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The Financial Planning Software market report provides a detailed analysis of global market size, regional and country-level market size, segmentation market growth, market share, competitive Landscape, sales analysis, impact of domestic and global market players, value chain optimization, trade regulations, recent developments, opportunities analysis, strategic market growth analysis, product launches, area marketplace expanding, and technological innovations.
According to our latest study, due to COVID-19 pandemic, the global Financial Planning Software market size is estimated to be worth US$ 1500.2 million in 2021 and is forecast to a readjusted size of USD 3449.8 million by 2028 with a CAGR of 12.6% during review period. SME accounting for % of the Financial Planning Software global market in 2021, is projected to value USD million by 2028, growing at a % CAGR in next six years. While Cloud-based Financial Planning Software segment is altered to a % CAGR between 2022 and 2028.
Global key companies of Financial Planning Software include PIEtech, Inc., EMoney Advisor, Advicent, Money Tree, and WealthTec, etc. In terms of revenue, the global top four players hold a share over % in 2021.
Market segmentation
Financial Planning Software market is split by Type and by Application. For the period 2017-2028, the growth among segments provide accurate calculations and forecasts for revenue by Type and by Application. This analysis can help you expand your business by targeting qualified niche markets.
Market segment by Type, covers
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Market segment by Application, can be divided into
SME
Large Enterprise
Personal Purpose
Others
Market segment by players, this report covers
PIEtech, Inc.
EMoney Advisor
Advicent
Money Tree
WealthTec
Oltis Software
Advisor Software
Envestnet
InStream Solutions
Wealthcare Capital Management
SunGard WealthStation (FIS)
Advizr
RightCapital
Cheshire Software
Razor Logic Systems
Moneywise Software
Struktur AG
Futurewise Technologies
ESPlanner Inc.
ISoftware Limited
FinPal Pty Ltd
WealthTrace
Sigma Conso
Prevero GmbH (Unit4)
SAP
Market segment by regions, regional analysis covers
North America (United States, Canada, and Mexico)
Europe (Germany, France, UK, Russia, Italy, and Rest of Europe)
Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Australia, and Rest of Asia-Pacific)
South America (Brazil, Argentina, Rest of South America)
Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)
The content of the study subjects, includes a total of 12 chapters:
Chapter 1, to describe Financial Planning Software product scope, market overview, market opportunities, market driving force and market risks.
Chapter 2, to profile the top players of Financial Planning Software, with revenue, gross margin and global market share of Financial Planning Software from 2019 to 2022.
Chapter 3, the Financial Planning Software competitive situation, revenue and global market share of top players are analyzed emphatically by landscape contrast.
Chapter 4 and 5, to segment the market size by Type and application, with revenue and growth rate by Type, application, from 2017 to 2028.
Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2017 to 2022.and Financial Planning Software market forecast, by regions, type and application, with revenue, from 2023 to 2028.
Chapter 11 and 12, to describe Financial Planning Software research findings and conclusion, appendix and data source.
The base year for the study has been considered 2019, historic year 2014 and 2018, the forecast period considered is from 2020 to 2027. The regions analyzed for the market include North America, Europe, South America, Asia Pacific, and Middle East and Africa. These regions are further analyzed at the country-level. The study also includes attractiveness analysis of type, application and regions which are benchmarked based on their market size, growth rate and attractiveness in terms of present and future opportunity for understanding the future growth of the market.
Market is segmented on the basis:
The report offers in-depth analysis of driving factors, opportunities, restraints, and challenges for gaining the key insight of the market. The report emphasizes on all the key trends that play a vital role in the enlargement of the market from 2019 to 2026.
The report provides company profile of the key players operating in the market and a comparative analysis based on their business overviews industry offering, segment market share, regional presence, business strategies, innovations, mergers & acquisitions, recent developments, joint venture, collaborations, partnerships, SWOT analysis, and key financial information.
