Report Summary
Eternity Insights has published a new study on Global Financial Planning Software Market focusing on key segments as by Type (Cloud-based Financial Planning Software,On-promise Type Financial Planning Software, Other), by Application (SME,Large Enterprise,Personal Purpose,Other Purposes), and by region. This deep dive re-search report highlights the market and competitive intelligence across the key segments of the mar-ket. The report also considers the impact of COVID-19 on the global Financial Planning Software Market.
The report considers 2018-2020 as historic period, 2021 as base year, and 2022-2028 as forecast period. The report includes quantitative analysis of the market supported by the market drivers, challenges, and trends to accurately map the market scenario and competition. Moreover, key insights related to market having direct impact on the market will also be covered.
Financial Planning Software Market report is based on robust research methodology designed using blend of research ap-proaches developed using secondary/desk research and validated through the primary research and expert insights. Eternity Insights also uses paid data bases such as FACIVA, Hoovers, and other bench-marking and forecasting tools to provide accurate statistical analysis of supply and demand trends.
Global Financial Planning Software Market Size, 2018-2028 (USD Million)
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Global Financial Planning Software Market Segmentation:
Financial Planning Software Market, By Type
- Cloud-based Financial Planning Software
- On-promise Type Financial Planning Software
- Other
Financial Planning Software Market, By Application
- SME
- Large Enterprise
- Personal Purpose
- Other Purposes
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Geographically, the market is categorized in to five regions as North America, Europe, Asia Pacific, Latin America, and the Middle East and Africa. North America region dominates the global Financial Planning Software market in terms of demand generation. The Financial Planning Software market in Asia Pacific region is expected to grow at significantly high growth rate. The regional market is further sub-segmented and analyzed at granular level across key countries. The report will include market size and forecast for Financial Planning Software market for below listed coun-tries across each region.
North America (U.S. and Canada), Europe (Germany, France, Italy, UK, Spain, and Rest of Europe), Asia Pacific (China, India, Japan, Australia, and Rest of Asia Pacific region); Latin America (Brazil, Mexico, and rest of the Latin America); Middle East and Africa (GCC, South Africa, and Rest of the Middle East and Africa).
Global Financial Planning Software Market Taxonomy:
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Global Financial Planning Software Market Competitive Landscape
The global Financial Planning Software market analysis report covers detailed analysis of competitive scenario across globe. The report includes profiles of leading players covering below details
- Company Overview
- Financial Analysis
- Product Portfolio Analysis
- Strategic Overview
- SWOT Analysis
List of Companies Profiled in the report:
- 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
- Other Players of Specific Interest can be added based on requirement
Market Segmentation
| Report Attributes |
Details |
| The market size value in 2021 |
USD XX.XX Million |
| CAGR (2021 - 2028) |
XX.XX % |
| The Revenue forecast in 2028 |
USD XX.XX Million |
| Base year for estimation |
2021 |
| Historical data |
2018-2019 |
| Forecast period |
2022-2028 |
| Quantitative units |
- Revenue in USD Million
- CAGR from 2021 to 2028
|
| Report coverage |
Revenue forecast, company ranking, competitive landscape, growth factors, and trends |
