Global Financial Planning Software Market Research Report 2022
SKU ID : QYR-21014495 | Publishing Date : 06-Jun-2022 | No. of pages : 111
Detailed TOC of Global Financial Planning Software Market Research Report 2022
1 Report Overview1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Financial Planning Software Market Size Growth Rate by Type: 2017 VS 2021 VS 2028
1.2.2 Cloud-based Financial Planning Software
1.2.3 On-promise Type Financial Planning Software
1.3 Market by Application
1.3.1 Global Financial Planning Software Market Share by Application: 2017 VS 2021 VS 2028
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Purpose
1.3.5 Others
1.4 Study Objectives
1.5 Years Considered
2 Global Growth Trends
2.1 Global Financial Planning Software Market Perspective (2017-2028)
2.2 Financial Planning Software Growth Trends by Region
2.2.1 Financial Planning Software Market Size by Region: 2017 VS 2021 VS 2028
2.2.2 Financial Planning Software Historic Market Size by Region (2017-2022)
2.2.3 Financial Planning Software Forecasted Market Size by Region (2023-2028)
2.3 Financial Planning Software Market Dynamics
2.3.1 Financial Planning Software Industry Trends
2.3.2 Financial Planning Software Market Drivers
2.3.3 Financial Planning Software Market Challenges
2.3.4 Financial Planning Software Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Financial Planning Software Players by Revenue
3.1.1 Global Top Financial Planning Software Players by Revenue (2017-2022)
3.1.2 Global Financial Planning Software Revenue Market Share by Players (2017-2022)
3.2 Global Financial Planning Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Financial Planning Software Revenue
3.4 Global Financial Planning Software Market Concentration Ratio
3.4.1 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Financial Planning Software Revenue in 2021
3.5 Financial Planning Software Key Players Head office and Area Served
3.6 Key Players Financial Planning Software Product Solution and Service
3.7 Date of Enter into Financial Planning Software Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Financial Planning Software Breakdown Data by Type
4.1 Global Financial Planning Software Historic Market Size by Type (2017-2022)
4.2 Global Financial Planning Software Forecasted Market Size by Type (2023-2028)
5 Financial Planning Software Breakdown Data by Application
5.1 Global Financial Planning Software Historic Market Size by Application (2017-2022)
5.2 Global Financial Planning Software Forecasted Market Size by Application (2023-2028)
6 North America
6.1 North America Financial Planning Software Market Size (2017-2028)
6.2 North America Financial Planning Software Market Size by Country (2017-2022)
6.3 North America Financial Planning Software Market Size by Country (2023-2028)
6.4 United States
6.5 Canada
7 Europe
7.1 Europe Financial Planning Software Market Size (2017-2028)
7.2 Europe Financial Planning Software Market Size by Country (2017-2022)
7.3 Europe Financial Planning Software Market Size by Country (2023-2028)
7.4 Germany
7.5 France
7.6 U.K.
7.7 Italy
7.8 Russia
7.9 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Financial Planning Software Market Size (2017-2028)
8.2 Asia-Pacific Financial Planning Software Market Size by Country (2017-2022)
8.3 Asia-Pacific Financial Planning Software Market Size by Country (2023-2028)
8.4 China
8.5 Japan
8.6 South Korea
8.7 Southeast Asia
8.8 India
8.9 Australia
9 Latin America
9.1 Latin America Financial Planning Software Market Size (2017-2028)
9.2 Latin America Financial Planning Software Market Size by Country (2017-2022)
9.3 Latin America Financial Planning Software Market Size by Country (2023-2028)
9.4 Mexico
9.5 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Financial Planning Software Market Size (2017-2028)
