Report Detail
Global Financial Planning Software Market Growth (Status and Outlook) 2019-2024
- RnM3002085 |
- 22 February, 2019 |
- Global |
- 154 Pages |
- LPI(LP Information) |
- Service & Software
Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.
Financial planning software includes goals-based financial planning software, cash-flow-based financial planning software for financial advisors. The cash-flow-based type is leading the market at present. And the software can be also classified to cloud-based and on-promise type. The cloud-based type is growing faster at present.
Financial planning software is mainly used for two applications: SME (Small Business, Medium-sized Business), Large Business, Personal Purpose, etc. And SME (Small Business, Medium-sized Business) was the most widely used area which took up about 66.65% of the global total in 2017.
According to this study, over the next five years the Financial Planning Software market will register a 13.9% CAGR in terms of revenue, the global market size will reach US$ 1890 million by 2024, from US$ 990 million in 2019. In particular, this report presents the global revenue market share of key companies in Financial Planning Software business, shared in Chapter 3.
This report presents a comprehensive overview, market shares and growth opportunities of Financial Planning Software market by product type, application, key companies and key regions.
This study considers the Financial Planning Software value generated from the sales of the following segments:
Segmentation by product type: breakdown data from 2014 to 2019 in Section 2.3; and forecast to 2024 in section 10.7.
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Segmentation by application: breakdown data from 2014 to 2019, in Section 2.4; and forecast to 2024 in section 10.8.
SME
Large Enterprise
Personal Purpose
Other Purposes
This report also splits the market by region: Breakdown data in Chapter 4, 5, 6, 7 and 8.
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Spain
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
The report also presents the market competition landscape and a corresponding detailed analysis of the major vendor/manufacturers in the market. The key manufacturers covered in this report: Breakdown data in in Chapter 3.
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
In addition, this report discusses the key drivers influencing market growth, opportunities, the challenges and the risks faced by key players and the market as a whole. It also analyzes key emerging trends and their impact on present and future development.
Research objectives
To study and analyze the global Financial Planning Software market size by key regions/countries, product type and application, history data from 2014 to 2018, and forecast to 2024.
To understand the structure of Financial Planning Software market by identifying its various subsegments.
Focuses on the key global Financial Planning Software players, to define, describe and analyze the value, market share, market competition landscape, SWOT analysis and development plans in next few years.
To analyze the Financial Planning Software with respect to individual growth trends, future prospects, and their contribution to the total market.
To share detailed information about the key factors influencing the growth of the market (growth potential, opportunities, drivers, industry-specific challenges and risks).
To project the size of Financial Planning Software submarkets, with respect to key regions (along with their respective key countries).
To analyze competitive developments such as expansions, agreements, new product launches and acquisitions in the market.
To strategically profile the key players and comprehensively analyze their growth strategies.
