Global Financial Planning Software Market Size, Status and Forecast 2020-2026

SKU ID : QYR-15068522 | Publishing Date : 10-Jan-2020 | No. of pages : 151

Detailed TOC of Global Financial Planning Software Market Size, Status and Forecast 2020-2026

Table of Contents

1 Report Overview
    1.1 Study Scope
    1.2 Key Market Segments
    1.3 Players Covered: Ranking by Financial Planning Software Revenue
    1.4 Market Analysis by Type
        1.4.1 Global Financial Planning Software Market Size Growth Rate by Type: 2020 VS 2026
        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: 2020 VS 2026
        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 by Regions
    2.1 Financial Planning Software Market Perspective (2015-2026)
    2.2 Financial Planning Software Growth Trends by Regions
        2.2.1 Financial Planning Software Market Size by Regions: 2015 VS 2020 VS 2026
        2.2.2 Financial Planning Software Historic Market Share by Regions (2015-2020)
        2.2.3 Financial Planning Software Forecasted Market Size by Regions (2021-2026)
2.3 Industry Trends and Growth Strategy
2.3.1 Market Top Trends
2.3.2 Market Drivers
        2.3.3 Market Challenges
        2.3.4 Porter’s Five Forces Analysis
        2.3.5 Financial Planning Software Market Growth Strategy
        2.3.6 Primary Interviews with Key Financial Planning Software Players (Opinion Leaders)

3 Competition Landscape by Key Players
    3.1 Global Top Financial Planning Software Players by Market Size
        3.1.1 Global Top Financial Planning Software Players by Revenue (2015-2020)
        3.1.2 Global Financial Planning Software Revenue Market Share by Players (2015-2020)
        3.1.3 Global Financial Planning Software Market Share by Company Type (Tier 1, Tier 2 and Tier 3)
    3.2 Global Financial Planning Software Market Concentration Ratio
        3.2.1 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI)
        3.2.2 Global Top 10 and Top 5 Companies by Financial Planning Software Revenue in 2019
    3.3 Financial Planning Software Key Players Head office and Area Served
    3.4 Key Players Financial Planning Software Product Solution and Service
    3.5 Date of Enter into Financial Planning Software Market
    3.6 Mergers & Acquisitions, Expansion Plans

4 Breakdown Data by Type (2015-2026)
    4.1 Global Financial Planning Software Historic Market Size by Type (2015-2020)
    4.2 Global Financial Planning Software Forecasted Market Size by Type (2021-2026)

5 Financial Planning Software Breakdown Data by Application (2015-2026)
    5.1 Global Financial Planning Software Market Size by Application (2015-2020)
    5.2 Global Financial Planning Software Forecasted Market Size by Application (2021-2026)

6 North America
    6.1 North America Financial Planning Software Market Size (2015-2020)
    6.2 Financial Planning Software Key Players in North America (2019-2020)
    6.3 North America Financial Planning Software Market Size by Type (2015-2020)
    6.4 North America Financial Planning Software Market Size by Application (2015-2020)

7 Europe
    7.1 Europe Financial Planning Software Market Size (2015-2020)
    7.2 Financial Planning Software Key Players in Europe (2019-2020)
    7.3 Europe Financial Planning Software Market Size by Type (2015-2020)
    7.4 Europe Financial Planning Software Market Size by Application (2015-2020)

8 China
    8.1 China Financial Planning Software Market Size (2015-2020)
    8.2 Financial Planning Software Key Players in China (2019-2020)
    8.3 China Financial Planning Software Market Size by Type (2015-2020)
    8.4 China Financial Planning Software Market Size by Application (2015-2020)

9 Japan
    9.1 Japan Financial Planning Software Market Size (2015-2020)
    9.2 Financial Planning Software Key Players in Japan (2019-2020)
    9.3 Japan Financial Planning Software Market Size by Type (2015-2020)
    9.4 Japan Financial Planning Software Market Size by Application (2015-2020)

