1 Report Overview
1.1 Study Scope
1.2 Key Market Segments
1.3 Players Covered
1.4 Market Analysis by Type
1.4.1 Global Financial Planning Software Market Size Growth Rate by Type (2015-2028)
1.4.2 Cloud-based Financial Planning Software
1.4.3 On-promise Type Financial Planning Software
1.5 Market by Application
1.5.1 Global Financial Planning Software Market Share by Application (2015-2028)
1.5.2 SME
1.5.3 Large Enterprise
1.5.4 Personal Purpose
1.5.5 Other Purposes
1.6 Study Objectives
1.7 Years Considered
2 Global Growth Trends
2.1 Financial Planning Software Market Size
2.2 Financial Planning Software Growth Trends by Regions
2.2.1 Financial Planning Software Market Size by Regions (2015-2028)
2.2.2 Financial Planning Software Market Share by Regions (2015-2020)
2.3 Industry Trends
2.3.1 Market Top Trends
2.3.2 Market Drivers
2.3.3 Market Opportunities
3 Market Share by Key Players
3.1 Financial Planning Software Market Size by Manufacturers
3.1.1 Global Financial Planning Software Revenue by Manufacturers (2015-2020)
3.1.2 Global Financial Planning Software Revenue Market Share by Manufacturers (2015-2020)
3.1.3 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI)
