Your payment is in progress...

Global Financial Planning Software Market Size, Status And Forecast 2021-2027

Published on: Nov 2021 | From USD $3500 | Published By: LP RUSSIAN | Number Of Pages: 128

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.
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.

Market Analysis and Insights: Global Financial Planning Software Market
The global Financial Planning Software market size is projected to reach US$ 3486.9 million by 2027, from US$ 1463.9 million in 2020, at a CAGR of 13.2% during 2021-2027.
With industry-standard accuracy in analysis and high data integrity, the report makes a brilliant attempt to unveil key opportunities available in the global Financial Planning Software market to help players in achieving a strong market position. Buyers of the report can access verified and reliable market forecasts, including those for the overall size of the global Financial Planning Software market in terms of revenue.
On the whole, the report proves to be an effective tool that players can use to gain a competitive edge over their competitors and ensure lasting success in the global Financial Planning Software market. All of the findings, data, and information provided in the report are validated and revalidated with the help of trustworthy sources. The analysts who have authored the report took a unique and industry-best research and analysis approach for an in-depth study of the global Financial Planning Software market.

Global Financial Planning Software Scope and Market Size
Financial Planning Software market is segmented by company, region (country), by Type, and by Application. Players, stakeholders, and other participants in the global Financial Planning Software market will be able to gain the upper hand as they use the report as a powerful resource. The segmental analysis focuses on revenue and forecast by Type and by Application in terms of revenue and forecast for the period 2016-2027.

Segment by Type
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software

Segment by Application
SME
Large Enterprise
Personal Purpose
Others

By Region
North America
U.S.
Canada
Europe
Germany
France
U.K.
Italy
Russia
Nordic
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA

By Company
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

1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Financial Planning Software Market Size Growth Rate by Type: 2016 VS 2021 VS 2027
1.2.2 Cloud-based Financial Planning Software
1.2.3 On-promise Type Financial Planning Software
1.3 Market by Application
1.3.1 Global Financial Planning Software Market Share by Application: 2016 VS 2021 VS 2027
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Purpose
1.3.5 Others
1.4 Study Objectives
1.5 Years Considered

2 Global Growth Trends
2.1 Global Financial Planning Software Market Perspective (2016-2027)
2.2 Financial Planning Software Growth Trends by Regions
2.2.1 Financial Planning Software Market Size by Regions: 2016 VS 2021 VS 2027
2.2.2 Financial Planning Software Historic Market Share by Regions (2016-2021)
2.2.3 Financial Planning Software Forecasted Market Size by Regions (2022-2027)
2.3 Financial Planning Software Industry Dynamic
2.3.1 Financial Planning Software Market Trends
2.3.2 Financial Planning Software Market Drivers
2.3.3 Financial Planning Software Market Challenges
2.3.4 Financial Planning Software Market Restraints

3 Competition Landscape by Key Players
3.1 Global Top Financial Planning Software Players by Revenue
3.1.1 Global Top Financial Planning Software Players by Revenue (2016-2021)
3.1.2 Global Financial Planning Software Revenue Market Share by Players (2016-2021)
3.2 Global Financial Planning Software Market Share by Company Type (Tier 1, Tier 2 and Tier 3)
3.3 Players Covered: Ranking by Financial Planning Software Revenue
3.4 Global Financial Planning Software Market Concentration Ratio
3.4.1 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Financial Planning Software Revenue in 2020
3.5 Financial Planning Software Key Players Head office and Area Served
3.6 Key Players Financial Planning Software Product Solution and Service
3.7 Date of Enter into Financial Planning Software Market
3.8 Mergers & Acquisitions, Expansion Plans

4 Financial Planning Software Breakdown Data by Type
4.1 Global Financial Planning Software Historic Market Size by Type (2016-2021)
4.2 Global Financial Planning Software Forecasted Market Size by Type (2022-2027)

5 Financial Planning Software Breakdown Data by Application
5.1 Global Financial Planning Software Historic Market Size by Application (2016-2021)
5.2 Global Financial Planning Software Forecasted Market Size by Application (2022-2027)

6 North America
6.1 North America Financial Planning Software Market Size (2016-2027)
6.2 North America Financial Planning Software Market Size by Type
6.2.1 North America Financial Planning Software Market Size by Type (2016-2021)
6.2.2 North America Financial Planning Software Market Size by Type (2022-2027)
6.2.3 North America Financial Planning Software Market Size by Type (2016-2027)
6.3 North America Financial Planning Software Market Size by Application
6.3.1 North America Financial Planning Software Market Size by Application (2016-2021)
6.3.2 North America Financial Planning Software Market Size by Application (2022-2027)
6.3.3 North America Financial Planning Software Market Size by Application (2016-2027)
6.4 North America Financial Planning Software Market Size by Country
6.4.1 North America Financial Planning Software Market Size by Country (2016-2021)
6.4.2 North America Financial Planning Software Market Size by Country (2022-2027)
6.4.3 United States
6.4.4 Canada

