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Global Financial Planning Software Market Research Report 2024
Published Date: January 2024
|
Report Code: QYRE-Auto-14X9272
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Global Financial Planning Software Market Insights and Forecast to 2028
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Global Financial Planning Software Market Research Report 2024

Code: QYRE-Auto-14X9272
Report
January 2024
Pages:102
QYResearch
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DESCRIPTION
TABLE OF CONTENT
TABLES & FIGURES

Financial Planning Software Market

The Financial Planning Software market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Financial Planning Software market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Financial Planning Software companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation

Scope of Financial Planning Software Market Report

Report Metric Details
Report Name Financial Planning Software Market
Segment by Type
  • Cloud-based Financial Planning Software
  • On-promise Type Financial Planning Software
Segment by Application
  • SME
  • Large Enterprise
  • Personal Purpose
  • Others
By Region
  • North America (United States, Canada)
  • Europe (Germany, France, UK, Italy, Russia) Rest of Europe
  • Nordic Countries
  • Asia-Pacific (China, Japan, South Korea)
  • Southeast Asia (India, Australia)
  • Rest of Asia
  • Latin America (Mexico, Brazil)
  • Rest of Latin America
  • Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of MEA)
By Company PIEtech, Inc., EMoney Advisor, Advicent, Money Tree, WealthTec, Oltis Software, Advisor Software, Envestnet, InStream Solutions, Wealthcare Capital Management, SunGard WealthStation (FIS), Advizr, RightCapital, Cheshire Software, Razor Logic Systems, Moneywise Software, Struktur AG, Futurewise Technologies, ESPlanner Inc., ISoftware Limited, FinPal Pty Ltd, WealthTrace, Sigma Conso, Prevero GmbH (Unit4), SAP
Forecast units USD million in value
Report coverage Revenue and volume forecast, company share, competitive landscape, growth factors and trends

Chapter Outline

  • Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by 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 market and its likely evolution in the short to mid-term, and long term.
  • Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
  • Chapter 3: Detailed analysis of Financial Planning Software companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
  • Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
  • Chapter 5: Provides the analysis of various market segments by 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 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It 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 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
  • Chapter 12: The main points and conclusions of the report.

FAQ for this report

Who are the main players in the Financial Planning Software Market report?

Ans: The main players in the Financial Planning Software Market are 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

What are the Application segmentation covered in the Financial Planning Software Market report?

Ans: The Applications covered in the Financial Planning Software Market report are SME, Large Enterprise, Personal Purpose, Others

What are the Type segmentation covered in the Financial Planning Software Market report?

Ans: The Types covered in the Financial Planning Software Market report are Cloud-based Financial Planning Software, On-promise Type Financial Planning Software