3.2 Financial Planning Software Key Players Head office and Area Served
3.3 Key Players Financial Planning Software Product/Solution/Service
3.4 Date of Enter into Financial Planning Software Market
3.5 Mergers & Acquisitions, Expansion Plans
4 Breakdown Data by Type and Application
4.1 Global Financial Planning Software Market Size by Type (2015-2020)
4.2 Global Financial Planning Software Market Size by Application (2015-2020)
5 United States
5.1 United States Financial Planning Software Market Size (2015-2020)
5.2 Financial Planning Software Key Players in United States
5.3 United States Financial Planning Software Market Size by Type
5.4 United States Financial Planning Software Market Size by Application
6 Europe
6.1 Europe Financial Planning Software Market Size (2015-2020)
6.2 Financial Planning Software Key Players in Europe
6.3 Europe Financial Planning Software Market Size by Type
6.4 Europe Financial Planning Software Market Size by Application
7 China
7.1 China Financial Planning Software Market Size (2015-2020)
7.2 Financial Planning Software Key Players in China
7.3 China Financial Planning Software Market Size by Type
7.4 China Financial Planning Software Market Size by Application
8 Japan
8.1 Japan Financial Planning Software Market Size (2015-2020)
8.2 Financial Planning Software Key Players in Japan
8.3 Japan Financial Planning Software Market Size by Type
8.4 Japan Financial Planning Software Market Size by Application
9 Southeast Asia
9.1 Southeast Asia Financial Planning Software Market Size (2015-2020)
9.2 Financial Planning Software Key Players in Southeast Asia
9.3 Southeast Asia Financial Planning Software Market Size by Type
9.4 Southeast Asia Financial Planning Software Market Size by Application
10 India
10.1 India Financial Planning Software Market Size (2015-2020)
10.2 Financial Planning Software Key Players in India
10.3 India Financial Planning Software Market Size by Type
10.4 India Financial Planning Software Market Size by Application
11 Central & South America
11.1 Central & South America Financial Planning Software Market Size (2015-2020)
11.2 Financial Planning Software Key Players in Central & South America
11.3 Central & South America Financial Planning Software Market Size by Type
11.4 Central & South America Financial Planning Software Market Size by Application
12 International Players Profiles
12.1 PIEtech, Inc.
12.1.1 PIEtech, Inc. Company Details
12.1.2 Company Description and Business Overview
12.1.3 Financial Planning Software Introduction
12.1.4 PIEtech, Inc. Revenue in Financial Planning Software Business (2015-2020)
12.1.5 PIEtech, Inc. Recent Development
12.2 EMoney Advisor
12.2.1 EMoney Advisor Company Details
12.2.2 Company Description and Business Overview
12.2.3 Financial Planning Software Introduction
12.2.4 EMoney Advisor Revenue in Financial Planning Software Business (2015-2020)
12.2.5 EMoney Advisor Recent Development
12.3 Advicent
12.3.1 Advicent Company Details
12.3.2 Company Description and Business Overview
12.3.3 Financial Planning Software Introduction
12.3.4 Advicent Revenue in Financial Planning Software Business (2015-2020)
12.3.5 Advicent Recent Development
12.4 Money Tree
12.4.1 Money Tree Company Details
12.4.2 Company Description and Business Overview
12.4.3 Financial Planning Software Introduction
12.4.4 Money Tree Revenue in Financial Planning Software Business (2015-2020)
12.4.5 Money Tree Recent Development
12.5 WealthTec
12.5.1 WealthTec Company Details
12.5.2 Company Description and Business Overview
12.5.3 Financial Planning Software Introduction
12.5.4 WealthTec Revenue in Financial Planning Software Business (2015-2020)
12.5.5 WealthTec Recent Development
12.6 Oltis Software
12.6.1 Oltis Software Company Details
12.6.2 Company Description and Business Overview
12.6.3 Financial Planning Software Introduction
12.6.4 Oltis Software Revenue in Financial Planning Software Business (2015-2020)
12.6.5 Oltis Software Recent Development
12.7 Advisor Software
12.7.1 Advisor Software Company Details
12.7.2 Company Description and Business Overview
12.7.3 Financial Planning Software Introduction
12.7.4 Advisor Software Revenue in Financial Planning Software Business (2015-2020)
12.7.5 Advisor Software Recent Development
12.8 Envestnet
12.8.1 Envestnet Company Details
12.8.2 Company Description and Business Overview
12.8.3 Financial Planning Software Introduction
12.8.4 Envestnet Revenue in Financial Planning Software Business (2015-2020)
12.8.5 Envestnet Recent Development
12.9 InStream Solutions
12.9.1 InStream Solutions Company Details
12.9.2 Company Description and Business Overview
12.9.3 Financial Planning Software Introduction
12.9.4 InStream Solutions Revenue in Financial Planning Software Business (2015-2020)
12.9.5 InStream Solutions Recent Development
12.10 Wealthcare Capital Management
12.10.1 Wealthcare Capital Management Company Details
12.10.2 Company Description and Business Overview
12.10.3 Financial Planning Software Introduction
12.10.4 Wealthcare Capital Management Revenue in Financial Planning Software Business (2015-2020)
12.10.5 Wealthcare Capital Management Recent Development
12.11 SunGard WealthStation (FIS)
12.12 Advizr
12.13 RightCapital
12.14 Cheshire Software
12.15 Razor Logic Systems
12.16 Moneywise Software
12.17 Struktur AG
12.18 Futurewise Technologies
12.19 ESPlanner Inc.
12.20 ISoftware Limited
12.21 FinPal Pty Ltd
12.22 WealthTrace
12.23 Sigma Conso
12.24 Prevero GmbH (Unit4)
12.25 SAP
13 Market Forecast 2021-2028
13.1 Market Size Forecast by Regions
13.2 United States
13.3 Europe
13.4 China
13.5 Japan
13.6 Southeast Asia
13.7 India
13.8 Central & South America
13.9 Market Size Forecast by Product (2021-2028)
13.10 Market Size Forecast by Application (2021-2028)
14 Analysts Viewpoints/Conclusions
15 Appendix
15.1 Research Methodology
15.1.1 Methodology/Research Approach
15.1.1.1 Research Programs/Design
15.1.1.2 Market Size Estimation
12.1.1.3 Market Breakdown and Data Triangulation
15.1.2 Data Source
15.1.2.1 Secondary Sources
15.1.2.2 Primary Sources
15.2 Disclaimer
15.3 Author Details
