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Financial Planning Software-Global Market Insights and Sales Trends 2024
Synopsis
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.
The global Financial Planning Software market size is expected to reach US$ 3507.2 million by 2029, growing at a CAGR of 13.2% from 2023 to 2029. The market is mainly driven by the significant applications of Financial Planning Software in various end use industries. The expanding demands from the SME, Large Enterprise, Personal Purpose and Others, are propelling Financial Planning Software market. Cloud-based Financial Planning Software, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the On-promise Type Financial Planning Software segment is estimated at % CAGR for the next seven-year period.
Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtech℠, Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.
USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.
In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Financial Planning Software, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Financial Planning Software market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Financial Planning Software market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Financial Planning Software sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Financial Planning Software covered in this report include PIEtech, Inc., EMoney Advisor, Advicent, Money Tree, WealthTec, Oltis Software, Advisor Software, Envestnet and InStream Solutions, etc.
The global Financial Planning Software market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
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
Global Financial Planning Software market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Financial Planning Software market, Segment by Type:
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Global Financial Planning Software market, by Application
SME
Large Enterprise
Personal Purpose
Others
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter Two: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter Three: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter Four: Detailed analysis of Financial Planning Software companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter Twelve: Research Finding/Conclusion
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.
The global Financial Planning Software market size is expected to reach US$ 3507.2 million by 2029, growing at a CAGR of 13.2% from 2023 to 2029. The market is mainly driven by the significant applications of Financial Planning Software in various end use industries. The expanding demands from the SME, Large Enterprise, Personal Purpose and Others, are propelling Financial Planning Software market. Cloud-based Financial Planning Software, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the On-promise Type Financial Planning Software segment is estimated at % CAGR for the next seven-year period.
Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtech℠, Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.
USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.
In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Financial Planning Software, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Financial Planning Software market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Financial Planning Software market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Financial Planning Software sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Financial Planning Software covered in this report include PIEtech, Inc., EMoney Advisor, Advicent, Money Tree, WealthTec, Oltis Software, Advisor Software, Envestnet and InStream Solutions, etc.
The global Financial Planning Software market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
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
Global Financial Planning Software market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Financial Planning Software market, Segment by Type:
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Global Financial Planning Software market, by Application
SME
Large Enterprise
Personal Purpose
Others
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter Two: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter Three: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter Four: Detailed analysis of Financial Planning Software companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter Twelve: Research Finding/Conclusion
Index1 Market Overview of Financial Planning Software
1.1 Financial Planning Software Market Overview
1.1.1 Financial Planning Software Product Scope
1.1.2 Financial Planning Software Market Status and Outlook
1.2 Global Financial Planning Software Market Size Overview by Region 2018 VS 2022 VS 2029
1.3 Global Financial Planning Software Market Size by Region (2018-2029)
1.4 Global Financial Planning Software Historic Market Size by Region (2018-2023)
1.5 Global Financial Planning Software Market Size Forecast by Region (2024-2029)
1.6 Key Regions, Financial Planning Software Market Size (2018-2029)
1.6.1 North America Financial Planning Software Market Size (2018-2029)
1.6.2 Europe Financial Planning Software Market Size (2018-2029)
1.6.3 Asia-Pacific Financial Planning Software Market Size (2018-2029)
1.6.4 Latin America Financial Planning Software Market Size (2018-2029)
1.6.5 Middle East & Africa Financial Planning Software Market Size (2018-2029)
2 Financial Planning Software Market by Type
2.1 Introduction
2.1.1 Cloud-based Financial Planning Software
2.1.2 On-promise Type Financial Planning Software
2.2 Global Financial Planning Software Market Size by Type: 2018 VS 2022 VS 2029
2.2.1 Global Financial Planning Software Historic Market Size by Type (2018-2023)
2.2.2 Global Financial Planning Software Forecasted Market Size by Type (2024-2029)
2.3 Key Regions Market Size by Type
2.3.1 North America Financial Planning Software Revenue Breakdown by Type (2018-2029)
2.3.2 Europe Financial Planning Software Revenue Breakdown by Type (2018-2029)
2.3.3 Asia-Pacific Financial Planning Software Revenue Breakdown by Type (2018-2029)
2.3.4 Latin America Financial Planning Software Revenue Breakdown by Type (2018-2029)
2.3.5 Middle East and Africa Financial Planning Software Revenue Breakdown by Type (2018-2029)
3 Financial Planning Software Market Overview by Application
3.1 Introduction
3.1.1 SME
3.1.2 Large Enterprise
3.1.3 Personal Purpose
3.1.4 Others
3.2 Global Financial Planning Software Market Size by Application: 2018 VS 2022 VS 2029
3.2.1 Global Financial Planning Software Historic Market Size by Application (2018-2023)
3.2.2 Global Financial Planning Software Forecasted Market Size by Application (2024-2029)
3.3 Key Regions Market Size by Application
3.3.1 North America Financial Planning Software Revenue Breakdown by Application (2018-2029)
3.3.2 Europe Financial Planning Software Revenue Breakdown by Application (2018-2029)
3.3.3 Asia-Pacific Financial Planning Software Revenue Breakdown by Application (2018-2029)
3.3.4 Latin America Financial Planning Software Revenue Breakdown by Application (2018-2029)
3.3.5 Middle East and Africa Financial Planning Software Revenue Breakdown by Application (2018-2029)
4 Financial Planning Software Competition Analysis by Players
4.1 Global Financial Planning Software Market Size by Players (2018-2023)
4.2 Global Top Players by Company Type (Tier 1, Tier 2 and Tier 3) & (based on the Revenue in Financial Planning Software as of 2022)