Table of Contents
2019-2024 Global Financial Planning Software Market Report (Status and Outlook)
1 Scope of the Report
- 1.1 Market Introduction
- 1.2 Research Objectives
- 1.3 Years Considered
- 1.4 Market Research Methodology
- 1.5 Economic Indicators
- 1.6 Currency Considered
2 Executive Summary
- 2.1 World Market Overview
- 2.1.1 Global Financial Planning Software Market Size 2014-2024
- 2.1.2 Financial Planning Software Market Size CAGR by Region
- 2.2 Financial Planning Software Segment by Type
- 2.2.1 Cloud-based Financial Planning Software
- 2.2.2 On-promise Type Financial Planning Software
- 2.3 Financial Planning Software Market Size by Type
- 2.3.1 Global Financial Planning Software Market Size Market Share by Type (2014-2019)
- 2.3.2 Global Financial Planning Software Market Size Growth Rate by Type (2014-2019)
- 2.4 Financial Planning Software Segment by Application
- 2.4.1 SME
- 2.4.2 Large Enterprise
- 2.4.3 Personal Purpose
- 2.4.4 Other Purposes
- 2.5 Financial Planning Software Market Size by Application
- 2.5.1 Global Financial Planning Software Market Size Market Share by Application (2014-2019)
- 2.5.2 Global Financial Planning Software Market Size Growth Rate by Application (2014-2019)
3 Global Financial Planning Software by Players
- 3.1 Global Financial Planning Software Market Size Market Share by Players
- 3.1.1 Global Financial Planning Software Market Size by Players (2017-2019)
- 3.1.2 Global Financial Planning Software Market Size Market Share by Players (2017-2019)
- 3.2 Global Financial Planning Software Key Players Head office and Products Offered
- 3.3 Market Concentration Rate Analysis
- 3.3.1 Competition Landscape Analysis
- 3.3.2 Concentration Ratio (CR3, CR5 and CR10) (2017-2019)
- 3.4 New Products and Potential Entrants
- 3.5 Mergers & Acquisitions, Expansion
4 Financial Planning Software by Regions
- 4.1 Financial Planning Software Market Size by Regions
- 4.2 Americas Financial Planning Software Market Size Growth
- 4.3 APAC Financial Planning Software Market Size Growth
- 4.4 Europe Financial Planning Software Market Size Growth
- 4.5 Middle East & Africa Financial Planning Software Market Size Growth
5 Americas
- 5.1 Americas Financial Planning Software Market Size by Countries
- 5.2 Americas Financial Planning Software Market Size by Type
- 5.3 Americas Financial Planning Software Market Size by Application
- 5.4 United States
- 5.5 Canada
- 5.6 Mexico
- 5.7 Key Economic Indicators of Few Americas Countries
6 APAC
- 6.1 APAC Financial Planning Software Market Size by Countries
- 6.2 APAC Financial Planning Software Market Size by Type
- 6.3 APAC Financial Planning Software Market Size by Application
- 6.4 China
- 6.5 Japan
- 6.6 Korea
- 6.7 Southeast Asia
- 6.8 India
- 6.9 Australia
- 6.10 Key Economic Indicators of Few APAC Countries
7 Europe
- 7.1 Europe Financial Planning Software by Countries
- 7.2 Europe Financial Planning Software Market Size by Type
- 7.3 Europe Financial Planning Software Market Size by Application
- 7.4 Germany
- 7.5 France
- 7.6 UK
- 7.7 Italy
- 7.8 Russia
- 7.9 Spain
- 7.10 Key Economic Indicators of Few Europe Countries
8 Middle East & Africa
- 8.1 Middle East & Africa Financial Planning Software by Countries
- 8.2 Middle East & Africa Financial Planning Software Market Size by Type
- 8.3 Middle East & Africa Financial Planning Software Market Size by Application
- 8.4 Egypt
- 8.5 South Africa
- 8.6 Israel
- 8.7 Turkey
- 8.8 GCC Countries
9 Market Drivers, Challenges and Trends
- 9.1 Market Drivers and Impact
- 9.1.1 Growing Demand from Key Regions
- 9.1.2 Growing Demand from Key Applications and Potential Industries
- 9.2 Market Challenges and Impact
- 9.3 Market Trends
10 Global Financial Planning Software Market Forecast
- 10.1 Global Financial Planning Software Market Size Forecast (2019-2024)
- 10.2 Global Financial Planning Software Forecast by Regions
- 10.2.1 Global Financial Planning Software Forecast by Regions (2019-2024)
- 10.2.2 Americas Market Forecast
- 10.2.3 APAC Market Forecast
- 10.2.4 Europe Market Forecast
- 10.2.5 Middle East & Africa Market Forecast
- 10.3 Americas Forecast by Countries
- 10.3.1 United States Market Forecast
- 10.3.2 Canada Market Forecast
- 10.3.3 Mexico Market Forecast
- 10.3.4 Brazil Market Forecast
- 10.4 APAC Forecast by Countries
- 10.4.1 China Market Forecast
- 10.4.2 Japan Market Forecast
- 10.4.3 Korea Market Forecast
- 10.4.4 Southeast Asia Market Forecast
- 10.4.5 India Market Forecast
- 10.4.6 Australia Market Forecast
- 10.5 Europe Forecast by Countries
- 10.5.1 Germany Market Forecast
- 10.5.2 France Market Forecast
- 10.5.3 UK Market Forecast
- 10.5.4 Italy Market Forecast
- 10.5.5 Russia Market Forecast
- 10.5.6 Spain Market Forecast
- 10.6 Middle East & Africa Forecast by Countries
- 10.6.1 Egypt Market Forecast
- 10.6.2 South Africa Market Forecast
- 10.6.3 Israel Market Forecast
- 10.6.4 Turkey Market Forecast
- 10.6.5 GCC Countries Market Forecast
- 10.7 Global Financial Planning Software Forecast by Type
- 10.8 Global Financial Planning Software Forecast by Application
11 Key Players Analysis
- 11.1 PIEtech, Inc.