| Segments covered |
By Type Outlook, Application Outlook, Regional Outlook |
| By Type Outlook |
Cloud-based Financial Planning Software,On-promise Type Financial Planning Software, Other |
| By Application Outlook |
SME,Large Enterprise,Personal Purpose,Other Purposes |
| Regional scope |
North America, Europe, Asia Pacific, Latin America, Middle East & Africa |
| Country scope |
U.S., Canada, U.K., Germany, France, BENELUX, China, India, Japan, South Korea, Brazil, Saudi Arabia, UAE, Turkey |
| Key companies profiled |
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 |
| Customization Available |
Yes, the report can be tailored to meet your specific requirements. |
Key Benefits to the stake holders
- Qualitative and quantitative analysis of the market based on segmentation involving both economic as well as non-economic factors
- Provision of market value (USD Billion) and volume (Tons) data for each segment and sub-segment
- Indicates the region and segment that is expected to witness the fastest growth as well as to dominate the market
- Analysis by geography highlighting the consumption of the product/service in the region as well as indicating the factors that are affecting the market within each region
- Competitive landscape which incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions and acquisitions in the past five years of companies profiled
- Extensive company profiles comprising of company overview, company insights, product benchmarking and SWOT analysis for the major market players
- The current as well as the future market outlook of the industry with respect to recent developments (which involve growth opportunities and drivers as well as challenges and restraints of both emerging as well as developed regions
- Includes an in-depth analysis of the market of various perspectives through Porter’s five forces analysis
- Provides insight into the market through Value Chain
- Market dynamics scenario, along with growth opportunities of the market in the years to come
Table Of Contents
Table of Contents
Global Financial Planning Software Market Report 2020, Forecast to 2027
1 Scope of the Study
1.1 Financial Planning Software Introduction
1.2 Research Programs
1.3 Analysis of Macroeconomic Indicators
1.4 Years Considered
1.5 Methodology
1.6 Data Source
1.7 Research Objectives
2 Financial Planning Software Industry Overview
2.1 Global Financial Planning Software Market Size (Million USD) Comparison by Regions (2020-2027)
2.1.1 Financial Planning Software Global Main Region Market Analysis
2.2 Market Analysis by Type
2.2.1 Cloud-based Financial Planning Software
2.2.2 On-promise Type Financial Planning Software
2.3.2 Large Enterprise
2.3.3 Personal Purpose
2.3.4 Other Purposes
2.4.2 Global Financial Planning Software Revenue and Market Share by Manufacturer (2018-2020)
2.4.3 Global Financial Planning Software Industry Concentration Ratio (CR5 and HHI)
2.4.4 Top 5 Financial Planning Software Manufacturer Market Share
2.4.5 Top 10 Financial Planning Software Manufacturer Market Share
2.4.6 Date of Key Manufacturers Enter into Financial Planning Software Market
2.4.7 Key Manufacturers Financial Planning Software Product Offered
2.4.8 Mergers & Acquisitions Planning
2.5 Financial Planning Software Historical Development Overview
2.6 Market Dynamics
2.6.1 Market Opportunities
2.6.2 Market Risk
2.6.3 Market Driving Force
2.6.4 Porter's Five Forces Analysis
3 Related Market Analysis
3.1 Related Market Overview
3.2 Macro Analysis of Upstream Markets
3.3 Key Players in Related Markets
3.4 Related Markets Trend Analysis
4 Global Financial Planning Software Market Size Categorized by Regions
4.1 Global Financial Planning Software Revenue and Market Share by Regions
4.1.1 Global Financial Planning Software Sales and Market Share by Regions (2015-2020)
