+1 347 708 0418
The global Financial Planning and Analysis Services market was valued at $XX million in 2019, and MAResearch analysts predict the global market size will reach $XX million by the end of 2029, growing at a CAGR of XX% between 2020 and 2029.
Since the COVID-19 virus outbreak in December 2019, the disease has spread to all countries and territories around the world and 2 international conveyances. The global impacts of COVID-19 are already starting to be felt, and will significantly affect this industry in 2020.
This report analyses the impact of COVID-19 on this industry. COVID-19 can affect the global market in 3 ways: by directly affecting production and demand, by creating supply chain and market disruption, and by its financial impact on enterprises and financial markets.
This report provides detailed historical analysis of global market for Financial Planning and Analysis Services from 2014-2019, and provides extensive market forecasts from 2020-2029 by region/country and subsectors. It covers the sales volume, price, revenue, gross margin, historical growth and future perspectives in the Financial Planning and Analysis Services market.
Leading players of Financial Planning and Analysis Services including:
PIEtech
EMoney Advisor
Advicent
Money Tree
WealthTec
Oltis Software
Advisor Software
Envestnet
InStream Solutions
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
Planview
Insightsoftware.com
CAMMS
Calumo
Xlerant
Corporater
CXO Software
Market split by Type, can be divided into:
On-premises
Cloud-based
Market split by Application, can be divided into:
SMEs
Large Enterprises
Others
Market split by Sales Channel, can be divided into:
Direct Channel
Distribution Channel
Market segment by Region/Country including:
North America (United States, Canada and Mexico)
Europe (Germany, UK, France, Italy, Russia and Spain etc.)
Asia-Pacific (China, Japan, Korea, India, Australia and Southeast Asia etc.)
South America (Brazil, Argentina and Colombia etc.)
Middle East & Africa (South Africa, UAE and Saudi Arabia etc.)
If you have any special requirements, please let us know and we can provide you the customized report as you want.
Table of Contents
Chapter 1 Financial Planning and Analysis Services Market Overview
1.1 Financial Planning and Analysis Services Definition
1.2 Global Financial Planning and Analysis Services Market Size Status and Outlook (2014-2029)
1.3 Global Financial Planning and Analysis Services Market Size Comparison by Region (2014-2029)
1.4 Global Financial Planning and Analysis Services Market Size Comparison by Type (2014-2029)
1.5 Global Financial Planning and Analysis Services Market Size Comparison by Application (2014-2029)
1.6 Global Financial Planning and Analysis Services Market Size Comparison by Sales Channel (2014-2029)
1.7 Financial Planning and Analysis Services Market Dynamics (COVID-19 Impacts)
1.7.1 Market Drivers/Opportunities
1.7.2 Market Challenges/Risks
1.7.3 Market News (Mergers/Acquisitions/Expansion)
1.7.4 COVID-19 Impacts on Current Market
1.7.5 Post-Strategies of COVID-19 Outbreak
Chapter 2 Financial Planning and Analysis Services Market Segment Analysis by Player
2.1 Global Financial Planning and Analysis Services Sales and Market Share by Player (2017-2019)
2.2 Global Financial Planning and Analysis Services Revenue and Market Share by Player (2017-2019)
2.3 Global Financial Planning and Analysis Services Average Price by Player (2017-2019)
2.4 Players Competition Situation & Trends
2.5 Conclusion of Segment by Player
Chapter 3 Financial Planning and Analysis Services Market Segment Analysis by Type
3.1 Global Financial Planning and Analysis Services Market by Type
3.1.1 On-premises
3.1.2 Cloud-based
3.2 Global Financial Planning and Analysis Services Sales and Market Share by Type (2014-2019)
3.3 Global Financial Planning and Analysis Services Revenue and Market Share by Type (2014-2019)
3.4 Global Financial Planning and Analysis Services Average Price by Type (2014-2019)
3.5 Leading Players of Financial Planning and Analysis Services by Type in 2019
3.6 Conclusion of Segment by Type
Chapter 4 Financial Planning and Analysis Services Market Segment Analysis by Application
4.1 Global Financial Planning and Analysis Services Market by Application
4.1.1 SMEs
4.1.2 Large Enterprises
4.1.3 Others
4.2 Global Financial Planning and Analysis Services Sales and Market Share by Application (2014-2019)
4.3 Leading Consumers of Financial Planning and Analysis Services by Application in 2019
4.4 Conclusion of Segment by Application
Chapter 5 Financial Planning and Analysis Services Market Segment Analysis by Sales Channel
5.1 Global Financial Planning and Analysis Services Market by Sales Channel
5.1.1 Direct Channel
5.1.2 Distribution Channel
5.2 Global Financial Planning and Analysis Services Sales and Market Share by Sales Channel (2014-2019)
5.3 Leading Distributors/Dealers of Financial Planning and Analysis Services by Sales Channel in 2019
5.4 Conclusion of Segment by Sales Channel
Chapter 6 Financial Planning and Analysis Services Market Segment Analysis by Region
