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Global Financial Planning Software Market 2025 by Company, Regions, Type and Application, Forecast to 2031

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1 Market Overview

  • 1.1 Product Overview and Scope
  • 1.2 Market Estimation Caveats and Base Year
  • 1.3 Classification of Financial Planning Software by Type
    • 1.3.1 Overview: Global Financial Planning Software Market Size by Type: 2020 Versus 2024 Versus 2031
    • 1.3.2 Global Financial Planning Software Consumption Value Market Share by Type in 2024
    • 1.3.3 Cloud-based Financial Planning Software
    • 1.3.4 On-promise Type Financial Planning Software
  • 1.4 Global Financial Planning Software Market by Application
    • 1.4.1 Overview: Global Financial Planning Software Market Size by Application: 2020 Versus 2024 Versus 2031
    • 1.4.2 SME
    • 1.4.3 Large Enterprise
    • 1.4.4 Personal Purpose
    • 1.4.5 Others
  • 1.5 Global Financial Planning Software Market Size & Forecast
  • 1.6 Global Financial Planning Software Market Size and Forecast by Region
    • 1.6.1 Global Financial Planning Software Market Size by Region: 2020 VS 2024 VS 2031
    • 1.6.2 Global Financial Planning Software Market Size by Region, (2020-2031)
    • 1.6.3 North America Financial Planning Software Market Size and Prospect (2020-2031)
    • 1.6.4 Europe Financial Planning Software Market Size and Prospect (2020-2031)
    • 1.6.5 Asia-Pacific Financial Planning Software Market Size and Prospect (2020-2031)
    • 1.6.6 South America Financial Planning Software Market Size and Prospect (2020-2031)
    • 1.6.7 Middle East & Africa Financial Planning Software Market Size and Prospect (2020-2031)