4.1.2 Global Financial Planning Software Revenue and Market Share by Regions (2015-2020)
4.2 Europe Financial Planning Software Revenue and Growth Rate (2015-2020)
4.3 APAC Financial Planning Software Revenue and Growth Rate (2015-2020)
4.4 North America Financial Planning Software Revenue and Growth Rate (2015-2020)
4.5 South America Financial Planning Software Revenue and Growth Rate (2015-2020)
4.6 Middle East & Africa Financial Planning Software Revenue and Growth Rate (2015-2020)
5 Europe Financial Planning Software Market Size Categorized by Countries
5.1 Europe Financial Planning Software Revenue and Market Share by Countries
5.1.1 Europe Financial Planning Software Revenue by Countries (2015-2020)
5.1.2 Germany Financial Planning Software Revenue and Growth Rate (2015-2020)
5.1.3 UK Financial Planning Software Revenue and Growth Rate (2015-2020)
5.1.4 France Financial Planning Software Revenue and Growth Rate (2015-2020)
5.1.5 Russia Financial Planning Software Revenue and Growth Rate (2015-2020)
5.1.6 Italy Financial Planning Software Revenue and Growth Rate (2015-2020)
5.1.7 Spain Financial Planning Software Revenue and Growth Rate (2015-2020)
5.2 Europe Financial Planning Software Revenue (Value) by Manufacturers (2018-2020)
5.3 Europe Financial Planning Software Revenue and Market Share by Type (2015-2020)
5.4 Europe Financial Planning Software Revenue and Market Share by Application (2015-2020)
6 Asia-Pacific Financial Planning Software Market Size Categorized by Countries
6.1 Asia-Pacific Financial Planning Software Revenue and Market Share by Countries
6.1.1 Asia-Pacific Financial Planning Software Revenue by Countries (2015-2020)
6.1.2 China Financial Planning Software Revenue and Growth Rate (2015-2020)
6.1.3 Japan Financial Planning Software Revenue and Growth Rate (2015-2020)
6.1.4 Korea Financial Planning Software Revenue and Growth Rate (2015-2020)
6.1.5 India Financial Planning Software Revenue and Growth Rate (2015-2020)
6.1.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2015-2020)
6.1.7 Australia Financial Planning Software Revenue and Growth Rate (2015-2020)
6.2 Asia-Pacific Financial Planning Software Revenue (Value) by Players (2018-2020)
6.3 Asia-Pacific Financial Planning Software Revenue and Market Share by Type (2015-2020)
6.4 Asia-Pacific Financial Planning Software Revenue and Market Share by Application (2015-2020)
7 North America Financial Planning Software Market Size Categorized by Countries
7.1 North America Financial Planning Software Revenue and Market Share by Countries
7.1.1 North America Financial Planning Software Revenue by Countries (2015-2020)
7.1.2 United States Financial Planning Software Revenue and Growth Rate (2015-2020)
7.1.3 Canada Financial Planning Software Revenue and Growth Rate (2015-2020)
7.1.4 Mexico Financial Planning Software Revenue and Growth Rate (2015-2020)
7.2 North America Financial Planning Software Revenue (Value) by Players (2018-2020)
7.3 North America Financial Planning Software Revenue and Market Share by Type (2015-2020)
7.4 North America Financial Planning Software Revenue and Market Share by Application (2015-2020)
8 South America Financial Planning Software Market Size Categorized by Countries
8.1 South America Financial Planning Software Revenue and Market Share by Countries
8.1.1 South America Financial Planning Software Revenue by Countries (2015-2020)
8.1.2 Brazil Financial Planning Software Revenue and Growth Rate (2015-2020)
8.2 South America Financial Planning Software Revenue (Value) by Players (2018-2020)
8.3 South America Financial Planning Software Revenue and Market Share by Type (2015-2020)
8.4 South America Financial Planning Software Revenue and Market Share by Application (2015-2020)
9 Middle East and Africa Financial Planning Software Market Size Categorized by Countries