10 Southeast Asia
    10.1 Southeast Asia Financial Planning Software Market Size (2015-2020)
    10.2 Financial Planning Software Key Players in Southeast Asia (2019-2020)
    10.3 Southeast Asia Financial Planning Software Market Size by Type (2015-2020)
    10.4 Southeast Asia Financial Planning Software Market Size by Application (2015-2020)

11 India
    11.1 India Financial Planning Software Market Size (2015-2020)
    11.2 Financial Planning Software Key Players in India (2019-2020)
    11.3 India Financial Planning Software Market Size by Type (2015-2020)
    11.4 India Financial Planning Software Market Size by Application (2015-2020)

12 Central & South America
    12.1 Central & South America Financial Planning Software Market Size (2015-2020)
    12.2 Financial Planning Software Key Players in Central & South America (2019-2020)
    12.3 Central & South America Financial Planning Software Market Size by Type (2015-2020)
    12.4 Central & South America Financial Planning Software Market Size by Application (2015-2020)

13Key Players Profiles
    13.1 PIEtech, Inc.
        13.1.1 PIEtech, Inc. Company Details
        13.1.2 PIEtech, Inc. Business Overview and Its Total Revenue
        13.1.3 PIEtech, Inc. Financial Planning Software Introduction
        13.1.4 PIEtech, Inc. Revenue in Financial Planning Software Business (2015-2020))
        13.1.5 PIEtech, Inc. Recent Development
    13.2 EMoney Advisor
        13.2.1 EMoney Advisor Company Details
        13.2.2 EMoney Advisor Business Overview and Its Total Revenue
        13.2.3 EMoney Advisor Financial Planning Software Introduction
        13.2.4 EMoney Advisor Revenue in Financial Planning Software Business (2015-2020)
        13.2.5 EMoney Advisor Recent Development
    13.3 Advicent
        13.3.1 Advicent Company Details
        13.3.2 Advicent Business Overview and Its Total Revenue
        13.3.3 Advicent Financial Planning Software Introduction
        13.3.4 Advicent Revenue in Financial Planning Software Business (2015-2020)
        13.3.5 Advicent Recent Development
    13.4 Money Tree
        13.4.1 Money Tree Company Details
        13.4.2 Money Tree Business Overview and Its Total Revenue
        13.4.3 Money Tree Financial Planning Software Introduction
        13.4.4 Money Tree Revenue in Financial Planning Software Business (2015-2020)
        13.4.5 Money Tree Recent Development
    13.5 WealthTec
        13.5.1 WealthTec Company Details
        13.5.2 WealthTec Business Overview and Its Total Revenue
        13.5.3 WealthTec Financial Planning Software Introduction
        13.5.4 WealthTec Revenue in Financial Planning Software Business (2015-2020)
        13.5.5 WealthTec Recent Development
    13.6 Oltis Software
        13.6.1 Oltis Software Company Details
        13.6.2 Oltis Software Business Overview and Its Total Revenue
        13.6.3 Oltis Software Financial Planning Software Introduction
        13.6.4 Oltis Software Revenue in Financial Planning Software Business (2015-2020)
        13.6.5 Oltis Software Recent Development
    13.7 Advisor Software
        13.7.1 Advisor Software Company Details
        13.7.2 Advisor Software Business Overview and Its Total Revenue
        13.7.3 Advisor Software Financial Planning Software Introduction
