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Service & Software Global Financial Planning Software Market 2019 by Company, Regions, Type and Application, Forecast to 2024

  • RnM2921731
    • |
  • 03 January, 2020
    • |
  • Global
    • |
  • 140 Pages
    • |
  • GIR (Global Info Research)
    • |
  • Service & Software

Summary

Market Overview
The global Financial Planning Software market size is expected to gain market growth in the forecast period of 2020 to 2025, with a CAGR of 12.6% in the forecast period of 2020 to 2025 and will expected to reach USD 2121.7 million by 2025, from USD 1318.3 million in 2019.
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.

Market segmentation
Financial Planning Software market is split by Type and by Application. For the period 2015-2025, the growth among segments provide accurate calculations and forecasts for sales by Type and by Application in terms of volume and value. This analysis can help you expand your business by targeting qualified niche markets.
By Type, Financial Planning Software market has been segmented into Cloud-based Financial Planning Software, On-promise Type Financial Planning Software, etc.
By Application, Financial Planning Software has been segmented into SME, Large Enterprise, Personal Purpose, Other Purposes, etc.
Regions and Countries Level Analysis
Regional analysis is another highly comprehensive part of the research and analysis study of the global Financial Planning Software market presented in the report. This section sheds light on the sales growth of different regional and country-level Financial Planning Software markets. For the historical and forecast period 2015 to 2025, it provides detailed and accurate country-wise volume analysis and region-wise market size analysis of the global Financial Planning Software market.
The report offers in-depth assessment of the growth and other aspects of the Financial Planning Software market in important countries (regions), including United States, Canada, Mexico, Germany, France, United Kingdom, Russia, Italy, China, Japan, Korea, India, Southeast Asia, Australia, Brazil and Saudi Arabia, etc. It also throws light on the progress of key regional Financial Planning Software markets such as North America, Europe, Asia-Pacific, South America and Middle East & Africa.
Competitive Landscape and Financial Planning Software Market Share Analysis
Financial Planning Software competitive landscape provides details by vendors, including company overview, company total revenue (financials), market potential, global presence, Financial Planning Software sales and revenue generated, market share, price, production sites and facilities, SWOT analysis, product launch. For the period 2015-2020, this study provides the Financial Planning Software sales, revenue and market share for each player covered in this report.
The major players covered in Financial Planning Software are: PIEtech, Inc., Envestnet, Money Tree, EMoney Advisor, Advisor Software, Advicent, Wealthcare Capital Management, Oltis Software, WealthTec, InStream Solutions, Razor Logic Systems, Futurewise Technologies, SunGard WealthStation (FIS), ISoftware Limited, Moneywise Software, Cheshire Software, Advizr, ESPlanner Inc., Struktur AG, RightCapital, FinPal Pty Ltd, SAP, Prevero GmbH (Unit4), WealthTrace, Sigma Conso, etc. Among other players domestic and global, Financial Planning Software market share data is available for global, North America, Europe, Asia-Pacific, Middle East & Africa and South America separately. Global Info Research analysts understand competitive strengths and provide competitive analysis for each competitor separately.


Table of Contents

    1 Financial Planning Software Market Overview

    • 1.1 Product Overview and Scope of Financial Planning Software
    • 1.2 Classification of Financial Planning Software by Type
      • 1.2.1 Global Financial Planning Software Revenue by Type: 2015 VS 2019 VS 2025
      • 1.2.2 Global Financial Planning Software Revenue Market Share by Type in 2019
      • 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 Revenue by Application: 2015 VS 2019 VS 2025
      • 1.3.2 SME
      • 1.3.3 Large Enterprise
      • 1.3.4 Personal Purpose
      • 1.3.5 Other Purposes
    • 1.4 Global Financial Planning Software Market by Regions
      • 1.4.1 Global Financial Planning Software Market Size by Regions: 2015 VS 2019 VS 2025
      • 1.4.2 Global Market Size of Financial Planning Software (2015-2025)
      • 1.4.3 North America (USA, Canada and Mexico) Financial Planning Software Status and Prospect (2015-2025)
      • 1.4.4 Europe (Germany, France, UK, Russia and Italy) Financial Planning Software Status and Prospect (2015-2025)
      • 1.4.5 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Financial Planning Software Status and Prospect (2015-2025)
      • 1.4.6 South America (Brazil, Argentina, Colombia) Financial Planning Software Status and Prospect (2015-2025)
      • 1.4.7 Middle East & Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Financial Planning Software Status and Prospect (2015-2025)