1 Market Overview
1.1 Product Overview and Scope of Financial Planning Software
1.2 Classification of Financial Planning Software by Type
1.2.1 Overview: Global Financial Planning Software Market Size by Type: 2017 Versus 2021 Versus 2028
1.2.2 Global Financial Planning Software Revenue Market Share by Type in 2021
1.2.3 Cloud-based Financial Planning Software
1.2.4 On-promise Type Financial Planning Software
1.3 Global Financial Planning Software Market by Application
1.3.1 Overview: Global Financial Planning Software Market Size by Application: 2017 Versus 2021 Versus 2028
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Purpose
1.3.5 Others
1.4 Global Financial Planning Software Market Size & Forecast
1.5 Global Financial Planning Software Market Size and Forecast by Region
1.5.1 Global Financial Planning Software Market Size by Region: 2017 VS 2021 VS 2028
1.5.2 Global Financial Planning Software Market Size by Region, (2017-2022)
1.5.3 North America Financial Planning Software Market Size and Prospect (2017-2028)
1.5.4 Europe Financial Planning Software Market Size and Prospect (2017-2028)
1.5.5 Asia-Pacific Financial Planning Software Market Size and Prospect (2017-2028)
1.5.6 South America Financial Planning Software Market Size and Prospect (2017-2028)
1.5.7 Middle East and Africa Financial Planning Software Market Size and Prospect (2017-2028)
1.6 Market Drivers, Restraints and Trends
1.6.1 Financial Planning Software Market Drivers
1.6.2 Financial Planning Software Market Restraints
1.6.3 Financial Planning Software Trends Analysis
2 Company Profiles
2.1 PIEtech, Inc.
2.1.1 PIEtech, Inc. Details
2.1.2 PIEtech, Inc. Major Business
2.1.3 PIEtech, Inc. Financial Planning Software Product and Solutions
2.1.4 PIEtech, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.1.5 PIEtech, Inc. Recent Developments and Future Plans
2.2 EMoney Advisor
2.2.1 EMoney Advisor Details
2.2.2 EMoney Advisor Major Business
2.2.3 EMoney Advisor Financial Planning Software Product and Solutions
2.2.4 EMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.2.5 EMoney Advisor Recent Developments and Future Plans
2.3 Advicent
2.3.1 Advicent Details
2.3.2 Advicent Major Business
2.3.3 Advicent Financial Planning Software Product and Solutions
2.3.4 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.3.5 Advicent Recent Developments and Future Plans
2.4 Money Tree
2.4.1 Money Tree Details
2.4.2 Money Tree Major Business
2.4.3 Money Tree Financial Planning Software Product and Solutions
2.4.4 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.4.5 Money Tree Recent Developments and Future Plans
2.5 WealthTec
2.5.1 WealthTec Details
2.5.2 WealthTec Major Business
2.5.3 WealthTec Financial Planning Software Product and Solutions
2.5.4 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.5.5 WealthTec Recent Developments and Future Plans
2.6 Oltis Software
2.6.1 Oltis Software Details
2.6.2 Oltis Software Major Business
2.6.3 Oltis Software Financial Planning Software Product and Solutions
2.6.4 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.6.5 Oltis Software Recent Developments and Future Plans
2.7 Advisor Software
2.7.1 Advisor Software Details
2.7.2 Advisor Software Major Business
2.7.3 Advisor Software Financial Planning Software Product and Solutions
2.7.4 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.7.5 Advisor Software Recent Developments and Future Plans
2.8 Envestnet
2.8.1 Envestnet Details
2.8.2 Envestnet Major Business
2.8.3 Envestnet Financial Planning Software Product and Solutions
2.8.4 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.8.5 Envestnet Recent Developments and Future Plans
2.9 InStream Solutions
2.9.1 InStream Solutions Details
2.9.2 InStream Solutions Major Business
2.9.3 InStream Solutions Financial Planning Software Product and Solutions
2.9.4 InStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.9.5 InStream Solutions Recent Developments and Future Plans
2.10 Wealthcare Capital Management
2.10.1 Wealthcare Capital Management Details
2.10.2 Wealthcare Capital Management Major Business
2.10.3 Wealthcare Capital Management Financial Planning Software Product and Solutions
2.10.4 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.10.5 Wealthcare Capital Management Recent Developments and Future Plans
2.11 SunGard WealthStation (FIS)
2.11.1 SunGard WealthStation (FIS) Details
