Financial Planning Software Market
1 Report Business Overview
1.1 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 Size Growth Rate 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 Type
6.2.1 North America Financial Planning Software Market Size by Type (2017-2022)
6.2.2 North America Financial Planning Software Market Size by Type (2023-2028)
6.2.3 North America Financial Planning Software Market Share by Type (2017-2028)
6.3 North America Financial Planning Software Market Size by Application
6.3.1 North America Financial Planning Software Market Size by Application (2017-2022)
6.3.2 North America Financial Planning Software Market Size by Application (2023-2028)
6.3.3 North America Financial Planning Software Market Share by Application (2017-2028)
6.4 North America Financial Planning Software Market Size by Country
6.4.1 North America Financial Planning Software Market Size by Country (2017-2022)
6.4.2 North America Financial Planning Software Market Size by Country (2023-2028)
6.4.3 U.S.
6.4.4 Canada
7 Europe
7.1 Europe Financial Planning Software Market Size (2017-2028)
7.2 Europe Financial Planning Software Market Size by Type
7.2.1 Europe Financial Planning Software Market Size by Type (2017-2022)
7.2.2 Europe Financial Planning Software Market Size by Type (2023-2028)
7.2.3 Europe Financial Planning Software Market Share by Type (2017-2028)
7.3 Europe Financial Planning Software Market Size by Application
7.3.1 Europe Financial Planning Software Market Size by Application (2017-2022)
7.3.2 Europe Financial Planning Software Market Size by Application (2023-2028)
7.3.3 Europe Financial Planning Software Market Share by Application (2017-2028)
7.4 Europe Financial Planning Software Market Size by Country
7.4.1 Europe Financial Planning Software Market Size by Country (2017-2022)
7.4.2 Europe Financial Planning Software Market Size by Country (2023-2028)
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 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 Type
8.2.1 Asia-Pacific Financial Planning Software Market Size by Type (2017-2022)
8.2.2 Asia-Pacific Financial Planning Software Market Size by Type (2023-2028)
8.2.3 Asia-Pacific Financial Planning Software Market Share by Type (2017-2028)
8.3 Asia-Pacific Financial Planning Software Market Size by Application
8.3.1 Asia-Pacific Financial Planning Software Market Size by Application (2017-2022)
8.3.2 Asia-Pacific Financial Planning Software Market Size by Application (2023-2028)
8.3.3 Asia-Pacific Financial Planning Software Market Share by Application (2017-2028)
8.4 Asia-Pacific Financial Planning Software Market Size by Region
8.4.1 Asia-Pacific Financial Planning Software Market Size by Region (2017-2022)
8.4.2 Asia-Pacific Financial Planning Software Market Size by Region (2023-2028)
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 (2017-2028)
9.2 Latin America Financial Planning Software Market Size by Type
9.2.1 Latin America Financial Planning Software Market Size by Type (2017-2022)
9.2.2 Latin America Financial Planning Software Market Size by Type (2023-2028)
9.2.3 Latin America Financial Planning Software Market Share by Type (2017-2028)
9.3 Latin America Financial Planning Software Market Size by Application
9.3.1 Latin America Financial Planning Software Market Size by Application (2017-2022)
9.3.2 Latin America Financial Planning Software Market Size by Application (2023-2028)
9.3.3 Latin America Financial Planning Software Market Share by Application (2017-2028)
9.4 Latin America Financial Planning Software Market Size by Country
9.4.1 Latin America Financial Planning Software Market Size by Country (2017-2022)
9.4.2 Latin America Financial Planning Software Market Size by Country (2023-2028)
9.4.3 Mexico
9.4.4 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 Type
10.2.1 Middle East & Africa Financial Planning Software Market Size by Type (2017-2022)
10.2.2 Middle East & Africa Financial Planning Software Market Size by Type (2023-2028)
10.2.3 Middle East & Africa Financial Planning Software Market Share by Type (2017-2028)
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 (2017-2022)
10.3.2 Middle East & Africa Financial Planning Software Market Size by Application (2023-2028)
10.3.3 Middle East & Africa Financial Planning Software Market Share by Application (2017-2028)
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 (2017-2022)
10.4.2 Middle East & Africa Financial Planning Software Market Size by Country (2023-2028)
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 (2017-2022)
11.1.5 PIEtech, Inc. Recent Developments
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 (2017-2022)
11.2.5 EMoney Advisor Recent Developments
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 (2017-2022)
11.3.5 Advicent Recent Developments
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 (2017-2022)
11.4.5 Money Tree Recent Developments
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 (2017-2022)
11.5.5 WealthTec Recent Developments
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 (2017-2022)
11.6.5 Oltis Software Recent Developments
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 (2017-2022)
11.7.5 Advisor Software Recent Developments
