In 2023, MoneyGuidePro Elite was the most popular financial planning software worldwide. During that year, MoneyGuidePro Elite was used by almost 32 percent of the surveyed financial planning and advisory companies globally. eMoney Pro followed, with a global market share of 28.5 percent.
Market share of financial planning software worldwide in 2023
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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Various sources (T3 Techonology Hub). (March 23, 2023). Market share of financial planning software worldwide in 2023 [Graph]. In Statista. Retrieved November 05, 2024, from https://www.statista.com/statistics/982500/most-popular-financial-planning-software/
Various sources (T3 Techonology Hub). "Market share of financial planning software worldwide in 2023." Chart. March 23, 2023. Statista. Accessed November 05, 2024. https://www.statista.com/statistics/982500/most-popular-financial-planning-software/
Various sources (T3 Techonology Hub). (2023). Market share of financial planning software worldwide in 2023. Statista. Statista Inc.. Accessed: November 05, 2024. https://www.statista.com/statistics/982500/most-popular-financial-planning-software/
Various sources (T3 Techonology Hub). "Market Share of Financial Planning Software Worldwide in 2023." Statista, Statista Inc., 23 Mar 2023, https://www.statista.com/statistics/982500/most-popular-financial-planning-software/
Various sources (T3 Techonology Hub), Market share of financial planning software worldwide in 2023 Statista, https://www.statista.com/statistics/982500/most-popular-financial-planning-software/ (last visited November 05, 2024)
Market share of financial planning software worldwide in 2023 [Graph], Various sources (T3 Techonology Hub), March 23, 2023. [Online]. Available: https://www.statista.com/statistics/982500/most-popular-financial-planning-software/
