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Global Financial Planning Software Market Research Report 2024

Global Financial Planning Software Market Research Report 2024

Publishing Date : Jan, 2024

License Type :
 

Report Code : 1704297

No of Pages : 102

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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.

The global Financial Planning Software market was valued at US$ 1458 million in 2023 and is anticipated to reach US$ 3507.2 million by 2030, witnessing a CAGR of 13.2% during the forecast period 2024-2030.

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.

This report aims to provide a comprehensive presentation of the global market for Financial Planning Software, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Financial Planning Software.

Report Scope

The Financial Planning Software market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Financial Planning Software market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided. 

For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.

The report will help the Financial Planning Software companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.

Market Segmentation

By Company

  • PIEtech
  •  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

By Type

  • Cloud-based Financial Planning Software
  • On-promise Type Financial Planning Software

By Application

  • SME
  • Large Enterprise
  • Personal Purpose
  • Others

Consumption by Region

  • North America (United States, Canada)
  • Europe (Germany, France, U.K., Italy, Netherlands)
  • Asia-Pacific (China, Japan, South Korea, China Taiwan, Southeast Asia, India)
  • Latin America, Middle East & Africa (Latin America, Mexico, Brazil, Turkey)

Chapter Outline

Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. 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 2: Introduces executive summary of global market size, regional market size, 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 3: Detailed analysis of Financial Planning Software companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: 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 5: 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 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.

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: 2019 VS 2023 VS 2030
        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 Growth by Application: 2019 VS 2023 VS 2030
        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
    1.6 Years Considered

 2 Global Growth Trends
    2.1 Global Financial Planning Software Market Perspective (2019-2030)
    2.2 Financial Planning Software Growth Trends by Region
        2.2.1 Global Financial Planning Software Market Size by Region: 2019 VS 2023 VS 2030
        2.2.2 Financial Planning Software Historic Market Size by Region (2019-2024)
        2.2.3 Financial Planning Software Forecasted Market Size by Region (2025-2030)
    2.3 Financial Planning Software Market Dynamics
        2.3.1 Financial Planning Software Industry 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 (2019-2024)
        3.1.2 Global Financial Planning Software Revenue Market Share by Players (2019-2024)
    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 2023
    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 (2019-2024)
    4.2 Global Financial Planning Software Forecasted Market Size by Type (2025-2030)

 5 Financial Planning Software Breakdown Data by Application
    5.1 Global Financial Planning Software Historic Market Size by Application (2019-2024)
    5.2 Global Financial Planning Software Forecasted Market Size by Application (2025-2030)

 6 North America
    6.1 North America Financial Planning Software Market Size (2019-2030)
    6.2 North America Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
    6.3 North America Financial Planning Software Market Size by Country (2019-2024)
    6.4 North America Financial Planning Software Market Size by Country (2025-2030)
    6.5 United States
    6.6 Canada

 7 Europe
    7.1 Europe Financial Planning Software Market Size (2019-2030)
    7.2 Europe Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
    7.3 Europe Financial Planning Software Market Size by Country (2019-2024)
    7.4 Europe Financial Planning Software Market Size by Country (2025-2030)
    7.5 Germany
    7.6 France
    7.7 U.K.
    7.8 Italy
    7.9 Russia
    7.10 Nordic Countries

 8 Asia-Pacific
    8.1 Asia-Pacific Financial Planning Software Market Size (2019-2030)
    8.2 Asia-Pacific Financial Planning Software Market Growth Rate by Region: 2019 VS 2023 VS 2030
    8.3 Asia-Pacific Financial Planning Software Market Size by Region (2019-2024)
    8.4 Asia-Pacific Financial Planning Software Market Size by Region (2025-2030)
    8.5 China
    8.6 Japan
    8.7 South Korea
    8.8 Southeast Asia
    8.9 India
    8.10 Australia

 9 Latin America
    9.1 Latin America Financial Planning Software Market Size (2019-2030)
    9.2 Latin America Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
    9.3 Latin America Financial Planning Software Market Size by Country (2019-2024)
    9.4 Latin America Financial Planning Software Market Size by Country (2025-2030)
    9.5 Mexico
    9.6 Brazil

 10 Middle East & Africa
    10.1 Middle East & Africa Financial Planning Software Market Size (2019-2030)
    10.2 Middle East & Africa Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
    10.3 Middle East & Africa Financial Planning Software Market Size by Country (2019-2024)
    10.4 Middle East & Africa Financial Planning Software Market Size by Country (2025-2030)
    10.5 Turkey
    10.6 Saudi Arabia
    10.7 UAE