2.11.2 SunGard WealthStation (FIS) Major Business
2.11.3 SunGard WealthStation (FIS) Financial Planning Software Product and Solutions
2.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.11.5 SunGard WealthStation (FIS) Recent Developments and Future Plans
2.12 Advizr
2.12.1 Advizr Details
2.12.2 Advizr Major Business
2.12.3 Advizr Financial Planning Software Product and Solutions
2.12.4 Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.12.5 Advizr Recent Developments and Future Plans
2.13 RightCapital
2.13.1 RightCapital Details
2.13.2 RightCapital Major Business
2.13.3 RightCapital Financial Planning Software Product and Solutions
2.13.4 RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.13.5 RightCapital Recent Developments and Future Plans
2.14 Cheshire Software
2.14.1 Cheshire Software Details
2.14.2 Cheshire Software Major Business
2.14.3 Cheshire Software Financial Planning Software Product and Solutions
2.14.4 Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.14.5 Cheshire Software Recent Developments and Future Plans
2.15 Razor Logic Systems
2.15.1 Razor Logic Systems Details
2.15.2 Razor Logic Systems Major Business
2.15.3 Razor Logic Systems Financial Planning Software Product and Solutions
2.15.4 Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.15.5 Razor Logic Systems Recent Developments and Future Plans
2.16 Moneywise Software
2.16.1 Moneywise Software Details
2.16.2 Moneywise Software Major Business
2.16.3 Moneywise Software Financial Planning Software Product and Solutions
2.16.4 Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.16.5 Moneywise Software Recent Developments and Future Plans
2.17 Struktur AG
2.17.1 Struktur AG Details
2.17.2 Struktur AG Major Business
2.17.3 Struktur AG Financial Planning Software Product and Solutions
2.17.4 Struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.17.5 Struktur AG Recent Developments and Future Plans
2.18 Futurewise Technologies
2.18.1 Futurewise Technologies Details
2.18.2 Futurewise Technologies Major Business
2.18.3 Futurewise Technologies Financial Planning Software Product and Solutions
2.18.4 Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.18.5 Futurewise Technologies Recent Developments and Future Plans
2.19 ESPlanner Inc.
2.19.1 ESPlanner Inc. Details
2.19.2 ESPlanner Inc. Major Business
2.19.3 ESPlanner Inc. Financial Planning Software Product and Solutions
2.19.4 ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.19.5 ESPlanner Inc. Recent Developments and Future Plans
2.20 ISoftware Limited
2.20.1 ISoftware Limited Details
2.20.2 ISoftware Limited Major Business
2.20.3 ISoftware Limited Financial Planning Software Product and Solutions
2.20.4 ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.20.5 ISoftware Limited Recent Developments and Future Plans
2.21 FinPal Pty Ltd
2.21.1 FinPal Pty Ltd Details
2.21.2 FinPal Pty Ltd Major Business
2.21.3 FinPal Pty Ltd Financial Planning Software Product and Solutions
2.21.4 FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.21.5 FinPal Pty Ltd Recent Developments and Future Plans
2.22 WealthTrace
2.22.1 WealthTrace Details
2.22.2 WealthTrace Major Business
2.22.3 WealthTrace Financial Planning Software Product and Solutions
2.22.4 WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.22.5 WealthTrace Recent Developments and Future Plans
2.23 Sigma Conso
2.23.1 Sigma Conso Details
2.23.2 Sigma Conso Major Business
2.23.3 Sigma Conso Financial Planning Software Product and Solutions
2.23.4 Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.23.5 Sigma Conso Recent Developments and Future Plans
2.24 Prevero GmbH (Unit4)
2.24.1 Prevero GmbH (Unit4) Details
2.24.2 Prevero GmbH (Unit4) Major Business
2.24.3 Prevero GmbH (Unit4) Financial Planning Software Product and Solutions
2.24.4 Prevero GmbH (Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.24.5 Prevero GmbH (Unit4) Recent Developments and Future Plans
2.25 SAP
2.25.1 SAP Details
2.25.2 SAP Major Business
2.25.3 SAP Financial Planning Software Product and Solutions
2.25.4 SAP Financial Planning Software Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
2.25.5 SAP Recent Developments and Future Plans
3 Market Competition, by Players
3.1 Global Financial Planning Software Revenue and Share by Players (2019, 2020, 2021, and 2022)
3.2 Market Concentration Rate
3.2.1 Top 3 Financial Planning Software Players Market Share in 2021
