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Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.
Scope of the Report:
Financial planning software includes goals-based financial planning software, cash-flow-based financial planning software for financial advisors. The cash-flow-based type is leading the market at present. And the software can be also classified to cloud-based and on-promise type. The cloud-based type is growing faster at present.
Financial planning software is mainly used for two applications: SME (Small Business, Medium-sized Business), Large Business, Personal Purpose, etc. And SME (Small Business, Medium-sized Business) was the most widely used area which took up about 66.65% of the global total in 2017.
The global Financial Planning Software market is valued at 990 million USD in 2018 and is expected to reach 1890 million USD by the end of 2024, growing at a CAGR of 13.9% between 2019 and 2024.
The Asia-Pacific will occupy for more market share in following years, especially in China, also fast growing India and Southeast Asia regions.
North America, especially The United States, will still play an important role which cannot be ignored. Any changes from United States might affect the development trend of Financial Planning Software.
Europe also play important roles in global market, with market size of xx million USD in 2019 and will be xx million USD in 2024, with a CAGR of xx%.
This report studies the Financial Planning Software market status and outlook of Global and major regions, from angles of players, countries, product types and end industries; this report analyzes the top players in global market, and splits the Financial Planning Software market by product type and applications/end industries.
Market Segment by Companies, this report covers
PIEtech, Inc.
EMoney Advisor
Advicent
Money Tree
WealthTec
Oltis Software
Advisor Software
Envestnet
InStream Solutions
Wealthcare Capital Management
SunGard WealthStation (FIS)
Advizr
RightCapital
Cheshire Software
Razor Logic Systems
Moneywise Software
Struktur AG
Futurewise Technologies
ESPlanner Inc.
ISoftware Limited
FinPal Pty Ltd
WealthTrace
Sigma Conso
Prevero GmbH (Unit4)
SAP
Market Segment by Regions, regional analysis covers
North America (United States, Canada and Mexico)
Europe (Germany, France, UK, Russia and Italy)
Asia-Pacific (China, Japan, Korea, India and Southeast Asia)
South America (Brazil, Argentina, Colombia)
Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)
Market Segment by Type, covers
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Market Segment by Applications, can be divided into
SME
Large Enterprise
Personal Purpose
Other Purposes
The base year for the study has been considered 2019, historic year 2014 and 2018, the forecast period considered is from 2020 to 2027. The regions analyzed for the market include North America, Europe, South America, Asia Pacific, and Middle East and Africa. These regions are further analyzed at the country-level. The study also includes attractiveness analysis of type, application and regions which are benchmarked based on their market size, growth rate and attractiveness in terms of present and future opportunity for understanding the future growth of the market.
Market is segmented on the basis:
The report offers in-depth analysis of driving factors, opportunities, restraints, and challenges for gaining the key insight of the market. The report emphasizes on all the key trends that play a vital role in the enlargement of the market from 2019 to 2026.
The report provides company profile of the key players operating in the market and a comparative analysis based on their business overviews industry offering, segment market share, regional presence, business strategies, innovations, mergers & acquisitions, recent developments, joint venture, collaborations, partnerships, SWOT analysis, and key financial information.
Table of Contents
1 Financial Planning Software Market Overview
1.1 Product Overview and Scope of Financial Planning Software
1.2 Classification of Financial Planning Software by Types
1.2.1 Global Financial Planning Software Revenue Comparison by Types (2019-2024)
1.2.2 Global Financial Planning Software Revenue Market Share by Types in 2018
1.2.3 Cloud-based Financial Planning Software
1.2.4 On-promise Type Financial Planning Software
1.3 Global Financial Planning Software Market by Application
1.3.1 Global Financial Planning Software Market Size and Market Share Comparison by Applications (2014-2024)
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Purpose
1.3.5 Other Purposes
1.4 Global Financial Planning Software Market by Regions
1.4.1 Global Financial Planning Software Market Size (Million USD) Comparison by Regions (2014-2024)
1.4.1 North America (USA, Canada and Mexico) Financial Planning Software Status and Prospect (2014-2024)
1.4.2 Europe (Germany, France, UK, Russia and Italy) Financial Planning Software Status and Prospect (2014-2024)
1.4.3 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Financial Planning Software Status and Prospect (2014-2024)
1.4.4 South America (Brazil, Argentina, Colombia) Financial Planning Software Status and Prospect (2014-2024)
1.4.5 Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Financial Planning Software Status and Prospect (2014-2024)