7 Europe
7.1 Europe Financial Planning Software Market Size (2016-2027)
7.2 Europe Financial Planning Software Market Size by Type
7.2.1 Europe Financial Planning Software Market Size by Type (2016-2021)
7.2.2 Europe Financial Planning Software Market Size by Type (2022-2027)
7.2.3 Europe Financial Planning Software Market Size by Type (2016-2027)
7.3 Europe Financial Planning Software Market Size by Application
7.3.1 Europe Financial Planning Software Market Size by Application (2016-2021)
7.3.2 Europe Financial Planning Software Market Size by Application (2022-2027)
7.3.3 Europe Financial Planning Software Market Size by Application (2016-2027)
7.4 Europe Financial Planning Software Market Size by Country
7.4.1 Europe Financial Planning Software Market Size by Country (2016-2021)
7.4.2 Europe Financial Planning Software Market Size by Country (2022-2027)
7.4.3 Germany
7.4.4 France
7.4.5 U.K.
7.4.6 Italy
7.4.7 Russia
7.4.8 Nordic

8 Asia-Pacific
8.1 Asia-Pacific Financial Planning Software Market Size (2016-2027)
8.2 Asia-Pacific Financial Planning Software Market Size by Type
8.2.1 Asia-Pacific Financial Planning Software Market Size by Type (2016-2021)
8.2.2 Asia-Pacific Financial Planning Software Market Size by Type (2022-2027)
8.2.3 Asia-Pacific Financial Planning Software Market Size by Type (2016-2027)
8.3 Asia-Pacific Financial Planning Software Market Size by Application
8.3.1 Asia-Pacific Financial Planning Software Market Size by Application (2016-2021)
8.3.2 Asia-Pacific Financial Planning Software Market Size by Application (2022-2027)
8.3.3 Asia-Pacific Financial Planning Software Market Size by Application (2016-2027)
8.4 Asia-Pacific Financial Planning Software Market Size by Region
8.4.1 Asia-Pacific Financial Planning Software Market Size by Region (2016-2021)
8.4.2 Asia-Pacific Financial Planning Software Market Size by Region (2022-2027)
8.4.3 China
8.4.4 Japan
8.4.5 South Korea
8.4.6 Southeast Asia
8.4.7 India
8.4.8 Australia

9 Latin America
9.1 Latin America Financial Planning Software Market Size (2016-2027)
9.2 Latin America Financial Planning Software Market Size by Type
9.2.1 Latin America Financial Planning Software Market Size by Type (2016-2021)
9.2.2 Latin America Financial Planning Software Market Size by Type (2022-2027)
9.2.3 Latin America Financial Planning Software Market Size by Type (2016-2027)
9.3 Latin America Financial Planning Software Market Size by Application
9.3.1 Latin America Financial Planning Software Market Size by Application (2016-2021)
9.3.2 Latin America Financial Planning Software Market Size by Application (2022-2027)
9.3.3 Latin America Financial Planning Software Market Size by Application (2016-2027)
9.4 Latin America Financial Planning Software Market Size by Country
9.4.1 Latin America Financial Planning Software Market Size by Country (2016-2021)
9.4.2 Latin America Financial Planning Software Market Size by Country (2022-2027)
9.4.3 Mexico
9.4.4 Brazil

10 Middle East & Africa
10.1 Middle East & Africa Financial Planning Software Market Size (2016-2027)
10.2 Middle East & Africa Financial Planning Software Market Size by Type
10.2.1 Middle East & Africa Financial Planning Software Market Size by Type (2016-2021)
10.2.2 Middle East & Africa Financial Planning Software Market Size by Type (2022-2027)
10.2.3 Middle East & Africa Financial Planning Software Market Size by Type (2016-2027)
10.3 Middle East & Africa Financial Planning Software Market Size by Application
10.3.1 Middle East & Africa Financial Planning Software Market Size by Application (2016-2021)
10.3.2 Middle East & Africa Financial Planning Software Market Size by Application (2022-2027)
10.3.3 Middle East & Africa Financial Planning Software Market Size by Application (2016-2027)
10.4 Middle East & Africa Financial Planning Software Market Size by Country
10.4.1 Middle East & Africa Financial Planning Software Market Size by Country (2016-2021)
10.4.2 Middle East & Africa Financial Planning Software Market Size by Country (2022-2027)
10.4.3 Turkey
10.4.4 Saudi Arabia
10.4.5 UAE

