Toolradar Data
Financial Planning Tools Statistics 2026
Live data on Financial Planning software, computed from the Toolradar catalog. Ratings and review counts are aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge).
14
Financial Planning tools published and tracked on Toolradar as of August 19, 2026.
Last updated August 19, 2026. Reviewed by Louis Corneloup.
Key findings
- Toolradar tracks 14 Financial Planning tools as of August 19, 2026, 0% of its 10,235-tool directory.
- Financial Planning tools average 4.39 out of 5 across 10 rated tools and 3,191 reviews aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge).
- 7% of Financial Planning tools offer a free tier, 1 of 14.
- 14 Financial Planning tools were added to Toolradar during 2026, 100% of the category.
- Trintech is the highest-rated Financial Planning tool at 4.5 out of 5 from 547 reviews.
Source: Toolradar catalog, computed live on August 19, 2026.
Headline numbers
Financial Planning tools published on Toolradar
Source: Toolradar catalog, published status
Share of the whole Toolradar directory
Source: 14 of 10,235 published tools
User reviews across Financial Planning tools
Source: aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge), across 10 rated tools
Average Financial Planning tool rating, weighted by review volume
Source: aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge); unweighted mean 4.53 / 5 across 10 rated tools
Financial Planning tools added to the directory in 2026
Source: Toolradar createdAt, 100% of the category (directory add date, not vendor launch)
Pricing mix
How Financial Planning tools split between a free path (free, freemium, open-source) and strictly paid.
Tools that offer a free tier
Source: Toolradar pricing labels, 1 of 14 Financial Planning tools
Tools that are strictly paid
Source: Toolradar pricing labels, 13 of 14 Financial Planning tools
Where the reviews come from
Review volume for Financial Planning tools by third-party platform.
G2 reviews
Across 10 Financial Planning tools carrying a G2 profile
Capterra reviews
Across 8 Financial Planning tools carrying a Capterra profile
SourceForge reviews
Across 1 Financial Planning tool carrying a SourceForge profile
PeerSpot reviews
Across 1 Financial Planning tool carrying a PeerSpot profile
Highest-rated Financial Planning tools
Top-rated Financial Planning tools with at least 500 third-party reviews.
Most reviewed Financial Planning tools
The Financial Planning tools carrying the most third-party reviews.
Maximizer
4.00 / 5 average, aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge)
Trintech
4.50 / 5 average, aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge)
Anaplan
4.50 / 5 average, aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge)
Phocas
4.60 / 5 average, aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge)
HighRadius
4.20 / 5 average, aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge)
Financial Planning growth in 2026
Explore Financial Planning tools
Methodology and sources
Every figure is computed live from the Toolradar catalog, published Financial Planning tools only. Ratings and review counts are aggregated across third-party review platforms (G2, Capterra, Trustpilot, SourceForge) and are not the site's own reviews. Added in 2026 means added to the Toolradar directory this year, not the vendor's launch date. Leaderboards apply a 500-review floor. See how we rate.