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Global Financial Planning Software Market Size, Status and Forecast 2019-2025

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Table of Contents

    1 Report Overview

    • 1.1 Study Scope
    • 1.2 Key Market Segments
    • 1.3 Players Covered
    • 1.4 Market Analysis by Type
      • 1.4.1 Global Financial Planning Software Market Size Growth Rate by Type (2014-2025)
      • 1.4.2 Cloud-based Financial Planning Software
      • 1.4.3 On-promise Type Financial Planning Software
    • 1.5 Market by Application
      • 1.5.1 Global Financial Planning Software Market Share by Application (2014-2025)
      • 1.5.2 SME
      • 1.5.3 Large Enterprise
      • 1.5.4 Personal Purpose
      • 1.5.5 Other Purposes
    • 1.6 Study Objectives
    • 1.7 Years Considered

    2 Global Growth Trends

    • 2.1 Financial Planning Software Market Size
    • 2.2 Financial Planning Software Growth Trends by Regions
      • 2.2.1 Financial Planning Software Market Size by Regions (2014-2025)
      • 2.2.2 Financial Planning Software Market Share by Regions (2014-2019)
    • 2.3 Industry Trends
      • 2.3.1 Market Top Trends
      • 2.3.2 Market Drivers
      • 2.3.3 Market Opportunities

    3 Market Share by Key Players

    • 3.1 Financial Planning Software Market Size by Manufacturers
      • 3.1.1 Global Financial Planning Software Revenue by Manufacturers (2014-2019)
      • 3.1.2 Global Financial Planning Software Revenue Market Share by Manufacturers (2014-2019)
      • 3.1.3 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI)
    • 3.2 Financial Planning Software Key Players Head office and Area Served
    • 3.3 Key Players Financial Planning Software Product/Solution/Service
    • 3.4 Date of Enter into Financial Planning Software Market
    • 3.5 Mergers & Acquisitions, Expansion Plans

    4 Breakdown Data by Type and Application

    • 4.1 Global Financial Planning Software Market Size by Type (2014-2019)
    • 4.2 Global Financial Planning Software Market Size by Application (2014-2019)

    5 United States

    • 5.1 United States Financial Planning Software Market Size (2014-2019)
    • 5.2 Financial Planning Software Key Players in United States
    • 5.3 United States Financial Planning Software Market Size by Type
    • 5.4 United States Financial Planning Software Market Size by Application

    6 Europe

    • 6.1 Europe Financial Planning Software Market Size (2014-2019)
    • 6.2 Financial Planning Software Key Players in Europe
    • 6.3 Europe Financial Planning Software Market Size by Type
    • 6.4 Europe Financial Planning Software Market Size by Application

    7 China

    • 7.1 China Financial Planning Software Market Size (2014-2019)
    • 7.2 Financial Planning Software Key Players in China
    • 7.3 China Financial Planning Software Market Size by Type
    • 7.4 China Financial Planning Software Market Size by Application

    8 Japan

    • 8.1 Japan Financial Planning Software Market Size (2014-2019)
    • 8.2 Financial Planning Software Key Players in Japan
    • 8.3 Japan Financial Planning Software Market Size by Type
    • 8.4 Japan Financial Planning Software Market Size by Application

    9 Southeast Asia

    • 9.1 Southeast Asia Financial Planning Software Market Size (2014-2019)
    • 9.2 Financial Planning Software Key Players in Southeast Asia
    • 9.3 Southeast Asia Financial Planning Software Market Size by Type
    • 9.4 Southeast Asia Financial Planning Software Market Size by Application

    10 India

    • 10.1 India Financial Planning Software Market Size (2014-2019)
    • 10.2 Financial Planning Software Key Players in India
    • 10.3 India Financial Planning Software Market Size by Type
    • 10.4 India Financial Planning Software Market Size by Application

    11 Central & South America

    • 11.1 Central & South America Financial Planning Software Market Size (2014-2019)
    • 11.2 Financial Planning Software Key Players in Central & South America
    • 11.3 Central & South America Financial Planning Software Market Size by Type
    • 11.4 Central & South America Financial Planning Software Market Size by Application