11 Key Players Profiles
11.1 PIEtech, Inc.
11.1.1 PIEtech, Inc. Company Details
11.1.2 PIEtech, Inc. Business Overview
11.1.3 PIEtech, Inc. Financial Planning Software Introduction
11.1.4 PIEtech, Inc. Revenue in Financial Planning Software Business (2016-2021)
11.1.5 PIEtech, Inc. Recent Development
11.2 EMoney Advisor
11.2.1 EMoney Advisor Company Details
11.2.2 EMoney Advisor Business Overview
11.2.3 EMoney Advisor Financial Planning Software Introduction
11.2.4 EMoney Advisor Revenue in Financial Planning Software Business (2016-2021)
11.2.5 EMoney Advisor Recent Development
11.3 Advicent
11.3.1 Advicent Company Details
11.3.2 Advicent Business Overview
11.3.3 Advicent Financial Planning Software Introduction
11.3.4 Advicent Revenue in Financial Planning Software Business (2016-2021)
11.3.5 Advicent Recent Development
11.4 Money Tree
11.4.1 Money Tree Company Details
11.4.2 Money Tree Business Overview
11.4.3 Money Tree Financial Planning Software Introduction
11.4.4 Money Tree Revenue in Financial Planning Software Business (2016-2021)
11.4.5 Money Tree Recent Development
11.5 WealthTec
11.5.1 WealthTec Company Details
11.5.2 WealthTec Business Overview
11.5.3 WealthTec Financial Planning Software Introduction
11.5.4 WealthTec Revenue in Financial Planning Software Business (2016-2021)
11.5.5 WealthTec Recent Development
11.6 Oltis Software
11.6.1 Oltis Software Company Details
11.6.2 Oltis Software Business Overview
11.6.3 Oltis Software Financial Planning Software Introduction
11.6.4 Oltis Software Revenue in Financial Planning Software Business (2016-2021)
11.6.5 Oltis Software Recent Development
11.7 Advisor Software
11.7.1 Advisor Software Company Details
11.7.2 Advisor Software Business Overview
11.7.3 Advisor Software Financial Planning Software Introduction
11.7.4 Advisor Software Revenue in Financial Planning Software Business (2016-2021)
11.7.5 Advisor Software Recent Development
11.8 Envestnet
11.8.1 Envestnet Company Details
11.8.2 Envestnet Business Overview
11.8.3 Envestnet Financial Planning Software Introduction
11.8.4 Envestnet Revenue in Financial Planning Software Business (2016-2021)
11.8.5 Envestnet Recent Development
11.9 InStream Solutions
11.9.1 InStream Solutions Company Details
11.9.2 InStream Solutions Business Overview
11.9.3 InStream Solutions Financial Planning Software Introduction
11.9.4 InStream Solutions Revenue in Financial Planning Software Business (2016-2021)
11.9.5 InStream Solutions Recent Development
11.10 Wealthcare Capital Management
11.10.1 Wealthcare Capital Management Company Details
11.10.2 Wealthcare Capital Management Business Overview
11.10.3 Wealthcare Capital Management Financial Planning Software Introduction
11.10.4 Wealthcare Capital Management Revenue in Financial Planning Software Business (2016-2021)
11.10.5 Wealthcare Capital Management Recent Development
11.11 SunGard WealthStation (FIS)
11.11.1 SunGard WealthStation (FIS) Company Details
11.11.2 SunGard WealthStation (FIS) Business Overview
11.11.3 SunGard WealthStation (FIS) Financial Planning Software Introduction
11.11.4 SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2016-2021)
11.11.5 SunGard WealthStation (FIS) Recent Development
11.12 Advizr
11.12.1 Advizr Company Details
11.12.2 Advizr Business Overview
11.12.3 Advizr Financial Planning Software Introduction
11.12.4 Advizr Revenue in Financial Planning Software Business (2016-2021)
11.12.5 Advizr Recent Development
11.13 RightCapital
11.13.1 RightCapital Company Details
11.13.2 RightCapital Business Overview
11.13.3 RightCapital Financial Planning Software Introduction
