Global Financial Planning Software Market Insights and Forecast to 2031

Report ID: 1229447 | Published Date: Jan 2025 | No. of Page: 127 | Base Year: 2024 | Rating: 4.1 | Webstory: Check our Web story
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1 Report Business Overview
    1.1 Study Scope
    1.2 Market Analysis by Type
        1.2.1 Global Financial Planning Software Market Size Growth Rate by Type, 2017 VS 2021 VS 2028
        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 Size Growth Rate by Application, 2017 VS 2021 VS 2028
        1.3.2 SME
        1.3.3 Large Enterprise
        1.3.4 Personal Purpose
        1.3.5 Others
    1.4 Study Objectives
    1.5 Years Considered
2 Global Growth Trends
    2.1 Global Financial Planning Software Market Perspective (2017-2028)
    2.2 Financial Planning Software Growth Trends by Region
        2.2.1 Financial Planning Software Market Size by Region: 2017 VS 2021 VS 2028
        2.2.2 Financial Planning Software Historic Market Size by Region (2017-2022)
        2.2.3 Financial Planning Software Forecasted Market Size by Region (2023-2028)
    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 (2017-2022)
        3.1.2 Global Financial Planning Software Revenue Market Share by Players (2017-2022)
    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 2021
    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 (2017-2022)
