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 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

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