3.2.2 Top 10 Financial Planning Software Players Market Share in 2021
3.2.3 Market Competition Trend
3.3 Financial Planning Software Players Head Office, Products and Services Provided
3.4 Financial Planning Software Mergers & Acquisitions
3.5 Financial Planning Software New Entrants and Expansion Plans
4 Market Size Segment by Type
4.1 Global Financial Planning Software Revenue and Market Share by Type (2017-2022)
4.2 Global Financial Planning Software Market Forecast by Type (2023-2028)
5 Market Size Segment by Application
5.1 Global Financial Planning Software Revenue Market Share by Application (2017-2022)
5.2 Global Financial Planning Software Market Forecast by Application (2023-2028)
6 North America by Country, by Type, and by Application
6.1 North America Financial Planning Software Revenue by Type (2017-2028)
6.2 North America Financial Planning Software Revenue by Application (2017-2028)
6.3 North America Financial Planning Software Market Size by Country
6.3.1 North America Financial Planning Software Revenue by Country (2017-2028)
6.3.2 United States Financial Planning Software Market Size and Forecast (2017-2028)
6.3.3 Canada Financial Planning Software Market Size and Forecast (2017-2028)
6.3.4 Mexico Financial Planning Software Market Size and Forecast (2017-2028)
7 Europe by Country, by Type, and by Application
7.1 Europe Financial Planning Software Revenue by Type (2017-2028)
7.2 Europe Financial Planning Software Revenue by Application (2017-2028)
7.3 Europe Financial Planning Software Market Size by Country
7.3.1 Europe Financial Planning Software Revenue by Country (2017-2028)
7.3.2 Germany Financial Planning Software Market Size and Forecast (2017-2028)
7.3.3 France Financial Planning Software Market Size and Forecast (2017-2028)
7.3.4 United Kingdom Financial Planning Software Market Size and Forecast (2017-2028)
7.3.5 Russia Financial Planning Software Market Size and Forecast (2017-2028)
7.3.6 Italy Financial Planning Software Market Size and Forecast (2017-2028)
8 Asia-Pacific by Region, by Type, and by Application
8.1 Asia-Pacific Financial Planning Software Revenue by Type (2017-2028)
8.2 Asia-Pacific Financial Planning Software Revenue by Application (2017-2028)
8.3 Asia-Pacific Financial Planning Software Market Size by Region
8.3.1 Asia-Pacific Financial Planning Software Revenue by Region (2017-2028)
8.3.2 China Financial Planning Software Market Size and Forecast (2017-2028)
8.3.3 Japan Financial Planning Software Market Size and Forecast (2017-2028)
8.3.4 South Korea Financial Planning Software Market Size and Forecast (2017-2028)
8.3.5 India Financial Planning Software Market Size and Forecast (2017-2028)
8.3.6 Southeast Asia Financial Planning Software Market Size and Forecast (2017-2028)
8.3.7 Australia Financial Planning Software Market Size and Forecast (2017-2028)
9 South America by Country, by Type, and by Application
9.1 South America Financial Planning Software Revenue by Type (2017-2028)
9.2 South America Financial Planning Software Revenue by Application (2017-2028)
9.3 South America Financial Planning Software Market Size by Country
9.3.1 South America Financial Planning Software Revenue by Country (2017-2028)
9.3.2 Brazil Financial Planning Software Market Size and Forecast (2017-2028)
9.3.3 Argentina Financial Planning Software Market Size and Forecast (2017-2028)
10 Middle East & Africa by Country, by Type, and by Application
10.1 Middle East & Africa Financial Planning Software Revenue by Type (2017-2028)
10.2 Middle East & Africa Financial Planning Software Revenue by Application (2017-2028)
10.3 Middle East & Africa Financial Planning Software Market Size by Country
10.3.1 Middle East & Africa Financial Planning Software Revenue by Country (2017-2028)
10.3.2 Turkey Financial Planning Software Market Size and Forecast (2017-2028)
10.3.3 Saudi Arabia Financial Planning Software Market Size and Forecast (2017-2028)
10.3.4 UAE Financial Planning Software Market Size and Forecast (2017-2028)
11 Research Findings and Conclusion
12 Appendix
12.1 Methodology
12.2 Research Process and Data Source
12.3 Disclaimer
List of Tables
Table 1. Global Financial Planning Software Revenue by Type, (USD Million), 2017 VS 2021 VS 2028
Table 2. Global Financial Planning Software Revenue by Application, (USD Million), 2017 VS 2021 VS 2028
Table 3. Global Market Financial Planning Software Revenue (Million USD) Comparison by Region (2017 VS 2021 VS 2028)