11.13.4 RightCapital Revenue in Financial Planning Software Business (2016-2021)
11.13.5 RightCapital Recent Development
11.14 Cheshire Software
11.14.1 Cheshire Software Company Details
11.14.2 Cheshire Software Business Overview
11.14.3 Cheshire Software Financial Planning Software Introduction
11.14.4 Cheshire Software Revenue in Financial Planning Software Business (2016-2021)
11.14.5 Cheshire Software Recent Development
11.15 Razor Logic Systems
11.15.1 Razor Logic Systems Company Details
11.15.2 Razor Logic Systems Business Overview
11.15.3 Razor Logic Systems Financial Planning Software Introduction
11.15.4 Razor Logic Systems Revenue in Financial Planning Software Business (2016-2021)
11.15.5 Razor Logic Systems Recent Development
11.16 Moneywise Software
11.16.1 Moneywise Software Company Details
11.16.2 Moneywise Software Business Overview
11.16.3 Moneywise Software Financial Planning Software Introduction
11.16.4 Moneywise Software Revenue in Financial Planning Software Business (2016-2021)
11.16.5 Moneywise Software Recent Development
11.17 Struktur AG
11.17.1 Struktur AG Company Details
11.17.2 Struktur AG Business Overview
11.17.3 Struktur AG Financial Planning Software Introduction
11.17.4 Struktur AG Revenue in Financial Planning Software Business (2016-2021)
11.17.5 Struktur AG Recent Development
11.18 Futurewise Technologies
11.18.1 Futurewise Technologies Company Details
11.18.2 Futurewise Technologies Business Overview
11.18.3 Futurewise Technologies Financial Planning Software Introduction
11.18.4 Futurewise Technologies Revenue in Financial Planning Software Business (2016-2021)
11.18.5 Futurewise Technologies Recent Development
11.18 ESPlanner Inc.
11.25.1 ESPlanner Inc. Company Details
11.25.2 ESPlanner Inc. Business Overview
11.25.3 ESPlanner Inc. Financial Planning Software Introduction
11.25.4 ESPlanner Inc. Revenue in Financial Planning Software Business (2016-2021)
11.25.5 ESPlanner Inc. Recent Development
11.20 ISoftware Limited
11.20.1 ISoftware Limited Company Details
11.20.2 ISoftware Limited Business Overview
11.20.3 ISoftware Limited Financial Planning Software Introduction
11.20.4 ISoftware Limited Revenue in Financial Planning Software Business (2016-2021)
11.20.5 ISoftware Limited Recent Development
11.21 FinPal Pty Ltd
11.21.1 FinPal Pty Ltd Company Details
11.21.2 FinPal Pty Ltd Business Overview
11.21.3 FinPal Pty Ltd Financial Planning Software Introduction
11.21.4 FinPal Pty Ltd Revenue in Financial Planning Software Business (2016-2021)
11.21.5 FinPal Pty Ltd Recent Development
11.22 WealthTrace
11.22.1 WealthTrace Company Details
11.22.2 WealthTrace Business Overview
11.22.3 WealthTrace Financial Planning Software Introduction
11.22.4 WealthTrace Revenue in Financial Planning Software Business (2016-2021)
11.22.5 WealthTrace Recent Development
11.23 Sigma Conso
11.23.1 Sigma Conso Company Details
11.23.2 Sigma Conso Business Overview
11.23.3 Sigma Conso Financial Planning Software Introduction
11.23.4 Sigma Conso Revenue in Financial Planning Software Business (2016-2021)
11.23.5 Sigma Conso Recent Development
11.24 Prevero GmbH (Unit4)
11.24.1 Prevero GmbH (Unit4) Company Details
11.24.2 Prevero GmbH (Unit4) Business Overview
11.24.3 Prevero GmbH (Unit4) Financial Planning Software Introduction
11.24.4 Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2016-2021)
11.24.5 Prevero GmbH (Unit4) Recent Development
11.25 SAP
11.25.1 SAP Company Details
11.25.2 SAP Business Overview
11.25.3 SAP Financial Planning Software Introduction
11.25.4 SAP Revenue in Financial Planning Software Business (2016-2021)
11.25.5 SAP Recent Development

