Skip to content
Singulariki

Financial planning software

Software & technology · O*NET

Financial planning software is a software tool tracked in the Financial analysis software category of O*NET's Technology Skills file. It appears in the technology profile of 3 occupations that together employ about 1,366,000 workers, with a median wage of $102,140.

Across the occupations that use it, the work is 92nd percentile for AI task-exposure (High) — how much of what those jobs do overlaps with what today's AI can attempt. That measures the exposure of the work, not the value of the tool or any sign it is being replaced. See where every tool category sits →

Occupations that use this tool

Occupations whose O*NET technology profile lists Financial planning software, ranked by employment. Wage and employment are BLS OEWS (national, cross-industry, May 2024) and describe the occupation, not an individual or the tool's own market.

Occupation Workers Median pay
Market Research Analysts and Marketing Specialists 861,140 $76,950
Personal Financial Advisors 270,480 $102,140
Industrial Production Managers 234,380 $121,440

Related tools

Other software in the Financial analysis software category.

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

Data compiled June 2, 2026. Figures are estimates, not advice.

Cite this page
Plain

Singulariki. "Financial planning software." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans. Accessed June 7, 2026. https://singulariki.com/software/financial-planning-software

APA

Singulariki. (2026). Financial planning software. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/software/financial-planning-software

BibTeX 
@misc{singulariki-financial-planning-software,
  title  = {Financial planning software},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans. Accessed June 7, 2026},
  url    = {https://singulariki.com/software/financial-planning-software}
}

Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.