Global Financial Planning Software Market Size, Status and Forecast 2023

Report ID: 1234533 | Published Date: Jan 2025 | No. of Page: 125 | Base Year: 2024 | Rating: 4.6 | Webstory: Check our Web story
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1 Report Overview
    1.1 Study Scope
    1.2 Market Analysis by Type
        1.2.1 Global Financial Planning Software Market Size Growth Rate by Type: 2016 VS 2021 VS 2027
        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: 2016 VS 2021 VS 2027
        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 (2016-2027)
    2.2 Financial Planning Software Growth Trends by Regions
        2.2.1 Financial Planning Software Market Size by Regions: 2016 VS 2021 VS 2027
        2.2.2 Financial Planning Software Historic Market Share by Regions (2016-2021)
        2.2.3 Financial Planning Software Forecasted Market Size by Regions (2022-2027)
    2.3 Financial Planning Software Industry Dynamic
        2.3.1 Financial Planning Software Market 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 (2016-2021)
        3.1.2 Global Financial Planning Software Revenue Market Share by Players (2016-2021)
    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 2020
    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 (2016-2021)
    4.2 Global Financial Planning Software Forecasted Market Size by Type (2022-2027)

5 Financial Planning Software Breakdown Data by Application
    5.1 Global Financial Planning Software Historic Market Size by Application (2016-2021)
    5.2 Global Financial Planning Software Forecasted Market Size by Application (2022-2027)

6 North America
    6.1 North America Financial Planning Software Market Size (2016-2027)
    6.2 North America Financial Planning Software Market Size by Type
        6.2.1 North America Financial Planning Software Market Size by Type (2016-2021)
        6.2.2 North America Financial Planning Software Market Size by Type (2022-2027)
        6.2.3 North America Financial Planning Software Market Size by Type (2016-2027)
    6.3 North America Financial Planning Software Market Size by Application
        6.3.1 North America Financial Planning Software Market Size by Application (2016-2021)
        6.3.2 North America Financial Planning Software Market Size by Application (2022-2027)
        6.3.3 North America Financial Planning Software Market Size by Application (2016-2027)
    6.4 North America Financial Planning Software Market Size by Country
        6.4.1 North America Financial Planning Software Market Size by Country (2016-2021)
        6.4.2 North America Financial Planning Software Market Size by Country (2022-2027)
        6.4.3 United States
        6.4.4 Canada