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 (2017-2022)
11.8.5 Envestnet Recent Developments
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 (2017-2022)
11.9.5 InStream Solutions Recent Developments
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 (2017-2022)
11.10.5 Wealthcare Capital Management Recent Developments
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 (2017-2022)
11.11.5 SunGard WealthStation (FIS) Recent Developments
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 (2017-2022)
11.12.5 Advizr Recent Developments
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 (2017-2022)
11.13.5 RightCapital Recent Developments
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 (2017-2022)
11.14.5 Cheshire Software Recent Developments
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 (2017-2022)
11.15.5 Razor Logic Systems Recent Developments
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 (2017-2022)
11.16.5 Moneywise Software Recent Developments
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 (2017-2022)
11.17.5 Struktur AG Recent Developments
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 (2017-2022)
11.18.5 Futurewise Technologies Recent Developments
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 (2017-2022)
11.19.5 ESPlanner Inc. Recent Developments
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 (2017-2022)
11.20.5 ISoftware Limited Recent Developments
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 (2017-2022)
11.21.5 FinPal Pty Ltd Recent Developments
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 (2017-2022)
11.22.5 WealthTrace Recent Developments
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 (2017-2022)
11.23.5 Sigma Conso Recent Developments
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 (2017-2022)
11.24.5 Prevero GmbH (Unit4) Recent Developments
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 (2017-2022)
11.25.5 SAP Recent Developments
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Author Details
13.3 Disclaimer
List of Tables
Table 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 Rate 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 Revenue Share by Players (2017-2022)
Table 16. Global Top Financial Planning Software 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 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 Share by Application (2023-2028)
Table 31. North America Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
Table 32. North America Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
Table 33. North America Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
Table 34. North America Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
Table 35. North America Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 36. North America Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
Table 37. Europe Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
Table 38. Europe Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
Table 39. Europe Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
Table 40. Europe Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
Table 41. Europe Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 42. Europe Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
Table 43. Asia Pacific Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
Table 44. Asia Pacific Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
Table 45. Asia Pacific Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
Table 46. Asia Pacific Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
Table 47. Asia Pacific Financial Planning Software Market Size by Region (2017-2022) & (US$ Million)
Table 48. Asia Pacific Financial Planning Software Market Size by Region (2023-2028) & (US$ Million)
Table 49. Latin America Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
Table 50. Latin America Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
Table 51. Latin America Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
Table 52. Latin America Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
Table 53. Latin America Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 54. Latin America Financial Planning Software Market Size by Country (2023-2028) & (US$ Million)
Table 55. Middle East and Africa Financial Planning Software Market Size by Type (2017-2022) & (US$ Million)
Table 56. Middle East and Africa Financial Planning Software Market Size by Type (2023-2028) & (US$ Million)
Table 57. Middle East and Africa Financial Planning Software Market Size by Application (2017-2022) & (US$ Million)
Table 58. Middle East and Africa Financial Planning Software Market Size by Application (2023-2028) & (US$ Million)
Table 59. Middle East and Africa Financial Planning Software Market Size by Country (2017-2022) & (US$ Million)
Table 60. Middle East and Africa Financial Planning Software Market Size by Country (2023-2028) & (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 (2017-2022) & (US$ Million)
Table 65. PIEtech, Inc. Recent Developments
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 (2017-2022) & (US$ Million)
Table 70. EMoney Advisor Recent Developments
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 (2017-2022) & (US$ Million)