10.2 Middle East & Africa Financial Planning Software Market Size by Country (2017-2022)
10.3 Middle East & Africa Financial Planning Software Market Size by Country (2023-2028)
10.4 Turkey
10.5 Saudi Arabia
10.6 UAE
11 Key Players Profiles
11.1 PIEtech, Inc.
11.1.1 PIEtech, Inc. Company Detail
11.1.2 PIEtech, Inc. Business Overview
11.1.3 PIEtech, Inc. Financial Planning Software Introduction
11.1.4 PIEtech, Inc. Revenue in Financial Planning Software Business (2017-2022)
11.1.5 PIEtech, Inc. Recent Development
11.2 EMoney Advisor
11.2.1 EMoney Advisor Company Detail
11.2.2 EMoney Advisor Business Overview
11.2.3 EMoney Advisor Financial Planning Software Introduction
11.2.4 EMoney Advisor Revenue in Financial Planning Software Business (2017-2022)
11.2.5 EMoney Advisor Recent Development
11.3 Advicent
11.3.1 Advicent Company Detail
11.3.2 Advicent Business Overview
11.3.3 Advicent Financial Planning Software Introduction
11.3.4 Advicent Revenue in Financial Planning Software Business (2017-2022)
11.3.5 Advicent Recent Development
11.4 Money Tree
11.4.1 Money Tree Company Detail
11.4.2 Money Tree Business Overview
11.4.3 Money Tree Financial Planning Software Introduction
11.4.4 Money Tree Revenue in Financial Planning Software Business (2017-2022)
11.4.5 Money Tree Recent Development
11.5 WealthTec
11.5.1 WealthTec Company Detail
11.5.2 WealthTec Business Overview
11.5.3 WealthTec Financial Planning Software Introduction
11.5.4 WealthTec Revenue in Financial Planning Software Business (2017-2022)
11.5.5 WealthTec Recent Development
11.6 Oltis Software
11.6.1 Oltis Software Company Detail
11.6.2 Oltis Software Business Overview
11.6.3 Oltis Software Financial Planning Software Introduction
11.6.4 Oltis Software Revenue in Financial Planning Software Business (2017-2022)
11.6.5 Oltis Software Recent Development
11.7 Advisor Software
11.7.1 Advisor Software Company Detail
11.7.2 Advisor Software Business Overview
11.7.3 Advisor Software Financial Planning Software Introduction
11.7.4 Advisor Software Revenue in Financial Planning Software Business (2017-2022)
11.7.5 Advisor Software Recent Development
11.8 Envestnet
11.8.1 Envestnet Company Detail
11.8.2 Envestnet Business Overview
11.8.3 Envestnet Financial Planning Software Introduction
11.8.4 Envestnet Revenue in Financial Planning Software Business (2017-2022)
11.8.5 Envestnet Recent Development
11.9 InStream Solutions
11.9.1 InStream Solutions Company Detail
11.9.2 InStream Solutions Business Overview
11.9.3 InStream Solutions Financial Planning Software Introduction
11.9.4 InStream Solutions Revenue in Financial Planning Software Business (2017-2022)
11.9.5 InStream Solutions Recent Development
11.10 Wealthcare Capital Management
11.10.1 Wealthcare Capital Management Company Detail
11.10.2 Wealthcare Capital Management Business Overview
11.10.3 Wealthcare Capital Management Financial Planning Software Introduction
11.10.4 Wealthcare Capital Management Revenue in Financial Planning Software Business (2017-2022)
11.10.5 Wealthcare Capital Management Recent Development
11.11 SunGard WealthStation (FIS)
11.11.1 SunGard WealthStation (FIS) Company Detail
11.11.2 SunGard WealthStation (FIS) Business Overview
11.11.3 SunGard WealthStation (FIS) Financial Planning Software Introduction
11.11.4 SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2017-2022)
11.11.5 SunGard WealthStation (FIS) Recent Development
11.12 Advizr
11.12.1 Advizr Company Detail
11.12.2 Advizr Business Overview
11.12.3 Advizr Financial Planning Software Introduction
11.12.4 Advizr Revenue in Financial Planning Software Business (2017-2022)
11.12.5 Advizr Recent Development
11.13 RightCapital
11.13.1 RightCapital Company Detail
11.13.2 RightCapital Business Overview
11.13.3 RightCapital Financial Planning Software Introduction
11.13.4 RightCapital Revenue in Financial Planning Software Business (2017-2022)
11.13.5 RightCapital Recent Development
11.14 Cheshire Software
11.14.1 Cheshire Software Company Detail
11.14.2 Cheshire Software Business Overview
11.14.3 Cheshire Software Financial Planning Software Introduction
11.14.4 Cheshire Software Revenue in Financial Planning Software Business (2017-2022)
11.14.5 Cheshire Software Recent Development
11.15 Razor Logic Systems
11.15.1 Razor Logic Systems Company Detail
11.15.2 Razor Logic Systems Business Overview
11.15.3 Razor Logic Systems Financial Planning Software Introduction