        13.7.4 Advisor Software Revenue in Financial Planning Software Business (2015-2020)
        13.7.5 Advisor Software Recent Development
    13.8 Envestnet
        13.8.1 Envestnet Company Details
        13.8.2 Envestnet Business Overview and Its Total Revenue
        13.8.3 Envestnet Financial Planning Software Introduction
        13.8.4 Envestnet Revenue in Financial Planning Software Business (2015-2020)
        13.8.5 Envestnet Recent Development
    13.9 InStream Solutions
        13.9.1 InStream Solutions Company Details
        13.9.2 InStream Solutions Business Overview and Its Total Revenue
        13.9.3 InStream Solutions Financial Planning Software Introduction
        13.9.4 InStream Solutions Revenue in Financial Planning Software Business (2015-2020)
        13.9.5 InStream Solutions Recent Development
    13.10 Wealthcare Capital Management
        13.10.1 Wealthcare Capital Management Company Details
        13.10.2 Wealthcare Capital Management Business Overview and Its Total Revenue
        13.10.3 Wealthcare Capital Management Financial Planning Software Introduction
        13.10.4 Wealthcare Capital Management Revenue in Financial Planning Software Business (2015-2020)
        13.10.5 Wealthcare Capital Management Recent Development
    13.11 SunGard WealthStation (FIS)
        10.11.1 SunGard WealthStation (FIS) Company Details
        10.11.2 SunGard WealthStation (FIS) Business Overview and Its Total Revenue
        10.11.3 SunGard WealthStation (FIS) Financial Planning Software Introduction
        10.11.4 SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2015-2020)
        10.11.5 SunGard WealthStation (FIS) Recent Development
    13.12 Advizr
        10.12.1 Advizr Company Details
        10.12.2 Advizr Business Overview and Its Total Revenue
        10.12.3 Advizr Financial Planning Software Introduction
        10.12.4 Advizr Revenue in Financial Planning Software Business (2015-2020)
        10.12.5 Advizr Recent Development
    13.13 RightCapital
        10.13.1 RightCapital Company Details
        10.13.2 RightCapital Business Overview and Its Total Revenue
        10.13.3 RightCapital Financial Planning Software Introduction
        10.13.4 RightCapital Revenue in Financial Planning Software Business (2015-2020)
        10.13.5 RightCapital Recent Development
    13.14 Cheshire Software
        10.14.1 Cheshire Software Company Details
        10.14.2 Cheshire Software Business Overview and Its Total Revenue
        10.14.3 Cheshire Software Financial Planning Software Introduction
        10.14.4 Cheshire Software Revenue in Financial Planning Software Business (2015-2020)
        10.14.5 Cheshire Software Recent Development
    13.15 Razor Logic Systems
        10.15.1 Razor Logic Systems Company Details
        10.15.2 Razor Logic Systems Business Overview and Its Total Revenue
        10.15.3 Razor Logic Systems Financial Planning Software Introduction
        10.15.4 Razor Logic Systems Revenue in Financial Planning Software Business (2015-2020)
        10.15.5 Razor Logic Systems Recent Development
    13.16 Moneywise Software
        10.16.1 Moneywise Software Company Details
        10.16.2 Moneywise Software Business Overview and Its Total Revenue
        10.16.3 Moneywise Software Financial Planning Software Introduction