7 Europe
    7.1 Europe Financial Planning Software Market Size (2016-2027)
    7.2 Europe Financial Planning Software Market Size by Type
        7.2.1 Europe Financial Planning Software Market Size by Type (2016-2021)
        7.2.2 Europe Financial Planning Software Market Size by Type (2022-2027)
        7.2.3 Europe Financial Planning Software Market Size by Type (2016-2027)
    7.3 Europe Financial Planning Software Market Size by Application
        7.3.1 Europe Financial Planning Software Market Size by Application (2016-2021)
        7.3.2 Europe Financial Planning Software Market Size by Application (2022-2027)
        7.3.3 Europe Financial Planning Software Market Size by Application (2016-2027)
    7.4 Europe Financial Planning Software Market Size by Country
        7.4.1 Europe Financial Planning Software Market Size by Country (2016-2021)
        7.4.2 Europe Financial Planning Software Market Size by Country (2022-2027)
        7.4.3 Germany
        7.4.4 France
        7.4.5 U.K.
        7.4.6 Italy
        7.4.7 Russia
        7.4.8 Nordic

8 Asia-Pacific
    8.1 Asia-Pacific Financial Planning Software Market Size (2016-2027)
    8.2 Asia-Pacific Financial Planning Software Market Size by Type
        8.2.1 Asia-Pacific Financial Planning Software Market Size by Type (2016-2021)
        8.2.2 Asia-Pacific Financial Planning Software Market Size by Type (2022-2027)
        8.2.3 Asia-Pacific Financial Planning Software Market Size by Type (2016-2027)
    8.3 Asia-Pacific Financial Planning Software Market Size by Application
        8.3.1 Asia-Pacific Financial Planning Software Market Size by Application (2016-2021)
        8.3.2 Asia-Pacific Financial Planning Software Market Size by Application (2022-2027)
        8.3.3 Asia-Pacific Financial Planning Software Market Size by Application (2016-2027)
    8.4 Asia-Pacific Financial Planning Software Market Size by Region
        8.4.1 Asia-Pacific Financial Planning Software Market Size by Region (2016-2021)
        8.4.2 Asia-Pacific Financial Planning Software Market Size by Region (2022-2027)
        8.4.3 China
        8.4.4 Japan
        8.4.5 South Korea
        8.4.6 Southeast Asia
        8.4.7 India
        8.4.8 Australia

9 Latin America
    9.1 Latin America Financial Planning Software Market Size (2016-2027)
    9.2 Latin America Financial Planning Software Market Size by Type
        9.2.1 Latin America Financial Planning Software Market Size by Type (2016-2021)
        9.2.2 Latin America Financial Planning Software Market Size by Type (2022-2027)
        9.2.3 Latin America Financial Planning Software Market Size by Type (2016-2027)
    9.3 Latin America Financial Planning Software Market Size by Application
        9.3.1 Latin America Financial Planning Software Market Size by Application (2016-2021)
        9.3.2 Latin America Financial Planning Software Market Size by Application (2022-2027)
        9.3.3 Latin America Financial Planning Software Market Size by Application (2016-2027)
    9.4 Latin America Financial Planning Software Market Size by Country
        9.4.1 Latin America Financial Planning Software Market Size by Country (2016-2021)
        9.4.2 Latin America Financial Planning Software Market Size by Country (2022-2027)
        9.4.3 Mexico
        9.4.4 Brazil

10 Middle East & Africa
    10.1 Middle East & Africa Financial Planning Software Market Size (2016-2027)
    10.2 Middle East & Africa Financial Planning Software Market Size by Type
        10.2.1 Middle East & Africa Financial Planning Software Market Size by Type (2016-2021)
        10.2.2 Middle East & Africa Financial Planning Software Market Size by Type (2022-2027)
        10.2.3 Middle East & Africa Financial Planning Software Market Size by Type (2016-2027)
    10.3 Middle East & Africa Financial Planning Software Market Size by Application
        10.3.1 Middle East & Africa Financial Planning Software Market Size by Application (2016-2021)
        10.3.2 Middle East & Africa Financial Planning Software Market Size by Application (2022-2027)
        10.3.3 Middle East & Africa Financial Planning Software Market Size by Application (2016-2027)
    10.4 Middle East & Africa Financial Planning Software Market Size by Country
        10.4.1 Middle East & Africa Financial Planning Software Market Size by Country (2016-2021)
        10.4.2 Middle East & Africa Financial Planning Software Market Size by Country (2022-2027)
        10.4.3 Turkey
        10.4.4 Saudi Arabia
        10.4.5 UAE

11 Key Players Profiles
    11.1 PIEtech, Inc.
        11.1.1 PIEtech, Inc. Company Details
        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 (2016-2021)
        11.1.5 PIEtech, Inc. Recent Development
    11.2 EMoney Advisor
        11.2.1 EMoney Advisor Company Details
        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 (2016-2021)
        11.2.5 EMoney Advisor Recent Development
    11.3 Advicent
        11.3.1 Advicent Company Details
        11.3.2 Advicent Business Overview
        11.3.3 Advicent Financial Planning Software Introduction
        11.3.4 Advicent Revenue in Financial Planning Software Business (2016-2021)
        11.3.5 Advicent Recent Development
    11.4 Money Tree
        11.4.1 Money Tree Company Details
        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 (2016-2021)
        11.4.5 Money Tree Recent Development
    11.5 WealthTec
        11.5.1 WealthTec Company Details
        11.5.2 WealthTec Business Overview
        11.5.3 WealthTec Financial Planning Software Introduction
        11.5.4 WealthTec Revenue in Financial Planning Software Business (2016-2021)
        11.5.5 WealthTec Recent Development
    11.6 Oltis Software
        11.6.1 Oltis Software Company Details
