Financial Planning Software Market By Component (Solution, Services), By Deployment Mode (On-premises, Cloud), By Application (Financial Advice and Management, Portfolio, Accounting and Trading Management, Wealth Management, Personal Banking, Others), By End User (Large Enterprises, Small and Medium-sized Enterprises (SMEs), Individuals): Global Opportunity Analysis and Industry Forecast, 2021-2031

Financial planning is a long-term process of wisely managing finances so that users can achieve their goals, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life. Financial planning software includes goals-based financial planning software, cash-flow-based financial planning software for financial advisors. In addition, financial planning software provides cash flow analysis, long-term planning, and tax strategy plans. Furthermore, it offers aggregated account information for an all-in-one financial picture powered by automatically updated data. In addition, it provides client portals for contextual presentation of financial data, plans and goals.

With providing several benefits such as reduction in portfolio risk, diversification, low correlation with other assets, and less regulation, demand for alternative investment continue to rise in the market. In addition, financial managers are investing in new technologies such as artificial intelligence (AI), robotic process automation, robo-advisor, and digital identification (ID) for improving customer experience, enhance financial performances, and improve operational efficiency. Thus, multiple benefits associated with advance technologies significantly contribute toward the growth of the global financial planning software market. However, strict rules & regulations of the government for wealth management firms and lack of pricing transparency & higher fees are some of the factors that hamper the market growth. On the contrary, increasing number of high-net-worth individuals (HNWIs) population demanding highly customized financial planning solutions and growing technological advancements are expected to provide lucrative opportunities for finance managers to remain competitive, and achieve deep insights into the products & services offered in the market.

The financial planning software market is segmented on the basis of component, deployment mode, application, end user, and region. By component, it is segmented into solution and service. By deployment mode, it is bifurcated into on-premises and cloud. Based on application, it is segregated into financial advice and management, portfolio, accounting and trading management, wealth management, personal banking, and others. By end user, the market is divided into large enterprises, small and medium-sized enterprises (SMEs), and individuals. By region, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA.  

The report analyzes the profiles of key players operating in the financial planning software market such as Advicent Solutions, eMoney Advisor, LLC, Moneytree Software, MoneyGuide, Inc., Miles Software, Orion Advisor Technology, Personal Capital Corporation, Quicken Inc., RightCapital Inc., and SAP. These players have adopted various strategies to increase their market penetration and strengthen their position in the financial planning software industry.

 

●The study provides in-depth analysis of the global financial planning software market share along with current & future trends to illustrate the imminent investment pockets.

●Information about key drivers, restrains, & opportunities and their impact analysis on the global financial planning software market size are provided in the report.

●Porter’s five forces analysis illustrates the potency of buyers and suppliers operating in the financial planning software market.

●The quantitative analysis of the global financial planning software market forecast from 2021 to 2031 is provided to determine the market potential.

By Component

● Solution

● Services

By Deployment Mode

● On-premises

● Cloud

By Application

● Financial Advice and Management

● Portfolio, Accounting and Trading Management

● Wealth Management

● Personal Banking

● Others

By End User

● Large Enterprises

● Small and Medium-sized Enterprises (SMEs)

● Individuals

By Region

● North America

○ U.S.

○ Canada

● Europe

○ United Kingdom

○ Germany

○ France

○ Italy

○ Spain

○ Netherlands

○ Rest of Europe

● Asia-Pacific

○ China

○ India

○ Japan

○ Australia

○ Singapore

○ Rest of Asia-Pacific

● LAMEA

○ Latin America

○ Middle East

○ Africa

● Key Market Players

○ Advicent Solutions (NaviPlan)

○ eMoney Advisor, LLC.

○ Moneytree Software

○ MoneyGuide, Inc.

○ Miles Software

○ MoneyGuide, Inc. (Envestnet)

○ Personal Capital Corporation

○ RightCapital Inc.

○ quicken inc.