11.15.4 Razor Logic Systems Revenue in Financial Planning Software Business (2017-2022)
11.15.5 Razor Logic Systems Recent Development
11.16 Moneywise Software
11.16.1 Moneywise Software Company Detail
11.16.2 Moneywise Software Business Overview
11.16.3 Moneywise Software Financial Planning Software Introduction
11.16.4 Moneywise Software Revenue in Financial Planning Software Business (2017-2022)
11.16.5 Moneywise Software Recent Development
11.17 Struktur AG
11.17.1 Struktur AG Company Detail
11.17.2 Struktur AG Business Overview
11.17.3 Struktur AG Financial Planning Software Introduction
11.17.4 Struktur AG Revenue in Financial Planning Software Business (2017-2022)
11.17.5 Struktur AG Recent Development
11.18 Futurewise Technologies
11.18.1 Futurewise Technologies Company Detail
11.18.2 Futurewise Technologies Business Overview
11.18.3 Futurewise Technologies Financial Planning Software Introduction
11.18.4 Futurewise Technologies Revenue in Financial Planning Software Business (2017-2022)
11.18.5 Futurewise Technologies Recent Development
11.19 ESPlanner Inc.
11.19.1 ESPlanner Inc. Company Detail
11.19.2 ESPlanner Inc. Business Overview
11.19.3 ESPlanner Inc. Financial Planning Software Introduction
11.19.4 ESPlanner Inc. Revenue in Financial Planning Software Business (2017-2022)
11.19.5 ESPlanner Inc. Recent Development
11.20 ISoftware Limited
11.20.1 ISoftware Limited Company Detail
11.20.2 ISoftware Limited Business Overview
11.20.3 ISoftware Limited Financial Planning Software Introduction
11.20.4 ISoftware Limited Revenue in Financial Planning Software Business (2017-2022)
11.20.5 ISoftware Limited Recent Development
11.21 FinPal Pty Ltd
11.21.1 FinPal Pty Ltd Company Detail
11.21.2 FinPal Pty Ltd Business Overview
11.21.3 FinPal Pty Ltd Financial Planning Software Introduction
11.21.4 FinPal Pty Ltd Revenue in Financial Planning Software Business (2017-2022)
11.21.5 FinPal Pty Ltd Recent Development
11.22 WealthTrace
11.22.1 WealthTrace Company Detail
11.22.2 WealthTrace Business Overview
11.22.3 WealthTrace Financial Planning Software Introduction
11.22.4 WealthTrace Revenue in Financial Planning Software Business (2017-2022)
11.22.5 WealthTrace Recent Development
11.23 Sigma Conso
11.23.1 Sigma Conso Company Detail
11.23.2 Sigma Conso Business Overview
11.23.3 Sigma Conso Financial Planning Software Introduction
11.23.4 Sigma Conso Revenue in Financial Planning Software Business (2017-2022)
11.23.5 Sigma Conso Recent Development
11.24 Prevero GmbH (Unit4)
11.24.1 Prevero GmbH (Unit4) Company Detail
11.24.2 Prevero GmbH (Unit4) Business Overview
11.24.3 Prevero GmbH (Unit4) Financial Planning Software Introduction
11.24.4 Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2017-2022)
11.24.5 Prevero GmbH (Unit4) Recent Development
11.25 SAP
11.25.1 SAP Company Detail
11.25.2 SAP Business Overview
11.25.3 SAP Financial Planning Software Introduction
11.25.4 SAP Revenue in Financial Planning Software Business (2017-2022)
11.25.5 SAP Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
List of Figures, Tables and Charts Available in Global Financial Planning Software Market Research Report 2022
List of TablesTable 1. Global Financial Planning Software Market Size Growth Rate by Type (US$ Million): 2017 VS 2021 VS 2028
Table 2. Key Players of Cloud-based Financial Planning Software
Table 3. Key Players of On-promise Type Financial Planning Software
Table 4. Global Financial Planning Software Market Size Growth by Application (US$ Million): 2017 VS 2021 VS 2028
Table 5. Global Financial Planning Software Market Size by Region (US$ Million): 2017 VS 2021 VS 2028
Table 6. Global Financial Planning Software Market Size by Region (2017-2022) & (US$ Million)
Table 7. Global Financial Planning Software Market Share by Region (2017-2022)
Table 8. Global Financial Planning Software Forecasted Market Size by Region (2023-2028) & (US$ Million)
Table 9. Global Financial Planning Software Market Share by Region (2023-2028)
Table 10. Financial Planning Software Market Trends
Table 11. Financial Planning Software Market Drivers
Table 12. Financial Planning Software Market Challenges
Table 13. Financial Planning Software Market Restraints
Table 14. Global Financial Planning Software Revenue by Players (2017-2022) & (US$ Million)
Table 15. Global Financial Planning Software Market Share by Players (2017-2022)
Table 16. 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 2021)
