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This report studies the Financial Planning Software market, covering market size for segment by type (On-premises, Cloud-based, etc.), by application (SMEs, Large Enterprises, etc.), by sales channel (Direct Channel, Distribution Channel), by player (PIEtech, EMoney Advisor, Advicent, Money Tree, WealthTec, etc.) and by region (North America, Europe, Asia-Pacific, South America and Middle East & Africa).
This report provides detailed historical analysis of global market for Financial Planning Software from 2016-2021, and provides extensive market forecasts from 2022-2030 by region/country and subsectors. It covers the sales/revenue/value, gross margin, historical growth and future perspectives in the Financial Planning Software market.
Moreover, the impact of COVID-19 is also concerned. Since outbreak in December 2019, the COVID-19 virus has spread to all around the world and caused huge losses of lives and economy, and the global manufacturing, tourism and financial markets have been hit hard, while the online market/industry increase. Fortunately, with the development of vaccine and other effort by global governments and organizations, the negative impact of COVID-19 is expected to subside and the global economy is expected to recover.
This research covers COVID-19 impacts on the upstream, midstream and downstream industries. Moreover, this research provides an in-depth market evaluation by highlighting information on various aspects covering market dynamics like drivers, barriers, opportunities, threats, and industry news & trends. In the end, this report also provides in-depth analysis and professional advices on how to face the post COIVD-19 period.
The research methodology used to estimate and forecast this market begins by capturing the revenues of the key players and their shares in the market. Various secondary sources such as press releases, annual reports, non-profit organizations, industry associations, governmental agencies and customs data, have been used to identify and collect information useful for this extensive commercial study of the market. Calculations based on this led to the overall market size. After arriving at the overall market size, the total market has been split into several segments and subsegments, which have then been verified through primary research by conducting extensive interviews with industry experts such as CEOs, VPs, directors, and executives. The data triangulation and market breakdown procedures have been employed to complete the overall market engineering process and arrive at the exact statistics for all segments and subsegments.
Leading players of Financial Planning Software 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.)
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Table of Contents
Chapter 1 Financial Planning Software Market Overview
1.1 Financial Planning Software Definition
1.2 Global Financial Planning Software Market Size Status and Outlook (2016-2030)
1.3 Global Financial Planning Software Market Size Comparison by Region (2016-2030)
1.4 Global Financial Planning Software Market Size Comparison by Type (2016-2030)
1.5 Global Financial Planning Software Market Size Comparison by Application (2016-2030)
1.6 Global Financial Planning Software Market Size Comparison by Sales Channel (2016-2030)
1.7 Financial Planning Software 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
1.7.5 Post-Strategies of COVID-19
Chapter 2 Financial Planning Software Market Segment Analysis by Player
2.1 Global Financial Planning Software Sales and Market Share by Player (2019-2021)
2.2 Global Financial Planning Software Revenue and Market Share by Player (2019-2021)
2.3 Global Financial Planning Software Average Price by Player (2019-2021)
2.4 Players Competition Situation & Trends
2.5 Conclusion of Segment by Player
Chapter 3 Financial Planning Software Market Segment Analysis by Type
3.1 Global Financial Planning Software Market by Type
3.1.1 On-premises
3.1.2 Cloud-based
3.2 Global Financial Planning Software Sales and Market Share by Type (2016-2021)
3.3 Global Financial Planning Software Revenue and Market Share by Type (2016-2021)
3.4 Global Financial Planning Software Average Price by Type (2016-2021)
3.5 Leading Players of Financial Planning Software by Type in 2021
3.6 Conclusion of Segment by Type
Chapter 4 Financial Planning Software Market Segment Analysis by Application
4.1 Global Financial Planning Software Market by Application
4.1.1 SMEs
4.1.2 Large Enterprises
4.1.3 Others
4.2 Global Financial Planning Software Revenue and Market Share by Application (2016-2021)
4.3 Leading Consumers of Financial Planning Software by Application in 2021
4.4 Conclusion of Segment by Application
Chapter 5 Financial Planning Software Market Segment Analysis by Sales Channel
5.1 Global Financial Planning Software Market by Sales Channel
5.1.1 Direct Channel
5.1.2 Distribution Channel
5.2 Global Financial Planning Software Revenue and Market Share by Sales Channel (2016-2021)
5.3 Leading Distributors/Dealers of Financial Planning Software by Sales Channel in 2021
5.4 Conclusion of Segment by Sales Channel
Chapter 6 Financial Planning Software Market Segment Analysis by Region
6.1 Global Financial Planning Software Market Size and CAGR by Region (2016-2030)
6.2 Global Financial Planning Software Sales and Market Share by Region (2016-2021)
6.3 Global Financial Planning Software Revenue and Market Share by Region (2016-2021)
6.4 North America
6.4.1 North America Market by Country
6.4.2 North America Financial Planning Software Market Share by Type
6.4.3 North America Financial Planning Software 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 Software Market Share by Type
6.5.3 Europe Financial Planning Software 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 Software Market Share by Type
6.6.3 Asia-Pacific Financial Planning Software 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 Software Market Share by Type
6.7.3 South America Financial Planning Software 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 Software Market Share by Type
6.8.3 Middle East & Africa Financial Planning Software 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 Software 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)
7.2 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
7.30 CXO Software
Chapter 8 Upstream and Downstream Analysis of Financial Planning Software