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: 2019 VS 2023 VS 2030
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 Growth by Application: 2019 VS 2023 VS 2030
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
1.6 Years Considered
2 Global Growth Trends
2.1 Global Financial Planning Software Market Perspective (2019-2030)
2.2 Financial Planning Software Growth Trends by Region
2.2.1 Global Financial Planning Software Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 Financial Planning Software Historic Market Size by Region (2019-2024)
2.2.3 Financial Planning Software Forecasted Market Size by Region (2025-2030)
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 (2019-2024)
3.1.2 Global Financial Planning Software Revenue Market Share by Players (2019-2024)
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 2023
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 (2019-2024)
4.2 Global Financial Planning Software Forecasted Market Size by Type (2025-2030)
5 Financial Planning Software Breakdown Data by Application
5.1 Global Financial Planning Software Historic Market Size by Application (2019-2024)
5.2 Global Financial Planning Software Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America Financial Planning Software Market Size (2019-2030)
6.2 North America Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Financial Planning Software Market Size by Country (2019-2024)
6.4 North America Financial Planning Software Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Financial Planning Software Market Size (2019-2030)
7.2 Europe Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Financial Planning Software Market Size by Country (2019-2024)
7.4 Europe Financial Planning Software Market Size by Country (2025-2030)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Financial Planning Software Market Size (2019-2030)
8.2 Asia-Pacific Financial Planning Software Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Financial Planning Software Market Size by Region (2019-2024)
8.4 Asia-Pacific Financial Planning Software Market Size by Region (2025-2030)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Financial Planning Software Market Size (2019-2030)
9.2 Latin America Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Financial Planning Software Market Size by Country (2019-2024)
9.4 Latin America Financial Planning Software Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Financial Planning Software Market Size (2019-2030)
10.2 Middle East & Africa Financial Planning Software Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Financial Planning Software Market Size by Country (2019-2024)
10.4 Middle East & Africa Financial Planning Software Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 PIEtech, Inc.
11.1.1 PIEtech, Inc. Company Detail
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 (2019-2024)
11.1.5 PIEtech, Inc. Recent Development
11.2 EMoney Advisor
11.2.1 EMoney Advisor Company Detail
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 (2019-2024)
11.2.5 EMoney Advisor Recent Development
11.3 Advicent
11.3.1 Advicent Company Detail
11.3.2 Advicent Business Overview
11.3.3 Advicent Financial Planning Software Introduction
11.3.4 Advicent Revenue in Financial Planning Software Business (2019-2024)
11.3.5 Advicent Recent Development
11.4 Money Tree
11.4.1 Money Tree Company Detail
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 (2019-2024)
11.4.5 Money Tree Recent Development
11.5 WealthTec
11.5.1 WealthTec Company Detail
11.5.2 WealthTec Business Overview
11.5.3 WealthTec Financial Planning Software Introduction
11.5.4 WealthTec Revenue in Financial Planning Software Business (2019-2024)
11.5.5 WealthTec Recent Development
11.6 Oltis Software
11.6.1 Oltis Software Company Detail
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 (2019-2024)
11.6.5 Oltis Software Recent Development
11.7 Advisor Software
11.7.1 Advisor Software Company Detail
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 (2019-2024)
11.7.5 Advisor Software Recent Development
11.8 Envestnet
11.8.1 Envestnet Company Detail
11.8.2 Envestnet Business Overview
11.8.3 Envestnet Financial Planning Software Introduction
11.8.4 Envestnet Revenue in Financial Planning Software Business (2019-2024)
11.8.5 Envestnet Recent Development
11.9 InStream Solutions
11.9.1 InStream Solutions Company Detail
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 (2019-2024)
11.9.5 InStream Solutions Recent Development
11.10 Wealthcare Capital Management
11.10.1 Wealthcare Capital Management Company Detail
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 (2019-2024)
11.10.5 Wealthcare Capital Management Recent Development
11.11 SunGard WealthStation (FIS)
11.11.1 SunGard WealthStation (FIS) Company Detail
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 (2019-2024)
11.11.5 SunGard WealthStation (FIS) Recent Development
11.12 Advizr
11.12.1 Advizr Company Detail
11.12.2 Advizr Business Overview
11.12.3 Advizr Financial Planning Software Introduction
11.12.4 Advizr Revenue in Financial Planning Software Business (2019-2024)
11.12.5 Advizr Recent Development
11.13 RightCapital
11.13.1 RightCapital Company Detail
11.13.2 RightCapital Business Overview
11.13.3 RightCapital Financial Planning Software Introduction
11.13.4 RightCapital Revenue in Financial Planning Software Business (2019-2024)
11.13.5 RightCapital Recent Development
11.14 Cheshire Software
11.14.1 Cheshire Software Company Detail
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 (2019-2024)
11.14.5 Cheshire Software Recent Development
11.15 Razor Logic Systems
11.15.1 Razor Logic Systems Company Detail
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 (2019-2024)
11.15.5 Razor Logic Systems Recent Development
11.16 Moneywise Software