    4.2 Global Financial Planning Software Forecasted Market Size by Type (2023-2028)
5 Financial Planning Software Breakdown Data by Application
    5.1 Global Financial Planning Software Historic Market Size by Application (2017-2022)
    5.2 Global Financial Planning Software Forecasted Market Size by Application (2023-2028)
6 North America
    6.1 North America Financial Planning Software Market Size (2017-2028)
    6.2 North America Financial Planning Software Market Size by Type
        6.2.1 North America Financial Planning Software Market Size by Type (2017-2022)
        6.2.2 North America Financial Planning Software Market Size by Type (2023-2028)
        6.2.3 North America Financial Planning Software Market Share by Type (2017-2028)
    6.3 North America Financial Planning Software Market Size by Application
        6.3.1 North America Financial Planning Software Market Size by Application (2017-2022)
        6.3.2 North America Financial Planning Software Market Size by Application (2023-2028)
        6.3.3 North America Financial Planning Software Market Share by Application (2017-2028)
    6.4 North America Financial Planning Software Market Size by Country
        6.4.1 North America Financial Planning Software Market Size by Country (2017-2022)
        6.4.2 North America Financial Planning Software Market Size by Country (2023-2028)
        6.4.3 U.S.
        6.4.4 Canada
7 Europe
    7.1 Europe Financial Planning Software Market Size (2017-2028)
    7.2 Europe Financial Planning Software Market Size by Type
        7.2.1 Europe Financial Planning Software Market Size by Type (2017-2022)
        7.2.2 Europe Financial Planning Software Market Size by Type (2023-2028)
        7.2.3 Europe Financial Planning Software Market Share by Type (2017-2028)
    7.3 Europe Financial Planning Software Market Size by Application
        7.3.1 Europe Financial Planning Software Market Size by Application (2017-2022)
        7.3.2 Europe Financial Planning Software Market Size by Application (2023-2028)
        7.3.3 Europe Financial Planning Software Market Share by Application (2017-2028)
    7.4 Europe Financial Planning Software Market Size by Country
        7.4.1 Europe Financial Planning Software Market Size by Country (2017-2022)
        7.4.2 Europe Financial Planning Software Market Size by Country (2023-2028)
        7.4.3 Germany
        7.4.4 France
        7.4.5 U.K.
        7.4.6 Italy
        7.4.7 Russia
        7.4.8 Nordic Countries
8 Asia-Pacific
    8.1 Asia-Pacific Financial Planning Software Market Size (2017-2028)
    8.2 Asia-Pacific Financial Planning Software Market Size by Type
        8.2.1 Asia-Pacific Financial Planning Software Market Size by Type (2017-2022)
        8.2.2 Asia-Pacific Financial Planning Software Market Size by Type (2023-2028)
        8.2.3 Asia-Pacific Financial Planning Software Market Share by Type (2017-2028)
    8.3 Asia-Pacific Financial Planning Software Market Size by Application
        8.3.1 Asia-Pacific Financial Planning Software Market Size by Application (2017-2022)
        8.3.2 Asia-Pacific Financial Planning Software Market Size by Application (2023-2028)
        8.3.3 Asia-Pacific Financial Planning Software Market Share by Application (2017-2028)
    8.4 Asia-Pacific Financial Planning Software Market Size by Region
        8.4.1 Asia-Pacific Financial Planning Software Market Size by Region (2017-2022)
        8.4.2 Asia-Pacific Financial Planning Software Market Size by Region (2023-2028)
        8.4.3 China
        8.4.4 Japan
        8.4.5 South Korea
        8.4.6 Southeast Asia
        8.4.7 India
        8.4.8 Australia 
9 Latin America
    9.1 Latin America Financial Planning Software Market Size (2017-2028)
    9.2 Latin America Financial Planning Software Market Size by Type
        9.2.1 Latin America Financial Planning Software Market Size by Type (2017-2022)
        9.2.2 Latin America Financial Planning Software Market Size by Type (2023-2028)
        9.2.3 Latin America Financial Planning Software Market Share by Type (2017-2028)
    9.3 Latin America Financial Planning Software Market Size by Application
        9.3.1 Latin America Financial Planning Software Market Size by Application (2017-2022)
        9.3.2 Latin America Financial Planning Software Market Size by Application (2023-2028)
        9.3.3 Latin America Financial Planning Software Market Share by Application (2017-2028)
    9.4 Latin America Financial Planning Software Market Size by Country
        9.4.1 Latin America Financial Planning Software Market Size by Country (2017-2022)
        9.4.2 Latin America Financial Planning Software Market Size by Country (2023-2028)
        9.4.3 Mexico
        9.4.4 Brazil
10 Middle East & Africa
    10.1 Middle East & Africa Financial Planning Software Market Size (2017-2028)
    10.2 Middle East & Africa Financial Planning Software Market Size by Type
        10.2.1 Middle East & Africa Financial Planning Software Market Size by Type (2017-2022)
        10.2.2 Middle East & Africa Financial Planning Software Market Size by Type (2023-2028)
        10.2.3 Middle East & Africa Financial Planning Software Market Share by Type (2017-2028)
    10.3 Middle East & Africa Financial Planning Software Market Size by Application
        10.3.1 Middle East & Africa Financial Planning Software Market Size by Application (2017-2022)
        10.3.2 Middle East & Africa Financial Planning Software Market Size by Application (2023-2028)
        10.3.3 Middle East & Africa Financial Planning Software Market Share by Application (2017-2028)
    10.4 Middle East & Africa Financial Planning Software Market Size by Country