○ SA

1.1.Report description

1.2.Key market segments

1.3.Key benefits to the stakeholders

1.4.Research Methodology

1.4.1.Secondary research

1.4.2.Primary research

1.4.3.Analyst tools and models

2.1.Key findings of the study

2.2.CXO Perspective

3.1.Market definition and scope

3.2.Key findings

3.2.1.Top investment pockets

3.3.Porter’s five forces analysis

3.4.Top player positioning

3.5.Market dynamics

3.5.1.Drivers

3.5.2.Restraints

3.5.3.Opportunities

3.6.COVID-19 Impact Analysis on the market

4.1 Overview

4.1.1 Market size and forecast

4.2 Solution

4.2.1 Key market trends, growth factors and opportunities

4.2.2 Market size and forecast, by region

4.2.3 Market analysis by country

4.3 Services

4.3.1 Key market trends, growth factors and opportunities

4.3.2 Market size and forecast, by region

4.3.3 Market analysis by country

5.1 Overview

5.1.1 Market size and forecast

5.2 On-premises

5.2.1 Key market trends, growth factors and opportunities

5.2.2 Market size and forecast, by region

5.2.3 Market analysis by country

5.3 Cloud

5.3.1 Key market trends, growth factors and opportunities

5.3.2 Market size and forecast, by region

5.3.3 Market analysis by country

6.1 Overview

6.1.1 Market size and forecast

6.2 Financial Advice and Management

6.2.1 Key market trends, growth factors and opportunities

6.2.2 Market size and forecast, by region

6.2.3 Market analysis by country

6.3 Portfolio, Accounting and Trading Management

6.3.1 Key market trends, growth factors and opportunities

6.3.2 Market size and forecast, by region

6.3.3 Market analysis by country

6.4 Wealth Management

6.4.1 Key market trends, growth factors and opportunities

6.4.2 Market size and forecast, by region

6.4.3 Market analysis by country

6.5 Personal Banking

6.5.1 Key market trends, growth factors and opportunities

6.5.2 Market size and forecast, by region

6.5.3 Market analysis by country

6.6 Others

6.6.1 Key market trends, growth factors and opportunities

6.6.2 Market size and forecast, by region

6.6.3 Market analysis by country

7.1 Overview

7.1.1 Market size and forecast

7.2 Large Enterprises

7.2.1 Key market trends, growth factors and opportunities

7.2.2 Market size and forecast, by region

7.2.3 Market analysis by country

7.3 Small and Medium-sized Enterprises (SMEs)

7.3.1 Key market trends, growth factors and opportunities

7.3.2 Market size and forecast, by region

7.3.3 Market analysis by country

7.4 Individuals

7.4.1 Key market trends, growth factors and opportunities

7.4.2 Market size and forecast, by region

7.4.3 Market analysis by country

8.1 Overview

8.1.1 Market size and forecast

8.2 North America

8.2.1 Key trends and opportunities

8.2.2 North America Market size and forecast, by Component

8.2.3 North America Market size and forecast, by Deployment Mode

8.2.4 North America Market size and forecast, by Application

8.2.5 North America Market size and forecast, by End User

8.2.6 North America Market size and forecast, by country

8.2.6.1 U.S.

8.2.6.1.1 Market size and forecast, by Component

8.2.6.1.2 Market size and forecast, by Deployment Mode

8.2.6.1.3 Market size and forecast, by Application

8.2.6.1.4 Market size and forecast, by End User

8.2.6.2 Canada

8.2.6.2.1 Market size and forecast, by Component