    2 Company Profiles

    • 2.1 PIEtech, Inc.
      • 2.1.1 PIEtech, Inc. Details
      • 2.1.2 PIEtech, Inc. Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.1.3 PIEtech, Inc. SWOT Analysis
      • 2.1.4 PIEtech, Inc. Product and Services
      • 2.1.5 PIEtech, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.2 Envestnet
      • 2.2.1 Envestnet Details
      • 2.2.2 Envestnet Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.2.3 Envestnet SWOT Analysis
      • 2.2.4 Envestnet Product and Services
      • 2.2.5 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.3 Money Tree
      • 2.3.1 Money Tree Details
      • 2.3.2 Money Tree Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.3.3 Money Tree SWOT Analysis
      • 2.3.4 Money Tree Product and Services
      • 2.3.5 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.4 EMoney Advisor
      • 2.4.1 EMoney Advisor Details
      • 2.4.2 EMoney Advisor Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.4.3 EMoney Advisor SWOT Analysis
      • 2.4.4 EMoney Advisor Product and Services
      • 2.4.5 EMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.5 Advisor Software
      • 2.5.1 Advisor Software Details
      • 2.5.2 Advisor Software Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.5.3 Advisor Software SWOT Analysis
      • 2.5.4 Advisor Software Product and Services
      • 2.5.5 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.6 Advicent
      • 2.6.1 Advicent Details
      • 2.6.2 Advicent Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.6.3 Advicent SWOT Analysis
      • 2.6.4 Advicent Product and Services
      • 2.6.5 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.7 Wealthcare Capital Management
      • 2.7.1 Wealthcare Capital Management Details
      • 2.7.2 Wealthcare Capital Management Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.7.3 Wealthcare Capital Management SWOT Analysis
      • 2.7.4 Wealthcare Capital Management Product and Services
      • 2.7.5 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.8 Oltis Software
      • 2.8.1 Oltis Software Details
      • 2.8.2 Oltis Software Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.8.3 Oltis Software SWOT Analysis
      • 2.8.4 Oltis Software Product and Services
      • 2.8.5 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.9 WealthTec
      • 2.9.1 WealthTec Details
      • 2.9.2 WealthTec Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.9.3 WealthTec SWOT Analysis
      • 2.9.4 WealthTec Product and Services
      • 2.9.5 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.10 InStream Solutions
      • 2.10.1 InStream Solutions Details
      • 2.10.2 InStream Solutions Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.10.3 InStream Solutions SWOT Analysis
      • 2.10.4 InStream Solutions Product and Services
      • 2.10.5 InStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.11 Razor Logic Systems
      • 2.11.1 Razor Logic Systems Details
      • 2.11.2 Razor Logic Systems Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.11.3 Razor Logic Systems SWOT Analysis
      • 2.11.4 Razor Logic Systems Product and Services
      • 2.11.5 Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.12 Futurewise Technologies
      • 2.12.1 Futurewise Technologies Details
      • 2.12.2 Futurewise Technologies Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.12.3 Futurewise Technologies SWOT Analysis
      • 2.12.4 Futurewise Technologies Product and Services
      • 2.12.5 Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.13 SunGard WealthStation (FIS)
      • 2.13.1 SunGard WealthStation (FIS) Details
      • 2.13.2 SunGard WealthStation (FIS) Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.13.3 SunGard WealthStation (FIS) SWOT Analysis
      • 2.13.4 SunGard WealthStation (FIS) Product and Services
      • 2.13.5 SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.14 ISoftware Limited
      • 2.14.1 ISoftware Limited Details
      • 2.14.2 ISoftware Limited Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.14.3 ISoftware Limited SWOT Analysis
      • 2.14.4 ISoftware Limited Product and Services
      • 2.14.5 ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.15 Moneywise Software
      • 2.15.1 Moneywise Software Details
      • 2.15.2 Moneywise Software Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.15.3 Moneywise Software SWOT Analysis
      • 2.15.4 Moneywise Software Product and Services
      • 2.15.5 Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.16 Cheshire Software
      • 2.16.1 Cheshire Software Details
      • 2.16.2 Cheshire Software Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.16.3 Cheshire Software SWOT Analysis
      • 2.16.4 Cheshire Software Product and Services
      • 2.16.5 Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.17 Advizr
      • 2.17.1 Advizr Details
      • 2.17.2 Advizr Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.17.3 Advizr SWOT Analysis
      • 2.17.4 Advizr Product and Services
      • 2.17.5 Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.18 ESPlanner Inc.
      • 2.18.1 ESPlanner Inc. Details
      • 2.18.2 ESPlanner Inc. Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.18.3 ESPlanner Inc. SWOT Analysis
      • 2.18.4 ESPlanner Inc. Product and Services
      • 2.18.3 ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.19 Struktur AG
      • 2.19.1 Struktur AG Details
      • 2.19.2 Struktur AG Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.19.3 Struktur AG SWOT Analysis
      • 2.19.4 Struktur AG Product and Services
      • 2.19.5 Struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.20 RightCapital
      • 2.20.1 RightCapital Details
      • 2.20.2 RightCapital Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.20.3 RightCapital SWOT Analysis
      • 2.20.4 RightCapital Product and Services
      • 2.20.5 RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.21 FinPal Pty Ltd
      • 2.21.1 FinPal Pty Ltd Details
      • 2.21.2 FinPal Pty Ltd Major Business and Total Revenue (Financial Highlights) Analysis
      • 2.21.3 FinPal Pty Ltd SWOT Analysis
      • 2.21.4 FinPal Pty Ltd Product and Services
      • 2.21.5 FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
    • 2.22 SAP
    • 2.23 Prevero GmbH (Unit4)
    • 2.24 WealthTrace
    • 2.25 Sigma Conso