        10.16.4 Moneywise Software Revenue in Financial Planning Software Business (2015-2020)
        10.16.5 Moneywise Software Recent Development
    13.17 Struktur AG
        10.17.1 Struktur AG Company Details
        10.17.2 Struktur AG Business Overview and Its Total Revenue
        10.17.3 Struktur AG Financial Planning Software Introduction
        10.17.4 Struktur AG Revenue in Financial Planning Software Business (2015-2020)
        10.17.5 Struktur AG Recent Development
    13.18 Futurewise Technologies
        10.18.1 Futurewise Technologies Company Details
        10.18.2 Futurewise Technologies Business Overview and Its Total Revenue
        10.18.3 Futurewise Technologies Financial Planning Software Introduction
        10.18.4 Futurewise Technologies Revenue in Financial Planning Software Business (2015-2020)
        10.18.5 Futurewise Technologies Recent Development
    13.19 ESPlanner Inc.
        10.19.1 ESPlanner Inc. Company Details
        10.19.2 ESPlanner Inc. Business Overview and Its Total Revenue
        10.19.3 ESPlanner Inc. Financial Planning Software Introduction
        10.19.4 ESPlanner Inc. Revenue in Financial Planning Software Business (2015-2020)
        10.19.5 ESPlanner Inc. Recent Development
    13.20 ISoftware Limited
        10.20.1 ISoftware Limited Company Details
        10.20.2 ISoftware Limited Business Overview and Its Total Revenue
        10.20.3 ISoftware Limited Financial Planning Software Introduction
        10.20.4 ISoftware Limited Revenue in Financial Planning Software Business (2015-2020)
        10.20.5 ISoftware Limited Recent Development
    13.21 FinPal Pty Ltd
        10.21.1 FinPal Pty Ltd Company Details
        10.21.2 FinPal Pty Ltd Business Overview and Its Total Revenue
        10.21.3 FinPal Pty Ltd Financial Planning Software Introduction
        10.21.4 FinPal Pty Ltd Revenue in Financial Planning Software Business (2015-2020)
        10.21.5 FinPal Pty Ltd Recent Development
    13.22 WealthTrace
        10.22.1 WealthTrace Company Details
        10.22.2 WealthTrace Business Overview and Its Total Revenue
        10.22.3 WealthTrace Financial Planning Software Introduction
        10.22.4 WealthTrace Revenue in Financial Planning Software Business (2015-2020)
        10.22.5 WealthTrace Recent Development
    13.23 Sigma Conso
        10.23.1 Sigma Conso Company Details
        10.23.2 Sigma Conso Business Overview and Its Total Revenue
        10.23.3 Sigma Conso Financial Planning Software Introduction
        10.23.4 Sigma Conso Revenue in Financial Planning Software Business (2015-2020)
        10.23.5 Sigma Conso Recent Development
    13.24 Prevero GmbH (Unit4)
        10.24.1 Prevero GmbH (Unit4) Company Details
        10.24.2 Prevero GmbH (Unit4) Business Overview and Its Total Revenue
        10.24.3 Prevero GmbH (Unit4) Financial Planning Software Introduction
        10.24.4 Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2015-2020)
        10.24.5 Prevero GmbH (Unit4) Recent Development
    13.25 SAP
        10.25.1 SAP Company Details
        10.25.2 SAP Business Overview and Its Total Revenue
        10.25.3 SAP Financial Planning Software Introduction
        10.25.4 SAP Revenue in Financial Planning Software Business (2015-2020)
        10.25.5 SAP Recent Development

