Global Financial Planning Software Market Research Report 2022(Status and Outlook)

Abstract
Report Overview

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 was estimated at USD 1459.60 million in 2021 and is projected to reach USD 3505.11 million by 2028, exhibiting a CAGR of 13.33% during the forecast period.
Bosson Research’s latest report provides a deep insight into the global Financial Planning Software market covering all its essential aspects. This ranges from a macro overview of the market to micro details of the market size, competitive landscape, development trend, niche market, key market drivers and challenges, SWOT analysis, Porter’s five forces analysis, value chain analysis, etc.
The analysis helps the reader to shape the competition within the industries and strategies for the competitive environment to enhance the potential profit. Furthermore, it provides a simple framework for evaluating and accessing the position of the business organization. The report structure also focuses on the competitive landscape of the Global Financial Planning Software Market, this report introduces in detail the market share, market performance, product situation, operation situation, etc. of the main players, which helps the readers in the industry to identify the main competitors and deeply understand the competition pattern of the market.
In a word, this report is a must-read for industry players, investors, researchers, consultants, business strategists, and all those who have any kind of stake or are planning to foray into the Financial Planning Software market in any manner.
Global Financial Planning Software Market: Market Segmentation Analysis
The research report includes specific segments by region (country), manufacturers, Type, and Application. Market segmentation creates subsets of a market based on product type, end-user or application, Geographic, and other factors. By understanding the market segments, the decision-maker can leverage this targeting in the product, sales, and marketing strategies. Market segments can power your product development cycles by informing how you create product offerings for different segments.

Key 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

Market Segmentation (by Type)
•Cloud-based Financial Planning Software
•On-promise Type Financial Planning Software

Market Segmentation (by Application)
•SME
•Large Enterprise
•Personal Purpose
•Others

Geographic Segmentation
• North America (USA, Canada, Mexico)
• Europe (Germany, UK, France, Russia, Italy, Rest of Europe)
• Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Rest of Asia-Pacific)
• South America (Brazil, Argentina, Columbia, Rest of South America)
• The Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria, South Africa, Rest of MEA)

Key Benefits of This Market Research:
• Industry drivers, restraints, and opportunities covered in the study
• Neutral perspective on the market performance
• Recent industry trends and developments
• Competitive landscape & strategies of key players
• Potential & niche segments and regions exhibiting promising growth covered
• Historical, current, and projected market size, in terms of value
• In-depth analysis of the Financial Planning Software Market
• Overview of the regional outlook of the Financial Planning Software Market:

Key Reasons to Buy this Report:
• Access to date statistics compiled by our researchers. These provide you with historical and forecast data, which is analyzed to tell you why your market is set to change
• This enables you to anticipate market changes to remain ahead of your competitors
• You will be able to copy data from the Excel spreadsheet straight into your marketing plans, business presentations, or other strategic documents
• The concise analysis, clear graph, and table format will enable you to pinpoint the information you require quickly
• Provision of market value (USD Billion) data for each segment and sub-segment
• Indicates the region and segment that is expected to witness the fastest growth as well as to dominate the market
• Analysis by geography highlighting the consumption of the product/service in the region as well as indicating the factors that are affecting the market within each region
• Competitive landscape which incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions, and acquisitions in the past five years of companies profiled
• Extensive company profiles comprising of company overview, company insights, product benchmarking, and SWOT analysis for the major market players
• The current as well as the future market outlook of the industry concerning recent developments which involve growth opportunities and drivers as well as challenges and restraints of both emerging as well as developed regions
• Includes in-depth analysis of the market from various perspectives through Porter’s five forces analysis
• Provides insight into the market through Value Chain
• Market dynamics scenario, along with growth opportunities of the market in the years to come
• 6-month post-sales analyst support
Customization of the Report
In case of any queries or customization requirements, please connect with our sales team, who will ensure that your requirements are met.
Note: this report may need to undergo a final check or review and this could take about 48 hours.

Chapter Outline
Chapter 1 mainly introduces the statistical scope of the report, market division standards, and market research methods.

Chapter 2 is an executive summary of different market segments (by region, product type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the Financial Planning Software Market and its likely evolution in the short to mid-term, and long term.

Chapter 3 makes a detailed analysis of the Market's Competitive Landscape of the market and provides the market share, capacity, output, price, latest development plan, merger, and acquisition information of the main manufacturers in the market.

Chapter 4 is the analysis of the whole market industrial chain, including the upstream and downstream of the industry, as well as Porter's five forces analysis.

Chapter 5 introduces the latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.

Chapter 6 provides the analysis of various market segments according to product types, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 7 provides the analysis of various market segments according to application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 8 provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.

