Financial Planning Software Market - Global Outlook and Forecast 2021-2027

Code: RW00014476284
Market Monitor Global
Sep-2021
Technology, Media, & Telecommunications
111 Pages

This report contains market size and forecasts of Financial Planning Software in Global, including the following market information:
Global Financial Planning Software Market Revenue, 2016-2021, 2022-2027, ($ millions)
Global top five companies in 2020 (%)
The global Financial Planning Software market was valued at 1319.1 million in 2020 and is projected to reach US$ 2122.9 million by 2027, at a CAGR of 12.6% during the forecast period.
MARKET MONITOR GLOBAL, INC (MMG) has surveyed the Financial Planning Software companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Financial Planning Software Market, By Type, 2016-2021, 2022-2027 ($ millions)
Global Financial Planning Software Market Segment Percentages, By Type, 2020 (%)
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software

China Financial Planning Software Market, By Application, 2016-2021, 2022-2027 ($ millions)
China Financial Planning Software Market Segment Percentages, By Application, 2020 (%)
SME
Large Enterprise
Personal Purpose
Others

Global Financial Planning Software Market, By Region and Country, 2016-2021, 2022-2027 ($ Millions)
Global Financial Planning Software Market Segment Percentages, By Region and Country, 2020 (%)
North America
US
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Benelux
Rest of Europe
Asia
China
Japan
South Korea
Southeast Asia
India
Rest of Asia
South America
Brazil
Argentina
Rest of South America
Middle East & Africa
Turkey
Israel
Saudi Arabia
UAE
Rest of Middle East & Africa

Competitor Analysis
The report also provides analysis of leading market participants including:
Total Financial Planning Software Market Competitors Revenues in Global, by Players 2016-2021 (Estimated), ($ millions)
Total Financial Planning Software Market Competitors Revenues Share in Global, by Players 2020 (%)
Further, the report presents profiles of competitors in the market, including the following:
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