14Analyst's Viewpoints/Conclusions

15Appendix
    15.1 Research Methodology
        15.1.1 Methodology/Research Approach
        15.1.2 Data Source
    15.2 Disclaimer
    15.3 Author Details

List of Figures, Tables and Charts Available in Global Financial Planning Software Market Size, Status and Forecast 2020-2026

List of Tables

    Table 1. Financial Planning Software Key Market Segments
    Table 2. Key Players Covered: Ranking by Financial Planning Software Revenue
    Table 3. Ranking of Global Top Financial Planning Software Manufacturers by Revenue (US$ Million) in 2019
    Table 4. Global Financial Planning Software Market Size Growth Rate by Type (US$ Million): 2020 VS 2026
    Table 5. Key Players of Cloud-based Financial Planning Software
    Table 6. Key Players of On-promise Type Financial Planning Software
    Table 7. Global Financial Planning Software Market Size Growth by Application (US$ Million): 2020 VS 2026
    Table 8. Global Financial Planning Software Market Size by Regions (US$ Million): 2020 VS 2026
    Table 9. Global Financial Planning Software Market Size by Regions (2015-2020) (US$ Million)
    Table 10. Global Financial Planning Software Market Share by Regions (2015-2020)
    Table 11. Global Financial Planning Software Forecasted Market Size by Regions (2021-2026) (US$ Million)
    Table 12. Global Financial Planning Software Market Share by Regions (2021-2026)
    Table 13. Market Top Trends
    Table 14. Key Drivers: Impact Analysis
    Table 15. Key Challenges
    Table 16. Financial Planning Software Market Growth Strategy
    Table 17. Main Points Interviewed from Key Financial Planning Software Players
    Table 18. Global Financial Planning Software Revenue by Players (2015-2020) (Million US$)
    Table 19. Global Financial Planning Software Market Share by Players (2015-2020)
    Table 20. Global Top Financial Planning Software Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Financial Planning Software as of 2019)
    Table 21. Global Financial Planning Software by Players Market Concentration Ratio (CR5 and HHI)
    Table 22. Key Players Headquarters and Area Served
    Table 23. Key Players Financial Planning Software Product Solution and Service
    Table 24. Date of Enter into Financial Planning Software Market
    Table 25. Mergers & Acquisitions, Expansion Plans
    Table 26. Global Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 27. Global Financial Planning Software Market Size Share by Type (2015-2020)
    Table 28. Global Financial Planning Software Revenue Market Share by Type (2021-2026)
    Table 29. Global Financial Planning Software Market Size Share by Application (2015-2020)
    Table 30. Global Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 31. Global Financial Planning Software Market Size Share by Application (2021-2026)
    Table 32. North America Key Players Financial Planning Software Revenue (2019-2020) (Million US$)
    Table 33. North America Key Players Financial Planning Software Market Share (2019-2020)
    Table 34. North America Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 35. North America Financial Planning Software Market Share by Type (2015-2020)
    Table 36. North America Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 37. North America Financial Planning Software Market Share by Application (2015-2020)
    Table 38. Europe Key Players Financial Planning Software Revenue (2019-2020) (Million US$)
    Table 39. Europe Key Players Financial Planning Software Market Share (2019-2020)
    Table 40. Europe Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 41. Europe Financial Planning Software Market Share by Type (2015-2020)
    Table 42. Europe Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 43. Europe Financial Planning Software Market Share by Application (2015-2020)
    Table 44. China Key Players Financial Planning Software Revenue (2019-2020) (Million US$)
    Table 45. China Key Players Financial Planning Software Market Share (2019-2020)
    Table 46. China Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 47. China Financial Planning Software Market Share by Type (2015-2020)
    Table 48. China Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 49. China Financial Planning Software Market Share by Application (2015-2020)
    Table 50. Japan Key Players Financial Planning Software Revenue (2019-2020) (Million US$)
    Table 51. Japan Key Players Financial Planning Software Market Share (2019-2020)
    Table 52. Japan Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 53. Japan Financial Planning Software Market Share by Type (2015-2020)
    Table 54. Japan Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 55. Japan Financial Planning Software Market Share by Application (2015-2020)
    Table 56. Southeast Asia Key Players Financial Planning Software Revenue (2019-2020) (Million US$)
    Table 57. Southeast Asia Key Players Financial Planning Software Market Share (2019-2020)
    Table 58. Southeast Asia Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 59. Southeast Asia Financial Planning Software Market Share by Type (2015-2020)
    Table 60. Southeast Asia Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 61. Southeast Asia Financial Planning Software Market Share by Application (2015-2020)
    Table 62. India Key Players Financial Planning Software Revenue (2019-2020) (Million US$)
    Table 63. India Key Players Financial Planning Software Market Share (2019-2020)
    Table 64. India Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 65. India Financial Planning Software Market Share by Type (2015-2020)
    Table 66. India Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 67. India Financial Planning Software Market Share by Application (2015-2020)
    Table 68. Central & South America Key Players Financial Planning Software Revenue (2019-2020) (Million US$)
    Table 69. Central & South America Key Players Financial Planning Software Market Share (2019-2020)