        10.4.1 Middle East & Africa Financial Planning Software Market Size by Country (2017-2022)
        10.4.2 Middle East & Africa Financial Planning Software Market Size by Country (2023-2028)
        10.4.3 Turkey
        10.4.4 Saudi Arabia
        10.4.5 UAE
11 Key Players Profiles
    11.1 PIEtech, Inc.
        11.1.1 PIEtech, Inc. Company Details
        11.1.2 PIEtech, Inc. Business Overview
        11.1.3 PIEtech, Inc. Financial Planning Software Introduction
        11.1.4 PIEtech, Inc. Revenue in Financial Planning Software Business (2017-2022)
        11.1.5 PIEtech, Inc. Recent Developments
    11.2 EMoney Advisor
        11.2.1 EMoney Advisor Company Details
        11.2.2 EMoney Advisor Business Overview
        11.2.3 EMoney Advisor Financial Planning Software Introduction
        11.2.4 EMoney Advisor Revenue in Financial Planning Software Business (2017-2022)
        11.2.5 EMoney Advisor Recent Developments
    11.3 Advicent
        11.3.1 Advicent Company Details
        11.3.2 Advicent Business Overview
        11.3.3 Advicent Financial Planning Software Introduction
        11.3.4 Advicent Revenue in Financial Planning Software Business (2017-2022)
        11.3.5 Advicent Recent Developments
    11.4 Money Tree
        11.4.1 Money Tree Company Details
        11.4.2 Money Tree Business Overview
        11.4.3 Money Tree Financial Planning Software Introduction
        11.4.4 Money Tree Revenue in Financial Planning Software Business (2017-2022)
        11.4.5 Money Tree Recent Developments
    11.5 WealthTec
        11.5.1 WealthTec Company Details
        11.5.2 WealthTec Business Overview
        11.5.3 WealthTec Financial Planning Software Introduction
        11.5.4 WealthTec Revenue in Financial Planning Software Business (2017-2022)
        11.5.5 WealthTec Recent Developments
    11.6 Oltis Software
        11.6.1 Oltis Software Company Details
        11.6.2 Oltis Software Business Overview
        11.6.3 Oltis Software Financial Planning Software Introduction
        11.6.4 Oltis Software Revenue in Financial Planning Software Business (2017-2022)
        11.6.5 Oltis Software Recent Developments
    11.7 Advisor Software
        11.7.1 Advisor Software Company Details
        11.7.2 Advisor Software Business Overview
        11.7.3 Advisor Software Financial Planning Software Introduction
        11.7.4 Advisor Software Revenue in Financial Planning Software Business (2017-2022)
        11.7.5 Advisor Software Recent Developments
    11.8 Envestnet
        11.8.1 Envestnet Company Details
        11.8.2 Envestnet Business Overview
        11.8.3 Envestnet Financial Planning Software Introduction
        11.8.4 Envestnet Revenue in Financial Planning Software Business (2017-2022)
        11.8.5 Envestnet Recent Developments
    11.9 InStream Solutions
        11.9.1 InStream Solutions Company Details
        11.9.2 InStream Solutions Business Overview
        11.9.3 InStream Solutions Financial Planning Software Introduction
        11.9.4 InStream Solutions Revenue in Financial Planning Software Business (2017-2022)
        11.9.5 InStream Solutions Recent Developments
    11.10 Wealthcare Capital Management
        11.10.1 Wealthcare Capital Management Company Details
        11.10.2 Wealthcare Capital Management Business Overview
        11.10.3 Wealthcare Capital Management Financial Planning Software Introduction
        11.10.4 Wealthcare Capital Management Revenue in Financial Planning Software Business (2017-2022)
        11.10.5 Wealthcare Capital Management Recent Developments
    11.11 SunGard WealthStation (FIS)
        11.11.1 SunGard WealthStation (FIS) Company Details
        11.11.2 SunGard WealthStation (FIS) Business Overview
        11.11.3 SunGard WealthStation (FIS) Financial Planning Software Introduction
        11.11.4 SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2017-2022)
        11.11.5 SunGard WealthStation (FIS) Recent Developments
    11.12 Advizr
        11.12.1 Advizr Company Details
        11.12.2 Advizr Business Overview
        11.12.3 Advizr Financial Planning Software Introduction
        11.12.4 Advizr Revenue in Financial Planning Software Business (2017-2022)
        11.12.5 Advizr Recent Developments
    11.13 RightCapital
        11.13.1 RightCapital Company Details
        11.13.2 RightCapital Business Overview
        11.13.3 RightCapital Financial Planning Software Introduction
        11.13.4 RightCapital Revenue in Financial Planning Software Business (2017-2022)
        11.13.5 RightCapital Recent Developments
    11.14 Cheshire Software
        11.14.1 Cheshire Software Company Details
        11.14.2 Cheshire Software Business Overview
        11.14.3 Cheshire Software Financial Planning Software Introduction
        11.14.4 Cheshire Software Revenue in Financial Planning Software Business (2017-2022)
        11.14.5 Cheshire Software Recent Developments
    11.15 Razor Logic Systems
        11.15.1 Razor Logic Systems Company Details
        11.15.2 Razor Logic Systems Business Overview
        11.15.3 Razor Logic Systems Financial Planning Software Introduction
        11.15.4 Razor Logic Systems Revenue in Financial Planning Software Business (2017-2022)
        11.15.5 Razor Logic Systems Recent Developments
    11.16 Moneywise Software
        11.16.1 Moneywise Software Company Details
        11.16.2 Moneywise Software Business Overview
        11.16.3 Moneywise Software Financial Planning Software Introduction
        11.16.4 Moneywise Software Revenue in Financial Planning Software Business (2017-2022)
        11.16.5 Moneywise Software Recent Developments