Table 17. Ranking of Global Top Financial Planning Software Companies by Revenue (US$ Million) in 2021
Table 18. Global 5 Largest Players Market Share by Financial Planning Software Revenue (CR5 and HHI) & (2017-2022)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players Financial Planning Software Product Solution and Service
Table 21. Date of Enter into Financial Planning Software Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
Table 24. Global Financial Planning Software Revenue Market Share by Type (2017-2022)
Table 25. Global Financial Planning Software Forecasted Market Size by Type (2023-2028) & (US$ Million)
Table 26. Global Financial Planning Software Revenue Market Share by Type (2023-2028)
Table 27. Global Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
Table 28. Global Financial Planning Software Revenue Market Share by Application (2017-2022)
Table 29. Global Financial Planning Software Forecasted Market Size by Application (2023-2028) & (US$ Million)
Table 30. Global Financial Planning Software Revenue Market Share by Application (2023-2028)
Table 31. North America Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 32. North America Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
Table 33. Europe Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 34. Europe Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
Table 35. Asia-Pacific Financial Planning Software Market Size by Region (2017-2022) & (US$ Million)
Table 36. Asia-Pacific Financial Planning Software Market Size by Region (2023-2028) & (US$ Million)
Table 37. Latin America Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 38. Latin America Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
Table 39. Middle East & Africa Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 40. Middle East & Africa Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
Table 41. PIEtech, Inc. Company Detail
Table 42. PIEtech, Inc. Business Overview
Table 43. PIEtech, Inc. Financial Planning Software Product
Table 44. PIEtech, Inc. Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 45. PIEtech, Inc. Recent Development
Table 46. EMoney Advisor Company Detail
Table 47. EMoney Advisor Business Overview
Table 48. EMoney Advisor Financial Planning Software Product
Table 49. EMoney Advisor Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 50. EMoney Advisor Recent Development
Table 51. Advicent Company Detail
Table 52. Advicent Business Overview
Table 53. Advicent Financial Planning Software Product
Table 54. Advicent Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 55. Advicent Recent Development
Table 56. Money Tree Company Detail
Table 57. Money Tree Business Overview
Table 58. Money Tree Financial Planning Software Product
Table 59. Money Tree Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 60. Money Tree Recent Development
Table 61. WealthTec Company Detail
Table 62. WealthTec Business Overview
Table 63. WealthTec Financial Planning Software Product
Table 64. WealthTec Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 65. WealthTec Recent Development
Table 66. Oltis Software Company Detail
Table 67. Oltis Software Business Overview
Table 68. Oltis Software Financial Planning Software Product
Table 69. Oltis Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 70. Oltis Software Recent Development
Table 71. Advisor Software Company Detail
Table 72. Advisor Software Business Overview
Table 73. Advisor Software Financial Planning Software Product
Table 74. Advisor Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 75. Advisor Software Recent Development
Table 76. Envestnet Company Detail
Table 77. Envestnet Business Overview
Table 78. Envestnet Financial Planning Software Product
Table 79. Envestnet Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 80. Envestnet Recent Development
Table 81. InStream Solutions Company Detail
Table 82. InStream Solutions Business Overview
Table 83. InStream Solutions Financial Planning Software Product
Table 84. InStream Solutions Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 85. InStream Solutions Recent Development
Table 86. Wealthcare Capital Management Company Detail
Table 87. Wealthcare Capital Management Business Overview
Table 88. Wealthcare Capital Management Financial Planning Software Product
Table 89. Wealthcare Capital Management Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 90. Wealthcare Capital Management Recent Development