11.16.1 Moneywise Software Company Detail
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 (2019-2024)
11.16.5 Moneywise Software Recent Development
11.17 Struktur AG
11.17.1 Struktur AG Company Detail
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 (2019-2024)
11.17.5 Struktur AG Recent Development
11.18 Futurewise Technologies
11.18.1 Futurewise Technologies Company Detail
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 (2019-2024)
11.18.5 Futurewise Technologies Recent Development
11.19 ESPlanner Inc.
11.19.1 ESPlanner Inc. Company Detail
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 (2019-2024)
11.19.5 ESPlanner Inc. Recent Development
11.20 ISoftware Limited
11.20.1 ISoftware Limited Company Detail
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 (2019-2024)
11.20.5 ISoftware Limited Recent Development
11.21 FinPal Pty Ltd
11.21.1 FinPal Pty Ltd Company Detail
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 (2019-2024)
11.21.5 FinPal Pty Ltd Recent Development
11.22 WealthTrace
11.22.1 WealthTrace Company Detail
11.22.2 WealthTrace Business Overview
11.22.3 WealthTrace Financial Planning Software Introduction
11.22.4 WealthTrace Revenue in Financial Planning Software Business (2019-2024)
11.22.5 WealthTrace Recent Development
11.23 Sigma Conso
11.23.1 Sigma Conso Company Detail
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 (2019-2024)
11.23.5 Sigma Conso Recent Development
11.24 Prevero GmbH (Unit4)
11.24.1 Prevero GmbH (Unit4) Company Detail
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 (2019-2024)
11.24.5 Prevero GmbH (Unit4) Recent Development
11.25 SAP
11.25.1 SAP Company Detail
11.25.2 SAP Business Overview
11.25.3 SAP Financial Planning Software Introduction
11.25.4 SAP Revenue in Financial Planning Software Business (2019-2024)
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): 2019 VS 2023 VS 2030
    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): 2019 VS 2023 VS 2030
    Table 5. Global Financial Planning Software Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
    Table 6. Global Financial Planning Software Market Size by Region (2019-2024) & (US$ Million)
    Table 7. Global Financial Planning Software Market Share by Region (2019-2024)
    Table 8. Global Financial Planning Software Forecasted Market Size by Region (2025-2030) & (US$ Million)
    Table 9. Global Financial Planning Software Market Share by Region (2025-2030)
    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 (2019-2024) & (US$ Million)
    Table 15. Global Financial Planning Software Market Share by Players (2019-2024)
    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 2023)
    Table 17. Ranking of Global Top Financial Planning Software Companies by Revenue (US$ Million) in 2023
    Table 18. Global 5 Largest Players Market Share by Financial Planning Software Revenue (CR5 and HHI) & (2019-2024)
    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 (2019-2024) & (US$ Million)
    Table 24. Global Financial Planning Software Revenue Market Share by Type (2019-2024)
    Table 25. Global Financial Planning Software Forecasted Market Size by Type (2025-2030) & (US$ Million)
    Table 26. Global Financial Planning Software Revenue Market Share by Type (2025-2030)
    Table 27. Global Financial Planning Software Market Size by Application (2019-2024) & (US$ Million)
    Table 28. Global Financial Planning Software Revenue Market Share by Application (2019-2024)
    Table 29. Global Financial Planning Software Forecasted Market Size by Application (2025-2030) & (US$ Million)
    Table 30. Global Financial Planning Software Revenue Market Share by Application (2025-2030)
    Table 31. North America Financial Planning Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
    Table 32. North America Financial Planning Software Market Size by Country (2019-2024) & (US$ Million)
    Table 33. North America Financial Planning Software Market Size by Country (2025-2030) & (US$ Million)
    Table 34. Europe Financial Planning Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
    Table 35. Europe Financial Planning Software Market Size by Country (2019-2024) & (US$ Million)
    Table 36. Europe Financial Planning Software Market Size by Country (2025-2030) & (US$ Million)
    Table 37. Asia-Pacific Financial Planning Software Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
    Table 38. Asia-Pacific Financial Planning Software Market Size by Region (2019-2024) & (US$ Million)
    Table 39. Asia-Pacific Financial Planning Software Market Size by Region (2025-2030) & (US$ Million)
    Table 40. Latin America Financial Planning Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
    Table 41. Latin America Financial Planning Software Market Size by Country (2019-2024) & (US$ Million)
    Table 42. Latin America Financial Planning Software Market Size by Country (2025-2030) & (US$ Million)
    Table 43. Middle East & Africa Financial Planning Software Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
    Table 44. Middle East & Africa Financial Planning Software Market Size by Country (2019-2024) & (US$ Million)
    Table 45. Middle East & Africa Financial Planning Software Market Size by Country (2025-2030) & (US$ Million)
    Table 46. PIEtech, Inc. Company Detail
    Table 47. PIEtech, Inc. Business Overview
    Table 48. PIEtech, Inc. Financial Planning Software Product
    Table 49. PIEtech, Inc. Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 50. PIEtech, Inc. Recent Development
    Table 51. EMoney Advisor Company Detail
    Table 52. EMoney Advisor Business Overview
    Table 53. EMoney Advisor Financial Planning Software Product
    Table 54. EMoney Advisor Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 55. EMoney Advisor Recent Development
    Table 56. Advicent Company Detail