2 Company Profiles

  • 2.1 PIEtech, Inc.
    • 2.1.1 PIEtech, Inc. Details
    • 2.1.2 PIEtech, Inc. Major Business
    • 2.1.3 PIEtech, Inc. Financial Planning Software Product and Solutions
    • 2.1.4 PIEtech, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.1.5 PIEtech, Inc. Recent Developments and Future Plans
  • 2.2 EMoney Advisor
    • 2.2.1 EMoney Advisor Details
    • 2.2.2 EMoney Advisor Major Business
    • 2.2.3 EMoney Advisor Financial Planning Software Product and Solutions
    • 2.2.4 EMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.2.5 EMoney Advisor Recent Developments and Future Plans
  • 2.3 Advicent
    • 2.3.1 Advicent Details
    • 2.3.2 Advicent Major Business
    • 2.3.3 Advicent Financial Planning Software Product and Solutions
    • 2.3.4 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.3.5 Advicent Recent Developments and Future Plans
  • 2.4 Money Tree
    • 2.4.1 Money Tree Details
    • 2.4.2 Money Tree Major Business
    • 2.4.3 Money Tree Financial Planning Software Product and Solutions
    • 2.4.4 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.4.5 Money Tree Recent Developments and Future Plans
  • 2.5 WealthTec
    • 2.5.1 WealthTec Details
    • 2.5.2 WealthTec Major Business
    • 2.5.3 WealthTec Financial Planning Software Product and Solutions
    • 2.5.4 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.5.5 WealthTec Recent Developments and Future Plans
  • 2.6 Oltis Software
    • 2.6.1 Oltis Software Details
    • 2.6.2 Oltis Software Major Business
    • 2.6.3 Oltis Software Financial Planning Software Product and Solutions
    • 2.6.4 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.6.5 Oltis Software Recent Developments and Future Plans
  • 2.7 Advisor Software
    • 2.7.1 Advisor Software Details
    • 2.7.2 Advisor Software Major Business
    • 2.7.3 Advisor Software Financial Planning Software Product and Solutions
    • 2.7.4 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.7.5 Advisor Software Recent Developments and Future Plans
  • 2.8 Envestnet
    • 2.8.1 Envestnet Details
    • 2.8.2 Envestnet Major Business
    • 2.8.3 Envestnet Financial Planning Software Product and Solutions
    • 2.8.4 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.8.5 Envestnet Recent Developments and Future Plans
  • 2.9 InStream Solutions
    • 2.9.1 InStream Solutions Details
    • 2.9.2 InStream Solutions Major Business
    • 2.9.3 InStream Solutions Financial Planning Software Product and Solutions
    • 2.9.4 InStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.9.5 InStream Solutions Recent Developments and Future Plans
  • 2.10 Wealthcare Capital Management
    • 2.10.1 Wealthcare Capital Management Details
    • 2.10.2 Wealthcare Capital Management Major Business
    • 2.10.3 Wealthcare Capital Management Financial Planning Software Product and Solutions
    • 2.10.4 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.10.5 Wealthcare Capital Management Recent Developments and Future Plans
  • 2.11 SunGard WealthStation (FIS)
    • 2.11.1 SunGard WealthStation (FIS) Details
    • 2.11.2 SunGard WealthStation (FIS) Major Business
    • 2.11.3 SunGard WealthStation (FIS) Financial Planning Software Product and Solutions
    • 2.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.11.5 SunGard WealthStation (FIS) Recent Developments and Future Plans
  • 2.12 Advizr
    • 2.12.1 Advizr Details
    • 2.12.2 Advizr Major Business
    • 2.12.3 Advizr Financial Planning Software Product and Solutions
    • 2.12.4 Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.12.5 Advizr Recent Developments and Future Plans
  • 2.13 RightCapital
    • 2.13.1 RightCapital Details
    • 2.13.2 RightCapital Major Business
    • 2.13.3 RightCapital Financial Planning Software Product and Solutions
    • 2.13.4 RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.13.5 RightCapital Recent Developments and Future Plans
  • 2.14 Cheshire Software
    • 2.14.1 Cheshire Software Details
    • 2.14.2 Cheshire Software Major Business
    • 2.14.3 Cheshire Software Financial Planning Software Product and Solutions
    • 2.14.4 Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.14.5 Cheshire Software Recent Developments and Future Plans
  • 2.15 Razor Logic Systems
    • 2.15.1 Razor Logic Systems Details
    • 2.15.2 Razor Logic Systems Major Business
    • 2.15.3 Razor Logic Systems Financial Planning Software Product and Solutions
    • 2.15.4 Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.15.5 Razor Logic Systems Recent Developments and Future Plans
  • 2.16 Moneywise Software
    • 2.16.1 Moneywise Software Details
    • 2.16.2 Moneywise Software Major Business
    • 2.16.3 Moneywise Software Financial Planning Software Product and Solutions
    • 2.16.4 Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.16.5 Moneywise Software Recent Developments and Future Plans
  • 2.17 Struktur AG
    • 2.17.1 Struktur AG Details
    • 2.17.2 Struktur AG Major Business
    • 2.17.3 Struktur AG Financial Planning Software Product and Solutions
    • 2.17.4 Struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.17.5 Struktur AG Recent Developments and Future Plans
  • 2.18 Futurewise Technologies
    • 2.18.1 Futurewise Technologies Details
    • 2.18.2 Futurewise Technologies Major Business
    • 2.18.3 Futurewise Technologies Financial Planning Software Product and Solutions
    • 2.18.4 Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.18.5 Futurewise Technologies Recent Developments and Future Plans
  • 2.19 ESPlanner Inc.
    • 2.19.1 ESPlanner Inc. Details
    • 2.19.2 ESPlanner Inc. Major Business
    • 2.19.3 ESPlanner Inc. Financial Planning Software Product and Solutions
    • 2.19.4 ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.19.5 ESPlanner Inc. Recent Developments and Future Plans
  • 2.20 ISoftware Limited
    • 2.20.1 ISoftware Limited Details
    • 2.20.2 ISoftware Limited Major Business
    • 2.20.3 ISoftware Limited Financial Planning Software Product and Solutions
    • 2.20.4 ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.20.5 ISoftware Limited Recent Developments and Future Plans
  • 2.21 FinPal Pty Ltd
    • 2.21.1 FinPal Pty Ltd Details
    • 2.21.2 FinPal Pty Ltd Major Business
    • 2.21.3 FinPal Pty Ltd Financial Planning Software Product and Solutions
    • 2.21.4 FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.21.5 FinPal Pty Ltd Recent Developments and Future Plans
  • 2.22 WealthTrace
    • 2.22.1 WealthTrace Details
    • 2.22.2 WealthTrace Major Business
    • 2.22.3 WealthTrace Financial Planning Software Product and Solutions
    • 2.22.4 WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.22.5 WealthTrace Recent Developments and Future Plans
  • 2.23 Sigma Conso
    • 2.23.1 Sigma Conso Details
    • 2.23.2 Sigma Conso Major Business
    • 2.23.3 Sigma Conso Financial Planning Software Product and Solutions
    • 2.23.4 Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.23.5 Sigma Conso Recent Developments and Future Plans
  • 2.24 Prevero GmbH (Unit4)
    • 2.24.1 Prevero GmbH (Unit4) Details
    • 2.24.2 Prevero GmbH (Unit4) Major Business
    • 2.24.3 Prevero GmbH (Unit4) Financial Planning Software Product and Solutions
    • 2.24.4 Prevero GmbH (Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.24.5 Prevero GmbH (Unit4) Recent Developments and Future Plans
  • 2.25 SAP
    • 2.25.1 SAP Details
    • 2.25.2 SAP Major Business
    • 2.25.3 SAP Financial Planning Software Product and Solutions
    • 2.25.4 SAP Financial Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.25.5 SAP Recent Developments and Future Plans