12 Analyst's Viewpoints/Conclusions

13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details

List of Tables
Table 1. Global Financial Planning Software Market Size Growth Rate by Type (US$ Million):2016 VS 2021 VS 2027
Table 2. Key Players of Cloud-based Financial Planning Software
Table 3. Key Players of On-promise Type Financial Planning Software
Table 4. Global Financial Planning Software Market Size Growth by Application (US$ Million): 2016 VS 2021 VS 2027
Table 5. Global Financial Planning Software Market Size by Regions (US$ Million): 2016 VS 2021 VS 2027
Table 6. Global Financial Planning Software Market Size by Regions (2016-2021) & (US$ Million)
Table 7. Global Financial Planning Software Market Share by Regions (2016-2021)
Table 8. Global Financial Planning Software Forecasted Market Size by Regions (2022-2027) & (US$ Million)
Table 9. Global Financial Planning Software Market Share by Regions (2022-2027)
Table 10. Financial Planning Software Market Trends
Table 11. Financial Planning Software Market Drivers
Table 12. Financial Planning Software Market Challenges
Table 13. Financial Planning Software Market Restraints
Table 14. Global Financial Planning Software Revenue by Players (2016-2021) & (US$ Million)
Table 15. Global Financial Planning Software Market Share by Players (2016-2021)
Table 16. Global Top Financial Planning Software Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Financial Planning Software as of 2020)
Table 17. Ranking of Global Top Financial Planning Software Companies by Revenue (US$ Million) in 2020
Table 18. Global 5 Largest Players Market Share by Financial Planning Software Revenue (CR5 and HHI) & (2016-2021)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players Financial Planning Software Product Solution and Service
Table 21. Date of Enter into Financial Planning Software Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
Table 24. Global Financial Planning Software Revenue Market Share by Type (2016-2021)
Table 25. Global Financial Planning Software Forecasted Market Size by Type (2022-2027) (US$ Million)
Table 26. Global Financial Planning Software Revenue Market Share by Type (2022-2027) & (US$ Million)
Table 27. Global Financial Planning Software Market Size Share by Application (2016-2021) & (US$ Million)
Table 28. Global Financial Planning Software Revenue Market Share by Application (2016-2021)
Table 29. Global Financial Planning Software Forecasted Market Size by Application (2022-2027) (US$ Million)
Table 30. Global Financial Planning Software Revenue Market Share by Application (2022-2027) & (US$ Million)
Table 31. North America Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
Table 32. North America Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
Table 33. North America Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
Table 34. North America Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
Table 35. North America Financial Planning Software Market Size by Country (2016-2021) & (US$ Million)
Table 36. North America Financial Planning Software Market Size by Country (2022-2027) & (US$ Million)
Table 37. Europe Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
Table 38. Europe Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
Table 39. Europe Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
Table 40. Europe Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
Table 41. Europe Financial Planning Software Market Size by Country (2016-2021) & (US$ Million)
Table 42. Europe Financial Planning Software Market Size by Country (2022-2027) & (US$ Million)
Table 43. Asia-Pacific Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
Table 44. Asia-Pacific Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
Table 45. Asia-Pacific Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
Table 46. Asia-Pacific Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
Table 47. Asia-Pacific Financial Planning Software Market Size by Region (2016-2021) & (US$ Million)
Table 48. Asia-Pacific Financial Planning Software Market Size by Region (2022-2027) & (US$ Million)
Table 49. Latin America Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
Table 50. Latin America Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
Table 51. Latin America Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
Table 52. Latin America Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
Table 53. Latin America Financial Planning Software Market Size by Country (2016-2021) & (US$ Million)
Table 54. Latin America Financial Planning Software Market Size by Country (2022-2027) & (US$ Million)
Table 55. Middle East & Africa Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
Table 56. Middle East & Africa Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
Table 57. Middle East & Africa Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
Table 58. Middle East & Africa Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
Table 59. Middle East & Africa Financial Planning Software Market Size by Country (2016-2021) & (US$ Million)
Table 60. Middle East & Africa Financial Planning Software Market Size by Country (2022-2027) & (US$ Million)
Table 61. PIEtech, Inc. Company Details
Table 62. PIEtech, Inc. Business Overview
Table 63. PIEtech, Inc. Financial Planning Software Product
Table 64. PIEtech, Inc. Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 65. PIEtech, Inc. Recent Development
Table 66. EMoney Advisor Company Details
Table 67. EMoney Advisor Business Overview
Table 68. EMoney Advisor Financial Planning Software Product
Table 69. EMoney Advisor Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 70. EMoney Advisor Recent Development
Table 71. Advicent Company Details
Table 72. Advicent Business Overview
Table 73. Advicent Financial Planning Software Product
Table 74. Advicent Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 75. Advicent Recent Development
Table 76. Money Tree Company Details
