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Analyst Report

The 2024 Gartner® Magic Quadrant™ for Financial Planning Software

The 2024 Gartner® Magic Quadrant™ for Financial Planning Software recognized Board for both Completeness of Vision and Ability to Execute.

The 2024 Gartner® Magic Quadrant™ for Financial Planning Software

Download your report to gain insights on: 

  • Why Board was named a Leader in 2024
  • The financial planning software marketplace
  • How vendors are positioned
  • Recommendations for solution implementation  

Gartner, Magic Quadrant for Financial Planning Software, By Regina Crowder, Vaughan Archer, Matthew Mowrey,  Michelle Carlson, November 18, 2024.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Board International.

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