Chapter 9 introduces the basic situation of the main companies in the market in detail, including product sales revenue, sales volume, price, gross profit margin, market share, product introduction, recent development, etc.

Chapter 10 provides a quantitative analysis of the market size and development potential of each region in the next five years.

Chapter 11 provides a quantitative analysis of the market size and development potential of each market segment (product type and application) in the next five years.

Chapter 12 is the main points and conclusions of the report.

Content
TABLE OF CONTENTS

1 Research Methodology and Statistical Scope
1.1 Market Definition and Statistical Scope of Financial Planning Software
1.2 Key Market Segments
1.2.1 Financial Planning Software Segment by Type
1.2.2 Financial Planning Software Segment by Application
1.3 Methodology & Sources of Information
1.3.1 Research Methodology
1.3.2 Research Process
1.3.3 Market Breakdown and Data Triangulation
1.3.4 Base Year
1.3.5 Report Assumptions & Caveats
2 Financial Planning Software Market Overview
2.1 Global Financial Planning Software Market Size (M USD) Estimates and Forecasts (2017-2028)
2.2 Market Segment Executive Summary
2.3 Global Market Size by Region
3 Financial Planning Software Market Competitive Landscape
3.1 Global Financial Planning Software Revenue Market Share by Manufacturers (2017-2022)
3.2 Financial Planning Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Manufacturers Financial Planning Software Sales Sites, Area Served, Service Type
3.4 Financial Planning Software Market Competitive Situation and Trends
3.4.1 Financial Planning Software Market Concentration Rate
3.4.2 Global 5 and 10 Largest Financial Planning Software Players Market Share by Revenue
3.4.3 Mergers & Acquisitions, Expansion
4 Financial Planning Software Value Chain Analysis
4.1 Financial Planning Software Value Chain Analysis
4.2 Midstream Market Analysis
4.3 Downstream Customer Analysis
5 The Development and Dynamics of Financial Planning Software Market
5.1 Key Development Trends
5.2 Driving Factors
5.3 Market Challenges
5.4 Market Restraints
5.5 Industry News
5.5.1 Mergers & Acquisitions
5.5.2 Expansions
5.5.3 Collaboration/Supply Contracts
5.6 Industry Policies
6 Financial Planning Software Market Segmentation by Type
6.1 Evaluation Matrix of Segment Market Development Potential (Type)
6.2 Global Financial Planning Software Market Size Market Share by Type (2017-2022)
6.3 Global Financial Planning Software Sales Growth Rate by Type (2017-2022)
7 Financial Planning Software Market Segmentation by Application
7.1 Evaluation Matrix of Segment Market Development Potential (Application)
7.2 Global Financial Planning Software Market Size (M USD) by Application (2017-2022)
7.3 Global Financial Planning Software Sales Growth Rate by Application (2017-2022)
8 Financial Planning Software Market Segmentation by Region
8.1 Global Financial Planning Software Market Size by Region
8.1.1 Global Financial Planning Software Market Size by Region
8.1.2 Global Financial Planning Software Market Share by Region
8.2 North America
8.2.1 North America Financial Planning Software Market Size by Country
8.2.2 U.S.
8.2.3 Canada
8.2.4 Mexico
8.3 Europe
8.3.1 Europe Financial Planning Software Market Size by Country
8.3.2 Germany
8.3.3 France
8.3.4 U.K.
8.3.5 Italy
8.3.6 Russia
8.4 Asia Pacific
8.4.1 Asia Pacific Financial Planning Software Market Size by Region
8.4.2 China
8.4.3 Japan
8.4.4 South Korea
8.4.5 India
8.4.6 Southeast Asia
8.5 South America
8.5.1 South America Financial Planning Software Market Size by Country
8.5.2 Brazil
8.5.3 Argentina
8.5.4 Columbia
8.6 Middle East and Africa
8.6.1 Middle East and Africa Financial Planning Software Market Size by Region
8.6.2 Saudi Arabia
8.6.3 UAE
8.6.4 Egypt
8.6.5 Nigeria
8.6.6 South Africa
9 Key Companies Profiled
9.1 PIEtech, Inc.
9.1.1 PIEtech, Inc. Financial Planning Software Basic Information
9.1.2 PIEtech, Inc. Financial Planning Software Product Overview
9.1.3 PIEtech, Inc. Financial Planning Software Product Market Performance
9.1.4 PIEtech, Inc. Business Overview
9.1.5 PIEtech, Inc. Financial Planning Software SWOT Analysis
9.1.6 PIEtech, Inc. Recent Developments
9.2 EMoney Advisor
