Statistic Main reason to leave investment advisor/asset managers worldwide 2020-2022
- Premium Statistic Most common inquiries of financial advisors' clients in past six months U.S. 2023
Further related statistics
19
- Market share of leading financial all-in-one software programs globally 2022
- Market share of leading risk tolerance tools globally 2022
- Market share of leading financial planning tools globally 2023
- Market share of leading data analytics tools globally 2023
- Market share of financial software worldwide 2022, by business model
- Banking and financial services software market size worldwide 2015-2020
- Top vendors' share of banking and financial services software market 2015
- Share of Americans planning to use robo-investment apps 2018
- Alternative finance market breakdown in the UK 2014, by amount borrowed or raised
- Customer awareness of alternative finance in the United Kingdom (UK) 2014
- Plans for hospitality technology POS purchasing 2015-2016
- Companies that acquired cloud financial software applications in Spain 2014-2016
- Fintech analytics subsector revenue in the United Kingdom (UK) in 2014
- Alternative finance market growth in the United Kingdom (UK) 2012-2014, by platform
- Distribution of Americans using a form of technology to manage finances 2017
- Hospitality business drivers influencing restaurant POS upgrades in U.S. 2015-2016
- Comparison between traditional and alternative finance providers by UK SMEs 2014
- Leading functionalities for POS upgrades in U.S. 2015-2016
- PFM market size in Japan 2017-2024
Further Content: You might find this interesting as well
Statistics
- Market share of leading financial all-in-one software programs globally 2022
- Market share of leading risk tolerance tools globally 2022
- Market share of leading financial planning tools globally 2023
- Market share of leading data analytics tools globally 2023
- Market share of financial software worldwide 2022, by business model
- Banking and financial services software market size worldwide 2015-2020
- Top vendors' share of banking and financial services software market 2015
- Share of Americans planning to use robo-investment apps 2018
- Alternative finance market breakdown in the UK 2014, by amount borrowed or raised
- Customer awareness of alternative finance in the United Kingdom (UK) 2014
- Plans for hospitality technology POS purchasing 2015-2016
- Companies that acquired cloud financial software applications in Spain 2014-2016
- Fintech analytics subsector revenue in the United Kingdom (UK) in 2014
- Alternative finance market growth in the United Kingdom (UK) 2012-2014, by platform
- Distribution of Americans using a form of technology to manage finances 2017
- Hospitality business drivers influencing restaurant POS upgrades in U.S. 2015-2016
- Comparison between traditional and alternative finance providers by UK SMEs 2014
- Leading functionalities for POS upgrades in U.S. 2015-2016
- PFM market size in Japan 2017-2024
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 May 21, 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 May 21, 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: May 21, 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 May 21, 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/