8.2.6.2.2 Market size and forecast, by Deployment Mode

8.2.6.2.3 Market size and forecast, by Application

8.2.6.2.4 Market size and forecast, by End User

8.3 Europe

8.3.1 Key trends and opportunities

8.3.2 Europe Market size and forecast, by Component

8.3.3 Europe Market size and forecast, by Deployment Mode

8.3.4 Europe Market size and forecast, by Application

8.3.5 Europe Market size and forecast, by End User

8.3.6 Europe Market size and forecast, by country

8.3.6.1 United Kingdom

8.3.6.1.1 Market size and forecast, by Component

8.3.6.1.2 Market size and forecast, by Deployment Mode

8.3.6.1.3 Market size and forecast, by Application

8.3.6.1.4 Market size and forecast, by End User

8.3.6.2 Germany

8.3.6.2.1 Market size and forecast, by Component

8.3.6.2.2 Market size and forecast, by Deployment Mode

8.3.6.2.3 Market size and forecast, by Application

8.3.6.2.4 Market size and forecast, by End User

8.3.6.3 France

8.3.6.3.1 Market size and forecast, by Component

8.3.6.3.2 Market size and forecast, by Deployment Mode

8.3.6.3.3 Market size and forecast, by Application

8.3.6.3.4 Market size and forecast, by End User

8.3.6.4 Italy

8.3.6.4.1 Market size and forecast, by Component

8.3.6.4.2 Market size and forecast, by Deployment Mode

8.3.6.4.3 Market size and forecast, by Application

8.3.6.4.4 Market size and forecast, by End User

8.3.6.5 Spain

8.3.6.5.1 Market size and forecast, by Component

8.3.6.5.2 Market size and forecast, by Deployment Mode

8.3.6.5.3 Market size and forecast, by Application

8.3.6.5.4 Market size and forecast, by End User

8.3.6.6 Netherlands

8.3.6.6.1 Market size and forecast, by Component

8.3.6.6.2 Market size and forecast, by Deployment Mode

8.3.6.6.3 Market size and forecast, by Application

8.3.6.6.4 Market size and forecast, by End User

8.3.6.7 Rest of Europe

8.3.6.7.1 Market size and forecast, by Component

8.3.6.7.2 Market size and forecast, by Deployment Mode

8.3.6.7.3 Market size and forecast, by Application

8.3.6.7.4 Market size and forecast, by End User

8.4 Asia-Pacific

8.4.1 Key trends and opportunities

8.4.2 Asia-Pacific Market size and forecast, by Component

8.4.3 Asia-Pacific Market size and forecast, by Deployment Mode

8.4.4 Asia-Pacific Market size and forecast, by Application

8.4.5 Asia-Pacific Market size and forecast, by End User

8.4.6 Asia-Pacific Market size and forecast, by country

8.4.6.1 China

8.4.6.1.1 Market size and forecast, by Component

8.4.6.1.2 Market size and forecast, by Deployment Mode

8.4.6.1.3 Market size and forecast, by Application

8.4.6.1.4 Market size and forecast, by End User

8.4.6.2 India

8.4.6.2.1 Market size and forecast, by Component

8.4.6.2.2 Market size and forecast, by Deployment Mode

8.4.6.2.3 Market size and forecast, by Application

8.4.6.2.4 Market size and forecast, by End User

8.4.6.3 Japan

8.4.6.3.1 Market size and forecast, by Component

8.4.6.3.2 Market size and forecast, by Deployment Mode

8.4.6.3.3 Market size and forecast, by Application

8.4.6.3.4 Market size and forecast, by End User

8.4.6.4 Australia

8.4.6.4.1 Market size and forecast, by Component

8.4.6.4.2 Market size and forecast, by Deployment Mode

8.4.6.4.3 Market size and forecast, by Application

8.4.6.4.4 Market size and forecast, by End User

8.4.6.5 Singapore