        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 (2016-2021)
        11.6.5 Oltis Software Recent Development
    11.7 Advisor Software
        11.7.1 Advisor Software Company Details
        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 (2016-2021)
        11.7.5 Advisor Software Recent Development
    11.8 Envestnet
        11.8.1 Envestnet Company Details
        11.8.2 Envestnet Business Overview
        11.8.3 Envestnet Financial Planning Software Introduction
        11.8.4 Envestnet Revenue in Financial Planning Software Business (2016-2021)
        11.8.5 Envestnet Recent Development
    11.9 InStream Solutions
        11.9.1 InStream Solutions Company Details
        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 (2016-2021)
        11.9.5 InStream Solutions Recent Development
    11.10 Wealthcare Capital Management
        11.10.1 Wealthcare Capital Management Company Details
        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 (2016-2021)
        11.10.5 Wealthcare Capital Management Recent Development
    11.11 SunGard WealthStation (FIS)
        11.11.1 SunGard WealthStation (FIS) Company Details
        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 (2016-2021)
        11.11.5 SunGard WealthStation (FIS) Recent Development
    11.12 Advizr
        11.12.1 Advizr Company Details
        11.12.2 Advizr Business Overview
        11.12.3 Advizr Financial Planning Software Introduction
        11.12.4 Advizr Revenue in Financial Planning Software Business (2016-2021)
        11.12.5 Advizr Recent Development
    11.13 RightCapital
        11.13.1 RightCapital Company Details
        11.13.2 RightCapital Business Overview
        11.13.3 RightCapital Financial Planning Software Introduction
        11.13.4 RightCapital Revenue in Financial Planning Software Business (2016-2021)
        11.13.5 RightCapital Recent Development
    11.14 Cheshire Software
        11.14.1 Cheshire Software Company Details
        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 (2016-2021)
        11.14.5 Cheshire Software Recent Development
    11.15 Razor Logic Systems
        11.15.1 Razor Logic Systems Company Details
        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 (2016-2021)
        11.15.5 Razor Logic Systems Recent Development
    11.16 Moneywise Software
        11.16.1 Moneywise Software Company Details
        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 (2016-2021)
        11.16.5 Moneywise Software Recent Development
    11.17 Struktur AG
        11.17.1 Struktur AG Company Details
        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 (2016-2021)
        11.17.5 Struktur AG Recent Development
    11.18 Futurewise Technologies
        11.18.1 Futurewise Technologies Company Details
        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 (2016-2021)
        11.18.5 Futurewise Technologies Recent Development
    11.19 ESPlanner Inc.
        11.19.1 ESPlanner Inc. Company Details
        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 (2016-2021)
        11.19.5 ESPlanner Inc. Recent Development
    11.20 ISoftware Limited
        11.20.1 ISoftware Limited Company Details
        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 (2016-2021)
        11.20.5 ISoftware Limited Recent Development
    11.21 FinPal Pty Ltd
        11.21.1 FinPal Pty Ltd Company Details
        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 (2016-2021)
        11.21.5 FinPal Pty Ltd Recent Development
    11.22 WealthTrace
        11.22.1 WealthTrace Company Details
        11.22.2 WealthTrace Business Overview
        11.22.3 WealthTrace Financial Planning Software Introduction
        11.22.4 WealthTrace Revenue in Financial Planning Software Business (2016-2021)
        11.22.5 WealthTrace Recent Development
    11.23 Sigma Conso
        11.23.1 Sigma Conso Company Details
        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 (2016-2021)
        11.23.5 Sigma Conso Recent Development
    11.24 Prevero GmbH (Unit4)
        11.24.1 Prevero GmbH (Unit4) Company Details
        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 (2016-2021)
        11.24.5 Prevero GmbH (Unit4) Recent Development
    11.25 SAP
        11.25.1 SAP Company Details
        11.25.2 SAP Business Overview
        11.25.3 SAP Financial Planning Software Introduction
        11.25.4 SAP Revenue in Financial Planning Software Business (2016-2021)
        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 Tables
    Table 1. Global Financial Planning Software Market Size Growth Rate by Type (US$ Million):2016 VS 2021 VS 2027
    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): 2016 VS 2021 VS 2027
    Table 5. Global Financial Planning Software Market Size by Regions (US$ Million): 2016 VS 2021 VS 2027
    Table 6. Global Financial Planning Software Market Size by Regions (2016-2021) & (US$ Million)
    Table 7. Global Financial Planning Software Market Share by Regions (2016-2021)
    Table 8. Global Financial Planning Software Forecasted Market Size by Regions (2022-2027) & (US$ Million)
    Table 9. Global Financial Planning Software Market Share by Regions (2022-2027)
    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 (2016-2021) & (US$ Million)
    Table 15. Global Financial Planning Software Market Share by Players (2016-2021)
    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 2020)
    Table 17. Ranking of Global Top Financial Planning Software Companies by Revenue (US$ Million) in 2020
    Table 18. Global 5 Largest Players Market Share by Financial Planning Software Revenue (CR5 and HHI) & (2016-2021)
    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 (2016-2021) (US$ Million)
    Table 24. Global Financial Planning Software Revenue Market Share by Type (2016-2021)
