How big is the financial planning software market | Stats & Insights 2025

Q: How big is the financial planning software market?

The financial planning software market is projected to reach USD 3.2 billion by 2031.

Q: What is the CAGR of the financial planning software market?

The financial planning software market is expected to grow at a CAGR of 5.73% during the forecast period.

Q: What are the major use cases of financial planning software?

Use cases include retirement planning, budgeting, investment tracking, tax optimization, and estate planning.

Q: Who uses financial planning software the most?

Financial advisors, wealth managers, corporate finance teams, and individual investors are key users.

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6W monitors the market across 60+ countries Globally, publishing an annual market outlook report that analyses trends, key drivers, Size, Volume, Revenue, opportunities, and market segments. This report offers comprehensive insights, helping businesses understand market dynamics and make informed decisions.

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Code: MTA6256

Publication Date: Jul 2025

How big is the financial planning software market?

According to 6Wresearch internal database and industry insights, Global financial planning software market was valued atUSD 1.8 Billion in 2024 and is expected to reachUSD 3.2 Billion by 2031, growing at acompound annual growth rate of 5.73% during the forecast period.

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The market is expanding steadily as a result of the growing demand for integrated financial advisory tools, wealth management digitisation, and enterprise focus on accurate budgeting. The use of AI-powered analytics, the growing demand for real-time financial insights, and the move towards individualised, goal-based financial planning solutions are the main drivers of this growth.

Key Growth Factors of the Financial Planning Software Market

Growing use of digital tools for corporate and personal financial planning
Demand for forecasting, investment simulations, and real-time budgeting
Moving to self-service platforms for financial planning
Combining analytics and AI to provide individualised financial insights
High-net-worth individuals' (HNWIs') growing need for wealth management
Models for cloud-based deployment that facilitate scalability and remote advisory

Financial Planning Software Market Trends

Financial planning software trends include growing use of robo-advisory platforms, hybrid financial planning tools, and goal-based investing modules. The market is also seeing increased integration with CRM, portfolio management, and retirement planning systems, especially among financial advisors and enterprises.

Emerging Developments in the Financial Planning Software Market

Emerging Developments in the financial planning software market include Vendors are building modular, API-driven platforms with embedded analytics. AI-generated retirement plans, automated savings advice, and real-time wealth tracking connected with mobile apps and financial institutions are examples of innovations.