8.4.6.5.1 Market size and forecast, by Component

8.4.6.5.2 Market size and forecast, by Deployment Mode

8.4.6.5.3 Market size and forecast, by Application

8.4.6.5.4 Market size and forecast, by End User

8.4.6.6 Rest of Asia-Pacific

8.4.6.6.1 Market size and forecast, by Component

8.4.6.6.2 Market size and forecast, by Deployment Mode

8.4.6.6.3 Market size and forecast, by Application

8.4.6.6.4 Market size and forecast, by End User

8.5 LAMEA

8.5.1 Key trends and opportunities

8.5.2 LAMEA Market size and forecast, by Component

8.5.3 LAMEA Market size and forecast, by Deployment Mode

8.5.4 LAMEA Market size and forecast, by Application

8.5.5 LAMEA Market size and forecast, by End User

8.5.6 LAMEA Market size and forecast, by country

8.5.6.1 Latin America

8.5.6.1.1 Market size and forecast, by Component

8.5.6.1.2 Market size and forecast, by Deployment Mode

8.5.6.1.3 Market size and forecast, by Application

8.5.6.1.4 Market size and forecast, by End User

8.5.6.2 Middle East

8.5.6.2.1 Market size and forecast, by Component

8.5.6.2.2 Market size and forecast, by Deployment Mode

8.5.6.2.3 Market size and forecast, by Application

8.5.6.2.4 Market size and forecast, by End User

8.5.6.3 Africa

8.5.6.3.1 Market size and forecast, by Component

8.5.6.3.2 Market size and forecast, by Deployment Mode

8.5.6.3.3 Market size and forecast, by Application

8.5.6.3.4 Market size and forecast, by End User

9.1. Introduction

9.2. Top winning strategies

9.3. Product Mapping of Top 10 Player

9.4. Competitive Dashboard

9.5. Competitive Heatmap

9.6. Key developments

10.1 Advicent Solutions (NaviPlan)

10.1.1 Company overview

10.1.2 Company snapshot

10.1.3 Operating business segments

10.1.4 Product portfolio

10.1.5 Business performance

10.1.6 Key strategic moves and developments

10.2 eMoney Advisor, LLC.

10.2.1 Company overview

10.2.2 Company snapshot

10.2.3 Operating business segments

10.2.4 Product portfolio

10.2.5 Business performance

10.2.6 Key strategic moves and developments

10.3 Moneytree Software

10.3.1 Company overview

10.3.2 Company snapshot

10.3.3 Operating business segments

10.3.4 Product portfolio

10.3.5 Business performance

10.3.6 Key strategic moves and developments

10.4 MoneyGuide, Inc.

10.4.1 Company overview

10.4.2 Company snapshot

10.4.3 Operating business segments

10.4.4 Product portfolio

10.4.5 Business performance

10.4.6 Key strategic moves and developments

10.5 Miles Software

10.5.1 Company overview

10.5.2 Company snapshot

10.5.3 Operating business segments

10.5.4 Product portfolio

10.5.5 Business performance

10.5.6 Key strategic moves and developments

10.6 MoneyGuide, Inc. (Envestnet)

10.6.1 Company overview

10.6.2 Company snapshot

10.6.3 Operating business segments

10.6.4 Product portfolio

10.6.5 Business performance

10.6.6 Key strategic moves and developments

10.7 Personal Capital Corporation

10.7.1 Company overview

10.7.2 Company snapshot

10.7.3 Operating business segments

10.7.4 Product portfolio

10.7.5 Business performance

10.7.6 Key strategic moves and developments

10.8 RightCapital Inc.

10.8.1 Company overview

10.8.2 Company snapshot

10.8.3 Operating business segments

10.8.4 Product portfolio

10.8.5 Business performance

10.8.6 Key strategic moves and developments

10.9 quicken inc.