Table 4. Global Financial Planning Software Revenue (USD Million) by Region (2017-2022)
Table 5. Global Financial Planning Software Revenue Market Share by Region (2023-2028)
Table 6. PIEtech, Inc. Corporate Information, Head Office, and Major Competitors
Table 7. PIEtech, Inc. Major Business
Table 8. PIEtech, Inc. Financial Planning Software Product and Solutions
Table 9. PIEtech, Inc. Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 10. EMoney Advisor Corporate Information, Head Office, and Major Competitors
Table 11. EMoney Advisor Major Business
Table 12. EMoney Advisor Financial Planning Software Product and Solutions
Table 13. EMoney Advisor Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 14. Advicent Corporate Information, Head Office, and Major Competitors
Table 15. Advicent Major Business
Table 16. Advicent Financial Planning Software Product and Solutions
Table 17. Advicent Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 18. Money Tree Corporate Information, Head Office, and Major Competitors
Table 19. Money Tree Major Business
Table 20. Money Tree Financial Planning Software Product and Solutions
Table 21. Money Tree Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 22. WealthTec Corporate Information, Head Office, and Major Competitors
Table 23. WealthTec Major Business
Table 24. WealthTec Financial Planning Software Product and Solutions
Table 25. WealthTec Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 26. Oltis Software Corporate Information, Head Office, and Major Competitors
Table 27. Oltis Software Major Business
Table 28. Oltis Software Financial Planning Software Product and Solutions
Table 29. Oltis Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 30. Advisor Software Corporate Information, Head Office, and Major Competitors
Table 31. Advisor Software Major Business
Table 32. Advisor Software Financial Planning Software Product and Solutions
Table 33. Advisor Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 34. Envestnet Corporate Information, Head Office, and Major Competitors
Table 35. Envestnet Major Business
Table 36. Envestnet Financial Planning Software Product and Solutions
Table 37. Envestnet Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 38. InStream Solutions Corporate Information, Head Office, and Major Competitors
Table 39. InStream Solutions Major Business
Table 40. InStream Solutions Financial Planning Software Product and Solutions
Table 41. InStream Solutions Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 42. Wealthcare Capital Management Corporate Information, Head Office, and Major Competitors
Table 43. Wealthcare Capital Management Major Business
Table 44. Wealthcare Capital Management Financial Planning Software Product and Solutions
Table 45. Wealthcare Capital Management Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 46. SunGard WealthStation (FIS) Corporate Information, Head Office, and Major Competitors
Table 47. SunGard WealthStation (FIS) Major Business
Table 48. SunGard WealthStation (FIS) Financial Planning Software Product and Solutions
Table 49. SunGard WealthStation (FIS) Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 50. Advizr Corporate Information, Head Office, and Major Competitors
Table 51. Advizr Major Business
Table 52. Advizr Financial Planning Software Product and Solutions
Table 53. Advizr Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 54. RightCapital Corporate Information, Head Office, and Major Competitors
Table 55. RightCapital Major Business
Table 56. RightCapital Financial Planning Software Product and Solutions
Table 57. RightCapital Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 58. Cheshire Software Corporate Information, Head Office, and Major Competitors
Table 59. Cheshire Software Major Business
Table 60. Cheshire Software Financial Planning Software Product and Solutions
Table 61. Cheshire Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 62. Razor Logic Systems Corporate Information, Head Office, and Major Competitors
Table 63. Razor Logic Systems Major Business
Table 64. Razor Logic Systems Financial Planning Software Product and Solutions
Table 65. Razor Logic Systems Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 66. Moneywise Software Corporate Information, Head Office, and Major Competitors
Table 67. Moneywise Software Major Business