    Table 25. Global Financial Planning Software Forecasted Market Size by Type (2022-2027) (US$ Million)
    Table 26. Global Financial Planning Software Revenue Market Share by Type (2022-2027) & (US$ Million)
    Table 27. Global Financial Planning Software Market Size Share by Application (2016-2021) & (US$ Million)
    Table 28. Global Financial Planning Software Revenue Market Share by Application (2016-2021)
    Table 29. Global Financial Planning Software Forecasted Market Size by Application (2022-2027) (US$ Million)
    Table 30. Global Financial Planning Software Revenue Market Share by Application (2022-2027) & (US$ Million)
    Table 31. North America Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
    Table 32. North America Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
    Table 33. North America Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
    Table 34. North America Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
    Table 35. North America Financial Planning Software Market Size by Country (2016-2021) & (US$ Million) 
    Table 36. North America Financial Planning Software Market Size by Country (2022-2027) & (US$ Million) 
    Table 37. Europe Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
    Table 38. Europe Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
    Table 39. Europe Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
    Table 40. Europe Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
    Table 41. Europe Financial Planning Software Market Size by Country (2016-2021) & (US$ Million) 
    Table 42. Europe Financial Planning Software Market Size by Country (2022-2027) & (US$ Million) 
    Table 43. Asia-Pacific Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
    Table 44. Asia-Pacific Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
    Table 45. Asia-Pacific Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
    Table 46. Asia-Pacific Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
    Table 47. Asia-Pacific Financial Planning Software Market Size by Region (2016-2021) & (US$ Million) 
    Table 48. Asia-Pacific Financial Planning Software Market Size by Region (2022-2027) & (US$ Million) 
    Table 49. Latin America Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
    Table 50. Latin America Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
    Table 51. Latin America Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
    Table 52. Latin America Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
    Table 53. Latin America Financial Planning Software Market Size by Country (2016-2021) & (US$ Million) 
    Table 54. Latin America Financial Planning Software Market Size by Country (2022-2027) & (US$ Million) 
    Table 55. Middle East & Africa Financial Planning Software Market Size by Type (2016-2021) (US$ Million)
    Table 56. Middle East & Africa Financial Planning Software Market Size by Type (2022-2027) & (US$ Million)
    Table 57. Middle East & Africa Financial Planning Software Market Size by Application (2016-2021) (US$ Million)
    Table 58. Middle East & Africa Financial Planning Software Market Size by Application (2022-2027) & (US$ Million)
    Table 59. Middle East & Africa Financial Planning Software Market Size by Country (2016-2021) & (US$ Million) 
    Table 60. Middle East & Africa Financial Planning Software Market Size by Country (2022-2027) & (US$ Million) 
    Table 61. PIEtech, Inc. Company Details
    Table 62. PIEtech, Inc. Business Overview
    Table 63. PIEtech, Inc. Financial Planning Software Product
    Table 64. PIEtech, Inc. Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 65. PIEtech, Inc. Recent Development
    Table 66. EMoney Advisor Company Details
    Table 67. EMoney Advisor Business Overview
    Table 68. EMoney Advisor Financial Planning Software Product
    Table 69. EMoney Advisor Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 70. EMoney Advisor Recent Development
    Table 71. Advicent Company Details
    Table 72. Advicent Business Overview
    Table 73. Advicent Financial Planning Software Product
    Table 74. Advicent Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 75. Advicent Recent Development
    Table 76. Money Tree Company Details
    Table 77. Money Tree Business Overview
    Table 78. Money Tree Financial Planning Software Product
    Table 79. Money Tree Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 80. Money Tree Recent Development
    Table 81. WealthTec Company Details
    Table 82. WealthTec Business Overview
    Table 83. WealthTec Financial Planning Software Product
    Table 84. WealthTec Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 85. WealthTec Recent Development
    Table 86. Oltis Software Company Details
    Table 87. Oltis Software Business Overview
    Table 88. Oltis Software Financial Planning Software Product
    Table 89. Oltis Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 90. Oltis Software Recent Development
    Table 91. Advisor Software Company Details
    Table 92. Advisor Software Business Overview
    Table 93. Advisor Software Financial Planning Software Product
    Table 94. Advisor Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 95. Advisor Software Recent Development
    Table 96. Envestnet Company Details
    Table 97. Envestnet Business Overview
    Table 98. Envestnet Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 99. Envestnet Recent Development
    Table 100. InStream Solutions Company Details
    Table 101. InStream Solutions Business Overview
    Table 102. InStream Solutions Financial Planning Software Product
    Table 103. InStream Solutions Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 104. InStream Solutions Recent Development