10.9.1 Company overview

10.9.2 Company snapshot

10.9.3 Operating business segments

10.9.4 Product portfolio

10.9.5 Business performance

10.9.6 Key strategic moves and developments

10.10 SAP

10.10.1 Company overview

10.10.2 Company snapshot

10.10.3 Operating business segments

10.10.4 Product portfolio

10.10.5 Business performance

10.10.6 Key strategic moves and development

LIST OF TABLES

TABLE 1. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 2. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR SOLUTION, BY REGION , 2021-2031,($MILLION)

TABLE 3. FINANCIAL PLANNING SOFTWARE MARKET FOR SOLUTION BY COUNTRY, 2021-2031,($MILLION)

TABLE 4. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR SERVICES, BY REGION , 2021-2031,($MILLION)

TABLE 5. FINANCIAL PLANNING SOFTWARE MARKET FOR SERVICES BY COUNTRY, 2021-2031,($MILLION)

TABLE 6. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 7. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR ON-PREMISES, BY REGION , 2021-2031,($MILLION)

TABLE 8. FINANCIAL PLANNING SOFTWARE MARKET FOR ON-PREMISES BY COUNTRY, 2021-2031,($MILLION)

TABLE 9. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR CLOUD, BY REGION , 2021-2031,($MILLION)

TABLE 10. FINANCIAL PLANNING SOFTWARE MARKET FOR CLOUD BY COUNTRY, 2021-2031,($MILLION)

TABLE 11. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 12. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR FINANCIAL ADVICE AND MANAGEMENT, BY REGION , 2021-2031,($MILLION)

TABLE 13. FINANCIAL PLANNING SOFTWARE MARKET FOR FINANCIAL ADVICE AND MANAGEMENT BY COUNTRY, 2021-2031,($MILLION)

TABLE 14. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR PORTFOLIO, ACCOUNTING AND TRADING MANAGEMENT, BY REGION , 2021-2031,($MILLION)

TABLE 15. FINANCIAL PLANNING SOFTWARE MARKET FOR PORTFOLIO, ACCOUNTING AND TRADING MANAGEMENT BY COUNTRY, 2021-2031,($MILLION)

TABLE 16. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR WEALTH MANAGEMENT, BY REGION , 2021-2031,($MILLION)

TABLE 17. FINANCIAL PLANNING SOFTWARE MARKET FOR WEALTH MANAGEMENT BY COUNTRY, 2021-2031,($MILLION)

TABLE 18. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR PERSONAL BANKING, BY REGION , 2021-2031,($MILLION)

TABLE 19. FINANCIAL PLANNING SOFTWARE MARKET FOR PERSONAL BANKING BY COUNTRY, 2021-2031,($MILLION)

TABLE 20. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR OTHERS, BY REGION , 2021-2031,($MILLION)

TABLE 21. FINANCIAL PLANNING SOFTWARE MARKET FOR OTHERS BY COUNTRY, 2021-2031,($MILLION)

TABLE 22. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 23. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR LARGE ENTERPRISES, BY REGION , 2021-2031,($MILLION)

TABLE 24. FINANCIAL PLANNING SOFTWARE MARKET FOR LARGE ENTERPRISES BY COUNTRY, 2021-2031,($MILLION)

TABLE 25. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR SMALL AND MEDIUM-SIZED ENTERPRISES (SMES), BY REGION , 2021-2031,($MILLION)

TABLE 26. FINANCIAL PLANNING SOFTWARE MARKET FOR SMALL AND MEDIUM-SIZED ENTERPRISES (SMES) BY COUNTRY, 2021-2031,($MILLION)

TABLE 27. FINANCIAL PLANNING SOFTWARE MARKET REVENUE, FOR INDIVIDUALS, BY REGION , 2021-2031,($MILLION)

TABLE 28. FINANCIAL PLANNING SOFTWARE MARKET FOR INDIVIDUALS BY COUNTRY, 2021-2031,($MILLION)

TABLE 29. FINANCIAL PLANNING SOFTWARE MARKET, BY REGION, 2021-2031,($MILLION)

TABLE 30. NORTH AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 31. NORTH AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 32. NORTH AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 33. NORTH AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 34. NORTH AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY COUNTRY, 2021-2031,($MILLION)