Table of Contents

1 Introduction to Research & Analysis Reports
1.1 Financial Planning Software Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Financial Planning Software Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Financial Planning Software Overall Market Size
2.1 Global Financial Planning Software Market Size: 2021 VS 2027
2.2 Global Financial Planning Software Market Size, Prospects & Forecasts: 2016-2027
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Financial Planning Software Players in Global Market
3.2 Top Global Financial Planning Software Companies Ranked by Revenue
3.3 Global Financial Planning Software Revenue by Companies
3.4 Top 3 and Top 5 Financial Planning Software Companies in Global Market, by Revenue in 2020
3.5 Global Companies Financial Planning Software Product Type
3.6 Tier 1, Tier 2 and Tier 3 Financial Planning Software Players in Global Market
3.6.1 List of Global Tier 1 Financial Planning Software Companies
3.6.2 List of Global Tier 2 and Tier 3 Financial Planning Software Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Financial Planning Software Market Size Markets, 2021 & 2027
4.1.2 Cloud-based Financial Planning Software
4.1.3 On-promise Type Financial Planning Software
4.2 By Type - Global Financial Planning Software Revenue & Forecasts
4.2.1 By Type - Global Financial Planning Software Revenue, 2016-2021
4.2.2 By Type - Global Financial Planning Software Revenue, 2022-2027
4.2.3 By Type - Global Financial Planning Software Revenue Market Share, 2016-2027
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Financial Planning Software Market Size, 2021 & 2027
5.1.2 SME
5.1.3 Large Enterprise
5.1.4 Personal Purpose
5.1.5 Others
5.2 By Application - Global Financial Planning Software Revenue & Forecasts
5.2.1 By Application - Global Financial Planning Software Revenue, 2016-2021
5.2.2 By Application - Global Financial Planning Software Revenue, 2022-2027
5.2.3 By Application - Global Financial Planning Software Revenue Market Share, 2016-2027
6 Sights by Region
6.1 By Region - Global Financial Planning Software Market Size, 2021 & 2027
6.2 By Region - Global Financial Planning Software Revenue & Forecasts
6.2.1 By Region - Global Financial Planning Software Revenue, 2016-2021
6.2.2 By Region - Global Financial Planning Software Revenue, 2022-2027
6.2.3 By Region - Global Financial Planning Software Revenue Market Share, 2016-2027
6.3 North America
6.3.1 By Country - North America Financial Planning Software Revenue, 2016-2027
6.3.2 US Financial Planning Software Market Size, 2016-2027
6.3.3 Canada Financial Planning Software Market Size, 2016-2027
6.3.4 Mexico Financial Planning Software Market Size, 2016-2027
6.4 Europe
6.4.1 By Country - Europe Financial Planning Software Revenue, 2016-2027
6.4.2 Germany Financial Planning Software Market Size, 2016-2027
6.4.3 France Financial Planning Software Market Size, 2016-2027
6.4.4 U.K. Financial Planning Software Market Size, 2016-2027
6.4.5 Italy Financial Planning Software Market Size, 2016-2027
6.4.6 Russia Financial Planning Software Market Size, 2016-2027
6.4.7 Nordic Countries Financial Planning Software Market Size, 2016-2027
6.4.8 Benelux Financial Planning Software Market Size, 2016-2027
6.5 Asia
6.5.1 By Region - Asia Financial Planning Software Revenue, 2016-2027
6.5.2 China Financial Planning Software Market Size, 2016-2027
6.5.3 Japan Financial Planning Software Market Size, 2016-2027
6.5.4 South Korea Financial Planning Software Market Size, 2016-2027
6.5.5 Southeast Asia Financial Planning Software Market Size, 2016-2027
6.5.6 India Financial Planning Software Market Size, 2016-2027
6.6 South America
6.6.1 By Country - South America Financial Planning Software Revenue, 2016-2027
6.6.2 Brazil Financial Planning Software Market Size, 2016-2027
6.6.3 Argentina Financial Planning Software Market Size, 2016-2027
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Financial Planning Software Revenue, 2016-2027
6.7.2 Turkey Financial Planning Software Market Size, 2016-2027
6.7.3 Israel Financial Planning Software Market Size, 2016-2027
6.7.4 Saudi Arabia Financial Planning Software Market Size, 2016-2027
6.7.5 UAE Financial Planning Software Market Size, 2016-2027
7 Players Profiles
7.1 PIEtech, Inc.
7.1.1 PIEtech, Inc. Corporate Summary
7.1.2 PIEtech, Inc. Business Overview
7.1.3 PIEtech, Inc. Financial Planning Software Major Product Offerings
7.1.4 PIEtech, Inc. Financial Planning Software Revenue in Global (2016-2021)
7.1.5 PIEtech, Inc. Key News
7.2 EMoney Advisor
7.2.1 EMoney Advisor Corporate Summary
7.2.2 EMoney Advisor Business Overview
7.2.3 EMoney Advisor Financial Planning Software Major Product Offerings
7.2.4 EMoney Advisor Financial Planning Software Revenue in Global (2016-2021)
7.2.5 EMoney Advisor Key News
7.3 Advicent
7.3.1 Advicent Corporate Summary
7.3.2 Advicent Business Overview
7.3.3 Advicent Financial Planning Software Major Product Offerings
7.3.4 Advicent Financial Planning Software Revenue in Global (2016-2021)
7.3.5 Advicent Key News
7.4 Money Tree
7.4.1 Money Tree Corporate Summary
7.4.2 Money Tree Business Overview
7.4.3 Money Tree Financial Planning Software Major Product Offerings
7.4.4 Money Tree Financial Planning Software Revenue in Global (2016-2021)
7.4.5 Money Tree Key News
7.5 WealthTec
7.5.1 WealthTec Corporate Summary
7.5.2 WealthTec Business Overview
7.5.3 WealthTec Financial Planning Software Major Product Offerings
7.5.4 WealthTec Financial Planning Software Revenue in Global (2016-2021)
7.5.5 WealthTec Key News
7.6 Oltis Software
7.6.1 Oltis Software Corporate Summary
7.6.2 Oltis Software Business Overview
7.6.3 Oltis Software Financial Planning Software Major Product Offerings