 11 Key Players Profiles
    11.1 PIEtech, Inc.
        11.1.1 PIEtech, Inc. Company Detail
        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 (2019-2024)
        11.1.5 PIEtech, Inc. Recent Development
    11.2 EMoney Advisor
        11.2.1 EMoney Advisor Company Detail
        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 (2019-2024)
        11.2.5 EMoney Advisor Recent Development
    11.3 Advicent
        11.3.1 Advicent Company Detail
        11.3.2 Advicent Business Overview
        11.3.3 Advicent Financial Planning Software Introduction
        11.3.4 Advicent Revenue in Financial Planning Software Business (2019-2024)
        11.3.5 Advicent Recent Development
    11.4 Money Tree
        11.4.1 Money Tree Company Detail
        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 (2019-2024)
        11.4.5 Money Tree Recent Development
    11.5 WealthTec
        11.5.1 WealthTec Company Detail
        11.5.2 WealthTec Business Overview
        11.5.3 WealthTec Financial Planning Software Introduction
        11.5.4 WealthTec Revenue in Financial Planning Software Business (2019-2024)
        11.5.5 WealthTec Recent Development
    11.6 Oltis Software
        11.6.1 Oltis Software Company Detail
        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 (2019-2024)
        11.6.5 Oltis Software Recent Development
    11.7 Advisor Software
        11.7.1 Advisor Software Company Detail
        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 (2019-2024)
        11.7.5 Advisor Software Recent Development
    11.8 Envestnet
        11.8.1 Envestnet Company Detail
        11.8.2 Envestnet Business Overview
        11.8.3 Envestnet Financial Planning Software Introduction
        11.8.4 Envestnet Revenue in Financial Planning Software Business (2019-2024)
        11.8.5 Envestnet Recent Development
    11.9 InStream Solutions
        11.9.1 InStream Solutions Company Detail
        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 (2019-2024)
        11.9.5 InStream Solutions Recent Development
    11.10 Wealthcare Capital Management
        11.10.1 Wealthcare Capital Management Company Detail
        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 (2019-2024)
        11.10.5 Wealthcare Capital Management Recent Development
    11.11 SunGard WealthStation (FIS)
        11.11.1 SunGard WealthStation (FIS) Company Detail
        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 (2019-2024)
        11.11.5 SunGard WealthStation (FIS) Recent Development
    11.12 Advizr
        11.12.1 Advizr Company Detail
        11.12.2 Advizr Business Overview
        11.12.3 Advizr Financial Planning Software Introduction
        11.12.4 Advizr Revenue in Financial Planning Software Business (2019-2024)
        11.12.5 Advizr Recent Development
    11.13 RightCapital
        11.13.1 RightCapital Company Detail
        11.13.2 RightCapital Business Overview
        11.13.3 RightCapital Financial Planning Software Introduction
        11.13.4 RightCapital Revenue in Financial Planning Software Business (2019-2024)
        11.13.5 RightCapital Recent Development
    11.14 Cheshire Software
        11.14.1 Cheshire Software Company Detail
        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 (2019-2024)
        11.14.5 Cheshire Software Recent Development
    11.15 Razor Logic Systems
        11.15.1 Razor Logic Systems Company Detail
        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 (2019-2024)
        11.15.5 Razor Logic Systems Recent Development
    11.16 Moneywise Software
        11.16.1 Moneywise Software Company Detail
        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 (2019-2024)
        11.16.5 Moneywise Software Recent Development
    11.17 Struktur AG
        11.17.1 Struktur AG Company Detail
        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 (2019-2024)
        11.17.5 Struktur AG Recent Development
    11.18 Futurewise Technologies
        11.18.1 Futurewise Technologies Company Detail
        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 (2019-2024)
        11.18.5 Futurewise Technologies Recent Development
    11.19 ESPlanner Inc.
        11.19.1 ESPlanner Inc. Company Detail
        11.19.2 ESPlanner Inc. Business Overview
        11.19.3 ESPlanner Inc. Financial Planning Software Introduction
        11.19.4 ESPlanner Inc. Revenue in Financial Planning Software Business (2019-2024)
        11.19.5 ESPlanner Inc. Recent Development
    11.20 ISoftware Limited
        11.20.1 ISoftware Limited Company Detail
        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 (2019-2024)
        11.20.5 ISoftware Limited Recent Development
    11.21 FinPal Pty Ltd
        11.21.1 FinPal Pty Ltd Company Detail
        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 (2019-2024)
        11.21.5 FinPal Pty Ltd Recent Development
    11.22 WealthTrace
        11.22.1 WealthTrace Company Detail
        11.22.2 WealthTrace Business Overview
        11.22.3 WealthTrace Financial Planning Software Introduction
        11.22.4 WealthTrace Revenue in Financial Planning Software Business (2019-2024)
        11.22.5 WealthTrace Recent Development
    11.23 Sigma Conso
        11.23.1 Sigma Conso Company Detail
        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 (2019-2024)
        11.23.5 Sigma Conso Recent Development
    11.24 Prevero GmbH (Unit4)
        11.24.1 Prevero GmbH (Unit4) Company Detail
        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 (2019-2024)
        11.24.5 Prevero GmbH (Unit4) Recent Development
    11.25 SAP
        11.25.1 SAP Company Detail
        11.25.2 SAP Business Overview
        11.25.3 SAP Financial Planning Software Introduction
        11.25.4 SAP Revenue in Financial Planning Software Business (2019-2024)
        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

Published By : QY Research

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