TABLE 35. U.S. FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 36. U.S. FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 37. U.S. FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 38. U.S. FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 39. CANADA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 40. CANADA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 41. CANADA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 42. CANADA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 43. EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 44. EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 45. EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 46. EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 47. EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY COUNTRY, 2021-2031,($MILLION)

TABLE 48. UNITED KINGDOM FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 49. UNITED KINGDOM FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 50. UNITED KINGDOM FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 51. UNITED KINGDOM FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 52. GERMANY FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 53. GERMANY FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 54. GERMANY FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 55. GERMANY FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 56. FRANCE FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 57. FRANCE FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 58. FRANCE FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 59. FRANCE FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 60. ITALY FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 61. ITALY FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 62. ITALY FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 63. ITALY FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 64. SPAIN FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 65. SPAIN FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 66. SPAIN FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 67. SPAIN FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 68. NETHERLANDS FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 69. NETHERLANDS FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 70. NETHERLANDS FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 71. NETHERLANDS FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 72. REST OF EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 73. REST OF EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 74. REST OF EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 75. REST OF EUROPE FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 76. ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 77. ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 78. ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 79. ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 80. ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY COUNTRY, 2021-2031,($MILLION)

TABLE 81. CHINA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 82. CHINA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 83. CHINA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 84. CHINA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 85. INDIA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 86. INDIA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 87. INDIA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 88. INDIA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 89. JAPAN FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 90. JAPAN FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 91. JAPAN FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 92. JAPAN FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 93. AUSTRALIA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 94. AUSTRALIA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 95. AUSTRALIA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 96. AUSTRALIA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 97. SINGAPORE FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 98. SINGAPORE FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 99. SINGAPORE FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 100. SINGAPORE FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 101. REST OF ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 102. REST OF ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 103. REST OF ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 104. REST OF ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 105. LAMEA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 106. LAMEA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 107. LAMEA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 108. LAMEA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 109. LAMEA FINANCIAL PLANNING SOFTWARE MARKET, BY COUNTRY, 2021-2031,($MILLION)

TABLE 110. LATIN AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 111. LATIN AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 112. LATIN AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 113. LATIN AMERICA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 114. MIDDLE EAST FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 115. MIDDLE EAST FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 116. MIDDLE EAST FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 117. MIDDLE EAST FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 118. AFRICA FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT, 2021-2031,($MILLION)

TABLE 119. AFRICA FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE, 2021-2031,($MILLION)

TABLE 120. AFRICA FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION, 2021-2031,($MILLION)

TABLE 121. AFRICA FINANCIAL PLANNING SOFTWARE MARKET, BY END USER, 2021-2031,($MILLION)