7.6.4 Oltis Software Financial Planning Software Revenue in Global (2016-2021)
7.6.5 Oltis Software Key News
7.7 Advisor Software
7.7.1 Advisor Software Corporate Summary
7.7.2 Advisor Software Business Overview
7.7.3 Advisor Software Financial Planning Software Major Product Offerings
7.4.4 Advisor Software Financial Planning Software Revenue in Global (2016-2021)
7.7.5 Advisor Software Key News
7.8 Envestnet
7.8.1 Envestnet Corporate Summary
7.8.2 Envestnet Business Overview
7.8.3 Envestnet Financial Planning Software Major Product Offerings
7.8.4 Envestnet Financial Planning Software Revenue in Global (2016-2021)
7.8.5 Envestnet Key News
7.9 InStream Solutions
7.9.1 InStream Solutions Corporate Summary
7.9.2 InStream Solutions Business Overview
7.9.3 InStream Solutions Financial Planning Software Major Product Offerings
7.9.4 InStream Solutions Financial Planning Software Revenue in Global (2016-2021)
7.9.5 InStream Solutions Key News
7.10 Wealthcare Capital Management
7.10.1 Wealthcare Capital Management Corporate Summary
7.10.2 Wealthcare Capital Management Business Overview
7.10.3 Wealthcare Capital Management Financial Planning Software Major Product Offerings
7.10.4 Wealthcare Capital Management Financial Planning Software Revenue in Global (2016-2021)
7.10.5 Wealthcare Capital Management Key News
7.11 SunGard WealthStation (FIS)
7.11.1 SunGard WealthStation (FIS) Corporate Summary
7.11.2 SunGard WealthStation (FIS) Business Overview
7.11.3 SunGard WealthStation (FIS) Financial Planning Software Major Product Offerings
7.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue in Global (2016-2021)
7.11.5 SunGard WealthStation (FIS) Key News
7.12 Advizr
7.12.1 Advizr Corporate Summary
7.12.2 Advizr Business Overview
7.12.3 Advizr Financial Planning Software Major Product Offerings
7.12.4 Advizr Financial Planning Software Revenue in Global (2016-2021)
7.12.5 Advizr Key News
7.13 RightCapital
7.13.1 RightCapital Corporate Summary
7.13.2 RightCapital Business Overview
7.13.3 RightCapital Financial Planning Software Major Product Offerings
7.13.4 RightCapital Financial Planning Software Revenue in Global (2016-2021)
7.13.5 RightCapital Key News
7.14 Cheshire Software
7.14.1 Cheshire Software Corporate Summary
7.14.2 Cheshire Software Business Overview
7.14.3 Cheshire Software Financial Planning Software Major Product Offerings
7.14.4 Cheshire Software Financial Planning Software Revenue in Global (2016-2021)
7.14.5 Cheshire Software Key News
7.15 Razor Logic Systems
7.15.1 Razor Logic Systems Corporate Summary
7.15.2 Razor Logic Systems Business Overview
7.15.3 Razor Logic Systems Financial Planning Software Major Product Offerings
7.15.4 Razor Logic Systems Financial Planning Software Revenue in Global (2016-2021)
7.15.5 Razor Logic Systems Key News
7.16 Moneywise Software
7.16.1 Moneywise Software Corporate Summary
7.16.2 Moneywise Software Business Overview
7.16.3 Moneywise Software Financial Planning Software Major Product Offerings
7.16.4 Moneywise Software Financial Planning Software Revenue in Global (2016-2021)
7.16.5 Moneywise Software Key News
7.17 Struktur AG
7.17.1 Struktur AG Corporate Summary
7.17.2 Struktur AG Business Overview
7.17.3 Struktur AG Financial Planning Software Major Product Offerings
7.17.4 Struktur AG Financial Planning Software Revenue in Global (2016-2021)
7.17.5 Struktur AG Key News
7.18 Futurewise Technologies
7.18.1 Futurewise Technologies Corporate Summary
7.18.2 Futurewise Technologies Business Overview
7.18.3 Futurewise Technologies Financial Planning Software Major Product Offerings
7.18.4 Futurewise Technologies Financial Planning Software Revenue in Global (2016-2021)
7.18.5 Futurewise Technologies Key News
7.19 ESPlanner Inc.
7.19.1 ESPlanner Inc. Corporate Summary
7.19.2 ESPlanner Inc. Business Overview
7.19.3 ESPlanner Inc. Financial Planning Software Major Product Offerings
7.19.4 ESPlanner Inc. Financial Planning Software Revenue in Global (2016-2021)
7.19.5 ESPlanner Inc. Key News
7.20 ISoftware Limited
7.20.1 ISoftware Limited Corporate Summary
7.20.2 ISoftware Limited Business Overview
7.20.3 ISoftware Limited Financial Planning Software Major Product Offerings
7.20.4 ISoftware Limited Financial Planning Software Revenue in Global (2016-2021)
7.20.5 ISoftware Limited Key News
7.21 FinPal Pty Ltd
7.21.1 FinPal Pty Ltd Corporate Summary
7.21.2 FinPal Pty Ltd Business Overview
7.21.3 FinPal Pty Ltd Financial Planning Software Major Product Offerings
7.21.4 FinPal Pty Ltd Financial Planning Software Revenue in Global (2016-2021)
7.21.5 FinPal Pty Ltd Key News
7.22 WealthTrace
7.22.1 WealthTrace Corporate Summary
7.22.2 WealthTrace Business Overview
7.22.3 WealthTrace Financial Planning Software Major Product Offerings
7.22.4 WealthTrace Financial Planning Software Revenue in Global (2016-2021)
7.22.5 WealthTrace Key News
7.23 Sigma Conso
7.23.1 Sigma Conso Corporate Summary
7.23.2 Sigma Conso Business Overview
7.23.3 Sigma Conso Financial Planning Software Major Product Offerings
7.23.4 Sigma Conso Financial Planning Software Revenue in Global (2016-2021)
7.23.5 Sigma Conso Key News
7.24 Prevero GmbH (Unit4)
7.24.1 Prevero GmbH (Unit4) Corporate Summary
7.24.2 Prevero GmbH (Unit4) Business Overview
7.24.3 Prevero GmbH (Unit4) Financial Planning Software Major Product Offerings
7.24.4 Prevero GmbH (Unit4) Financial Planning Software Revenue in Global (2016-2021)
7.24.5 Prevero GmbH (Unit4) Key News
7.25 SAP
7.25.1 SAP Corporate Summary
7.25.2 SAP Business Overview
7.25.3 SAP Financial Planning Software Major Product Offerings
7.25.4 SAP Financial Planning Software Revenue in Global (2016-2021)
7.25.5 SAP Key News
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer

List of Tables
Table 1. Financial Planning Software Market Opportunities & Trends in Global Market
Table 2. Financial Planning Software Market Drivers in Global Market
Table 3. Financial Planning Software Market Restraints in Global Market
Table 4. Key Players of Financial Planning Software in Global Market
Table 5. Top Financial Planning Software Players in Global Market, Ranking by Revenue (2019)
Table 6. Global Financial Planning Software Revenue by Companies, (US$, Mn), 2016-2021
Table 7. Global Financial Planning Software Revenue Share by Companies, 2016-2021
Table 8. Global Companies Financial Planning Software Product Type
Table 9. List of Global Tier 1 Financial Planning Software Companies, Revenue (US$, Mn) in 2020 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Financial Planning Software Companies, Revenue (US$, Mn) in 2020 and Market Share
Table 11. By Type

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

First Name *

Last Name

Country *

E-mail *

Contact No *

Company Name*

Job Title*

Comments

Your data will never be shared with third parties, however, we may send you information from time to time about our products that may be of interest to you. By submitting your details, you agree to be contacted by us. You may contact us at any time to opt-out.

Have a Question?

EMAIL US

RELATED PRODUCTS

ReportsWeb has an extensive coverage of industry reports, company reports and country reports accross all industries.

View All New Reports

Global Brain-inspired Computing Market G.. The global market for Brain-inspired Computing is estimated ..

Global SMEs Employee Engagement Software.. The global market for SMEs Employee Engagement Software is e..

Global Animal Feed Analysis Service Mark.. The global market for Animal Feed Analysis Service is estima..

Global Animal Feed Safety Inspection Ser.. The global market for Animal Feed Safety Inspection Service ..

Global Contactless Touch Technology Mark.. The global market for Contactless Touch Technology is estima..

Global Battery Manufacturing Software Ma.. The global market for Battery Manufacturing Software is esti..

Global Fiber Optic Grommet Market Growth.. The global market for Fiber Optic Grommet is estimated to in..

Global Flexible High Transmittance Anten.. The global market for Flexible High Transmittance Antenna is..

Global Low Frequency Omnidirectional Ant.. The global market for Low Frequency Omnidirectional Antenna ..

Global High Frequency Omnidirectional An.. The global market for High Frequency Omnidirectional Antenna..

Global Institutional Consulting Market G.. The global market for Institutional Consulting is estimated ..

Global Enterprise Mailbox Market Growth .. The global market for Enterprise Mailbox is estimated to inc..

CUSTOM RESEARCH

ReportsWeb has an extensive coverage of industry reports, company reports and country reports accross all industries.

LEARN MORE