    Table 57. Advicent Business Overview
    Table 58. Advicent Financial Planning Software Product
    Table 59. Advicent Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 60. Advicent Recent Development
    Table 61. Money Tree Company Detail
    Table 62. Money Tree Business Overview
    Table 63. Money Tree Financial Planning Software Product
    Table 64. Money Tree Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 65. Money Tree Recent Development
    Table 66. WealthTec Company Detail
    Table 67. WealthTec Business Overview
    Table 68. WealthTec Financial Planning Software Product
    Table 69. WealthTec Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 70. WealthTec Recent Development
    Table 71. Oltis Software Company Detail
    Table 72. Oltis Software Business Overview
    Table 73. Oltis Software Financial Planning Software Product
    Table 74. Oltis Software Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 75. Oltis Software Recent Development
    Table 76. Advisor Software Company Detail
    Table 77. Advisor Software Business Overview
    Table 78. Advisor Software Financial Planning Software Product
    Table 79. Advisor Software Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 80. Advisor Software Recent Development
    Table 81. Envestnet Company Detail
    Table 82. Envestnet Business Overview
    Table 83. Envestnet Financial Planning Software Product
    Table 84. Envestnet Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 85. Envestnet Recent Development
    Table 86. InStream Solutions Company Detail
    Table 87. InStream Solutions Business Overview
    Table 88. InStream Solutions Financial Planning Software Product
    Table 89. InStream Solutions Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 90. InStream Solutions Recent Development
    Table 91. Wealthcare Capital Management Company Detail
    Table 92. Wealthcare Capital Management Business Overview
    Table 93. Wealthcare Capital Management Financial Planning Software Product
    Table 94. Wealthcare Capital Management Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 95. Wealthcare Capital Management Recent Development
    Table 96. SunGard WealthStation (FIS) Company Detail
    Table 97. SunGard WealthStation (FIS) Business Overview
    Table 98. SunGard WealthStation (FIS) Financial Planning Software Product
    Table 99. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 100. SunGard WealthStation (FIS) Recent Development
    Table 101. Advizr Company Detail
    Table 102. Advizr Business Overview
    Table 103. Advizr Financial Planning Software Product
    Table 104. Advizr Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 105. Advizr Recent Development
    Table 106. RightCapital Company Detail
    Table 107. RightCapital Business Overview
    Table 108. RightCapital Financial Planning Software Product
    Table 109. RightCapital Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 110. RightCapital Recent Development
    Table 111. Cheshire Software Company Detail
    Table 112. Cheshire Software Business Overview
    Table 113. Cheshire Software Financial Planning Software Product
    Table 114. Cheshire Software Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 115. Cheshire Software Recent Development
    Table 116. Razor Logic Systems Company Detail
    Table 117. Razor Logic Systems Business Overview
    Table 118. Razor Logic Systems Financial Planning Software Product
    Table 119. Razor Logic Systems Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 120. Razor Logic Systems Recent Development
    Table 121. Moneywise Software Company Detail
    Table 122. Moneywise Software Business Overview
    Table 123. Moneywise Software Financial Planning Software Product
    Table 124. Moneywise Software Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 125. Moneywise Software Recent Development
    Table 126. Struktur AG Company Detail
    Table 127. Struktur AG Business Overview
    Table 128. Struktur AG Financial Planning Software Product
    Table 129. Struktur AG Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 130. Struktur AG Recent Development
    Table 131. Futurewise Technologies Company Detail
    Table 132. Futurewise Technologies Business Overview
    Table 133. Futurewise Technologies Financial Planning Software Product
    Table 134. Futurewise Technologies Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 135. Futurewise Technologies Recent Development
    Table 136. ESPlanner Inc. Company Detail
    Table 137. ESPlanner Inc. Business Overview
    Table 138. ESPlanner Inc. Financial Planning Software Product
    Table 139. ESPlanner Inc. Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 140. ESPlanner Inc. Recent Development
    Table 141. ISoftware Limited Company Detail
    Table 142. ISoftware Limited Business Overview
    Table 143. ISoftware Limited Financial Planning Software Product
    Table 144. ISoftware Limited Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 145. ISoftware Limited Recent Development
    Table 146. FinPal Pty Ltd Company Detail
    Table 147. FinPal Pty Ltd Business Overview
    Table 148. FinPal Pty Ltd Financial Planning Software Product
    Table 149. FinPal Pty Ltd Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 150. FinPal Pty Ltd Recent Development
    Table 151. WealthTrace Company Detail
    Table 152. WealthTrace Business Overview
    Table 153. WealthTrace Financial Planning Software Product
    Table 154. WealthTrace Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 155. WealthTrace Recent Development
    Table 156. Sigma Conso Company Detail
    Table 157. Sigma Conso Business Overview
    Table 158. Sigma Conso Financial Planning Software Product
    Table 159. Sigma Conso Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 160. Sigma Conso Recent Development