Table 77. Money Tree Business Overview
Table 78. Money Tree Financial Planning Software Product
Table 79. Money Tree Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 80. Money Tree Recent Development
Table 81. WealthTec Company Details
Table 82. WealthTec Business Overview
Table 83. WealthTec Financial Planning Software Product
Table 84. WealthTec Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 85. WealthTec Recent Development
Table 86. Oltis Software Company Details
Table 87. Oltis Software Business Overview
Table 88. Oltis Software Financial Planning Software Product
Table 89. Oltis Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 90. Oltis Software Recent Development
Table 91. Advisor Software Company Details
Table 92. Advisor Software Business Overview
Table 93. Advisor Software Financial Planning Software Product
Table 94. Advisor Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 95. Advisor Software Recent Development
Table 96. Envestnet Company Details
Table 97. Envestnet Business Overview
Table 98. Envestnet Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 99. Envestnet Recent Development
Table 100. InStream Solutions Company Details
Table 101. InStream Solutions Business Overview
Table 102. InStream Solutions Financial Planning Software Product
Table 103. InStream Solutions Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 104. InStream Solutions Recent Development
Table 105. Wealthcare Capital Management Company Details
Table 106. Wealthcare Capital Management Business Overview
Table 107. Wealthcare Capital Management Financial Planning Software Product
Table 108. Wealthcare Capital Management Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 109. Wealthcare Capital Management Recent Development
Table 110. SunGard WealthStation (FIS) Company Details
Table 111. SunGard WealthStation (FIS) Business Overview
Table 112. SunGard WealthStation (FIS) Financial Planning Software Product
Table 113. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 114. SunGard WealthStation (FIS) Recent Development
Table 115. Advizr Company Details
Table 116. Advizr Business Overview
Table 117. Advizr Financial Planning Software Product
Table 118. Advizr Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 119. Advizr Recent Development
Table 120. RightCapital Company Details
Table 121. RightCapital Business Overview
Table 122. RightCapital Financial Planning Software Product
Table 123. RightCapital Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 124. RightCapital Recent Development
Table 125. Cheshire Software Company Details
Table 126. Cheshire Software Business Overview
Table 127. Cheshire Software Financial Planning Software Product
Table 128. Cheshire Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 129. Cheshire Software Recent Development
Table 130. Razor Logic Systems Company Details
Table 131. Razor Logic Systems Business Overview
Table 132. Razor Logic Systems Financial Planning Software Product
Table 133. Razor Logic Systems Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 134. Razor Logic Systems Recent Development
Table 135. Moneywise Software Company Details
Table 136. Moneywise Software Business Overview
Table 137. Moneywise Software Financial Planning Software Product
Table 138. Moneywise Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 139. Moneywise Software Recent Development
Table 140. Struktur AG Company Details
Table 141. Struktur AG Business Overview
Table 142. Struktur AG Financial Planning Software Product
Table 143. Struktur AG Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 144. Struktur AG Recent Development
Table 145. Futurewise Technologies Company Details
Table 146. Futurewise Technologies Business Overview
Table 147. Futurewise Technologies Financial Planning Software Product
Table 148. Futurewise Technologies Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 149. Futurewise Technologies Recent Development
Table 150. ESPlanner Inc. Company Details
Table 151. ESPlanner Inc. Business Overview
Table 152. ESPlanner Inc. Financial Planning Software Product
Table 153. ESPlanner Inc. Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 154. ESPlanner Inc. Recent Development
Table 155. ISoftware Limited Company Details
Table 156. ISoftware Limited Business Overview
Table 157. ISoftware Limited Financial Planning Software Product
Table 158. ISoftware Limited Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 159. ISoftware Limited Recent Development
Table 160. FinPal Pty Ltd Company Details
Table 161. FinPal Pty Ltd Business Overview
Table 162. FinPal Pty Ltd Financial Planning Software Product
Table 163. FinPal Pty Ltd Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 164. FinPal Pty Ltd Recent Development
Table 165. WealthTrace Company Details
Table 166. WealthTrace Business Overview
Table 167. WealthTrace Financial Planning Software Product
Table 168. WealthTrace Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 169. WealthTrace Recent Development
Table 170. Sigma Conso Company Details
Table 171. Sigma Conso Business Overview
Table 172. Sigma Conso Financial Planning Software Product
Table 173. Sigma Conso Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 174. Sigma Conso Recent Development
Table 175. Prevero GmbH (Unit4) Company Details
Table 176. Prevero GmbH (Unit4) Business Overview
Table 177. Prevero GmbH (Unit4) Financial Planning SoftwareProduct
Table 178. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 179. Prevero GmbH (Unit4) Recent Development
Table 180. SAP Company Details
Table 181. SAP Business Overview
Table 182. SAP Financial Planning Software Product
Table 183. SAP Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
Table 184. SAP Recent Development
Table 185. Research Programs/Design for This Report
Table 186. Key Data Information from Secondary Sources
Table 187. Key Data Information from Primary Sources
List of Figures