Table 91. SunGard WealthStation (FIS) Company Detail
Table 92. SunGard WealthStation (FIS) Business Overview
Table 93. SunGard WealthStation (FIS) Financial Planning SoftwareProduct
Table 94. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 95. SunGard WealthStation (FIS) Recent Development
Table 96. Advizr Company Detail
Table 97. Advizr Business Overview
Table 98. Advizr Financial Planning SoftwareProduct
Table 99. Advizr Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 100. Advizr Recent Development
Table 101. RightCapital Company Detail
Table 102. RightCapital Business Overview
Table 103. RightCapital Financial Planning SoftwareProduct
Table 104. RightCapital Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 105. RightCapital Recent Development
Table 106. Cheshire Software Company Detail
Table 107. Cheshire Software Business Overview
Table 108. Cheshire Software Financial Planning SoftwareProduct
Table 109. Cheshire Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 110. Cheshire Software Recent Development
Table 111. Razor Logic Systems Company Detail
Table 112. Razor Logic Systems Business Overview
Table 113. Razor Logic Systems Financial Planning SoftwareProduct
Table 114. Razor Logic Systems Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 115. Razor Logic Systems Recent Development
Table 116. Moneywise Software Company Detail
Table 117. Moneywise Software Business Overview
Table 118. Moneywise Software Financial Planning SoftwareProduct
Table 119. Moneywise Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 120. Moneywise Software Recent Development
Table 121. Struktur AG Company Detail
Table 122. Struktur AG Business Overview
Table 123. Struktur AG Financial Planning SoftwareProduct
Table 124. Struktur AG Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 125. Struktur AG Recent Development
Table 126. Futurewise Technologies Company Detail
Table 127. Futurewise Technologies Business Overview
Table 128. Futurewise Technologies Financial Planning SoftwareProduct
Table 129. Futurewise Technologies Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 130. Futurewise Technologies Recent Development
Table 131. ESPlanner Inc. Company Detail
Table 132. ESPlanner Inc. Business Overview
Table 133. ESPlanner Inc. Financial Planning SoftwareProduct
Table 134. ESPlanner Inc. Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 135. ESPlanner Inc. Recent Development
Table 136. ISoftware Limited Company Detail
Table 137. ISoftware Limited Business Overview
Table 138. ISoftware Limited Financial Planning SoftwareProduct
Table 139. ISoftware Limited Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 140. ISoftware Limited Recent Development
Table 141. FinPal Pty Ltd Company Detail
Table 142. FinPal Pty Ltd Business Overview
Table 143. FinPal Pty Ltd Financial Planning SoftwareProduct
Table 144. FinPal Pty Ltd Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 145. FinPal Pty Ltd Recent Development
Table 146. WealthTrace Company Detail
Table 147. WealthTrace Business Overview
Table 148. WealthTrace Financial Planning SoftwareProduct
Table 149. WealthTrace Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 150. WealthTrace Recent Development
Table 151. Sigma Conso Company Detail
Table 152. Sigma Conso Business Overview
Table 153. Sigma Conso Financial Planning SoftwareProduct
Table 154. Sigma Conso Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 155. Sigma Conso Recent Development
Table 156. Prevero GmbH (Unit4) Company Detail
Table 157. Prevero GmbH (Unit4) Business Overview
Table 158. Prevero GmbH (Unit4) Financial Planning SoftwareProduct
Table 159. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 160. Prevero GmbH (Unit4) Recent Development
Table 161. SAP Company Detail
Table 162. SAP Business Overview
Table 163. SAP Financial Planning SoftwareProduct
Table 164. SAP Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 165. SAP Recent Development
Table 166. Research Programs/Design for This Report
Table 167. Key Data Information from Secondary Sources
Table 168. Key Data Information from Primary Sources
List of Figures
Figure 1. Global Financial Planning Software Market Share by Type: 2021 VS 2028
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 in 2021 & 2028
Figure 5. SME Case Studies
Figure 6. Large Enterprise Case Studies
Figure 7. Personal Purpose Case Studies
Figure 8. Others Case Studies