    3 Market Competition, by Players

    • 3.1 Global Financial Planning Software Revenue and Share by Players (2015-2020)
    • 3.2 Market Concentration Rate
      • 3.2.1 Top 5 Financial Planning Software Players Market Share
      • 3.2.2 Top 10 Financial Planning Software Players Market Share
    • 3.3 Market Competition Trend

    4 Market Size by Regions

    • 4.1 Global Financial Planning Software Revenue and Market Share by Regions
    • 4.2 North America Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 4.3 Europe Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 4.4 Asia-Pacific Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 4.5 South America Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 4.6 Middle East & Africa Financial Planning Software Revenue and Growth Rate (2015-2020)

    5 North America Financial Planning Software Revenue by Countries

    • 5.1 North America Financial Planning Software Revenue by Countries (2015-2020)
    • 5.2 USA Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 5.3 Canada Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 5.4 Mexico Financial Planning Software Revenue and Growth Rate (2015-2020)

    6 Europe Financial Planning Software Revenue by Countries

    • 6.1 Europe Financial Planning Software Revenue by Countries (2015-2020)
    • 6.2 Germany Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 6.3 UK Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 6.4 France Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 6.5 Russia Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 6.6 Italy Financial Planning Software Revenue and Growth Rate (2015-2020)

    7 Asia-Pacific Financial Planning Software Revenue by Countries

    • 7.1 Asia-Pacific Financial Planning Software Revenue by Countries (2015-2020)
    • 7.2 China Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 7.3 Japan Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 7.4 Korea Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 7.5 India Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 7.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2015-2020)

    8 South America Financial Planning Software Revenue by Countries

    • 8.1 South America Financial Planning Software Revenue by Countries (2015-2020)
    • 8.2 Brazil Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 8.3 Argentina Financial Planning Software Revenue and Growth Rate (2015-2020)

    9 Middle East & Africa Revenue Financial Planning Software by Countries

    • 9.1 Middle East & Africa Financial Planning Software Revenue by Countries (2015-2020)
    • 9.2 Saudi Arabia Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 9.3 UAE Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 9.4 Egypt Financial Planning Software Revenue and Growth Rate (2015-2020)
    • 9.5 South Africa Financial Planning Software Revenue and Growth Rate (2015-2020)

    10 Market Size Segment by Type

    • 10.1 Global Financial Planning Software Revenue and Market Share by Type (2015-2020)
    • 10.2 Global Financial Planning Software Market Forecast by Type (2019-2024)
    • 10.3 Cloud-based Financial Planning Software Revenue Growth Rate (2015-2025)
    • 10.4 On-promise Type Financial Planning Software Revenue Growth Rate (2015-2025)

    11 Global Financial Planning Software Market Segment by Application

    • 11.1 Global Financial Planning Software Revenue Market Share by Application (2015-2020)
    • 11.2 Financial Planning Software Market Forecast by Application (2019-2024)
    • 11.3 SME Revenue Growth (2015-2020)
    • 11.4 Large Enterprise Revenue Growth (2015-2020)
    • 11.5 Personal Purpose Revenue Growth (2015-2020)
    • 11.6 Other Purposes Revenue Growth (2015-2020)

    12 Global Financial Planning Software Market Size Forecast (2021-2025)

    • 12.1 Global Financial Planning Software Market Size Forecast (2021-2025)
    • 12.2 Global Financial Planning Software Market Forecast by Regions (2021-2025)
    • 12.3 North America Financial Planning Software Revenue Market Forecast (2021-2025)
    • 12.4 Europe Financial Planning Software Revenue Market Forecast (2021-2025)
    • 12.5 Asia-Pacific Financial Planning Software Revenue Market Forecast (2021-2025)
    • 12.6 South America Financial Planning Software Revenue Market Forecast (2021-2025)
    • 12.7 Middle East & Africa Financial Planning Software Revenue Market Forecast (2021-2025)

    13 Research Findings and Conclusion

      14 Appendix

      • 14.1 Methodology
      • 14.2 Data Source
      • 14.3 Disclaimer

      Summary:
      Get latest Market Research Reports on Financial Planning Software . Industry analysis & Market Report on Financial Planning Software is a syndicated market report, published as Global Financial Planning Software Market 2019 by Company, Regions, Type and Application, Forecast to 2024. It is complete Research Study and Industry Analysis of Financial Planning Software market, to understand, Market Demand, Growth, trends analysis and Factor Influencing market.

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