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Global Financial Planning Software Market Size, Status and Forecast 2018-2025

Published By :

QYResearch

Published Date : Oct 2018

Category :

Software

No. of Pages : 110 Pages

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.

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.
Good financial planning software is an essential tool for today's financial advisor. Effective financial planning enables individuals to proactively protect themselves during various stages of career transitions.
USA is the largest consumption countries of financial planning software in the world in the past few years and it will keep increasing in the next few years. USA market took up about 58.7% the global market in 2016, while Europe was about 25%.
USA, Germany, Belgium, Canada, Australia, New Zealand and India are now the key developers of Financial Planning Software. There are some vendors with poor quality products in China, but the Chinese market is still much smaller than the USA at present.
Top 10 took up about 70% of the global market in 2016. Advicent, eMoney Advisor, PIEtech, Inc., Money Tree, Envestnet, which have leading technology and market position, are well-known suppliers around the world.
In 2017, the global Financial Planning Software market size was xx million US$ and it is expected to reach xx million US$ by the end of 2025, with a CAGR of xx% during 2018-2025.

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: 2013-2017
Base Year: 2017
Estimated Year: 2018
Forecast Year 2018 to 2025
For the data information by region, company, type and application, 2017 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.
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 (2013-2025)
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 (2013-2025)
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 (2013-2025)
2.2.2 Financial Planning Software Market Share by Regions (2013-2018)
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 (2013-2018)
3.1.2 Global Financial Planning Software Revenue Market Share by Manufacturers (2013-2018)
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 (2013-2018)
4.2 Global Financial Planning Software Market Size by Application (2013-2018)

5 United States
5.1 United States Financial Planning Software Market Size (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 (2013-2018)
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 2018-2025
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 (2018-2025)
13.10 Market Size Forecast by Application (2018-2025)