    Table 105. Wealthcare Capital Management Company Details
    Table 106. Wealthcare Capital Management Business Overview
    Table 107. Wealthcare Capital Management Financial Planning Software Product
    Table 108. Wealthcare Capital Management Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 109. Wealthcare Capital Management Recent Development
    Table 110. SunGard WealthStation (FIS) Company Details
    Table 111. SunGard WealthStation (FIS) Business Overview
    Table 112. SunGard WealthStation (FIS) Financial Planning Software Product
    Table 113. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 114. SunGard WealthStation (FIS) Recent Development
    Table 115. Advizr Company Details
    Table 116. Advizr Business Overview
    Table 117. Advizr Financial Planning Software Product
    Table 118. Advizr Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 119. Advizr Recent Development
    Table 120. RightCapital Company Details
    Table 121. RightCapital Business Overview
    Table 122. RightCapital Financial Planning Software Product
    Table 123. RightCapital Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 124. RightCapital Recent Development
    Table 125. Cheshire Software Company Details
    Table 126. Cheshire Software Business Overview
    Table 127. Cheshire Software Financial Planning Software Product
    Table 128. Cheshire Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 129. Cheshire Software Recent Development
    Table 130. Razor Logic Systems Company Details
    Table 131. Razor Logic Systems Business Overview
    Table 132. Razor Logic Systems Financial Planning Software Product
    Table 133. Razor Logic Systems Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 134. Razor Logic Systems Recent Development
    Table 135. Moneywise Software Company Details
    Table 136. Moneywise Software Business Overview
    Table 137. Moneywise Software Financial Planning Software Product
    Table 138. Moneywise Software Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 139. Moneywise Software Recent Development
    Table 140. Struktur AG Company Details
    Table 141. Struktur AG Business Overview
    Table 142. Struktur AG Financial Planning Software Product
    Table 143. Struktur AG Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 144. Struktur AG Recent Development
    Table 145. Futurewise Technologies Company Details
    Table 146. Futurewise Technologies Business Overview
    Table 147. Futurewise Technologies Financial Planning Software Product
    Table 148. Futurewise Technologies Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 149. Futurewise Technologies Recent Development
    Table 150. ESPlanner Inc. Company Details
    Table 151. ESPlanner Inc. Business Overview
    Table 152. ESPlanner Inc. Financial Planning Software Product
    Table 153. ESPlanner Inc. Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 154. ESPlanner Inc. Recent Development
    Table 155. ISoftware Limited Company Details
    Table 156. ISoftware Limited Business Overview
    Table 157. ISoftware Limited Financial Planning Software Product
    Table 158. ISoftware Limited Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 159. ISoftware Limited Recent Development
    Table 160. FinPal Pty Ltd Company Details
    Table 161. FinPal Pty Ltd Business Overview
    Table 162. FinPal Pty Ltd Financial Planning Software Product
    Table 163. FinPal Pty Ltd Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 164. FinPal Pty Ltd Recent Development
    Table 165. WealthTrace Company Details
    Table 166. WealthTrace Business Overview
    Table 167. WealthTrace Financial Planning Software Product
    Table 168. WealthTrace Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 169. WealthTrace Recent Development
    Table 170. Sigma Conso Company Details
    Table 171. Sigma Conso Business Overview
    Table 172. Sigma Conso Financial Planning Software Product
    Table 173. Sigma Conso Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 174. Sigma Conso Recent Development
    Table 175. Prevero GmbH (Unit4) Company Details
    Table 176. Prevero GmbH (Unit4) Business Overview
    Table 177. Prevero GmbH (Unit4) Financial Planning SoftwareProduct
    Table 178. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 179. Prevero GmbH (Unit4) Recent Development
    Table 180. SAP Company Details
    Table 181. SAP Business Overview
    Table 182. SAP Financial Planning Software Product
    Table 183. SAP Revenue in Financial Planning Software Business (2016-2021) & (US$ Million)
    Table 184. SAP Recent Development
    Table 185. Research Programs/Design for This Report
    Table 186. Key Data Information from Secondary Sources
    Table 187. Key Data Information from Primary Sources
List of Figures
    Figure 1. Global Financial Planning Software Market Share by Type: 2020 VS 2027
    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 2027
    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: 2016-2027
    Figure 11. Global Financial Planning Software Market Size (US$ Million), 2016 VS 2021 VS 2027
    Figure 12. Global Financial Planning Software Market Share by Regions: 2020 VS 2027
    Figure 13. Global Financial Planning Software Market Share by Regions (2022-2027)
    Figure 14. Global Financial Planning Software Market Share by Players in 2020
    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 2020
    Figure 16. The Top 10 and 5 Players Market Share by Financial Planning Software Revenue in 2020
    Figure 17. Global Financial Planning Software Revenue Market Share by Type (2016-2021)
    Figure 18. Global Financial Planning Software Revenue Market Share by Type (2022-2027)
    Figure 19. North America Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 20. North America Financial Planning Software Market Share by Type (2016-2027)