Table 68. Moneywise Software Financial Planning Software Product and Solutions
Table 69. Moneywise Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 70. Struktur AG Corporate Information, Head Office, and Major Competitors
Table 71. Struktur AG Major Business
Table 72. Struktur AG Financial Planning Software Product and Solutions
Table 73. Struktur AG Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 74. Futurewise Technologies Corporate Information, Head Office, and Major Competitors
Table 75. Futurewise Technologies Major Business
Table 76. Futurewise Technologies Financial Planning Software Product and Solutions
Table 77. Futurewise Technologies Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 78. ESPlanner Inc. Corporate Information, Head Office, and Major Competitors
Table 79. ESPlanner Inc. Major Business
Table 80. ESPlanner Inc. Financial Planning Software Product and Solutions
Table 81. ESPlanner Inc. Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 82. ISoftware Limited Corporate Information, Head Office, and Major Competitors
Table 83. ISoftware Limited Major Business
Table 84. ISoftware Limited Financial Planning Software Product and Solutions
Table 85. ISoftware Limited Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 86. FinPal Pty Ltd Corporate Information, Head Office, and Major Competitors
Table 87. FinPal Pty Ltd Major Business
Table 88. FinPal Pty Ltd Financial Planning Software Product and Solutions
Table 89. FinPal Pty Ltd Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 90. WealthTrace Corporate Information, Head Office, and Major Competitors
Table 91. WealthTrace Major Business
Table 92. WealthTrace Financial Planning Software Product and Solutions
Table 93. WealthTrace Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 94. Sigma Conso Corporate Information, Head Office, and Major Competitors
Table 95. Sigma Conso Major Business
Table 96. Sigma Conso Financial Planning Software Product and Solutions
Table 97. Sigma Conso Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 98. Prevero GmbH (Unit4) Corporate Information, Head Office, and Major Competitors
Table 99. Prevero GmbH (Unit4) Major Business
Table 100. Prevero GmbH (Unit4) Financial Planning Software Product and Solutions
Table 101. Prevero GmbH (Unit4) Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 102. SAP Corporate Information, Head Office, and Major Competitors
Table 103. SAP Major Business
Table 104. SAP Financial Planning Software Product and Solutions
Table 105. SAP Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2019, 2020, 2021, and 2022)
Table 106. Global Financial Planning Software Revenue (USD Million) by Players (2019, 2020, 2021, and 2022)
Table 107. Global Financial Planning Software Revenue Share by Players (2019, 2020, 2021, and 2022)
Table 108. Breakdown of Financial Planning Software by Company Type (Tier 1, Tier 2 and Tier 3)
Table 109. Financial Planning Software Players Head Office, Products and Services Provided
Table 110. Financial Planning Software Mergers & Acquisitions in the Past Five Years
Table 111. Financial Planning Software New Entrants and Expansion Plans
Table 112. Global Financial Planning Software Revenue (USD Million) by Type (2017-2022)
Table 113. Global Financial Planning Software Revenue Share by Type (2017-2022)
Table 114. Global Financial Planning Software Revenue Forecast by Type (2023-2028)
Table 115. Global Financial Planning Software Revenue by Application (2017-2022)
Table 116. Global Financial Planning Software Revenue Forecast by Application (2023-2028)
Table 117. North America Financial Planning Software Revenue by Type (2017-2022) & (USD Million)
Table 118. North America Financial Planning Software Revenue by Type (2023-2028) & (USD Million)
Table 119. North America Financial Planning Software Revenue by Application (2017-2022) & (USD Million)
Table 120. North America Financial Planning Software Revenue by Application (2023-2028) & (USD Million)
Table 121. North America Financial Planning Software Revenue by Country (2017-2022) & (USD Million)
Table 122. North America Financial Planning Software Revenue by Country (2023-2028) & (USD Million)
Table 123. Europe Financial Planning Software Revenue by Type (2017-2022) & (USD Million)
Table 124. Europe Financial Planning Software Revenue by Type (2023-2028) & (USD Million)
Table 125. Europe Financial Planning Software Revenue by Application (2017-2022) & (USD Million)