    11.17 Struktur AG
        11.17.1 Struktur AG Company Details
        11.17.2 Struktur AG Business Overview
        11.17.3 Struktur AG Financial Planning Software Introduction
        11.17.4 Struktur AG Revenue in Financial Planning Software Business (2017-2022)
        11.17.5 Struktur AG Recent Developments
    11.18 Futurewise Technologies
        11.18.1 Futurewise Technologies Company Details
        11.18.2 Futurewise Technologies Business Overview
        11.18.3 Futurewise Technologies Financial Planning Software Introduction
        11.18.4 Futurewise Technologies Revenue in Financial Planning Software Business (2017-2022)
        11.18.5 Futurewise Technologies Recent Developments
    11.19 ESPlanner Inc.
        11.19.1 ESPlanner Inc. Company Details
        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 (2017-2022)
        11.19.5 ESPlanner Inc. Recent Developments
    11.20 ISoftware Limited
        11.20.1 ISoftware Limited Company Details
        11.20.2 ISoftware Limited Business Overview
        11.20.3 ISoftware Limited Financial Planning Software Introduction
        11.20.4 ISoftware Limited Revenue in Financial Planning Software Business (2017-2022)
        11.20.5 ISoftware Limited Recent Developments
    11.21 FinPal Pty Ltd
        11.21.1 FinPal Pty Ltd Company Details
        11.21.2 FinPal Pty Ltd Business Overview
        11.21.3 FinPal Pty Ltd Financial Planning Software Introduction
        11.21.4 FinPal Pty Ltd Revenue in Financial Planning Software Business (2017-2022)
        11.21.5 FinPal Pty Ltd Recent Developments
    11.22 WealthTrace
        11.22.1 WealthTrace Company Details
        11.22.2 WealthTrace Business Overview
        11.22.3 WealthTrace Financial Planning Software Introduction
        11.22.4 WealthTrace Revenue in Financial Planning Software Business (2017-2022)
        11.22.5 WealthTrace Recent Developments
    11.23 Sigma Conso
        11.23.1 Sigma Conso Company Details
        11.23.2 Sigma Conso Business Overview
        11.23.3 Sigma Conso Financial Planning Software Introduction
        11.23.4 Sigma Conso Revenue in Financial Planning Software Business (2017-2022)
        11.23.5 Sigma Conso Recent Developments
    11.24 Prevero GmbH (Unit4)
        11.24.1 Prevero GmbH (Unit4) Company Details
        11.24.2 Prevero GmbH (Unit4) Business Overview
        11.24.3 Prevero GmbH (Unit4) Financial Planning Software Introduction
        11.24.4 Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2017-2022)
        11.24.5 Prevero GmbH (Unit4) Recent Developments
    11.25 SAP
        11.25.1 SAP Company Details
        11.25.2 SAP Business Overview
        11.25.3 SAP Financial Planning Software Introduction
        11.25.4 SAP Revenue in Financial Planning Software Business (2017-2022)
        11.25.5 SAP Recent Developments
12 Analyst's Viewpoints/Conclusions
13 Appendix
    13.1 Research Methodology
        13.1.1 Methodology/Research Approach
        13.1.2 Data Source
    13.2 Author Details
    13.3 Disclaimer
List of Tables
    Table 1. Global Financial Planning Software Market Size Growth Rate by Type (US$ Million), 2017 VS 2021 VS 2028
    Table 2. Key Players of Cloud-based Financial Planning Software
    Table 3. Key Players of On-promise Type Financial Planning Software
    Table 4. Global Financial Planning Software Market Size Growth Rate by Application (US$ Million), 2017 VS 2021 VS 2028
    Table 5. Global Financial Planning Software Market Size by Region (US$ Million): 2017 VS 2021 VS 2028
    Table 6. Global Financial Planning Software Market Size by Region (2017-2022) & (US$ Million)
    Table 7. Global Financial Planning Software Market Share by Region (2017-2022)
    Table 8. Global Financial Planning Software Forecasted Market Size by Region (2023-2028) & (US$ Million)
    Table 9. Global Financial Planning Software Market Share by Region (2023-2028)
    Table 10. Financial Planning Software Market Trends
    Table 11. Financial Planning Software Market Drivers
    Table 12. Financial Planning Software Market Challenges
    Table 13. Financial Planning Software Market Restraints
    Table 14. Global Financial Planning Software Revenue by Players (2017-2022) & (US$ Million)
    Table 15. Global Financial Planning Software Revenue Share by Players (2017-2022)
    Table 16. Global Top Financial Planning Software by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Financial Planning Software as of 2021)
    Table 17. Ranking of Global Top Financial Planning Software Companies by Revenue (US$ Million) in 2021
    Table 18. Global 5 Largest Players Market Share by Financial Planning Software Revenue (CR5 and HHI) & (2017-2022)
    Table 19. Key Players Headquarters and Area Served
    Table 20. Key Players Financial Planning Software Product Solution and Service
    Table 21. Date of Enter into Financial Planning Software Market
    Table 22. Mergers & Acquisitions, Expansion Plans
    Table 23. Global Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
    Table 24. Global Financial Planning Software Revenue Market Share by Type (2017-2022)
    Table 25. Global Financial Planning Software Forecasted Market Size by Type (2023-2028) & (US$ Million)
    Table 26. Global Financial Planning Software Revenue Market Share by Type (2023-2028)
    Table 27. Global Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
    Table 28. Global Financial Planning Software Revenue Share by Application (2017-2022)
    Table 29. Global Financial Planning Software Forecasted Market Size by Application (2023-2028) & (US$ Million)
    Table 30. Global Financial Planning Software Revenue Share by Application (2023-2028)