Figure 9. Financial Planning Software Report Years Considered
Figure 10. Global Financial Planning Software Market Size (US$ Million), Year-over-Year: 2017-2028
Figure 11. Global Financial Planning Software Market Size, (US$ Million), 2017 VS 2021 VS 2028
Figure 12. Global Financial Planning Software Market Share by Region: 2021 VS 2028
Figure 13. Global Financial Planning Software Market Share by Players in 2021
Figure 14. 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 2021)
Figure 15. The Top 10 and 5 Players Market Share by Financial Planning Software Revenue in 2021
Figure 16. North America Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 17. North America Financial Planning Software Market Share by Country (2017-2028)
Figure 18. United States Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 19. Canada Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 20. Europe Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 21. Europe Financial Planning Software Market Share by Country (2017-2028)
Figure 22. Germany Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 23. France Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 24. U.K. Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 25. Italy Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 26. Russia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 27. Nordic Countries Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 28. Asia-Pacific Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 29. Asia-Pacific Financial Planning Software Market Share by Region (2017-2028)
Figure 30. China Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 31. Japan Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 32. South Korea Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 33. Southeast Asia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 34. India Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 35. Australia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 36. Latin America Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 37. Latin America Financial Planning Software Market Share by Country (2017-2028)
Figure 38. Mexico Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 39. Brazil Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 40. Middle East & Africa Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 41. Middle East & Africa Financial Planning Software Market Share by Country (2017-2028)
Figure 42. Turkey Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 43. Saudi Arabia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 44. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 45. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 46. Advicent Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 47. Money Tree Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 48. WealthTec Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 49. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 50. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 51. Envestnet Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 52. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 53. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 54. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 55. Advizr Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 56. RightCapital Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 57. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 58. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 59. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 60. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 61. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 62. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 63. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 64. FinPal Pty Ltd Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 65. WealthTrace Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 66. Sigma Conso Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 67. Prevero GmbH (Unit4) Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 68. SAP Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 69. Bottom-up and Top-down Approaches for This Report
Figure 70. Data Triangulation
Figure 71. Key Executives Interviewed
Keyplayers in Global Financial Planning Software Market Research Report 2022
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
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