6.1 Global Financial Planning and Analysis Services Market Size and CAGR by Region (2014-2029)
6.2 Global Financial Planning and Analysis Services Sales and Market Share by Region (2014-2019)
6.3 Global Financial Planning and Analysis Services Revenue and Market Share by Region (2014-2019)
6.4 North America
6.4.1 North America Market by Country
6.4.2 North America Financial Planning and Analysis Services Market Share by Type
6.4.3 North America Financial Planning and Analysis Services Market Share by Application
6.4.4 United States
6.4.5 Canada
6.4.6 Mexico
6.5 Europe
6.5.1 Europe Market by Country
6.5.2 Europe Financial Planning and Analysis Services Market Share by Type
6.5.3 Europe Financial Planning and Analysis Services Market Share by Application
6.5.4 Germany
6.5.5 UK
6.5.6 France
6.5.7 Italy
6.5.8 Russia
6.5.9 Spain
6.6 Asia-Pacific
6.6.1 Asia-Pacific Market by Country
6.6.2 Asia-Pacific Financial Planning and Analysis Services Market Share by Type
6.6.3 Asia-Pacific Financial Planning and Analysis Services Market Share by Application
6.6.4 China
6.6.5 Japan
6.6.6 Korea
6.6.7 India
6.6.8 Southeast Asia
6.6.9 Australia
6.7 South America
6.7.1 South America Market by Country
6.7.2 South America Financial Planning and Analysis Services Market Share by Type
6.7.3 South America Financial Planning and Analysis Services Market Share by Application
6.7.4 Brazil
6.7.5 Argentina
6.7.6 Colombia
6.8 Middle East & Africa
6.8.1 Middle East & Africa Market by Country
6.8.2 Middle East & Africa Financial Planning and Analysis Services Market Share by Type
6.8.3 Middle East & Africa Financial Planning and Analysis Services Market Share by Application
6.8.4 UAE
6.8.5 Saudi Arabia
6.8.6 South Africa
6.9 Conclusion of Segment by Region
Chapter 7 Profile of Leading Financial Planning and Analysis Services Players
7.1 PIEtech
7.1.1 Company Snapshot
7.1.2 Product/Service Offered
7.1.3 Business Performance (Sales, Price, Revenue, Gross Margin and Market Share)
7.1.4 COVID-19 Impact on PIEtech
7.2 EMoney Advisor
7.3 Advicent
7.4 Money Tree
7.5 WealthTec
7.6 Oltis Software
7.7 Advisor Software
7.8 Envestnet
7.9 InStream Solutions
7.10 Advizr
7.11 RightCapital
7.12 Cheshire Software
7.13 Razor Logic Systems
7.14 Moneywise Software
7.15 Struktur AG
7.16 Futurewise Technologies
7.17 ESPlanner Inc.
7.18 ISoftware Limited
7.19 FinPal Pty Ltd
7.20 WealthTrace
7.21 Sigma Conso
7.22 Prevero GmbH (Unit4)
7.23 SAP
7.24 Planview
7.25 Insightsoftware.com
7.26 CAMMS
7.27 Calumo
7.28 Xlerant
7.29 Corporater
7.29 Corporater
Chapter 8 Upstream and Downstream Analysis of Financial Planning and Analysis Services
8.1 Industrial Chain of Financial Planning and Analysis Services
8.2 Upstream of Financial Planning and Analysis Services
8.2.1 Raw Materials
8.2.2 Labor Cost
8.2.3 Manufacturing Expenses
8.2.4 Manufacturing Cost Structure
8.2.5 Manufacturing Process
8.3 Downstream of Financial Planning and Analysis Services
8.3.1 Leading Distributors/Dealers of Financial Planning and Analysis Services
8.3.2 Leading Consumers of Financial Planning and Analysis Services
Chapter 9 Development Trend of Financial Planning and Analysis Services (2020-2029)
9.1 Global Financial Planning and Analysis Services Market Size (Sales and Revenue) Forecast (2020-2029)
9.2 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Region (2020-2029)
9.3 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Type (2020-2029)
9.4 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Application (2020-2029)
9.5 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Sales Channel (2020-2029)
Chapter 10 Appendix
10.1 Research Methodology
10.2 Data Sources
10.3 Disclaimer
10.4 Analysts Certification
List of Tables and Figures
Figure Financial Planning and Analysis Services Example
Figure Global Financial Planning and Analysis Services Revenue (Million $) Status and Outlook (2014-2029)
Figure Global Financial Planning and Analysis Services Revenue (Million $) Comparison by Region (2014-2029)
Figure Global Financial Planning and Analysis Services Sales Comparison by Type (2014-2029)
Figure Global Financial Planning and Analysis Services Sales Comparison by Application (2014-2029)
Figure Global Financial Planning and Analysis Services Sales Comparison by Sales Channel (2014-2029)
Table Global Financial Planning and Analysis Services Sales by Player (2017-2019)
Table Global Financial Planning and Analysis Services Sales Market Share by Player (2017-2019)
Figure Global Financial Planning and Analysis Services Sales Market Share by Player in 2019
Table Global Financial Planning and Analysis Services Revenue (Million $) by Player (2017-2019)
Table Global Financial Planning and Analysis Services Revenue Market Share by Player (2017-2019)
Figure Global Financial Planning and Analysis Services Revenue Market Share by Player in 2019
Table Global Financial Planning and Analysis Services Average Price by Player (2017-2019)
Figure Global Financial Planning and Analysis Services Average Price by Player in 2019