    12 International Players Profiles

    • 12.1 PIEtech, Inc.
      • 12.1.1 PIEtech, Inc. Company Details
      • 12.1.2 Company Description and Business Overview
      • 12.1.3 Financial Planning Software Introduction
      • 12.1.4 PIEtech, Inc. Revenue in Financial Planning Software Business (2014-2019)
      • 12.1.5 PIEtech, Inc. Recent Development
    • 12.2 EMoney Advisor
      • 12.2.1 EMoney Advisor Company Details
      • 12.2.2 Company Description and Business Overview
      • 12.2.3 Financial Planning Software Introduction
      • 12.2.4 EMoney Advisor Revenue in Financial Planning Software Business (2014-2019)
      • 12.2.5 EMoney Advisor Recent Development
    • 12.3 Advicent
      • 12.3.1 Advicent Company Details
      • 12.3.2 Company Description and Business Overview
      • 12.3.3 Financial Planning Software Introduction
      • 12.3.4 Advicent Revenue in Financial Planning Software Business (2014-2019)
      • 12.3.5 Advicent Recent Development
    • 12.4 Money Tree
      • 12.4.1 Money Tree Company Details
      • 12.4.2 Company Description and Business Overview
      • 12.4.3 Financial Planning Software Introduction
      • 12.4.4 Money Tree Revenue in Financial Planning Software Business (2014-2019)
      • 12.4.5 Money Tree Recent Development
    • 12.5 WealthTec
      • 12.5.1 WealthTec Company Details
      • 12.5.2 Company Description and Business Overview
      • 12.5.3 Financial Planning Software Introduction
      • 12.5.4 WealthTec Revenue in Financial Planning Software Business (2014-2019)
      • 12.5.5 WealthTec Recent Development
    • 12.6 Oltis Software
      • 12.6.1 Oltis Software Company Details
      • 12.6.2 Company Description and Business Overview
      • 12.6.3 Financial Planning Software Introduction
      • 12.6.4 Oltis Software Revenue in Financial Planning Software Business (2014-2019)
      • 12.6.5 Oltis Software Recent Development
    • 12.7 Advisor Software
      • 12.7.1 Advisor Software Company Details
      • 12.7.2 Company Description and Business Overview
      • 12.7.3 Financial Planning Software Introduction
      • 12.7.4 Advisor Software Revenue in Financial Planning Software Business (2014-2019)
      • 12.7.5 Advisor Software Recent Development
    • 12.8 Envestnet
      • 12.8.1 Envestnet Company Details
      • 12.8.2 Company Description and Business Overview
      • 12.8.3 Financial Planning Software Introduction
      • 12.8.4 Envestnet Revenue in Financial Planning Software Business (2014-2019)
      • 12.8.5 Envestnet Recent Development
    • 12.9 InStream Solutions
      • 12.9.1 InStream Solutions Company Details
      • 12.9.2 Company Description and Business Overview
      • 12.9.3 Financial Planning Software Introduction
      • 12.9.4 InStream Solutions Revenue in Financial Planning Software Business (2014-2019)
      • 12.9.5 InStream Solutions Recent Development
    • 12.10 Wealthcare Capital Management
      • 12.10.1 Wealthcare Capital Management Company Details
      • 12.10.2 Company Description and Business Overview
      • 12.10.3 Financial Planning Software Introduction
      • 12.10.4 Wealthcare Capital Management Revenue in Financial Planning Software Business (2014-2019)
      • 12.10.5 Wealthcare Capital Management Recent Development
    • 12.11 SunGard WealthStation (FIS)
    • 12.12 Advizr
    • 12.13 RightCapital
    • 12.14 Cheshire Software
    • 12.15 Razor Logic Systems
    • 12.16 Moneywise Software
    • 12.17 Struktur AG
    • 12.18 Futurewise Technologies
    • 12.19 ESPlanner Inc.
    • 12.20 ISoftware Limited
    • 12.21 FinPal Pty Ltd
    • 12.22 WealthTrace
    • 12.23 Sigma Conso
    • 12.24 Prevero GmbH (Unit4)
    • 12.25 SAP

    13 Market Forecast 2019-2025

    • 13.1 Market Size Forecast by Regions
    • 13.2 United States
    • 13.3 Europe
    • 13.4 China
    • 13.5 Japan
    • 13.6 Southeast Asia
    • 13.7 India
    • 13.8 Central & South America
    • 13.9 Market Size Forecast by Product (2019-2025)
    • 13.10 Market Size Forecast by Application (2019-2025)

    14 Analyst's Viewpoints/Conclusions

      15 Appendix

      • 15.1 Research Methodology
        • 15.1.1 Methodology/Research Approach
          • 15.1.1.1 Research Programs/Design
          • 15.1.1.2 Market Size Estimation
          • 12.1.1.3 Market Breakdown and Data Triangulation
        • 15.1.2 Data Source
          • 15.1.2.1 Secondary Sources
          • 15.1.2.2 Primary Sources
      • 15.2 Disclaimer

      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.
      In 2018, the global Financial Planning Software market size was 990 million US$ and it is expected to reach 2360 million US$ by the end of 2025, with a CAGR of 13.2% during 2019-2025.

      This report focuses on the global Financial Planning Software status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Financial Planning Software development in United States, Europe and China.

      The key players covered in this study
      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 Type, the product can be split into
      Cloud-based Financial Planning Software
      On-promise Type Financial Planning Software

      Market segment by Application, split into
      SME
      Large Enterprise
      Personal Purpose
      Other Purposes

      Market segment by Regions/Countries, this report covers
      United States
      Europe
      China
      Japan
      Southeast Asia
      India
      Central & South America

      The study objectives of this report are:
      To analyze global Financial Planning Software status, future forecast, growth opportunity, key market and key players.
      To present the Financial Planning Software development in United States, Europe and China.
      To strategically profile the key players and comprehensively analyze their development plan and strategies.
      To define, describe and forecast the market by product type, market and key regions.

      In this study, the years considered to estimate the market size of Financial Planning Software are as follows:
      History Year: 2014-2018
      Base Year: 2018
      Estimated Year: 2019
      Forecast Year 2019 to 2025
      For the data information by region, company, type and application, 2018 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.

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