Figure 1. Global Financial Planning Software Market Share by Type: 2020 VS 2027
Figure 2. Cloud-based Financial Planning Software Features
Figure 3. On-promise Type Financial Planning Software Features
Figure 4. Global Financial Planning Software Market Share by Application: 2020 VS 2027
Figure 5. SME Case Studies
Figure 6. Large Enterprise Case Studies
Figure 7. Personal Purpose Case Studies
Figure 8. Others Case Studies
Figure 9. Financial Planning Software Report Years Considered
Figure 10. Global Financial Planning Software Market Size (US$ Million), Year-over-Year: 2016-2027
Figure 11. Global Financial Planning Software Market Size (US$ Million), 2016 VS 2021 VS 2027
Figure 12. Global Financial Planning Software Market Share by Regions: 2020 VS 2027
Figure 13. Global Financial Planning Software Market Share by Regions (2022-2027)
Figure 14. Global Financial Planning Software Market Share by Players in 2020
Figure 15. Global Top Financial Planning Software Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Financial Planning Software as of 2020
Figure 16. The Top 10 and 5 Players Market Share by Financial Planning Software Revenue in 2020
Figure 17. Global Financial Planning Software Revenue Market Share by Type (2016-2021)
Figure 18. Global Financial Planning Software Revenue Market Share by Type (2022-2027)
Figure 19. North America Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 20. North America Financial Planning Software Market Share by Type (2016-2027)
Figure 21. North America Financial Planning Software Market Share by Application (2016-2027)
Figure 22. North America Financial Planning Software Market Share by Country (2016-2027)
Figure 23. United States Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 24. Canada Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 25. Europe Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 26. Europe Financial Planning Software Market Share by Type (2016-2027)
Figure 27. Europe Financial Planning Software Market Share by Application (2016-2027)
Figure 28. Europe Financial Planning Software Market Share by Country (2016-2027)
Figure 29. Germany Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 30. France Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 31. U.K. Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 32. Italy Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 33. Russia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 34. Nordic Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 35. Asia-Pacific Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 36. Asia-Pacific Financial Planning Software Market Share by Type (2016-2027)
Figure 37. Asia-Pacific Financial Planning Software Market Share by Application (2016-2027)
Figure 38. Asia-Pacific Financial Planning Software Market Share by Region (2016-2027)
Figure 39. China Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 40. Japan Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 41. South Korea Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 42. Southeast Asia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 43. India Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 44. Australia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 45. Latin America Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 46. Latin America Financial Planning Software Market Share by Type (2016-2027)
Figure 47. Latin America Financial Planning Software Market Share by Application (2016-2027)
Figure 48. Latin America Financial Planning Software Market Share by Country (2016-2027)
Figure 49. Mexico Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 50. Brazil Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 51. Middle East & Africa Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 52. Middle East & Africa Financial Planning Software Market Share by Type (2016-2027)
Figure 53. Middle East & Africa Financial Planning Software Market Share by Application (2016-2027)
Figure 54. Middle East & Africa Financial Planning Software Market Share by Country (2016-2027)
Figure 55. Turkey Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 56. Saudi Arabia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 57. UAE Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
Figure 58. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 59. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 60. Advicent Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 61. Money Tree Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 62. WealthTec Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 63. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 64. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 65. Envestnet Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 66. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 67. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 68. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 69. Advizr Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 70. RightCapital Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 71. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 72. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 73. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 74. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 75. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 76. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 77. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 78. FinPal Pty Ltd Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 79. WealthTrace Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 80. Sigma Conso Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 81. Prevero GmbH (Unit4) Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 82. SAP Revenue Growth Rate in Financial Planning Software Business (2016-2021)
Figure 83. Bottom-up and Top-down Approaches for This Report
Figure 84. Data Triangulation
Figure 85. Key Executives Interviewed

