Global Financial Planning Software Market Research Report 2022
SKU ID : QYR-21014495 | Publishing Date : 06-Jun-2022 | No. of pages : 111
Market Analysis and Insights: Global Financial Planning Software Market
Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.
The global Financial Planning Software market size is projected to reach US$ 3507.2 million by 2028, from US$ 1458 million in 2021, at a CAGR of 13.2% during 2022-2028.
Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtechâ„ , Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.
USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.
In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.
With industry-standard accuracy in analysis and high data integrity, the report makes a brilliant attempt to unveil key opportunities available in the global Financial Planning Software market to help players in achieving a strong market position. Buyers of the report can access verified and reliable market forecasts, including those for the overall size of the global Financial Planning Software market in terms of revenue.
Overall, the report proves to be an effective tool that players can use to gain a competitive edge over their competitors and ensure lasting success in the global Financial Planning Software market. All of the findings, data, and information provided in the report are validated and revalidated with the help of trustworthy sources. The analysts who have authored the report took a unique and industry-best research and analysis approach for an in-depth study of the global Financial Planning Software market.
Global Financial Planning Software Scope and Market Size
Financial Planning Software market is segmented by players, region (country), by Type and by Application. Players, stakeholders, and other participants in the global Financial Planning Software market will be able to gain the upper hand as they use the report as a powerful resource. The segmental analysis focuses on revenue and forecast by Type and by Application for the period 2017-2028.
Segment by Type
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Segment by Application
SME
Large Enterprise
Personal Purpose
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
By Company
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
Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.
The global Financial Planning Software market size is projected to reach US$ 3507.2 million by 2028, from US$ 1458 million in 2021, at a CAGR of 13.2% during 2022-2028.
Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtechâ„ , Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.
USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.
In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.
With industry-standard accuracy in analysis and high data integrity, the report makes a brilliant attempt to unveil key opportunities available in the global Financial Planning Software market to help players in achieving a strong market position. Buyers of the report can access verified and reliable market forecasts, including those for the overall size of the global Financial Planning Software market in terms of revenue.
Overall, the report proves to be an effective tool that players can use to gain a competitive edge over their competitors and ensure lasting success in the global Financial Planning Software market. All of the findings, data, and information provided in the report are validated and revalidated with the help of trustworthy sources. The analysts who have authored the report took a unique and industry-best research and analysis approach for an in-depth study of the global Financial Planning Software market.
Global Financial Planning Software Scope and Market Size
Financial Planning Software market is segmented by players, region (country), by Type and by Application. Players, stakeholders, and other participants in the global Financial Planning Software market will be able to gain the upper hand as they use the report as a powerful resource. The segmental analysis focuses on revenue and forecast by Type and by Application for the period 2017-2028.
Segment by Type
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Segment by Application
SME
Large Enterprise
Personal Purpose
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
By Company
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
Frequently Asked Questions
This market study covers the global and regional market with an in-depth analysis of the overall growth prospects in the market. Furthermore, it sheds light on the comprehensive competitive landscape of the global market. The report further offers a dashboard overview of leading companies encompassing their successful marketing strategies, market contribution, recent developments in both historic and present contexts.
- By product type
- By End User/Applications
- By Technology
- By Region
The report provides a detailed evaluation of the market by highlighting information on different aspects which include drivers, restraints, opportunities, and threats. This information can help stakeholders to make appropriate decisions before investing.