9.1 Middle East and Africa Financial Planning Software Revenue and Market Share by Countries
9.1.1 Middle East and Africa Financial Planning Software Revenue by Countries (2015-2020)
9.1.2 GCC Countries Financial Planning Software Revenue and Growth Rate (2015-2020)
9.1.3 Turkey Financial Planning Software Revenue and Growth Rate (2015-2020)
9.1.4 Egypt Financial Planning Software Revenue and Growth Rate (2015-2020)
9.1.5 South Africa Financial Planning Software Revenue and Growth Rate (2015-2020)
9.2 Middle East and Africa Financial Planning Software Revenue (Value) by Players (2018-2020)
9.3 Middle East and Africa Financial Planning Software Revenue and Market Share by Type (2015-2020)
9.4 Middle East and Africa Financial Planning Software Revenue and Market Share by Application (2015-2020)
10 Global Financial Planning Software Market Segment by Type
10.1 Global Financial Planning Software Revenue and Market Share by Type (2015-2020)
10.2 Global Financial Planning Software Market Forecast by Type (2020-2027)
10.3 Cloud-based Financial Planning Software Revenue Growth Rate
10.4 On-promise Type Financial Planning Software Revenue Growth Rate
11.1 Global Financial Planning Software Revenue Market Share by Application (2015-2020)
11.2 Global Financial Planning Software Market Forecast by Application (2020-2027)
11.3 SME Revenue Growth Rate (2015-2027)
11.4 Large Enterprise Revenue Growth Rate (2015-2027)
11.5 Personal Purpose Revenue Growth Rate (2015-2027)
11.6 Other Purposes Revenue Growth Rate (2015-2027)
12.1 Global Financial Planning Software Market Size Forecast (2020-2027)
12.2 Financial Planning Software Market Forecast by Regions (2020-2027)
12.3 Europe Financial Planning Software Revenue Market Forecast (2020-2027)
12.4 APAC Financial Planning Software Revenue Market Forecast (2020-2027)
12.5 North America Financial Planning Software Revenue Market Forecast (2020-2027)
12.6 South America Financial Planning Software Revenue Market Forecast (2020-2027)
12.7 Middle East & Africa Financial Planning Software Revenue Market Forecast (2020-2027)
13 Analysis of Financial Planning Software Industry Key Vendors
13.1 PIEtech?, Inc.
13.1.1 Company Details
13.1.2 Product Information
13.1.3 PIEtech?, Inc. Financial Planning Software Revenue and Gross Margin (2018-2020)
13.1.4 Main Business Overview
13.1.5 PIEtech?, Inc. News
13.2 eMoney Advisor
13.2.1 Company Details
13.2.2 Product Information
13.2.3 eMoney Advisor Financial Planning Software Revenue and Gross Margin (2018-2020)
13.2.4 Main Business Overview
13.2.5 eMoney Advisor News
13.3 Advicent
13.3.1 Company Details
13.3.2 Product Information
13.3.3 Advicent Financial Planning Software Revenue and Gross Margin (2018-2020)
13.3.4 Main Business Overview
13.3.5 Advicent News
13.4 Money Tree
13.4.1 Company Details
13.4.2 Product Information
13.4.3 Money Tree Financial Planning Software Revenue and Gross Margin (2018-2020)
13.4.4 Main Business Overview
13.4.5 Money Tree News
13.5 WealthTec
13.5.1 Company Details
13.5.2 Product Information
13.5.3 WealthTec Financial Planning Software Revenue and Gross Margin (2018-2020)
13.5.4 Main Business Overview
13.5.5 WealthTec News
13.6 Oltis Software
13.6.1 Company Details
13.6.2 Product Information
13.6.3 Oltis Software Financial Planning Software Revenue and Gross Margin (2018-2020)
13.6.4 Main Business Overview
13.6.5 Oltis Software News
13.7 Advisor Software
13.7.1 Company Details
13.7.2 Product Information
13.7.3 Advisor Software Financial Planning Software Revenue and Gross Margin (2018-2020)
13.7.4 Main Business Overview
13.7.5 Advisor Software News
13.8 Envestnet
13.8.1 Company Details
13.8.2 Product Information
13.8.3 Envestnet Financial Planning Software Revenue and Gross Margin (2018-2020)
13.8.4 Main Business Overview
13.8.5 Envestnet News