Figure Global Financial Planning and Analysis Services Players Competition Situation Top 5 Players Revenue Market Share in 2017
Figure Global Financial Planning and Analysis Services Players Competition Trends Top 5 Players Revenue Market Share in 2019
Figure Example of On-premises
Figure Global On-premises Sales and Growth Rate (2014-2019)
Figure Example of Cloud-based
Figure Global Cloud-based Sales and Growth Rate (2014-2019)
Table Global Financial Planning and Analysis Services Sales by Type (2014-2019)
Table Global Financial Planning and Analysis Services Sales Market Share by Type (2014-2019)
Figure Global Financial Planning and Analysis Services Sales Market Share by Type in 2019
Table Global Financial Planning and Analysis Services Revenue (Million $) by Type (2014-2019)
Table Global Financial Planning and Analysis Services Revenue Market Share by Type (2014-2019)
Figure Global Financial Planning and Analysis Services Revenue Market Share by Type in 2019
Table Global Financial Planning and Analysis Services Average Price by Type (2014-2019)
Figure Global Financial Planning and Analysis Services Average Price by Type in 2019
Table Leading Players of Financial Planning and Analysis Services by Type in 2019
Figure Example of SMEs
Figure Global Financial Planning and Analysis Services for SMEs Sales and Growth Rate (2014-2019)
Figure Example of Large Enterprises
Figure Global Financial Planning and Analysis Services for Large Enterprises Sales and Growth Rate (2014-2019)
Figure Example of Others
Figure Global Financial Planning and Analysis Services for Others Sales and Growth Rate (2014-2019)
Table Global Financial Planning and Analysis Services Sales by Application (2014-2019)
Table Global Financial Planning and Analysis Services Sales Market Share by Application (2014-2019)
Figure Global Financial Planning and Analysis Services Sales Market Share by Application in 2019
Table Leading Consumers of Financial Planning and Analysis Services by Application in 2019
Figure Example of Direct Channel
Figure Global Financial Planning and Analysis Services for Direct Channel Sales and Growth Rate (2014-2019)
Figure Example of Distribution Channel
Figure Global Financial Planning and Analysis Services for Distribution Channel Sales and Growth Rate (2014-2019)
Table Global Financial Planning and Analysis Services Sales by Sales Channel (2014-2019)
Table Global Financial Planning and Analysis Services Sales Market Share by Sales Channel (2014-2019)
Figure Global Financial Planning and Analysis Services Sales Market Share by Sales Channel in 2019
Table Leading Distributors/Dealers of Financial Planning and Analysis Services by Sales Channel in 2019
Table Global Financial Planning and Analysis Services Market Size and CAGR by Region (2014-2029)
Table Global Financial Planning and Analysis Services Sales by Region (2014-2019)
Table Global Financial Planning and Analysis Services Sales Market Share by Region (2014-2019)
Figure Global Financial Planning and Analysis Services Sales Market Share by Region in 2019
Table Global Financial Planning and Analysis Services Revenue (Million $) by Region (2014-2019)
Table Global Financial Planning and Analysis Services Revenue Market Share by Region (2014-2019)
Figure Global Financial Planning and Analysis Services Revenue Market Share by Region in 2019
Table North America Financial Planning and Analysis Services Sales by Country (2014-2019)
Figure North America Financial Planning and Analysis Services Sales Market Share by Country (2014-2019)
Table North America Financial Planning and Analysis Services Revenue by Country (2014-2019)
Figure North America Financial Planning and Analysis Services Revenue Market Share by Country (2014-2019)
Figure North America Financial Planning and Analysis Services Sales Market Share by Type in 2019
Figure North America Financial Planning and Analysis Services Sales Market Share by Application in 2019
Figure United States Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure United States Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Canada Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Canada Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Mexico Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Mexico Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Table Europe Financial Planning and Analysis Services Sales by Country (2014-2019)
Figure Europe Financial Planning and Analysis Services Sales Market Share by Country (2014-2019)
Table Europe Financial Planning and Analysis Services Revenue by Country (2014-2019)
Figure Europe Financial Planning and Analysis Services Revenue Market Share by Country (2014-2019)
Figure Europe Financial Planning and Analysis Services Sales Market Share by Type in 2019
Figure Europe Financial Planning and Analysis Services Sales Market Share by Application in 2019