4.3 Date of Key Players Enter into Financial Planning Software Market
4.4 Global Top Players Financial Planning Software Headquarters and Area Served
4.5 Key Players Financial Planning Software Product Solution and Service
4.6 Competitive Status
4.6.1 Financial Planning Software Market Concentration Rate
4.6.2 Mergers & Acquisitions, Expansion Plans
5 Company (Top Players) Profiles
5.1 PIEtech, Inc.
5.1.1 PIEtech, Inc. Profile
5.1.2 PIEtech, Inc. Main Business
5.1.3 PIEtech, Inc. Financial Planning Software Products, Services and Solutions
5.1.4 PIEtech, Inc. Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.1.5 PIEtech, Inc. Recent Developments
5.2 EMoney Advisor
5.2.1 EMoney Advisor Profile
5.2.2 EMoney Advisor Main Business
5.2.3 EMoney Advisor Financial Planning Software Products, Services and Solutions
5.2.4 EMoney Advisor Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.2.5 EMoney Advisor Recent Developments
5.3 Advicent
5.3.1 Advicent Profile
5.3.2 Advicent Main Business
5.3.3 Advicent Financial Planning Software Products, Services and Solutions
5.3.4 Advicent Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.3.5 Money Tree Recent Developments
5.4 Money Tree
5.4.1 Money Tree Profile
5.4.2 Money Tree Main Business
5.4.3 Money Tree Financial Planning Software Products, Services and Solutions
5.4.4 Money Tree Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.4.5 Money Tree Recent Developments
5.5 WealthTec
5.5.1 WealthTec Profile
5.5.2 WealthTec Main Business
5.5.3 WealthTec Financial Planning Software Products, Services and Solutions
5.5.4 WealthTec Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.5.5 WealthTec Recent Developments
5.6 Oltis Software
5.6.1 Oltis Software Profile
5.6.2 Oltis Software Main Business
5.6.3 Oltis Software Financial Planning Software Products, Services and Solutions
5.6.4 Oltis Software Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.6.5 Oltis Software Recent Developments
5.7 Advisor Software
5.7.1 Advisor Software Profile
5.7.2 Advisor Software Main Business
5.7.3 Advisor Software Financial Planning Software Products, Services and Solutions
5.7.4 Advisor Software Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.7.5 Advisor Software Recent Developments
5.8 Envestnet
5.8.1 Envestnet Profile
5.8.2 Envestnet Main Business
5.8.3 Envestnet Financial Planning Software Products, Services and Solutions
5.8.4 Envestnet Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.8.5 Envestnet Recent Developments
5.9 InStream Solutions
5.9.1 InStream Solutions Profile
5.9.2 InStream Solutions Main Business
5.9.3 InStream Solutions Financial Planning Software Products, Services and Solutions
5.9.4 InStream Solutions Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.9.5 InStream Solutions Recent Developments
5.10 Wealthcare Capital Management
5.10.1 Wealthcare Capital Management Profile
5.10.2 Wealthcare Capital Management Main Business
5.10.3 Wealthcare Capital Management Financial Planning Software Products, Services and Solutions
5.10.4 Wealthcare Capital Management Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.10.5 Wealthcare Capital Management Recent Developments
5.11 SunGard WealthStation (FIS)
5.11.1 SunGard WealthStation (FIS) Profile
5.11.2 SunGard WealthStation (FIS) Main Business
5.11.3 SunGard WealthStation (FIS) Financial Planning Software Products, Services and Solutions
5.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.11.5 SunGard WealthStation (FIS) Recent Developments
5.12 Advizr
5.12.1 Advizr Profile
5.12.2 Advizr Main Business
5.12.3 Advizr Financial Planning Software Products, Services and Solutions
5.12.4 Advizr Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.12.5 Advizr Recent Developments
5.13 RightCapital
5.13.1 RightCapital Profile
5.13.2 RightCapital Main Business
5.13.3 RightCapital Financial Planning Software Products, Services and Solutions
5.13.4 RightCapital Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.13.5 RightCapital Recent Developments
5.14 Cheshire Software
5.14.1 Cheshire Software Profile
5.14.2 Cheshire Software Main Business
5.14.3 Cheshire Software Financial Planning Software Products, Services and Solutions
5.14.4 Cheshire Software Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.14.5 Cheshire Software Recent Developments
5.15 Razor Logic Systems
5.15.1 Razor Logic Systems Profile
5.15.2 Razor Logic Systems Main Business
5.15.3 Razor Logic Systems Financial Planning Software Products, Services and Solutions
5.15.4 Razor Logic Systems Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.15.5 Razor Logic Systems Recent Developments
5.16 Moneywise Software
5.16.1 Moneywise Software Profile
5.16.2 Moneywise Software Main Business
5.16.3 Moneywise Software Financial Planning Software Products, Services and Solutions
5.16.4 Moneywise Software Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.16.5 Moneywise Software Recent Developments
5.17 Struktur AG
5.17.1 Struktur AG Profile
5.17.2 Struktur AG Main Business
5.17.3 Struktur AG Financial Planning Software Products, Services and Solutions
5.17.4 Struktur AG Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.17.5 Struktur AG Recent Developments
5.18 Futurewise Technologies
5.18.1 Futurewise Technologies Profile
5.18.2 Futurewise Technologies Main Business
5.18.3 Futurewise Technologies Financial Planning Software Products, Services and Solutions
5.18.4 Futurewise Technologies Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.18.5 Futurewise Technologies Recent Developments