TABLE 122.ADVICENT SOLUTIONS (NAVIPLAN): COMPANY SNAPSHOT

TABLE 123.ADVICENT SOLUTIONS (NAVIPLAN): OPERATING SEGMENTS

TABLE 124.ADVICENT SOLUTIONS (NAVIPLAN): PRODUCT PORTFOLIO

TABLE 125.ADVICENT SOLUTIONS (NAVIPLAN): NET SALES,

TABLE 126.ADVICENT SOLUTIONS (NAVIPLAN): KEY STRATERGIES

TABLE 127.EMONEY ADVISOR, LLC.: COMPANY SNAPSHOT

TABLE 128.EMONEY ADVISOR, LLC.: OPERATING SEGMENTS

TABLE 129.EMONEY ADVISOR, LLC.: PRODUCT PORTFOLIO

TABLE 130.EMONEY ADVISOR, LLC.: NET SALES,

TABLE 131.EMONEY ADVISOR, LLC.: KEY STRATERGIES

TABLE 132.MONEYTREE SOFTWARE: COMPANY SNAPSHOT

TABLE 133.MONEYTREE SOFTWARE: OPERATING SEGMENTS

TABLE 134.MONEYTREE SOFTWARE: PRODUCT PORTFOLIO

TABLE 135.MONEYTREE SOFTWARE: NET SALES,

TABLE 136.MONEYTREE SOFTWARE: KEY STRATERGIES

TABLE 137.MONEYGUIDE, INC.: COMPANY SNAPSHOT

TABLE 138.MONEYGUIDE, INC.: OPERATING SEGMENTS

TABLE 139.MONEYGUIDE, INC.: PRODUCT PORTFOLIO

TABLE 140.MONEYGUIDE, INC.: NET SALES,

TABLE 141.MONEYGUIDE, INC.: KEY STRATERGIES

TABLE 142.MILES SOFTWARE: COMPANY SNAPSHOT

TABLE 143.MILES SOFTWARE: OPERATING SEGMENTS

TABLE 144.MILES SOFTWARE: PRODUCT PORTFOLIO

TABLE 145.MILES SOFTWARE: NET SALES,

TABLE 146.MILES SOFTWARE: KEY STRATERGIES

TABLE 147.MONEYGUIDE, INC. (ENVESTNET): COMPANY SNAPSHOT

TABLE 148.MONEYGUIDE, INC. (ENVESTNET): OPERATING SEGMENTS

TABLE 149.MONEYGUIDE, INC. (ENVESTNET): PRODUCT PORTFOLIO

TABLE 150.MONEYGUIDE, INC. (ENVESTNET): NET SALES,

TABLE 151.MONEYGUIDE, INC. (ENVESTNET): KEY STRATERGIES

TABLE 152.PERSONAL CAPITAL CORPORATION: COMPANY SNAPSHOT

TABLE 153.PERSONAL CAPITAL CORPORATION: OPERATING SEGMENTS

TABLE 154.PERSONAL CAPITAL CORPORATION: PRODUCT PORTFOLIO

TABLE 155.PERSONAL CAPITAL CORPORATION: NET SALES,

TABLE 156.PERSONAL CAPITAL CORPORATION: KEY STRATERGIES

TABLE 157.RIGHTCAPITAL INC.: COMPANY SNAPSHOT

TABLE 158.RIGHTCAPITAL INC.: OPERATING SEGMENTS

TABLE 159.RIGHTCAPITAL INC.: PRODUCT PORTFOLIO

TABLE 160.RIGHTCAPITAL INC.: NET SALES,

TABLE 161.RIGHTCAPITAL INC.: KEY STRATERGIES

TABLE 162.QUICKEN INC.: COMPANY SNAPSHOT

TABLE 163.QUICKEN INC.: OPERATING SEGMENTS

TABLE 164.QUICKEN INC.: PRODUCT PORTFOLIO

TABLE 165.QUICKEN INC.: NET SALES,

TABLE 166.QUICKEN INC.: KEY STRATERGIES

TABLE 167.SAP: COMPANY SNAPSHOT

TABLE 168.SAP: OPERATING SEGMENTS

TABLE 169.SAP: PRODUCT PORTFOLIO

TABLE 170.SAP: NET SALES,

TABLE 171.SAP: KEY STRATERGIES LIST OF FIGURES

FIGURE 1.FINANCIAL PLANNING SOFTWARE MARKET SEGMENTATION

FIGURE 2.FINANCIAL PLANNING SOFTWARE MARKET,2021-2031

FIGURE 3.FINANCIAL PLANNING SOFTWARE MARKET,2021-2031

FIGURE 4. TOP INVESTMENT POCKETS, BY REGION

FIGURE 5.PORTER FIVE-1

FIGURE 6.PORTER FIVE-2

FIGURE 7.PORTER FIVE-3

FIGURE 8.PORTER FIVE-4

FIGURE 9.PORTER FIVE-5

FIGURE 10.TOP PLAYER POSITIONING

FIGURE 11.FINANCIAL PLANNING SOFTWARE MARKET:DRIVERS, RESTRAINTS AND OPPORTUNITIES

FIGURE 12.FINANCIAL PLANNING SOFTWARE MARKET,BY COMPONENT,2021(%)

