Global Financial Planning Software Market 2020 by Company, Regions, Type and Application, Forecast to 2025

  • ID:PD029469
  • June 2020
  • GIR (Global Info Research)
                          

The Global Financial Planning Software Market Report is equipped with market data from 2015 to 2025. The report gives a market overview covering key drivers and risks factors. The report is bifurcated by top global manufactures mentioning sales, revenue and prices as applicable. It also evaluates the competitive scenario of the leading players. The report expands to cover regional market data along with type and application. The report forecasts sales and revenue from 2020 to 2025. The detailed sales channel is also covered in the study.

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.

The most likely (base case) scenario is that the global Financial Planning Software sales will be xx in 2020 from Financial Planning Software million in 2019, with a change xx% between 2019 and 2020. In addition, based on the latest study, it is to predict that the Covid-19 will be under control in key countries like the United States, Western Europe, East Asia, by the end of Q2 (June), and will resume normal production in Q3 and Q4, the global Financial Planning Software market size is expected to grow at xx% or more annually for the next five years.

This report also researches and evaluates the impact of Covid-19 outbreak on the Financial Planning Software industry, involving potential opportunity and challenges, drivers and risks. We present the impact assessment of Covid-19 effects on Financial Planning Software and market growth forecast based on different scenario (optimistic, pessimistic, very optimistic, most likely etc.).

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

By Application, Financial Planning Software has been segmented into:
  • SME
  • Large Enterprise
  • Personal Purpose
  • Other Purposes

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:
  • North America (United States, Canada and Mexico)
  • Europe (Germany, France, UK, Russia and Italy)
  • Asia-Pacific (China, Japan, Korea, India, Southeast Asia and Australia)
  • South America (Brazil, Argentina, Colombia)
  • Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South 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

There are 14 Chapters to deeply display the global Financial Planning Software market.
1 Financial Planning Software Market Overview
2 Company Profiles
3 Global Financial Planning Software Market Competition, by Players
4 Global Financial Planning Software Market Size by Regions
5 North America Financial Planning Software Revenue by Countries
6 Europe Financial Planning Software Revenue by Countries
7 Asia-Pacific Financial Planning Software Revenue by Countries
8 South America Financial Planning Software Revenue by Countries
9 Middle East and Africa Revenue Financial Planning Software by Countries
10 Global Financial Planning Software Market Segment by Type
11 Global Financial Planning Software Market Segment by Application
12 Global Financial Planning Software Market Size Forecast (2021-2025)
13 Research Findings and Conclusion
14 Appendix

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)
1.5 COVID-19 Outbreak: Financial Planning Software Industry Impact
1.5.1 COVID-19 Potential Implications for the Financial Planning Software
1.5.1.1 Scenario One: Very Optimistic: COVID-19 has No Influence on Financial Planning Software
1.5.1.2 Scenario Two: Optimistic: COVID-19 Will Be Under Control by the End of April
1.5.1.3 Scenario Three: Gloomy: COVID-19 Will Be Under Control Between Q3 and Q4
1.5.1.4 Scenario Four: Most Likely: COVID-19 Will Be Under Control by the End of Q2
1.5.2 Opportunity Analysis in Covid-19 Crisis
1.5.3 Market Risk and Restraints
1.5.4 Market Driving Force
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
2.22.1 SAP Details
2.22.2 SAP Major Business and Total Revenue (Financial Highlights) Analysis
2.22.3 SAP SWOT Analysis
2.22.4 SAP Product and Services
2.22.5 SAP Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
2.23 Prevero GmbH (Unit4)
2.23.1 Prevero GmbH (Unit4) Details
2.23.2 Prevero GmbH (Unit4) Major Business and Total Revenue (Financial Highlights) Analysis
2.23.3 Prevero GmbH (Unit4) SWOT Analysis
2.23.4 Prevero GmbH (Unit4) Product and Services
2.23.5 Prevero GmbH (Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
2.24 WealthTrace
2.24.1 WealthTrace Details
2.24.2 WealthTrace Major Business and Total Revenue (Financial Highlights) Analysis
2.24.3 WealthTrace SWOT Analysis
2.24.4 WealthTrace Product and Services
2.24.5 WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
2.25 Sigma Conso
2.25.1 Sigma Conso Details
2.25.2 Sigma Conso Major Business and Total Revenue (Financial Highlights) Analysis
2.25.3 Sigma Conso SWOT Analysis
2.25.4 Sigma Conso Product and Services
2.25.5 Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)
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
14.4 About US

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