Table 126. Europe Financial Planning Software Revenue by Application (2023-2028) & (USD Million)
Table 127. Europe Financial Planning Software Revenue by Country (2017-2022) & (USD Million)
Table 128. Europe Financial Planning Software Revenue by Country (2023-2028) & (USD Million)
Table 129. Asia-Pacific Financial Planning Software Revenue by Type (2017-2022) & (USD Million)
Table 130. Asia-Pacific Financial Planning Software Revenue by Type (2023-2028) & (USD Million)
Table 131. Asia-Pacific Financial Planning Software Revenue by Application (2017-2022) & (USD Million)
Table 132. Asia-Pacific Financial Planning Software Revenue by Application (2023-2028) & (USD Million)
Table 133. Asia-Pacific Financial Planning Software Revenue by Region (2017-2022) & (USD Million)
Table 134. Asia-Pacific Financial Planning Software Revenue by Region (2023-2028) & (USD Million)
Table 135. South America Financial Planning Software Revenue by Type (2017-2022) & (USD Million)
Table 136. South America Financial Planning Software Revenue by Type (2023-2028) & (USD Million)
Table 137. South America Financial Planning Software Revenue by Application (2017-2022) & (USD Million)
Table 138. South America Financial Planning Software Revenue by Application (2023-2028) & (USD Million)
Table 139. South America Financial Planning Software Revenue by Country (2017-2022) & (USD Million)
Table 140. South America Financial Planning Software Revenue by Country (2023-2028) & (USD Million)
Table 141. Middle East & Africa Financial Planning Software Revenue by Type (2017-2022) & (USD Million)
Table 142. Middle East & Africa Financial Planning Software Revenue by Type (2023-2028) & (USD Million)
Table 143. Middle East & Africa Financial Planning Software Revenue by Application (2017-2022) & (USD Million)
Table 144. Middle East & Africa Financial Planning Software Revenue by Application (2023-2028) & (USD Million)
Table 145. Middle East & Africa Financial Planning Software Revenue by Country (2017-2022) & (USD Million)
Table 146. Middle East & Africa Financial Planning Software Revenue by Country (2023-2028) & (USD Million)
List of Figures
Figure 1. Financial Planning Software Picture
Figure 2. Global Financial Planning Software Revenue Market Share by Type in 2021
Figure 3. Cloud-based Financial Planning Software
Figure 4. On-promise Type Financial Planning Software
Figure 5. Financial Planning Software Revenue Market Share by Application in 2021
Figure 6. SME Picture
Figure 7. Large Enterprise Picture
Figure 8. Personal Purpose Picture
Figure 9. Others Picture
Figure 10. Global Financial Planning Software Market Size, (USD Million): 2017 VS 2021 VS 2028
Figure 11. Global Financial Planning Software Revenue and Forecast (2017-2028) & (USD Million)
Figure 12. Global Financial Planning Software Revenue Market Share by Region (2017-2028)
Figure 13. Global Financial Planning Software Revenue Market Share by Region in 2021
Figure 14. North America Financial Planning Software Revenue (USD Million) and Growth Rate (2017-2028)
Figure 15. Europe Financial Planning Software Revenue (USD Million) and Growth Rate (2017-2028)
Figure 16. Asia-Pacific Financial Planning Software Revenue (USD Million) and Growth Rate (2017-2028)
Figure 17. South America Financial Planning Software Revenue (USD Million) and Growth Rate (2017-2028)
Figure 18. Middle East and Africa Financial Planning Software Revenue (USD Million) and Growth Rate (2017-2028)
Figure 19. Financial Planning Software Market Drivers
Figure 20. Financial Planning Software Market Restraints
Figure 21. Financial Planning Software Market Trends
Figure 22. PIEtech, Inc. Recent Developments and Future Plans
Figure 23. EMoney Advisor Recent Developments and Future Plans
Figure 24. Advicent Recent Developments and Future Plans
Figure 25. Money Tree Recent Developments and Future Plans
Figure 26. WealthTec Recent Developments and Future Plans
Figure 27. Oltis Software Recent Developments and Future Plans
Figure 28. Advisor Software Recent Developments and Future Plans
Figure 29. Envestnet Recent Developments and Future Plans
Figure 30. InStream Solutions Recent Developments and Future Plans
Figure 31. Wealthcare Capital Management Recent Developments and Future Plans
Figure 32. SunGard WealthStation (FIS) Recent Developments and Future Plans
Figure 33. Advizr Recent Developments and Future Plans
Figure 34. RightCapital Recent Developments and Future Plans