1.5 Global Market Size of Financial Planning Software (2014-2024)
2 Manufacturers Profiles
2.1 PIEtech, Inc.
2.1.1 Business Overview
2.1.2 Financial Planning Software Type and Applications
2.1.2.1 Product A
2.1.2.2 Product B
2.1.3 PIEtech, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.2 EMoney Advisor
2.2.1 Business Overview
2.2.2 Financial Planning Software Type and Applications
2.2.2.1 Product A
2.2.2.2 Product B
2.2.3 EMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.3 Advicent
2.3.1 Business Overview
2.3.2 Financial Planning Software Type and Applications
2.3.2.1 Product A
2.3.2.2 Product B
2.3.3 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.4 Money Tree
2.4.1 Business Overview
2.4.2 Financial Planning Software Type and Applications
2.4.2.1 Product A
2.4.2.2 Product B
2.4.3 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.5 WealthTec
2.5.1 Business Overview
2.5.2 Financial Planning Software Type and Applications
2.5.2.1 Product A
2.5.2.2 Product B
2.5.3 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.6 Oltis Software
2.6.1 Business Overview
2.6.2 Financial Planning Software Type and Applications
2.6.2.1 Product A
2.6.2.2 Product B
2.6.3 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.7 Advisor Software
2.7.1 Business Overview
2.7.2 Financial Planning Software Type and Applications
2.7.2.1 Product A
2.7.2.2 Product B
2.7.3 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.8 Envestnet
2.8.1 Business Overview
2.8.2 Financial Planning Software Type and Applications
2.8.2.1 Product A
2.8.2.2 Product B
2.8.3 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.9 InStream Solutions
2.9.1 Business Overview
2.9.2 Financial Planning Software Type and Applications
2.9.2.1 Product A
2.9.2.2 Product B
2.9.3 InStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.10 Wealthcare Capital Management
2.10.1 Business Overview
2.10.2 Financial Planning Software Type and Applications
2.10.2.1 Product A
2.10.2.2 Product B
2.10.3 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.11 SunGard WealthStation (FIS)
2.11.1 Business Overview
2.11.2 Financial Planning Software Type and Applications
2.11.2.1 Product A
2.11.2.2 Product B
2.11.3 SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.12 Advizr
2.12.1 Business Overview
2.12.2 Financial Planning Software Type and Applications
2.12.2.1 Product A
2.12.2.2 Product B
2.12.3 Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.13 RightCapital
2.13.1 Business Overview
2.13.2 Financial Planning Software Type and Applications
2.13.2.1 Product A
2.13.2.2 Product B
2.13.3 RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.14 Cheshire Software
2.14.1 Business Overview
2.14.2 Financial Planning Software Type and Applications
2.14.2.1 Product A
2.14.2.2 Product B
2.14.3 Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.15 Razor Logic Systems
2.15.1 Business Overview
2.15.2 Financial Planning Software Type and Applications
2.15.2.1 Product A
2.15.2.2 Product B
2.15.3 Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.16 Moneywise Software
2.16.1 Business Overview
2.16.2 Financial Planning Software Type and Applications
2.16.2.1 Product A
2.16.2.2 Product B
2.16.3 Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.17 Struktur AG
2.17.1 Business Overview
2.17.2 Financial Planning Software Type and Applications
2.17.2.1 Product A
2.17.2.2 Product B
2.17.3 Struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.18 Futurewise Technologies
2.18.1 Business Overview
2.18.2 Financial Planning Software Type and Applications
2.18.2.1 Product A
2.18.2.2 Product B
2.18.3 Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.19 ESPlanner Inc.
2.19.1 Business Overview
2.19.2 Financial Planning Software Type and Applications
2.19.2.1 Product A
2.19.2.2 Product B
2.19.3 ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.20 ISoftware Limited
2.20.1 Business Overview
2.20.2 Financial Planning Software Type and Applications
2.20.2.1 Product A
2.20.2.2 Product B
2.20.3 ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.21 FinPal Pty Ltd
2.21.1 Business Overview
2.2.2 Financial Planning Software Type and Applications
2.21.2.1 Product A
2.21.2.2 Product B
2.21.3 FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.22 WealthTrace
2.22.1 Business Overview
2.22.2 Financial Planning Software Type and Applications
2.22.2.1 Product A
2.22.2.2 Product B
2.22.3 WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.23 Sigma Conso
2.23.1 Business Overview
2.23.2 Financial Planning Software Type and Applications
2.23.2.1 Product A
2.23.2.2 Product B
2.23.3 Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.24 Prevero GmbH (Unit4)
2.24.1 Business Overview
2.24.2 Financial Planning Software Type and Applications
2.24.2.1 Product A
2.24.2.2 Product B
2.24.3 Prevero GmbH (Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
2.25 SAP
2.25.1 Business Overview
2.25.2 Financial Planning Software Type and Applications
2.25.2.1 Product A
2.25.2.2 Product B