FIGURE 13.COMPARATIVE SHARE ANALYSIS OF SOLUTION FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 14.COMPARATIVE SHARE ANALYSIS OF SERVICES FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 15.FINANCIAL PLANNING SOFTWARE MARKET,BY DEPLOYMENT MODE,2021(%)

FIGURE 16.COMPARATIVE SHARE ANALYSIS OF ON-PREMISES FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 17.COMPARATIVE SHARE ANALYSIS OF CLOUD FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 18.FINANCIAL PLANNING SOFTWARE MARKET,BY APPLICATION,2021(%)

FIGURE 19.COMPARATIVE SHARE ANALYSIS OF FINANCIAL ADVICE AND MANAGEMENT FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 20.COMPARATIVE SHARE ANALYSIS OF PORTFOLIO, ACCOUNTING AND TRADING MANAGEMENT FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 21.COMPARATIVE SHARE ANALYSIS OF WEALTH MANAGEMENT FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 22.COMPARATIVE SHARE ANALYSIS OF PERSONAL BANKING FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 23.COMPARATIVE SHARE ANALYSIS OF OTHERS FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 24.FINANCIAL PLANNING SOFTWARE MARKET,BY END USER,2021(%)

FIGURE 25.COMPARATIVE SHARE ANALYSIS OF LARGE ENTERPRISES FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 26.COMPARATIVE SHARE ANALYSIS OF SMALL AND MEDIUM-SIZED ENTERPRISES (SMES) FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 27.COMPARATIVE SHARE ANALYSIS OF INDIVIDUALS FINANCIAL PLANNING SOFTWARE MARKET,2021-2031(%)

FIGURE 28.FINANCIAL PLANNING SOFTWARE MARKET BY REGION,2021

FIGURE 29.U.S. FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 30.CANADA FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 31.UNITED KINGDOM FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 32.GERMANY FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 33.FRANCE FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 34.ITALY FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 35.SPAIN FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 36.NETHERLANDS FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 37.REST OF EUROPE FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 38.CHINA FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 39.INDIA FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 40.JAPAN FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 41.AUSTRALIA FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 42.SINGAPORE FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 43.REST OF ASIA-PACIFIC FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 44.LATIN AMERICA FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 45.MIDDLE EAST FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 46.AFRICA FINANCIAL PLANNING SOFTWARE MARKET,2021-2031($MILLION)

FIGURE 47. TOP WINNING STRATEGIES, BY YEAR

FIGURE 48. TOP WINNING STRATEGIES, BY DEVELOPMENT

FIGURE 49. TOP WINNING STRATEGIES, BY COMPANY

FIGURE 50.PRODUCT MAPPING OF TOP 10 PLAYERS

FIGURE 51.COMPETITIVE DASHBOARD

FIGURE 52.COMPETITIVE HEATMAP OF TOP 10 KEY PLAYERS

FIGURE 53.ADVICENT SOLUTIONS (NAVIPLAN).: NET SALES ,($MILLION)

FIGURE 54.EMONEY ADVISOR, LLC..: NET SALES ,($MILLION)

FIGURE 55.MONEYTREE SOFTWARE.: NET SALES ,($MILLION)

FIGURE 56.MONEYGUIDE, INC..: NET SALES ,($MILLION)

FIGURE 57.MILES SOFTWARE.: NET SALES ,($MILLION)

FIGURE 58.MONEYGUIDE, INC. (ENVESTNET).: NET SALES ,($MILLION)

FIGURE 59.PERSONAL CAPITAL CORPORATION.: NET SALES ,($MILLION)

FIGURE 60.RIGHTCAPITAL INC..: NET SALES ,($MILLION)

FIGURE 61.QUICKEN INC..: NET SALES ,($MILLION)

FIGURE 62.SAP.: NET SALES ,($MILLION