Figure 35. Cheshire Software Recent Developments and Future Plans
Figure 36. Razor Logic Systems Recent Developments and Future Plans
Figure 37. Moneywise Software Recent Developments and Future Plans
Figure 38. Struktur AG Recent Developments and Future Plans
Figure 39. Futurewise Technologies Recent Developments and Future Plans
Figure 40. ESPlanner Inc. Recent Developments and Future Plans
Figure 41. ISoftware Limited Recent Developments and Future Plans
Figure 42. FinPal Pty Ltd Recent Developments and Future Plans
Figure 43. WealthTrace Recent Developments and Future Plans
Figure 44. Sigma Conso Recent Developments and Future Plans
Figure 45. Prevero GmbH (Unit4) Recent Developments and Future Plans
Figure 46. SAP Recent Developments and Future Plans
Figure 47. Global Financial Planning Software Revenue Share by Players in 2021
Figure 48. Financial Planning Software Market Share by Company Type (Tier 1, Tier 2 and Tier 3) in 2021
Figure 49. Global Top 3 Players Financial Planning Software Revenue Market Share in 2021
Figure 50. Global Top 10 Players Financial Planning Software Revenue Market Share in 2021
Figure 51. Key Players Market Share Trend (Top 3 Market Share: 2020 VS 2021 VS 2022)
Figure 52. Global Financial Planning Software Revenue Share by Type in 2021
Figure 53. Global Financial Planning Software Market Share Forecast by Type (2023-2028)
Figure 54. Global Financial Planning Software Revenue Share by Application in 2021
Figure 55. Global Financial Planning Software Market Share Forecast by Application (2023-2028)
Figure 56. North America Financial Planning Software Sales Market Share by Type (2017-2028)
Figure 57. North America Financial Planning Software Sales Market Share by Application (2017-2028)
Figure 58. North America Financial Planning Software Revenue Market Share by Country (2017-2028)
Figure 59. United States Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 60. Canada Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 61. Mexico Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 62. Europe Financial Planning Software Sales Market Share by Type (2017-2028)
Figure 63. Europe Financial Planning Software Sales Market Share by Application (2017-2028)
Figure 64. Europe Financial Planning Software Revenue Market Share by Country (2017-2028)
Figure 65. Germany Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 66. France Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 67. United Kingdom Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 68. Russia Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 69. Italy Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 70. Asia-Pacific Financial Planning Software Sales Market Share by Type (2017-2028)
Figure 71. Asia-Pacific Financial Planning Software Sales Market Share by Application (2017-2028)
Figure 72. Asia-Pacific Financial Planning Software Revenue Market Share by Region (2017-2028)
Figure 73. China Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 74. Japan Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 75. South Korea Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 76. India Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 77. Southeast Asia Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 78. Australia Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 79. South America Financial Planning Software Sales Market Share by Type (2017-2028)
Figure 80. South America Financial Planning Software Sales Market Share by Application (2017-2028)
Figure 81. South America Financial Planning Software Revenue Market Share by Country (2017-2028)
Figure 82. Brazil Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 83. Argentina Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 84. Middle East and Africa Financial Planning Software Sales Market Share by Type (2017-2028)
Figure 85. Middle East and Africa Financial Planning Software Sales Market Share by Application (2017-2028)
Figure 86. Middle East and Africa Financial Planning Software Revenue Market Share by Country (2017-2028)
Figure 87. Turkey Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 88. Saudi Arabia Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 89. UAE Financial Planning Software Revenue and Growth Rate (2017-2028) & (USD Million)
Figure 90. Methodology
Figure 91. Research Process and Data Source
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