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
15.3 Author Details

List of Table

List of Tables and Figures

Table Financial Planning Software Key Market Segments
Table Key Players Financial Planning Software Covered
Table Global Financial Planning Software Market Size Growth Rate by Type 2013-2025 (Million US$)
Figure Global Financial Planning Software Market Size Market Share by Type 2013-2025
Figure Cloud-based Financial Planning Software Figures
Table Key Players of Cloud-based Financial Planning Software
Figure On-promise Type Financial Planning Software Figures
Table Key Players of On-promise Type Financial Planning Software
Table Global Financial Planning Software Market Size Growth by Application 2013-2025 (Million US$)
Figure SME Case Studies
Figure Large Enterprise Case Studies
Figure Personal Purpose Case Studies
Figure Other Purposes Case Studies
Figure Financial Planning Software Report Years Considered
Table Global Financial Planning Software Market Size 2013-2025 (Million US$)
Figure Global Financial Planning Software Market Size and Growth Rate 2013-2025 (Million US$)
Table Global Financial Planning Software Market Size by Regions 2013-2025 (Million US$)
Table Global Financial Planning Software Market Size by Regions 2013-2018 (Million US$)
Table Global Financial Planning Software Market Share by Regions 2013-2018
Figure Global Financial Planning Software Market Share by Regions 2013-2018
Figure Global Financial Planning Software Market Share by Regions 2018
Table Market Top Trends
Table Global Financial Planning Software Revenue by Manufacturers (2013-2018) (Million US$)
Table Global Financial Planning Software Market Share by Manufacturers (2013-2018)
Figure Global Financial Planning Software Market Share by Manufacturers in 2018
Table Global Financial Planning Software Manufacturers Market Concentration Ratio (CR5 and HHI)
Table Key Players Head office and Area Served
Table Key Players Financial Planning Software Product/Solution/Service
Table Date of Enter into Financial Planning Software Market
Table Mergers & Acquisitions, Expansion Plans
Table Global Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table Global Financial Planning Software Market Size Share by Type (2013-2018)
Figure Global Financial Planning Software Market Size Market Share by Type (2013-2018)
Table Global Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table Global Financial Planning Software Market Size Share by Application (2013-2018)
Figure Global Financial Planning Software Market Size Market Share by Application (2013-2018)
Figure Global Financial Planning Software Revenue Market Share by Application in 2017
Figure United States Financial Planning Software Market Size 2013-2018 (Million US$)
Table United States Key Players Financial Planning Software Revenue (2017-2018) (Million US$)
Table United States Key Players Financial Planning Software Market Share (2017-2018)
Table United States Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table United States Financial Planning Software Market Share by Type (2013-2018)
Table United States Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table United States Financial Planning Software Market Share by Application (2013-2018)
Figure Europe Financial Planning Software Market Size 2013-2018 (Million US$)
Table Europe Key Players Financial Planning Software Revenue (2017-2018) (Million US$)
Table Europe Key Players Financial Planning Software Market Share (2017-2018)
Table Europe Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table Europe Financial Planning Software Market Share by Type (2013-2018)
Table Europe Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table Europe Financial Planning Software Market Share by Application (2013-2018)
Figure China Financial Planning Software Market Size 2013-2018 (Million US$)
Table China Key Players Financial Planning Software Revenue (2017-2018) (Million US$)
Table China Key Players Financial Planning Software Market Share (2017-2018)
Table China Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table China Financial Planning Software Market Share by Type (2013-2018)
Table China Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table China Financial Planning Software Market Share by Application (2013-2018)
Figure Japan Financial Planning Software Market Size 2013-2018 (Million US$)
Table Japan Key Players Financial Planning Software Revenue (2017-2018) (Million US$)
Table Japan Key Players Financial Planning Software Market Share (2017-2018)
Table Japan Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table Japan Financial Planning Software Market Share by Type (2013-2018)
Table Japan Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table Japan Financial Planning Software Market Share by Application (2013-2018)
Figure Southeast Asia Financial Planning Software Market Size 2013-2018 (Million US$)
Table Southeast Asia Key Players Financial Planning Software Revenue (2017-2018) (Million US$)
Table Southeast Asia Key Players Financial Planning Software Market Share (2017-2018)
Table Southeast Asia Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table Southeast Asia Financial Planning Software Market Share by Type (2013-2018)
Table Southeast Asia Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table Southeast Asia Financial Planning Software Market Share by Application (2013-2018)
Figure India Financial Planning Software Market Size 2013-2018 (Million US$)
Table India Key Players Financial Planning Software Revenue (2017-2018) (Million US$)
Table India Key Players Financial Planning Software Market Share (2017-2018)
Table India Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table India Financial Planning Software Market Share by Type (2013-2018)
Table India Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table India Financial Planning Software Market Share by Application (2013-2018)
Figure Central & South America Financial Planning Software Market Size 2013-2018 (Million US$)
Table Central & South America Key Players Financial Planning Software Revenue (2017-2018) (Million US$)
Table Central & South America Key Players Financial Planning Software Market Share (2017-2018)
Table Central & South America Financial Planning Software Market Size by Type (2013-2018) (Million US$)
Table Central & South America Financial Planning Software Market Share by Type (2013-2018)
Table Central & South America Financial Planning Software Market Size by Application (2013-2018) (Million US$)
Table Central & South America Financial Planning Software Market Share by Application (2013-2018)
Table PIEtech, Inc. Company Details
Table PIEtech, Inc. Revenue in Financial Planning Software Business (2013-2018) (Million US$)
Figure PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table PIEtech, Inc. Recent Development
Table eMoney Advisor Company Details
Table eMoney Advisor Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure eMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table eMoney Advisor Recent Development
Table Advicent Company Details
Table Advicent Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure Advicent Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table Advicent Recent Development
Table Money Tree Company Details
Table Money Tree Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure Money Tree Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table Money Tree Recent Development
Table WealthTec Company Details
Table WealthTec Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure WealthTec Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table WealthTec Recent Development
Table Oltis Software Company Details
Table Oltis Software Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure Oltis Software Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table Oltis Software Recent Development
Table Advisor Software Company Details
Table Advisor Software Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure Advisor Software Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table Advisor Software Recent Development
Table Envestnet Company Details
Table Envestnet Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure Envestnet Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table Envestnet Recent Development
Table inStream Solutions Company Details
Table inStream Solutions Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure inStream Solutions Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table inStream Solutions Recent Development
Table Wealthcare Capital Management Company Details
Table Wealthcare Capital Management Revenue in Financial Planning Software Business (2013-2018)(Million US$)
Figure Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2013-2018)
Table Wealthcare Capital Management Recent Development
Table SunGard WealthStation (FIS) Company Details
Table Advizr Company Details
Table RightCapital Company Details
Table Cheshire Software Company Details
Table Razor Logic Systems Company Details
Table Moneywise Software Company Details
Table struktur AG Company Details
Table Futurewise Technologies Company Details
Table ESPlanner Inc. Company Details
Table ISoftware Limited Company Details
Table FinPal Pty Ltd Company Details
Table WealthTrace Company Details
Table Sigma Conso Company Details
Table prevero GmbH(Unit4) Company Details
Table SAP Company Details
Table Global Financial Planning Software Market Size by Regions (Million US$) 2018-2025
Figure Global Financial Planning Software Market Size Share by Regions (2018-2025)
Figure Global Financial Planning Software Market Size Share by Regions in 2025
Figure United States Financial Planning Software Market Size Forecast (2018-2025)(Million USD)
Figure Europe Financial Planning Software Market Size Forecast (2018-2025)(Million USD)
Figure China Financial Planning Software Market Size Forecast (2018-2025)(Million USD)
Figure Japan Financial Planning Software Market Size Forecast (2018-2025)(Million USD)
Figure Southeast Asia Financial Planning Software Market Size Forecast (2018-2025)(Million USD)
Figure India Financial Planning Software Market Size Forecast (2018-2025)(Million USD)
Figure Central & South America Financial Planning Software Market Size Forecast (2018-2025)(Million USD)
Table Global Financial Planning Software Market Size by Product (2018-2025) (Million US$)
Figure Global Financial Planning Software Market Size by Product (2018-2025)
Figure Global Financial Planning Software Market Size by Product in 2025
Table Global Financial Planning Software Market Size by Application (2018-2025) (Million US$)
Figure Global Financial Planning Software Market Size by Application (2018-2025)
Figure Global Financial Planning Software Market Size by Application in 2025
Table Research Programs/Design for This Report
Figure Bottom-up and Top-down Approaches for This Report
Figure Data Triangulation
Table Key Data Information from Secondary Sources
Table Key Data Information from Primary Sources

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