- 11.1.1 Company Details
- 11.1.2 Financial Planning Software Product Offered
- 11.1.3 PIEtech, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.1.4 Main Business Overview
- 11.1.5 PIEtech, Inc. News
- 11.2 EMoney Advisor
- 11.2.1 Company Details
- 11.2.2 Financial Planning Software Product Offered
- 11.2.3 EMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.2.4 Main Business Overview
- 11.2.5 EMoney Advisor News
- 11.3 Advicent
- 11.3.1 Company Details
- 11.3.2 Financial Planning Software Product Offered
- 11.3.3 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.3.4 Main Business Overview
- 11.3.5 Advicent News
- 11.4 Money Tree
- 11.4.1 Company Details
- 11.4.2 Financial Planning Software Product Offered
- 11.4.3 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.4.4 Main Business Overview
- 11.4.5 Money Tree News
- 11.5 WealthTec
- 11.5.1 Company Details
- 11.5.2 Financial Planning Software Product Offered
- 11.5.3 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.5.4 Main Business Overview
- 11.5.5 WealthTec News
- 11.6 Oltis Software
- 11.6.1 Company Details
- 11.6.2 Financial Planning Software Product Offered
- 11.6.3 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.6.4 Main Business Overview
- 11.6.5 Oltis Software News
- 11.7 Advisor Software
- 11.7.1 Company Details
- 11.7.2 Financial Planning Software Product Offered
- 11.7.3 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.7.4 Main Business Overview
- 11.7.5 Advisor Software News
- 11.8 Envestnet
- 11.8.1 Company Details
- 11.8.2 Financial Planning Software Product Offered
- 11.8.3 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.8.4 Main Business Overview
- 11.8.5 Envestnet News
- 11.9 InStream Solutions
- 11.9.1 Company Details
- 11.9.2 Financial Planning Software Product Offered
- 11.9.3 InStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.9.4 Main Business Overview
- 11.9.5 InStream Solutions News
- 11.10 Wealthcare Capital Management
- 11.10.1 Company Details
- 11.10.2 Financial Planning Software Product Offered
- 11.10.3 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
- 11.10.4 Main Business Overview
- 11.10.5 Wealthcare Capital Management News
- 11.11 SunGard WealthStation (FIS)
- 11.12 Advizr
- 11.13 RightCapital
- 11.14 Cheshire Software
- 11.15 Razor Logic Systems
- 11.16 Moneywise Software
- 11.17 Struktur AG
- 11.18 Futurewise Technologies
- 11.19 ESPlanner Inc.
- 11.20 ISoftware Limited
- 11.21 FinPal Pty Ltd
- 11.22 WealthTrace
- 11.23 Sigma Conso
- 11.24 Prevero GmbH (Unit4)
- 11.25 SAP
12 Research Findings and Conclusion
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 Growth (Status and Outlook) 2019-2024. 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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