9.2.1 EMoney Advisor Financial Planning Software Basic Information
9.2.2 EMoney Advisor Financial Planning Software Product Overview
9.2.3 EMoney Advisor Financial Planning Software Product Market Performance
9.2.4 EMoney Advisor Business Overview
9.2.5 EMoney Advisor Financial Planning Software SWOT Analysis
9.2.6 EMoney Advisor Recent Developments
9.3 Advicent
9.3.1 Advicent Financial Planning Software Basic Information
9.3.2 Advicent Financial Planning Software Product Overview
9.3.3 Advicent Financial Planning Software Product Market Performance
9.3.4 Advicent Business Overview
9.3.5 Advicent Financial Planning Software SWOT Analysis
9.3.6 Advicent Recent Developments
9.4 Money Tree
9.4.1 Money Tree Financial Planning Software Basic Information
9.4.2 Money Tree Financial Planning Software Product Overview
9.4.3 Money Tree Financial Planning Software Product Market Performance
9.4.4 Money Tree Business Overview
9.4.5 Money Tree Financial Planning Software SWOT Analysis
9.4.6 Money Tree Recent Developments
9.5 WealthTec
9.5.1 WealthTec Financial Planning Software Basic Information
9.5.2 WealthTec Financial Planning Software Product Overview
9.5.3 WealthTec Financial Planning Software Product Market Performance
9.5.4 WealthTec Business Overview
9.5.5 WealthTec Financial Planning Software SWOT Analysis
9.5.6 WealthTec Recent Developments
9.6 Oltis Software
9.6.1 Oltis Software Financial Planning Software Basic Information
9.6.2 Oltis Software Financial Planning Software Product Overview
9.6.3 Oltis Software Financial Planning Software Product Market Performance
9.6.4 Oltis Software Business Overview
9.6.5 Oltis Software Recent Developments
9.7 Advisor Software
9.7.1 Advisor Software Financial Planning Software Basic Information
9.7.2 Advisor Software Financial Planning Software Product Overview
9.7.3 Advisor Software Financial Planning Software Product Market Performance
9.7.4 Advisor Software Business Overview
9.7.5 Advisor Software Recent Developments
9.8 Envestnet
9.8.1 Envestnet Financial Planning Software Basic Information
9.8.2 Envestnet Financial Planning Software Product Overview
9.8.3 Envestnet Financial Planning Software Product Market Performance
9.8.4 Envestnet Business Overview
9.8.5 Envestnet Recent Developments
9.9 InStream Solutions
9.9.1 InStream Solutions Financial Planning Software Basic Information
9.9.2 InStream Solutions Financial Planning Software Product Overview
9.9.3 InStream Solutions Financial Planning Software Product Market Performance
9.9.4 InStream Solutions Business Overview
9.9.5 InStream Solutions Recent Developments
9.10 Wealthcare Capital Management
9.10.1 Wealthcare Capital Management Financial Planning Software Basic Information
9.10.2 Wealthcare Capital Management Financial Planning Software Product Overview
9.10.3 Wealthcare Capital Management Financial Planning Software Product Market Performance
9.10.4 Wealthcare Capital Management Business Overview
9.10.5 Wealthcare Capital Management Recent Developments
9.11 SunGard WealthStation (FIS)
9.11.1 SunGard WealthStation (FIS) Financial Planning Software Basic Information
9.11.2 SunGard WealthStation (FIS) Financial Planning Software Product Overview
9.11.3 SunGard WealthStation (FIS) Financial Planning Software Product Market Performance
9.11.4 SunGard WealthStation (FIS) Business Overview
9.11.5 SunGard WealthStation (FIS) Recent Developments
9.12 Advizr
9.12.1 Advizr Financial Planning Software Basic Information
9.12.2 Advizr Financial Planning Software Product Overview
9.12.3 Advizr Financial Planning Software Product Market Performance
9.12.4 Advizr Business Overview
9.12.5 Advizr Recent Developments
9.13 RightCapital
9.13.1 RightCapital Financial Planning Software Basic Information
9.13.2 RightCapital Financial Planning Software Product Overview
9.13.3 RightCapital Financial Planning Software Product Market Performance
9.13.4 RightCapital Business Overview
9.13.5 RightCapital Recent Developments
9.14 Cheshire Software
9.14.1 Cheshire Software Financial Planning Software Basic Information
9.14.2 Cheshire Software Financial Planning Software Product Overview
9.14.3 Cheshire Software Financial Planning Software Product Market Performance
9.14.4 Cheshire Software Business Overview
9.14.5 Cheshire Software Recent Developments
9.15 Razor Logic Systems
