Highest valued software for financial planning firms worldwide 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.

截至2023年，客户关系管理（CRM）软件在全球范围内被认为是最具价值的软件，由财务规划与投资顾问公司所推崇。彼时，全球近50%的顾问公司将其视为最为关键的程序。