    Table 70. Central & South America Financial Planning Software Market Size by Type (2015-2020) (Million US$)
    Table 71. Central & South America Financial Planning Software Market Share by Type (2015-2020)
    Table 72. Central & South America Financial Planning Software Market Size by Application (2015-2020) (Million US$)
    Table 73. Central & South America Financial Planning Software Market Share by Application (2015-2020)
    Table 74. PIEtech, Inc. Company Details
    Table 75. PIEtech, Inc. Business Overview
    Table 76. PIEtech, Inc. Product
    Table 77. PIEtech, Inc. Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 78. PIEtech, Inc. Recent Development
    Table 79. EMoney Advisor Company Details
    Table 80. EMoney Advisor Business Overview
    Table 81. EMoney Advisor Product
    Table 82. EMoney Advisor Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 83. EMoney Advisor Recent Development
    Table 84. Advicent Company Details
    Table 85. Advicent Business Overview
    Table 86. Advicent Product
    Table 87. Advicent Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 88. Advicent Recent Development
    Table 89. Money Tree Company Details
    Table 90. Money Tree Business Overview
    Table 91. Money Tree Product
    Table 92. Money Tree Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 93. Money Tree Recent Development
    Table 94. WealthTec Company Details
    Table 95. WealthTec Business Overview
    Table 96. WealthTec Product
    Table 97. WealthTec Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 98. WealthTec Recent Development
    Table 99. Oltis Software Company Details
    Table 100. Oltis Software Business Overview
    Table 101. Oltis Software Product
    Table 102. Oltis Software Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 103. Oltis Software Recent Development
    Table 104. Advisor Software Company Details
    Table 105. Advisor Software Business Overview
    Table 106. Advisor Software Product
    Table 107. Advisor Software Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 108. Advisor Software Recent Development
    Table 109. Envestnet Business Overview
    Table 110. Envestnet Product
    Table 111. Envestnet Company Details
    Table 112. Envestnet Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 113. Envestnet Recent Development
    Table 114. InStream Solutions Company Details
    Table 115. InStream Solutions Business Overview
    Table 116. InStream Solutions Product
    Table 117. InStream Solutions Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 118. InStream Solutions Recent Development
    Table 119. Wealthcare Capital Management Company Details
    Table 120. Wealthcare Capital Management Business Overview
    Table 121. Wealthcare Capital Management Product
    Table 122. Wealthcare Capital Management Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 123. Wealthcare Capital Management Recent Development
    Table 124. SunGard WealthStation (FIS) Company Details
    Table 125. SunGard WealthStation (FIS) Business Overview
    Table 126. SunGard WealthStation (FIS) Product
    Table 127. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 128. SunGard WealthStation (FIS) Recent Development
    Table 129. Advizr Company Details
    Table 130. Advizr Business Overview
    Table 131. Advizr Product
    Table 132. Advizr Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 133. Advizr Recent Development
    Table 134. RightCapital Company Details
    Table 135. RightCapital Business Overview
    Table 136. RightCapital Product
    Table 137. RightCapital Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 138. RightCapital Recent Development
    Table 139. Cheshire Software Company Details
    Table 140. Cheshire Software Business Overview
    Table 141. Cheshire Software Product
    Table 142. Cheshire Software Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 143. Cheshire Software Recent Development
    Table 144. Razor Logic Systems Company Details
    Table 145. Razor Logic Systems Business Overview
    Table 146. Razor Logic Systems Product
    Table 147. Razor Logic Systems Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 148. Razor Logic Systems Recent Development
    Table 149. Moneywise Software Company Details
    Table 150. Moneywise Software Business Overview
    Table 151. Moneywise Software Product
    Table 152. Moneywise Software Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 153. Moneywise Software Recent Development
    Table 154. Struktur AG Company Details
    Table 155. Struktur AG Business Overview
    Table 156. Struktur AG Product
    Table 157. Struktur AG Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 158. Struktur AG Recent Development
    Table 159. Futurewise Technologies Company Details
    Table 160. Futurewise Technologies Business Overview
    Table 161. Futurewise Technologies Product
    Table 162. Futurewise Technologies Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 163. Futurewise Technologies Recent Development
    Table 164. ESPlanner Inc. Company Details
    Table 165. ESPlanner Inc. Business Overview
    Table 166. ESPlanner Inc. Product
    Table 167. ESPlanner Inc. Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 168. ESPlanner Inc. Recent Development
    Table 169. ISoftware Limited Company Details
    Table 170. ISoftware Limited Business Overview
    Table 171. ISoftware Limited Product
    Table 172. ISoftware Limited Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 173. ISoftware Limited Recent Development
    Table 174. FinPal Pty Ltd Company Details
    Table 175. FinPal Pty Ltd Business Overview
    Table 176. FinPal Pty Ltd Product
    Table 177. FinPal Pty Ltd Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 178. FinPal Pty Ltd Recent Development
    Table 179. WealthTrace Company Details
    Table 180. WealthTrace Business Overview