3 Market Competition, by Players

  • 3.1 Global Financial Planning Software Revenue and Share by Players (2020-2025)
  • 3.2 Market Share Analysis (2024)
    • 3.2.1 Market Share of Financial Planning Software by Company Revenue
    • 3.2.2 Top 3 Financial Planning Software Players Market Share in 2024
    • 3.2.3 Top 6 Financial Planning Software Players Market Share in 2024
  • 3.3 Financial Planning Software Market: Overall Company Footprint Analysis
    • 3.3.1 Financial Planning Software Market: Region Footprint
    • 3.3.2 Financial Planning Software Market: Company Product Type Footprint
    • 3.3.3 Financial Planning Software Market: Company Product Application Footprint
  • 3.4 New Market Entrants and Barriers to Market Entry
  • 3.5 Mergers, Acquisition, Agreements, and Collaborations

4 Market Size Segment by Type

  • 4.1 Global Financial Planning Software Consumption Value and Market Share by Type (2020-2025)
  • 4.2 Global Financial Planning Software Market Forecast by Type (2026-2031)

5 Market Size Segment by Application

  • 5.1 Global Financial Planning Software Consumption Value Market Share by Application (2020-2025)
  • 5.2 Global Financial Planning Software Market Forecast by Application (2026-2031)

6 North America

  • 6.1 North America Financial Planning Software Consumption Value by Type (2020-2031)
  • 6.2 North America Financial Planning Software Market Size by Application (2020-2031)
  • 6.3 North America Financial Planning Software Market Size by Country
    • 6.3.1 North America Financial Planning Software Consumption Value by Country (2020-2031)
    • 6.3.2 United States Financial Planning Software Market Size and Forecast (2020-2031)
    • 6.3.3 Canada Financial Planning Software Market Size and Forecast (2020-2031)
    • 6.3.4 Mexico Financial Planning Software Market Size and Forecast (2020-2031)

7 Europe

  • 7.1 Europe Financial Planning Software Consumption Value by Type (2020-2031)
  • 7.2 Europe Financial Planning Software Consumption Value by Application (2020-2031)
  • 7.3 Europe Financial Planning Software Market Size by Country
    • 7.3.1 Europe Financial Planning Software Consumption Value by Country (2020-2031)
    • 7.3.2 Germany Financial Planning Software Market Size and Forecast (2020-2031)
    • 7.3.3 France Financial Planning Software Market Size and Forecast (2020-2031)
    • 7.3.4 United Kingdom Financial Planning Software Market Size and Forecast (2020-2031)
    • 7.3.5 Russia Financial Planning Software Market Size and Forecast (2020-2031)
    • 7.3.6 Italy Financial Planning Software Market Size and Forecast (2020-2031)

8 Asia-Pacific

  • 8.1 Asia-Pacific Financial Planning Software Consumption Value by Type (2020-2031)
  • 8.2 Asia-Pacific Financial Planning Software Consumption Value by Application (2020-2031)
  • 8.3 Asia-Pacific Financial Planning Software Market Size by Region
    • 8.3.1 Asia-Pacific Financial Planning Software Consumption Value by Region (2020-2031)
    • 8.3.2 China Financial Planning Software Market Size and Forecast (2020-2031)
    • 8.3.3 Japan Financial Planning Software Market Size and Forecast (2020-2031)
    • 8.3.4 South Korea Financial Planning Software Market Size and Forecast (2020-2031)
    • 8.3.5 India Financial Planning Software Market Size and Forecast (2020-2031)
    • 8.3.6 Southeast Asia Financial Planning Software Market Size and Forecast (2020-2031)
    • 8.3.7 Australia Financial Planning Software Market Size and Forecast (2020-2031)

9 South America

  • 9.1 South America Financial Planning Software Consumption Value by Type (2020-2031)
  • 9.2 South America Financial Planning Software Consumption Value by Application (2020-2031)
  • 9.3 South America Financial Planning Software Market Size by Country
    • 9.3.1 South America Financial Planning Software Consumption Value by Country (2020-2031)
    • 9.3.2 Brazil Financial Planning Software Market Size and Forecast (2020-2031)
    • 9.3.3 Argentina Financial Planning Software Market Size and Forecast (2020-2031)