    Table 31. North America Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
    Table 32. North America Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
    Table 33. North America Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
    Table 34. North America Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
    Table 35. North America Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
    Table 36. North America Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
    Table 37. Europe Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
    Table 38. Europe Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
    Table 39. Europe Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
    Table 40. Europe Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
    Table 41. Europe Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
    Table 42. Europe Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
    Table 43. Asia Pacific Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
    Table 44. Asia Pacific Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
    Table 45. Asia Pacific Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
    Table 46. Asia Pacific Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
    Table 47. Asia Pacific Financial Planning Software Market Size by Region (2017-2022) & (US$ Million)
    Table 48. Asia Pacific Financial Planning Software Market Size by Region (2023-2028) & (US$ Million)
    Table 49. Latin America Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
    Table 50. Latin America Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
    Table 51. Latin America Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
    Table 52. Latin America Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
    Table 53. Latin America Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
    Table 54. Latin America Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
    Table 55. Middle East and Africa Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
    Table 56. Middle East and Africa Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
    Table 57. Middle East and Africa Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
    Table 58. Middle East and Africa Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
    Table 59. Middle East and Africa Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
    Table 60. Middle East and Africa Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
    Table 61. PIEtech, Inc. Company Details
    Table 62. PIEtech, Inc. Business Overview
    Table 63. PIEtech, Inc. Financial Planning Software Product
    Table 64. PIEtech, Inc. Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 65. PIEtech, Inc. Recent Developments
    Table 66. EMoney Advisor Company Details
    Table 67. EMoney Advisor Business Overview
    Table 68. EMoney Advisor Financial Planning Software Product
    Table 69. EMoney Advisor Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 70. EMoney Advisor Recent Developments
    Table 71. Advicent Company Details
    Table 72. Advicent Business Overview
    Table 73. Advicent Financial Planning Software Product
    Table 74. Advicent Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 75. Advicent Recent Developments
    Table 76. Money Tree Company Details
    Table 77. Money Tree Business Overview
    Table 78. Money Tree Financial Planning Software Product
    Table 79. Money Tree Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 80. Money Tree Recent Developments
    Table 81. WealthTec Company Details
    Table 82. WealthTec Business Overview
    Table 83. WealthTec Financial Planning Software Product
    Table 84. WealthTec Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 85. WealthTec Recent Developments
    Table 86. Oltis Software Company Details
    Table 87. Oltis Software Business Overview
    Table 88. Oltis Software Financial Planning Software Product
    Table 89. Oltis Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 90. Oltis Software Recent Developments
    Table 91. Advisor Software Company Details
    Table 92. Advisor Software Business Overview
    Table 93. Advisor Software Financial Planning Software Product
    Table 94. Advisor Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 95. Advisor Software Recent Developments
    Table 96. Envestnet Company Details
    Table 97. Envestnet Business Overview
    Table 98. Envestnet Financial Planning Software Product
    Table 99. Envestnet Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 100. Envestnet Recent Developments
    Table 101. InStream Solutions Company Details
    Table 102. InStream Solutions Business Overview
    Table 103. InStream Solutions Financial Planning Software Product
    Table 104. InStream Solutions Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 105. InStream Solutions Recent Developments
    Table 106. Wealthcare Capital Management Company Details
    Table 107. Wealthcare Capital Management Business Overview
    Table 108. Wealthcare Capital Management Financial Planning Software Product
    Table 109. Wealthcare Capital Management Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 110. Wealthcare Capital Management Recent Developments
    Table 111. SunGard WealthStation (FIS) Company Details
    Table 112. SunGard WealthStation (FIS) Business Overview
    Table 113. SunGard WealthStation (FIS) Financial Planning Software Product
    Table 114. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 115. SunGard WealthStation (FIS) Recent Developments
    Table 116. Advizr Company Details