    Figure 21. North America Financial Planning Software Market Share by Application (2016-2027)
    Figure 22. North America Financial Planning Software Market Share by Country (2016-2027)
    Figure 23. United States Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 24. Canada Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 25. Europe Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 26. Europe Financial Planning Software Market Share by Type (2016-2027)
    Figure 27. Europe Financial Planning Software Market Share by Application (2016-2027)
    Figure 28. Europe Financial Planning Software Market Share by Country (2016-2027)
    Figure 29. Germany Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 30. France Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 31. U.K. Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 32. Italy Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 33. Russia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 34. Nordic Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 35. Asia-Pacific Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 36. Asia-Pacific Financial Planning Software Market Share by Type (2016-2027)
    Figure 37. Asia-Pacific Financial Planning Software Market Share by Application (2016-2027)
    Figure 38. Asia-Pacific Financial Planning Software Market Share by Region (2016-2027)
    Figure 39. China Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 40. Japan Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 41. South Korea Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 42. Southeast Asia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 43. India Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 44. Australia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 45. Latin America Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 46. Latin America Financial Planning Software Market Share by Type (2016-2027)
    Figure 47. Latin America Financial Planning Software Market Share by Application (2016-2027)
    Figure 48. Latin America Financial Planning Software Market Share by Country (2016-2027)
    Figure 49. Mexico Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 50. Brazil Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 51. Middle East & Africa Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 52. Middle East & Africa Financial Planning Software Market Share by Type (2016-2027)
    Figure 53. Middle East & Africa Financial Planning Software Market Share by Application (2016-2027)
    Figure 54. Middle East & Africa Financial Planning Software Market Share by Country (2016-2027)
    Figure 55. Turkey Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 56. Saudi Arabia Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 57. UAE Financial Planning Software Market Size YoY Growth (2016-2027) & (US$ Million)
    Figure 58. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 59. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 60. Advicent Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 61. Money Tree Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 62. WealthTec Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 63. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 64. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 65. Envestnet Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 66. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 67. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 68. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 69. Advizr Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 70. RightCapital Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 71. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 72. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 73. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 74. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 75. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 76. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 77. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 78. FinPal Pty Ltd Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 79. WealthTrace Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 80. Sigma Conso Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 81. Prevero GmbH (Unit4) Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 82. SAP Revenue Growth Rate in Financial Planning Software Business (2016-2021)
    Figure 83. Bottom-up and Top-down Approaches for This Report
    Figure 84. Data Triangulation
    Figure 85. Key Executives Interviewed
Please ask for List of Figures. Request Sample Report
Companies Included in Reports:
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
Financial Planning Software report offers great insights of the market and consumer data and their interpretation through various figures and graphs. Report has embedded global market and regional market deep analysis through various research methodologies. The report also offers great competitor analysis of the industries and highlights the key aspect of their business like success stories, market development and growth rate.
Financial Planning Software report is categorised based on following features:
  1. Global Market Players
  2. Geopolitical regions
  3. Consumer Insights
  4. Technological advancement
  5. Historic and Future Analysis of the Market
Financial Planning Software report is designed on the six basic aspects of analysing the market, which covers the SWOT and SWAR analysis like strength, weakness, opportunity, threat, aspirations and results. This methodology helps investors to reach on to the desired and correct decision to put their capital into the market.

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