Table 75. Advicent Recent Developments
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 (2017-2022) & (US$ Million)
Table 80. Money Tree Recent Developments
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 (2017-2022) & (US$ Million)
Table 85. WealthTec Recent Developments
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 (2017-2022) & (US$ Million)
Table 90. Oltis Software Recent Developments
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 (2017-2022) & (US$ Million)
Table 95. Advisor Software Recent Developments
Table 96. Envestnet Company Details
Table 97. Envestnet Business Overview
Table 98. Envestnet Financial Planning Software Product
Table 99. Envestnet Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 100. Envestnet Recent Developments
Table 101. InStream Solutions Company Details
Table 102. InStream Solutions Business Overview
Table 103. InStream Solutions Financial Planning Software Product
Table 104. InStream Solutions Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 105. InStream Solutions Recent Developments
Table 106. Wealthcare Capital Management Company Details
Table 107. Wealthcare Capital Management Business Overview
Table 108. Wealthcare Capital Management Financial Planning Software Product
Table 109. Wealthcare Capital Management Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 110. Wealthcare Capital Management Recent Developments
Table 111. SunGard WealthStation (FIS) Company Details
Table 112. SunGard WealthStation (FIS) Business Overview
Table 113. SunGard WealthStation (FIS) Financial Planning Software Product
Table 114. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 115. SunGard WealthStation (FIS) Recent Developments
Table 116. Advizr Company Details
Table 117. Advizr Business Overview
Table 118. Advizr Financial Planning Software Product
Table 119. Advizr Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 120. Advizr Recent Developments
Table 121. RightCapital Company Details
Table 122. RightCapital Business Overview
Table 123. RightCapital Financial Planning Software Product
Table 124. RightCapital Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 125. RightCapital Recent Developments
Table 126. Cheshire Software Company Details
Table 127. Cheshire Software Business Overview
Table 128. Cheshire Software Financial Planning Software Product
Table 129. Cheshire Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 130. Cheshire Software Recent Developments
Table 131. Razor Logic Systems Company Details
Table 132. Razor Logic Systems Business Overview
Table 133. Razor Logic Systems Financial Planning Software Product
Table 134. Razor Logic Systems Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 135. Razor Logic Systems Recent Developments
Table 136. Moneywise Software Company Details
Table 137. Moneywise Software Business Overview
Table 138. Moneywise Software Financial Planning Software Product
Table 139. Moneywise Software Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 140. Moneywise Software Recent Developments
Table 141. Struktur AG Company Details
Table 142. Struktur AG Business Overview
Table 143. Struktur AG Financial Planning Software Product
Table 144. Struktur AG Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 145. Struktur AG Recent Developments
Table 146. Futurewise Technologies Company Details
Table 147. Futurewise Technologies Business Overview
Table 148. Futurewise Technologies Financial Planning Software Product
Table 149. Futurewise Technologies Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 150. Futurewise Technologies Recent Developments
Table 151. ESPlanner Inc. Company Details
Table 152. ESPlanner Inc. Business Overview
Table 153. ESPlanner Inc. Financial Planning Software Product
Table 154. ESPlanner Inc. Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 155. ESPlanner Inc. Recent Developments
Table 156. ISoftware Limited Company Details
Table 157. ISoftware Limited Business Overview
Table 158. ISoftware Limited Financial Planning Software Product
Table 159. ISoftware Limited Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 160. ISoftware Limited Recent Developments
Table 161. FinPal Pty Ltd Company Details
Table 162. FinPal Pty Ltd Business Overview
Table 163. FinPal Pty Ltd Financial Planning Software Product
Table 164. FinPal Pty Ltd Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 165. FinPal Pty Ltd Recent Developments
Table 166. WealthTrace Company Details
Table 167. WealthTrace Business Overview
Table 168. WealthTrace Financial Planning Software Product
Table 169. WealthTrace Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 170. WealthTrace Recent Developments
Table 171. Sigma Conso Company Details
Table 172. Sigma Conso Business Overview
Table 173. Sigma Conso Financial Planning Software Product
Table 174. Sigma Conso Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 175. Sigma Conso Recent Developments
Table 176. Prevero GmbH (Unit4) Company Details
Table 177. Prevero GmbH (Unit4) Business Overview
Table 178. Prevero GmbH (Unit4) Financial Planning Software Product
Table 179. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 180. Prevero GmbH (Unit4) Recent Developments
Table 181. SAP Company Details
Table 182. SAP Business Overview