Figure Germany Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Germany Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure UK Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure UK Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure France Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure France Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Italy Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Italy Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Russia Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Russia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Spain Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Spain Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Table Asia-Pacific Financial Planning and Analysis Services Sales by Country (2014-2019)
Figure Asia-Pacific Financial Planning and Analysis Services Sales Market Share by Country (2014-2019)
Table Asia-Pacific Financial Planning and Analysis Services Revenue by Country (2014-2019)
Figure Asia-Pacific Financial Planning and Analysis Services Revenue Market Share by Country (2014-2019)
Figure Asia-Pacific Financial Planning and Analysis Services Sales Market Share by Type in 2019
Figure Asia-Pacific Financial Planning and Analysis Services Sales Market Share by Application in 2019
Figure China Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure China Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Japan Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Japan Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Korea Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Korea Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure India Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure India Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Southeast Asia Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Southeast Asia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Australia Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Australia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Table South America Financial Planning and Analysis Services Sales by Country (2014-2019)
Figure South America Financial Planning and Analysis Services Sales Market Share by Country (2014-2019)
Table South America Financial Planning and Analysis Services Revenue by Country (2014-2019)
Figure South America Financial Planning and Analysis Services Revenue Market Share by Country (2014-2019)
Figure South America Financial Planning and Analysis Services Sales Market Share by Type in 2019
Figure South America Financial Planning and Analysis Services Sales Market Share by Application in 2019
Figure Brazil Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Brazil Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Argentina Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Argentina Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Colombia Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Colombia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Table Middle East & Africa Financial Planning and Analysis Services Sales by Country (2014-2019)
Figure Middle East & Africa Financial Planning and Analysis Services Sales Market Share by Country (2014-2019)
Table Middle East & Africa Financial Planning and Analysis Services Revenue by Country (2014-2019)
Figure Middle East & Africa Financial Planning and Analysis Services Revenue Market Share by Country (2014-2019)
Figure Middle East & Africa Financial Planning and Analysis Services Sales Market Share by Type in 2019
Figure Middle East & Africa Financial Planning and Analysis Services Sales Market Share by Application in 2019
Figure UAE Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure UAE Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure Saudi Arabia Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure Saudi Arabia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Figure South Africa Financial Planning and Analysis Services Sales and Growth Rate (2014-2019)
Figure South Africa Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2014-2019)
Table Company Snapshot of PIEtech
Table Financial Planning and Analysis Services Introduction of PIEtech
Table Financial Planning and Analysis Services Sales, Price, Revenue, Gross Margin and Market Share of PIEtech (2017-2019)
Table Industrial Chain of Financial Planning and Analysis Services
Table Manufacturing Cost Structure of Financial Planning and Analysis Services
Table General Manufacturing Process of Financial Planning and Analysis Services
Table Leading Distributors/Dealers of Financial Planning and Analysis Services
Table Leading Consumers of Financial Planning and Analysis Services
Figure Global Financial Planning and Analysis Services Sales and Growth Rate Forecast (2020-2029)
Figure Global Financial Planning and Analysis Services Revenue and Growth Rate Forecast (2020-2029)
Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Region (2020-2029)
Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Type (2020-2029)
Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Application (2020-2029)
Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Sales Channel (2020-2029)
Buy