    Table 161. Prevero GmbH (Unit4) Company Detail
    Table 162. Prevero GmbH (Unit4) Business Overview
    Table 163. Prevero GmbH (Unit4) Financial Planning Software Product
    Table 164. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 165. Prevero GmbH (Unit4) Recent Development
    Table 166. SAP Company Detail
    Table 167. SAP Business Overview
    Table 168. SAP Financial Planning Software Product
    Table 169. SAP Revenue in Financial Planning Software Business (2019-2024) & (US$ Million)
    Table 170. SAP Recent Development
    Table 171. Research Programs/Design for This Report
    Table 172. Key Data Information from Secondary Sources
    Table 173. Key Data Information from Primary Sources
List of Figures
    Figure 1. Global Financial Planning Software Market Size Comparison by Type (2024-2030) & (US$ Million)
    Figure 2. Global Financial Planning Software Market Share by Type: 2023 VS 2030
    Figure 3. Cloud-based Financial Planning Software Features
    Figure 4. On-promise Type Financial Planning Software Features
    Figure 5. Global Financial Planning Software Market Size Comparison by Application (2024-2030) & (US$ Million)
    Figure 6. Global Financial Planning Software Market Share by Application: 2023 VS 2030
    Figure 7. SME Case Studies
    Figure 8. Large Enterprise Case Studies
    Figure 9. Personal Purpose Case Studies
    Figure 10. Others Case Studies
    Figure 11. Financial Planning Software Report Years Considered
    Figure 12. Global Financial Planning Software Market Size (US$ Million), Year-over-Year: 2019-2030
    Figure 13. Global Financial Planning Software Market Size, (US$ Million), 2019 VS 2023 VS 2030
    Figure 14. Global Financial Planning Software Market Share by Region: 2023 VS 2030
    Figure 15. Global Financial Planning Software Market Share by Players in 2023
    Figure 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 2023)
    Figure 17. The Top 10 and 5 Players Market Share by Financial Planning Software Revenue in 2023
    Figure 18. North America Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 19. North America Financial Planning Software Market Share by Country (2019-2030)
    Figure 20. United States Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 21. Canada Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 22. Europe Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 23. Europe Financial Planning Software Market Share by Country (2019-2030)
    Figure 24. Germany Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 25. France Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 26. U.K. Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 27. Italy Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 28. Russia Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 29. Nordic Countries Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 30. Asia-Pacific Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 31. Asia-Pacific Financial Planning Software Market Share by Region (2019-2030)
    Figure 32. China Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 33. Japan Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 34. South Korea Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 35. Southeast Asia Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 36. India Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 37. Australia Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 38. Latin America Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 39. Latin America Financial Planning Software Market Share by Country (2019-2030)
    Figure 40. Mexico Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 41. Brazil Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 42. Middle East & Africa Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 43. Middle East & Africa Financial Planning Software Market Share by Country (2019-2030)
    Figure 44. Turkey Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 45. Saudi Arabia Financial Planning Software Market Size YoY Growth (2019-2030) & (US$ Million)
    Figure 46. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 47. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 48. Advicent Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 49. Money Tree Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 50. WealthTec Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 51. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 52. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 53. Envestnet Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 54. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 55. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 56. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 57. Advizr Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 58. RightCapital Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 59. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 60. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 61. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 62. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 63. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 64. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 65. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 66. FinPal Pty Ltd Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 67. WealthTrace Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 68. Sigma Conso Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 69. Prevero GmbH (Unit4) Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 70. SAP Revenue Growth Rate in Financial Planning Software Business (2019-2024)
    Figure 71. Bottom-up and Top-down Approaches for This Report
    Figure 72. Data Triangulation
    Figure 73. Key Executives Interviewed
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