5.19 ESPlanner Inc.
5.19.1 ESPlanner Inc. Profile
5.19.2 ESPlanner Inc. Main Business
5.19.3 ESPlanner Inc. Financial Planning Software Products, Services and Solutions
5.19.4 ESPlanner Inc. Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.19.5 ESPlanner Inc. Recent Developments
5.20 ISoftware Limited
5.20.1 ISoftware Limited Profile
5.20.2 ISoftware Limited Main Business
5.20.3 ISoftware Limited Financial Planning Software Products, Services and Solutions
5.20.4 ISoftware Limited Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.20.5 ISoftware Limited Recent Developments
5.21 FinPal Pty Ltd
5.21.1 FinPal Pty Ltd Profile
5.21.2 FinPal Pty Ltd Main Business
5.21.3 FinPal Pty Ltd Financial Planning Software Products, Services and Solutions
5.21.4 FinPal Pty Ltd Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.21.5 FinPal Pty Ltd Recent Developments
5.22 WealthTrace
5.22.1 WealthTrace Profile
5.22.2 WealthTrace Main Business
5.22.3 WealthTrace Financial Planning Software Products, Services and Solutions
5.22.4 WealthTrace Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.22.5 WealthTrace Recent Developments
5.23 Sigma Conso
5.23.1 Sigma Conso Profile
5.23.2 Sigma Conso Main Business
5.23.3 Sigma Conso Financial Planning Software Products, Services and Solutions
5.23.4 Sigma Conso Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.23.5 Sigma Conso Recent Developments
5.24 Prevero GmbH (Unit4)
5.24.1 Prevero GmbH (Unit4) Profile
5.24.2 Prevero GmbH (Unit4) Main Business
5.24.3 Prevero GmbH (Unit4) Financial Planning Software Products, Services and Solutions
5.24.4 Prevero GmbH (Unit4) Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.24.5 Prevero GmbH (Unit4) Recent Developments
5.25 SAP
5.25.1 SAP Profile
5.25.2 SAP Main Business
5.25.3 SAP Financial Planning Software Products, Services and Solutions
5.25.4 SAP Financial Planning Software Revenue (US$ Million) & (2018-2023)
5.25.5 SAP Recent Developments
6 North America
6.1 North America Financial Planning Software Market Size by Country (2018-2029)
6.2 U.S.
6.3 Canada
7 Europe
7.1 Europe Financial Planning Software Market Size by Country (2018-2029)
7.2 Germany
7.3 France
7.4 U.K.
7.5 Italy
7.6 Russia
7.7 Nordic Countries
7.8 Rest of Europe
8 Asia-Pacific
8.1 Asia-Pacific Financial Planning Software Market Size by Region (2018-2029)
8.2 China
8.3 Japan
8.4 South Korea
8.5 Southeast Asia
8.6 India
8.7 Australia
8.8 Rest of Asia-Pacific
9 Latin America
9.1 Latin America Financial Planning Software Market Size by Country (2018-2029)
9.2 Mexico
9.3 Brazil
9.4 Rest of Latin America
10 Middle East & Africa
10.1 Middle East & Africa Financial Planning Software Market Size by Country (2018-2029)
10.2 Turkey
10.3 Saudi Arabia
10.4 UAE
10.5 Rest of Middle East & Africa
11 Financial Planning Software Market Dynamics
11.1 Financial Planning Software Industry Trends
11.2 Financial Planning Software Market Drivers
11.3 Financial Planning Software Market Challenges
11.4 Financial Planning Software Market Restraints
12 Research Finding /Conclusion
13 Methodology and Data Source
13.1 Methodology/Research Approach
13.1.1 Research Programs/Design
13.1.2 Market Size Estimation
13.1.3 Market Breakdown and Data Triangulation
13.2 Data Source
13.2.1 Secondary Sources
13.2.2 Primary Sources
13.3 Disclaimer
13.4 Author List
Published By : QY Research
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