13.9 inStream Solutions
13.9.1 Company Details
13.9.2 Product Information
13.9.3 inStream Solutions Financial Planning Software Revenue and Gross Margin (2018-2020)
13.9.4 Main Business Overview
13.9.5 inStream Solutions News
13.10 Wealthcare Capital Management
13.10.1 Company Details
13.10.2 Product Information
13.10.3 Wealthcare Capital Management Financial Planning Software Revenue and Gross Margin (2018-2020)
13.10.4 Main Business Overview
13.10.5 Wealthcare Capital Management News
13.11 SunGard WealthStation (FIS)
13.11.1 Company Details
13.11.2 Product Information
13.11.3 SunGard WealthStation (FIS) Financial Planning Software Revenue and Gross Margin (2018-2020)
13.11.4 Main Business Overview
13.11.5 SunGard WealthStation (FIS) News
13.12 Advizr
13.12.1 Company Details
13.12.2 Product Information
13.12.3 Advizr Financial Planning Software Revenue and Gross Margin (2018-2020)
13.12.4 Main Business Overview
13.12.5 Advizr News
13.13 RightCapital
13.13.1 Company Details
13.13.2 Product Information
13.13.3 RightCapital Financial Planning Software Revenue and Gross Margin (2018-2020)
13.13.4 Main Business Overview
13.13.5 RightCapital News
13.14 Cheshire Software
13.14.1 Company Details
13.14.2 Product Information
13.14.3 Cheshire Software Financial Planning Software Revenue and Gross Margin (2018-2020)
13.14.4 Main Business Overview
13.14.5 Cheshire Software News
13.15 Razor Logic Systems
13.15.1 Company Details
13.15.2 Product Information
13.15.3 Razor Logic Systems Financial Planning Software Revenue and Gross Margin (2018-2020)
13.15.4 Main Business Overview
13.15.5 Razor Logic Systems News
13.16 Moneywise Software
13.16.1 Company Details
13.16.2 Product Information
13.16.3 Moneywise Software Financial Planning Software Revenue and Gross Margin (2018-2020)
13.16.4 Main Business Overview
13.16.5 Moneywise Software News
13.17 struktur AG
13.17.1 Company Details
13.17.2 Product Information
13.17.3 struktur AG Financial Planning Software Revenue and Gross Margin (2018-2020)
13.17.4 Main Business Overview
13.17.5 struktur AG News
13.18 Futurewise Technologies
13.18.1 Company Details
13.18.2 Product Information
13.18.3 Futurewise Technologies Financial Planning Software Revenue and Gross Margin (2018-2020)
13.18.4 Main Business Overview
13.18.5 Futurewise Technologies News
13.19 ESPlanner Inc.
13.19.1 Company Details
13.19.2 Product Information
13.19.3 ESPlanner Inc. Financial Planning Software Revenue and Gross Margin (2018-2020)
13.19.4 Main Business Overview
13.19.5 ESPlanner Inc. News
13.20 ISoftware Limited
13.20.1 Company Details
13.20.2 Product Information
13.20.3 ISoftware Limited Financial Planning Software Revenue and Gross Margin (2018-2020)
13.20.4 Main Business Overview
13.20.5 ISoftware Limited News
13.21 FinPal Pty Ltd
13.21.1 Company Details
13.21.2 Product Information
13.21.3 FinPal Pty Ltd Financial Planning Software Revenue and Gross Margin (2018-2020)
13.21.4 Main Business Overview
13.21.5 FinPal Pty Ltd News
13.22 WealthTrace
13.22.1 Company Details
13.22.2 Product Information
13.22.3 WealthTrace Financial Planning Software Revenue and Gross Margin (2018-2020)
13.22.4 Main Business Overview
13.22.5 WealthTrace News
13.23 Sigma Conso
13.23.1 Company Details
13.23.2 Product Information
13.23.3 Sigma Conso Financial Planning Software Revenue and Gross Margin (2018-2020)
13.23.4 Main Business Overview
13.23.5 Sigma Conso News
13.24 prevero GmbH(Unit4)
13.24.1 Company Details
13.24.2 Product Information
13.24.3 prevero GmbH(Unit4) Financial Planning Software Revenue and Gross Margin (2018-2020)
13.24.4 Main Business Overview
13.24.5 prevero GmbH(Unit4) News
13.25 SAP
13.25.1 Company Details
13.25.2 Product Information
13.25.3 SAP Financial Planning Software Revenue and Gross Margin (2018-2020)
13.25.4 Main Business Overview
13.25.5 SAP News
15 Appendix