10 Middle East & Africa

  • 10.1 Middle East & Africa Financial Planning Software Consumption Value by Type (2020-2031)
  • 10.2 Middle East & Africa Financial Planning Software Consumption Value by Application (2020-2031)
  • 10.3 Middle East & Africa Financial Planning Software Market Size by Country
    • 10.3.1 Middle East & Africa Financial Planning Software Consumption Value by Country (2020-2031)
    • 10.3.2 Turkey Financial Planning Software Market Size and Forecast (2020-2031)
    • 10.3.3 Saudi Arabia Financial Planning Software Market Size and Forecast (2020-2031)
    • 10.3.4 UAE Financial Planning Software Market Size and Forecast (2020-2031)

11 Market Dynamics

  • 11.1 Financial Planning Software Market Drivers
  • 11.2 Financial Planning Software Market Restraints
  • 11.3 Financial Planning Software Trends Analysis
  • 11.4 Porters Five Forces Analysis
    • 11.4.1 Threat of New Entrants
    • 11.4.2 Bargaining Power of Suppliers
    • 11.4.3 Bargaining Power of Buyers
    • 11.4.4 Threat of Substitutes
    • 11.4.5 Competitive Rivalry

12 Industry Chain Analysis

  • 12.1 Financial Planning Software Industry Chain
  • 12.2 Financial Planning Software Upstream Analysis
  • 12.3 Financial Planning Software Midstream Analysis
  • 12.4 Financial Planning Software Downstream Analysis

13 Research Findings and Conclusion

    14 Appendix

    • 14.1 Methodology
    • 14.2 Research Process and Data Source

    According to our (Global Info Research) latest study, the global Financial Planning Software market size was valued at US$ 1919 million in 2024 and is forecast to a readjusted size of USD 4443 million by 2031 with a CAGR of 12.9% during review period.
    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.
    Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtech℠, Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.
    USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.
    In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.
    This report is a detailed and comprehensive analysis for global Financial Planning Software market. Both quantitative and qualitative analyses are presented by company, by region & country, by Type and by Application. As the market is constantly changing, this report explores the competition, supply and demand trends, as well as key factors that contribute to its changing demands across many markets. Company profiles and product examples of selected competitors, along with market share estimates of some of the selected leaders for the year 2025, are provided.
    Key Features:
    Global Financial Planning Software market size and forecasts, in consumption value ($ Million), 2020-2031
    Global Financial Planning Software market size and forecasts by region and country, in consumption value ($ Million), 2020-2031
    Global Financial Planning Software market size and forecasts, by Type and by Application, in consumption value ($ Million), 2020-2031
    Global Financial Planning Software market shares of main players, in revenue ($ Million), 2020-2025
    The Primary Objectives in This Report Are:
    To determine the size of the total market opportunity of global and key countries
    To assess the growth potential for Financial Planning Software
    To forecast future growth in each product and end-use market
    To assess competitive factors affecting the marketplace
    This report profiles key players in the global Financial Planning Software market based on the following parameters - company overview, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include PIEtech, Inc., EMoney Advisor, Advicent, Money Tree, WealthTec, Oltis Software, Advisor Software, Envestnet, InStream Solutions, Wealthcare Capital Management, etc.
    This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
    Market segmentation
    Financial Planning Software market is split by Type and by Application. For the period 2020-2031, the growth among segments provides accurate calculations and forecasts for Consumption Value by Type and by Application. This analysis can help you expand your business by targeting qualified niche markets.
    Market segment by Type
    Cloud-based Financial Planning Software
    On-promise Type Financial Planning Software
    Market segment by Application
    SME
    Large Enterprise
    Personal Purpose
    Others
    Market segment by players, this report covers
    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 regions, regional analysis covers
    North America (United States, Canada and Mexico)
    Europe (Germany, France, UK, Russia, Italy and Rest of Europe)
    Asia-Pacific (China, Japan, South Korea, India, Southeast Asia and Rest of Asia-Pacific)
    South America (Brazil, Rest of South America)
    Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)
    The content of the study subjects, includes a total of 13 chapters:
    Chapter 1, to describe Financial Planning Software product scope, market overview, market estimation caveats and base year.
    Chapter 2, to profile the top players of Financial Planning Software, with revenue, gross margin, and global market share of Financial Planning Software from 2020 to 2025.
    Chapter 3, the Financial Planning Software competitive situation, revenue, and global market share of top players are analyzed emphatically by landscape contrast.
    Chapter 4 and 5, to segment the market size by Type and by Application, with consumption value and growth rate by Type, by Application, from 2020 to 2031
    Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2020 to 2025.and Financial Planning Software market forecast, by regions, by Type and by Application, with consumption value, from 2026 to 2031.
    Chapter 11, market dynamics, drivers, restraints, trends, Porters Five Forces analysis.
    Chapter 12, the key raw materials and key suppliers, and industry chain of Financial Planning Software.
    Chapter 13, to describe Financial Planning Software research findings and conclusion.

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