Table 183. SAP Financial Planning Software Product
Table 184. SAP Revenue in Financial Planning Software Business (2017-2022) & (US$ Million)
Table 185. SAP Recent Developments
Table 186. Research Programs/Design for This Report
Table 187. Key Data Information from Secondary Sources
Table 188. 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: 2021 VS 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 (2017-2028) & (US$ Million)
Figure 17. North America Financial Planning Software Market Size Market Share by Type (2017-2028)
Figure 18. North America Financial Planning Software Market Size Market Share by Application (2017-2028)
Figure 19. North America Financial Planning Software Market Size Share by Country (2017-2028)
Figure 20. United States Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 21. Canada Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 22. Europe Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
Figure 23. Europe Financial Planning Software Market Size Market Share by Type (2017-2028)
Figure 24. Europe Financial Planning Software Market Size Market Share by Application (2017-2028)
Figure 25. Europe Financial Planning Software Market Size Share by Country (2017-2028)
Figure 26. Germany Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 27. France Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 28. U.K. Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 29. Italy Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 30. Russia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 31. Nordic Countries Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 32. Asia-Pacific Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
Figure 33. Asia Pacific Financial Planning Software Market Size Market Share by Type (2017-2028)
Figure 34. Asia Pacific Financial Planning Software Market Size Market Share by Application (2017-2028)
Figure 35. Asia Pacific Financial Planning Software Market Size Share by Region (2017-2028)
Figure 36. China Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 37. Japan Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 38. South Korea Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 39. Southeast Asia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 40. India Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 41. Australia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 42. Latin America Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
Figure 43. Latin America Financial Planning Software Market Size Market Share by Type (2017-2028)
Figure 44. Latin America Financial Planning Software Market Size Market Share by Application (2017-2028)
Figure 45. Latin America Financial Planning Software Market Size Share by Country (2017-2028)
Figure 46. Mexico Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 47. Brazil Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 48. Middle East & Africa Financial Planning Software Market Size YoY (2017-2028) & (US$ Million)
Figure 49. Middle East and Africa Financial Planning Software Market Size Market Share by Type (2017-2028)
Figure 50. Middle East and Africa Financial Planning Software Market Size Market Share by Application (2017-2028)
Figure 51. Middle East and Africa Financial Planning Software Market Size Share by Country (2017-2028)
Figure 52. Turkey Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 53. Saudi Arabia Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 54. UAE Financial Planning Software Market Size YoY Growth (2017-2028) & (US$ Million)
Figure 55. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 56. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 57. Advicent Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 58. Money Tree Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 59. WealthTec Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 60. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 61. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 62. Envestnet Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 63. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 64. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 65. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 66. Advizr Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 67. RightCapital Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 68. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 69. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 70. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 71. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 72. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 73. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 74. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 75. FinPal Pty Ltd Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 76. WealthTrace Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 77. Sigma Conso Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 78. Prevero GmbH (Unit4) Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 79. SAP Revenue Growth Rate in Financial Planning Software Business (2017-2022)
Figure 80. Bottom-up and Top-down Approaches for This Report
Figure 81. Data Triangulation
Figure 82. Key Executives Interviewed
Industry Market Size