    Table 181. WealthTrace Product
    Table 182. WealthTrace Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 183. WealthTrace Recent Development
    Table 184. Sigma Conso Company Details
    Table 185. Sigma Conso Business Overview
    Table 186. Sigma Conso Product
    Table 187. Sigma Conso Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 188. Sigma Conso Recent Development
    Table 189. Prevero GmbH (Unit4) Company Details
    Table 190. Prevero GmbH (Unit4) Business Overview
    Table 191. Prevero GmbH (Unit4) Product
    Table 192. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 193. Prevero GmbH (Unit4) Recent Development
    Table 194. SAP Company Details
    Table 195. SAP Business Overview
    Table 196. SAP Product
    Table 197. SAP Revenue in Financial Planning Software Business (2015-2020) (Million US$)
    Table 198. SAP Recent Development
    Table 199. Research Programs/Design for This Report
    Table 200. Key Data Information from Secondary Sources
    Table 201. Key Data Information from Primary Sources
List of Figures
    Figure 1. Global Financial Planning Software Market Share by Type: 2020 VS 2026
    Figure 2. Cloud-based Financial Planning Software Features
    Figure 3. On-promise Type Financial Planning Software Features
    Figure 4. Global Financial Planning Software Market Share by Application: 2020 VS 2026
    Figure 5. SME Case Studies
    Figure 6. Large Enterprise Case Studies
    Figure 7. Personal Purpose Case Studies
    Figure 8. Other Purposes Case Studies
    Figure 9. Financial Planning Software Report Years Considered
    Figure 10. Global Financial Planning Software Market Size YoY Growth 2015-2026 (US$ Million)
    Figure 11. Global Financial Planning Software Market Share by Regions: 2020 VS 2026
    Figure 12. Global Financial Planning Software Market Share by Regions (2021-2026)
    Figure 13. Porter's Five Forces Analysis
    Figure 14. Global Financial Planning Software Market Share by Players in 2019
    Figure 15. Global Top Financial Planning Software Players by Company Type (Tier 1, Tier 2 and Tier 3) (based on the Revenue in Financial Planning Software as of 2019
    Figure 16. The Top 10 and 5 Players Market Share by Financial Planning Software Revenue in 2019
    Figure 17. North America Financial Planning Software Market Size YoY Growth (2015-2020) (Million US$)
    Figure 18. Europe Financial Planning Software Market Size YoY Growth (2015-2020) (Million US$)
    Figure 19. China Financial Planning Software Market Size YoY Growth (2015-2020) (Million US$)
    Figure 20. Japan Financial Planning Software Market Size YoY Growth (2015-2020) (Million US$)
    Figure 21. Southeast Asia Financial Planning Software Market Size YoY Growth (2015-2020) (Million US$)
    Figure 22. India Financial Planning Software Market Size YoY Growth (2015-2020) (Million US$)
    Figure 23. Central & South America Financial Planning Software Market Size YoY Growth (2015-2020) (Million US$)
    Figure 24. PIEtech, Inc. Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 25. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 26. EMoney Advisor Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 27. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 28. Advicent Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 29. Advicent Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 30. Money Tree Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 31. Money Tree Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 32. WealthTec Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 33. WealthTec Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 34. Oltis Software Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 35. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 36. Advisor Software Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 37. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 38. Envestnet Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 39. Envestnet Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 40. InStream Solutions Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 41. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 42. Wealthcare Capital Management Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 43. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 44. SunGard WealthStation (FIS) Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 45. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 46. Advizr Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 47. Advizr Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 48. RightCapital Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 49. RightCapital Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 50. Cheshire Software Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 51. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 52. Razor Logic Systems Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 53. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 54. Moneywise Software Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 55. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 56. Struktur AG Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 57. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 58. Futurewise Technologies Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 59. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 60. ESPlanner Inc. Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 61. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 62. ISoftware Limited Total Revenue (US$ Million): 2019 Compared with 2018
    Figure 63. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2015-2020)
    Figure 64. Bottom-up and Top-down Approaches for This Report
    Figure 65. Data Triangulation
    Figure 66. Key Executives Interviewed

Keyplayers in Global Financial Planning Software Market Size, Status and Forecast 2020-2026

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