    Table 117. Advizr Business Overview
    Table 118. Advizr Financial Planning Software Product
    Table 119. Advizr Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 120. Advizr Recent Developments
    Table 121. RightCapital Company Details
    Table 122. RightCapital Business Overview
    Table 123. RightCapital Financial Planning Software Product
    Table 124. RightCapital Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 125. RightCapital Recent Developments
    Table 126. Cheshire Software Company Details
    Table 127. Cheshire Software Business Overview
    Table 128. Cheshire Software Financial Planning Software Product
    Table 129. Cheshire Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 130. Cheshire Software Recent Developments
    Table 131. Razor Logic Systems Company Details
    Table 132. Razor Logic Systems Business Overview
    Table 133. Razor Logic Systems Financial Planning Software Product
    Table 134. Razor Logic Systems Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 135. Razor Logic Systems Recent Developments
    Table 136. Moneywise Software Company Details
    Table 137. Moneywise Software Business Overview
    Table 138. Moneywise Software Financial Planning Software Product
    Table 139. Moneywise Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 140. Moneywise Software Recent Developments
    Table 141. Struktur AG Company Details
    Table 142. Struktur AG Business Overview
    Table 143. Struktur AG Financial Planning Software Product
    Table 144. Struktur AG Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 145. Struktur AG Recent Developments
    Table 146. Futurewise Technologies Company Details
    Table 147. Futurewise Technologies Business Overview
    Table 148. Futurewise Technologies Financial Planning Software Product
    Table 149. Futurewise Technologies Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 150. Futurewise Technologies Recent Developments
    Table 151. ESPlanner Inc. Company Details
    Table 152. ESPlanner Inc. Business Overview
    Table 153. ESPlanner Inc. Financial Planning Software Product
    Table 154. ESPlanner Inc. Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 155. ESPlanner Inc. Recent Developments
    Table 156. ISoftware Limited Company Details
    Table 157. ISoftware Limited Business Overview
    Table 158. ISoftware Limited Financial Planning Software Product
    Table 159. ISoftware Limited Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 160. ISoftware Limited Recent Developments
    Table 161. FinPal Pty Ltd Company Details
    Table 162. FinPal Pty Ltd Business Overview
    Table 163. FinPal Pty Ltd Financial Planning Software Product
    Table 164. FinPal Pty Ltd Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 165. FinPal Pty Ltd Recent Developments
    Table 166. WealthTrace Company Details
    Table 167. WealthTrace Business Overview
    Table 168. WealthTrace Financial Planning Software Product
    Table 169. WealthTrace Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 170. WealthTrace Recent Developments
    Table 171. Sigma Conso Company Details
    Table 172. Sigma Conso Business Overview
    Table 173. Sigma Conso Financial Planning Software Product
    Table 174. Sigma Conso Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 175. Sigma Conso Recent Developments
    Table 176. Prevero GmbH (Unit4) Company Details
    Table 177. Prevero GmbH (Unit4) Business Overview
    Table 178. Prevero GmbH (Unit4) Financial Planning Software Product
    Table 179. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 180. Prevero GmbH (Unit4) Recent Developments
    Table 181. SAP Company Details
    Table 182. SAP Business Overview
    Table 183. SAP Financial Planning Software Product
    Table 184. SAP Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
    Table 185. SAP Recent Developments
    Table 186. Research Programs/Design for This Report
    Table 187. Key Data Information from Secondary Sources
    Table 188. Key Data Information from Primary Sources
List of Figures
    Figure 1. Global Financial Planning Software Market Share by Type: 2021 VS 2028
    Figure 2. Cloud-based Financial Planning Software Features
    Figure 3. On-promise Type Financial Planning Software Features
    Figure 4. Global Financial Planning Software Market Share by Application: 2021 VS 2028
    Figure 5. SME Case Studies
    Figure 6. Large Enterprise Case Studies
    Figure 7. Personal Purpose Case Studies
    Figure 8. Others Case Studies
    Figure 9. Financial Planning Software Report Years Considered
    Figure 10. Global Financial Planning Software Market Size (US$ Million), Year-over-Year: 2017-2028
    Figure 11. Global Financial Planning Software Market Size, (US$ Million), 2017 VS 2021 VS 2028
    Figure 12. Global Financial Planning Software Market Share by Region: 2021 VS 2028
    Figure 13. Global Financial Planning Software Market Share by Players in 2021
    Figure 14. Global Top Financial Planning Software Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Financial Planning Software as of 2021)
    Figure 15. The Top 10 and 5 Players Market Share by Financial Planning Software Revenue in 2021
    Figure 16. North America Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
    Figure 17. North America Financial Planning Software Market Size Market Share by Type (2017-2028)
    Figure 18. North America Financial Planning Software Market Size Market Share by Application (2017-2028)
    Figure 19. North America Financial Planning Software Market Size Share by Country (2017-2028)