SECONDARY RESEARCH
Secondary Research Information is collected from a number of publicly available as well as paid databases. Public sources involve publications by different associations and governments, annual reports and statements of companies, white papers and research publications by recognized industry experts and renowned academia etc. Paid data sources include third party authentic industry databases.

PRIMARY RESEARCH
Once data collection is done through secondary research, primary interviews are conducted with different stakeholders across the value chain like manufacturers, distributors, ingredient/input suppliers, end customers and other key opinion leaders of the industry. Primary research is used both to validate the data points obtained from secondary research and to fill in the data gaps after secondary research.

MARKET ENGINEERING
The market engineering phase involves analyzing the data collected, market breakdown and forecasting. Macroeconomic indicators and bottom-up and top-down approaches are used to arrive at a complete set of data points that give way to valuable qualitative and quantitative insights. Each data point is verified by the process of data triangulation to validate the numbers and arrive at close estimates.

EXPERT VALIDATION
The market engineered data is verified and validated by a number of experts, both in-house and external.

REPORT WRITING/ PRESENTATION
After the data is curated by the mentioned highly sophisticated process, the analysts begin to write the report. Garnering insights from data and forecasts, insights are drawn to visualize the entire ecosystem in a single report.

FAQs

Market research is a defined process to collect information about customers, competitors, and everything that a business needs to understand to sustain and grow. It offers important analysis to distinguish and examine the market needs, size, and trends. Market research is generally divided into, primary research and/or secondary research.

The process usually includes collection and interpretation of market data by using statistical and analytical techniques to support the decision making process.

The report helps in identifying and tracking emerging players in the market and their portfolios, enhances decision making capabilities and helps to create effective counter strategies to gain competitive advantage.

Market research reports provide in-depth analysis about the market conditions and requirements for effective decision making.
The report provides a snapshot of the global market size, segmentation data, marketing growth strategies, market share, export and import information, analysis and forecast of market trends, competition, domestic production, best sales prospects, statistical data, tariffs, regulations, distribution and business practices, end-user analysis, contact points and more.

These research reports include information about competitive strategies, solutions, fact-based research, key takeaways, recommendations, market considerations, emerging business models and market opportunities for multiple segments of an industry.

Market research reports assist in solving business problems and making better decisions to improve business as per the prevalent market trends.
When you place an order with MarketInsightsReports, we try our best to deliver the product as soon as possible. The report will be delivered to you either by email or by physical delivery. If it’s delivered by email the order will be dispatched on the same working day or on the next working day of receipt of payment (unless otherwise specified on our website). There may be exceptions to this if you place order on a non-working day specifically because our publisher partners are located all over the globe. In case of physical delivery report will be couriered to you within 3 working days from the date of the receipt of payment and delivery time will differ based on your location

Any person who has the capacity to make decisions for the business must buy the reports. These reports help management in decision making process. Market research helps person to obtain market information from different sources, and in multiple formats. It aims to study supply and demand, analyze data as per geography, age factors, demography, technology, product, psychographic & gender differences, and many other parameters. Access to in-depth market trends helps person to assess the market effectiveness. Some of the multiple techniques used for market research include customer analysis, choice modeling, competition and risk analysis, product research, advertising the research, marketing mix modeling, simulated test marketing, and more.
Market research studies several features of business environment, such as competitors, market structure, government regulations, economic trends, technological advances and financial analysis of companies, industries, and sectors. This helps person in the decision-making process of planning and implementing strategies for their markets.

The generation of research report is concerned by most clients when purchasing it. Following general steps are taken for generating reports.
1. Choose a topic.
2. Make skeleton catalogue.
3. Fill content. As for report content, there are two main information source, Primary and Secondary data collection. Secondary data collectionrefers to information searched from the Internet or data bought from database. Primary data collection refers to information concluded from telephone interview, face-to-face interview, expert’s interview, meeting etc.
4. Audit the report
5. Publish the report.

With regard to information cost, information searching costs the least, database support the second least, and telephone interview the third least. Face-face interview cost higher, in-depth interview much higher and expert interview the highest. A research may adopt all of these approaches, or just some of them.
In general, a good-quality research report needs 1-3 months to be finished. Time and method varies according to different Publishers. Thus, it’s difficult to define an exact procedure or process of making research report. Both time and cost vary. However, specialization has become a basic industry standard. Professional and dedicated products will be more and more popular.
MarketInsightsReports has focused on various fields such as Life Science, IT, Telecommunication, Food& Beverages, Energy & Power, Automotive & Transportation, Materials& Chemicals, Financial Services and many more. These market research reports are available for all regions around the globe.
When you place an order with MarketInsightsReports, we try our best to deliver the product as soon as possible. The report will be delivered to you either by email or by physical delivery. If it’s delivered by email the order will be dispatched on the same working day or on the next working day of receipt of payment (unless otherwise specified on our website).

There may be exceptions to this if you place order on a non-working day specifically because our publisher partners are located all over the globe. In case of physical delivery report will be couriered to you within 3 working days from the date of the receipt of payment and delivery time will differ based on your location

Please Choose License Type

USD $3500
USD $4500
USD $6000
Offer

Why Us

  • Why Us In-depth database
    Our Report’s database covers almost all topics of all regions over the Globe..
  • Recognised publishing sources Recognised publishing sources
    Tie ups with top publishers around the globe.
  • Customer Support Customer Support
    Complete pre and post sales support.
  • Safe & Secure Safe & Secure
    Complete secure payment process.