2.25.3 SAP Financial Planning Software Revenue, Gross Margin and Market Share (2017-2018)
3 Global Financial Planning Software Market Competition, by Players
3.1 Global Financial Planning Software Revenue and Share by Players (2014-2019)
3.2 Market Concentration Rate
3.2.1 Top 5 Financial Planning Software Players Market Share
3.2.2 Top 10 Financial Planning Software Players Market Share
3.3 Market Competition Trend
4 Global Financial Planning Software Market Size by Regions
4.1 Global Financial Planning Software Revenue and Market Share by Regions
4.2 North America Financial Planning Software Revenue and Growth Rate (2014-2019)
4.3 Europe Financial Planning Software Revenue and Growth Rate (2014-2019)
4.4 Asia-Pacific Financial Planning Software Revenue and Growth Rate (2014-2019)
4.5 South America Financial Planning Software Revenue and Growth Rate (2014-2019)
4.6 Middle East and Africa Financial Planning Software Revenue and Growth Rate (2014-2019)
5 North America Financial Planning Software Revenue by Countries
5.1 North America Financial Planning Software Revenue by Countries (2014-2019)
5.2 USA Financial Planning Software Revenue and Growth Rate (2014-2019)
5.3 Canada Financial Planning Software Revenue and Growth Rate (2014-2019)
5.4 Mexico Financial Planning Software Revenue and Growth Rate (2014-2019)
6 Europe Financial Planning Software Revenue by Countries
6.1 Europe Financial Planning Software Revenue by Countries (2014-2019)
6.2 Germany Financial Planning Software Revenue and Growth Rate (2014-2019)
6.3 UK Financial Planning Software Revenue and Growth Rate (2014-2019)
6.4 France Financial Planning Software Revenue and Growth Rate (2014-2019)
6.5 Russia Financial Planning Software Revenue and Growth Rate (2014-2019)
6.6 Italy Financial Planning Software Revenue and Growth Rate (2014-2019)
7 Asia-Pacific Financial Planning Software Revenue by Countries
7.1 Asia-Pacific Financial Planning Software Revenue by Countries (2014-2019)
7.2 China Financial Planning Software Revenue and Growth Rate (2014-2019)
7.3 Japan Financial Planning Software Revenue and Growth Rate (2014-2019)
7.4 Korea Financial Planning Software Revenue and Growth Rate (2014-2019)
7.5 India Financial Planning Software Revenue and Growth Rate (2014-2019)
7.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2014-2019)
8 South America Financial Planning Software Revenue by Countries
8.1 South America Financial Planning Software Revenue by Countries (2014-2019)
8.2 Brazil Financial Planning Software Revenue and Growth Rate (2014-2019)
8.3 Argentina Financial Planning Software Revenue and Growth Rate (2014-2019)
8.4 Colombia Financial Planning Software Revenue and Growth Rate (2014-2019)
9 Middle East and Africa Revenue Financial Planning Software by Countries
9.1 Middle East and Africa Financial Planning Software Revenue by Countries (2014-2019)
9.2 Saudi Arabia Financial Planning Software Revenue and Growth Rate (2014-2019)
9.3 UAE Financial Planning Software Revenue and Growth Rate (2014-2019)
9.4 Egypt Financial Planning Software Revenue and Growth Rate (2014-2019)
9.5 Nigeria Financial Planning Software Revenue and Growth Rate (2014-2019)
9.6 South Africa Financial Planning Software Revenue and Growth Rate (2014-2019)
10 Global Financial Planning Software Market Segment by Type
10.1 Global Financial Planning Software Revenue and Market Share by Type (2014-2019)
10.2 Global Financial Planning Software Market Forecast by Type (2019-2024)
10.3 Cloud-based Financial Planning Software Revenue Growth Rate (2014-2024)
10.4 On-promise Type Financial Planning Software Revenue Growth Rate (2014-2024)
11 Global Financial Planning Software Market Segment by Application
11.1 Global Financial Planning Software Revenue Market Share by Application (2014-2019)
11.2 Financial Planning Software Market Forecast by Application (2019-2024)
11.3 SME Revenue Growth (2014-2019)
11.4 Large Enterprise Revenue Growth (2014-2019)
11.5 Personal Purpose Revenue Growth (2014-2019)
11.6 Other Purposes Revenue Growth (2014-2019)
12 Global Financial Planning Software Market Size Forecast (2019-2024)
12.1 Global Financial Planning Software Market Size Forecast (2019-2024)
12.2 Global Financial Planning Software Market Forecast by Regions (2019-2024)
12.3 North America Financial Planning Software Revenue Market Forecast (2019-2024)
12.4 Europe Financial Planning Software Revenue Market Forecast (2019-2024)
12.5 Asia-Pacific Financial Planning Software Revenue Market Forecast (2019-2024)
12.6 South America Financial Planning Software Revenue Market Forecast (2019-2024)
12.7 Middle East and Africa Financial Planning Software Revenue Market Forecast (2019-2024)
13 Research Findings and Conclusion
14 Appendix
14.1 Methodology
14.2 Data Source
List of Tables and Figures
Figure Financial Planning Software Picture
Table Product Specifications of Financial Planning Software
Table Global Financial Planning Software and Revenue (Million USD) Ma
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