    Figure 20. United States Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 21. Canada Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 22. Europe Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
    Figure 23. Europe Financial Planning Software Market Size Market Share by Type (2017-2028)
    Figure 24. Europe Financial Planning Software Market Size Market Share by Application (2017-2028)
    Figure 25. Europe Financial Planning Software Market Size Share by Country (2017-2028)
    Figure 26. Germany Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 27. France Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 28. U.K. Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 29. Italy Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 30. Russia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 31. Nordic Countries Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 32. Asia-Pacific Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
    Figure 33. Asia Pacific Financial Planning Software Market Size Market Share by Type (2017-2028)
    Figure 34. Asia Pacific Financial Planning Software Market Size Market Share by Application (2017-2028)
    Figure 35. Asia Pacific Financial Planning Software Market Size Share by Region (2017-2028)
    Figure 36. China Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 37. Japan Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 38. South Korea Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 39. Southeast Asia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 40. India Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 41. Australia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 42. Latin America Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
    Figure 43. Latin America Financial Planning Software Market Size Market Share by Type (2017-2028)
    Figure 44. Latin America Financial Planning Software Market Size Market Share by Application (2017-2028)
    Figure 45. Latin America Financial Planning Software Market Size Share by Country (2017-2028)
    Figure 46. Mexico Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 47. Brazil Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 48. Middle East & Africa Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
    Figure 49. Middle East and Africa Financial Planning Software Market Size Market Share by Type (2017-2028)
    Figure 50. Middle East and Africa Financial Planning Software Market Size Market Share by Application (2017-2028)
    Figure 51. Middle East and Africa Financial Planning Software Market Size Share by Country (2017-2028)
    Figure 52. Turkey Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 53. Saudi Arabia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 54. UAE Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 55. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 56. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 57. Advicent Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 58. Money Tree Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 59. WealthTec Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 60. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 61. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 62. Envestnet Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 63. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 64. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 65. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 66. Advizr Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 67. RightCapital Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 68. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 69. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 70. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 71. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 72. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 73. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 74. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 75. FinPal Pty Ltd Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 76. WealthTrace Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 77. Sigma Conso Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 78. Prevero GmbH (Unit4) Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 79. SAP Revenue Growth Rate in Financial Planning Software Business (2017-2022)
    Figure 80. Bottom-up and Top-down Approaches for This Report
    Figure 81. Data Triangulation
    Figure 82. Key Executives Interviewed
Please ask for List of Figures. Request Sample Report
Companies Included in Reports:
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
Frequently Asked Questions
Financial Planning Software report offers great insights of the market and consumer data and their interpretation through various figures and graphs. Report has embedded global market and regional market deep analysis through various research methodologies. The report also offers great competitor analysis of the industries and highlights the key aspect of their business like success stories, market development and growth rate.
Financial Planning Software report is categorised based on following features:
  1. Global Market Players
  2. Geopolitical regions
  3. Consumer Insights
  4. Technological advancement
  5. Historic and Future Analysis of the Market
Financial Planning Software report is designed on the six basic aspects of analysing the market, which covers the SWOT and SWAR analysis like strength, weakness, opportunity, threat, aspirations and results. This methodology helps investors to reach on to the desired and correct decision to put their capital into the market.

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