9.15.1 Razor Logic Systems Financial Planning Software Basic Information
9.15.2 Razor Logic Systems Financial Planning Software Product Overview
9.15.3 Razor Logic Systems Financial Planning Software Product Market Performance
9.15.4 Razor Logic Systems Business Overview
9.15.5 Razor Logic Systems Recent Developments
9.16 Moneywise Software
9.16.1 Moneywise Software Financial Planning Software Basic Information
9.16.2 Moneywise Software Financial Planning Software Product Overview
9.16.3 Moneywise Software Financial Planning Software Product Market Performance
9.16.4 Moneywise Software Business Overview
9.16.5 Moneywise Software Recent Developments
9.17 Struktur AG
9.17.1 Struktur AG Financial Planning Software Basic Information
9.17.2 Struktur AG Financial Planning Software Product Overview
9.17.3 Struktur AG Financial Planning Software Product Market Performance
9.17.4 Struktur AG Business Overview
9.17.5 Struktur AG Recent Developments
9.18 Futurewise Technologies
9.18.1 Futurewise Technologies Financial Planning Software Basic Information
9.18.2 Futurewise Technologies Financial Planning Software Product Overview
9.18.3 Futurewise Technologies Financial Planning Software Product Market Performance
9.18.4 Futurewise Technologies Business Overview
9.18.5 Futurewise Technologies Recent Developments
9.19 ESPlanner Inc.
9.19.1 ESPlanner Inc. Financial Planning Software Basic Information
9.19.2 ESPlanner Inc. Financial Planning Software Product Overview
9.19.3 ESPlanner Inc. Financial Planning Software Product Market Performance
9.19.4 ESPlanner Inc. Business Overview
9.19.5 ESPlanner Inc. Recent Developments
9.20 ISoftware Limited
9.20.1 ISoftware Limited Financial Planning Software Basic Information
9.20.2 ISoftware Limited Financial Planning Software Product Overview
9.20.3 ISoftware Limited Financial Planning Software Product Market Performance
9.20.4 ISoftware Limited Business Overview
9.20.5 ISoftware Limited Recent Developments
9.21 FinPal Pty Ltd
9.21.1 FinPal Pty Ltd Financial Planning Software Basic Information
9.21.2 FinPal Pty Ltd Financial Planning Software Product Overview
9.21.3 FinPal Pty Ltd Financial Planning Software Product Market Performance
9.21.4 FinPal Pty Ltd Business Overview
9.21.5 FinPal Pty Ltd Recent Developments
9.22 WealthTrace
9.22.1 WealthTrace Financial Planning Software Basic Information
9.22.2 WealthTrace Financial Planning Software Product Overview
9.22.3 WealthTrace Financial Planning Software Product Market Performance
9.22.4 WealthTrace Business Overview
9.22.5 WealthTrace Recent Developments
9.23 Sigma Conso
9.23.1 Sigma Conso Financial Planning Software Basic Information
9.23.2 Sigma Conso Financial Planning Software Product Overview
9.23.3 Sigma Conso Financial Planning Software Product Market Performance
9.23.4 Sigma Conso Business Overview
9.23.5 Sigma Conso Recent Developments
9.24 Prevero GmbH (Unit4)
9.24.1 Prevero GmbH (Unit4) Financial Planning Software Basic Information
9.24.2 Prevero GmbH (Unit4) Financial Planning Software Product Overview
9.24.3 Prevero GmbH (Unit4) Financial Planning Software Product Market Performance
9.24.4 Prevero GmbH (Unit4) Business Overview
9.24.5 Prevero GmbH (Unit4) Recent Developments
9.25 SAP
9.25.1 SAP Financial Planning Software Basic Information
9.25.2 SAP Financial Planning Software Product Overview
9.25.3 SAP Financial Planning Software Product Market Performance
9.25.4 SAP Business Overview
9.25.5 SAP Recent Developments
10 Financial Planning Software Regional Market Forecast
10.1 Global Financial Planning Software Market Size Forecast
10.2 Global Financial Planning Software Market Forecast by Region
10.2.1 North America Market Size Forecast by Country
10.2.2 Europe Financial Planning Software Market Size Forecast by Country
10.2.3 Asia Pacific Financial Planning Software Market Size Forecast by Region
10.2.4 South America Financial Planning Software Market Size Forecast by Country
10.2.5 Middle East and Africa Forecasted Consumption of Financial Planning Software by Country
11 Market Forecast by Type and Application (2022-2028)
11.1 Global Financial Planning Software Market Forecast by Type (2022-2028)
11.2 Global Financial Planning Software Market Forecast by Application (2022-2028)
12 Conclusion and Key Findings