8.1 Industrial Chain of Financial Planning Software
8.2 Upstream of Financial Planning Software
8.3 Downstream of Financial Planning Software
Chapter 9 Development Trend of Financial Planning Software (2022-2030)
9.1 Global Financial Planning Software Market Size (Sales and Revenue) Forecast (2022-2030)
9.2 Global Financial Planning Software Market Size and CAGR Forecast by Region (2022-2030)
9.3 Global Financial Planning Software Market Size and CAGR Forecast by Type (2022-2030)
9.4 Global Financial Planning Software Market Size and CAGR Forecast by Application (2022-2030)
9.5 Global Financial Planning Software Market Size and CAGR Forecast by Sales Channel (2022-2030)
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 Software Example
Figure Global Financial Planning Software Revenue (Million $) Status and Outlook (2016-2030)
Figure Global Financial Planning Software Revenue (Million $) Comparison by Region (2016-2030)
Figure Global Financial Planning Software Revenue (Million $) Comparison by Type (2016-2030)
Figure Global Financial Planning Software Revenue (Million $) Comparison by Application (2016-2030)
Figure Global Financial Planning Software Revenue (Million $) Comparison by Sales Channel (2016-2030)
Table Global Financial Planning Software Sales by Player (2019-2021)
Table Global Financial Planning Software Sales Market Share by Player (2019-2021)
Figure Global Financial Planning Software Sales Market Share by Player in 2021
Table Global Financial Planning Software Revenue (Million $) by Player (2019-2021)
Table Global Financial Planning Software Revenue Market Share by Player (2019-2021)
Figure Global Financial Planning Software Revenue Market Share by Player in 2021
Table Global Financial Planning Software Average Price by Player (2019-2021)
Figure Global Financial Planning Software Average Price by Player in 2021
Figure Global Financial Planning Software Players Competition Situation Top 5 Players Revenue Market Share in 2019
Figure Global Financial Planning Software Players Competition Trends Top 5 Players Revenue Market Share in 2021
Figure Example of On-premises
Figure Global On-premises Revenue (Million $) and Growth Rate (2016-2021)
Figure Example of Cloud-based
Figure Global Cloud-based Revenue (Million $) and Growth Rate (2016-2021)
Table Global Financial Planning Software Sales by Type (2016-2021)
Table Global Financial Planning Software Sales Market Share by Type (2016-2021)
Figure Global Financial Planning Software Sales Market Share by Type in 2021
Table Global Financial Planning Software Revenue (Million $) by Type (2016-2021)
Table Global Financial Planning Software Revenue Market Share by Type (2016-2021)
Figure Global Financial Planning Software Revenue Market Share by Type in 2021
Table Global Financial Planning Software Average Price by Type (2016-2021)
Figure Global Financial Planning Software Average Price by Type in 2021
Table Leading Players of Financial Planning Software by Type in 2021
Figure Example of SMEs
Figure Global Financial Planning Software for SMEs Revenue (Million $) and Growth Rate (2016-2021)
Figure Example of Large Enterprises
Figure Global Financial Planning Software for Large Enterprises Revenue (Million $) and Growth Rate (2016-2021)
Figure Example of Others
Figure Global Financial Planning Software for Others Revenue (Million $) and Growth Rate (2016-2021)
Table Global Financial Planning Software Sales by Application (2016-2021)
Table Global Financial Planning Software Sales Market Share by Application (2016-2021)
Figure Global Financial Planning Software Sales Market Share by Application in 2021
Table Leading Consumers of Financial Planning Software by Application in 2021
Figure Example of Direct Channel
Figure Global Financial Planning Software for Direct Channel Revenue (Million $) and Growth Rate (2016-2021)
Figure Example of Distribution Channel
Figure Global Financial Planning Software for Distribution Channel Revenue (Million $) and Growth Rate (2016-2021)
Table Global Financial Planning Software Revenue by Sales Channel (2016-2021)
Table Global Financial Planning Software Revenue Market Share by Sales Channel (2016-2021)
Figure Global Financial Planning Software Revenue Market Share by Sales Channel in 2021
Table Leading Distributors/Dealers of Financial Planning Software by Sales Channel in 2021
Table Global Financial Planning Software Market Size and CAGR by Region (2016-2030)
Table Global Financial Planning Software Sales by Region (2016-2021)
Table Global Financial Planning Software Sales Market Share by Region (2016-2021)
Figure Global Financial Planning Software Sales Market Share by Region in 2021
Table Global Financial Planning Software Revenue (Million $) by Region (2016-2021)
Table Global Financial Planning Software Revenue Market Share by Region (2016-2021)
Figure Global Financial Planning Software Revenue Market Share by Region in 2021
Table North America Financial Planning Software Sales by Country (2016-2021)
Figure North America Financial Planning Software Sales Market Share by Country (2016-2021)
Table North America Financial Planning Software Revenue by Country (2016-2021)
Figure North America Financial Planning Software Revenue Market Share by Country (2016-2021)
Figure North America Financial Planning Software Market Share by Type in 2021
Figure North America Financial Planning Software Market Share by Application in 2021
Figure United States Financial Planning Software Sales and Growth Rate (2016-2021)
Figure United States Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Canada Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Canada Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Mexico Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Mexico Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Table Europe Financial Planning Software Sales by Country (2016-2021)
Figure Europe Financial Planning Software Sales Market Share by Country (2016-2021)
Table Europe Financial Planning Software Revenue by Country (2016-2021)
Figure Europe Financial Planning Software Revenue Market Share by Country (2016-2021)
Figure Europe Financial Planning Software Market Share by Type in 2021
Figure Europe Financial Planning Software Market Share by Application in 2021
Figure Germany Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Germany Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure UK Financial Planning Software Sales and Growth Rate (2016-2021)
Figure UK Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure France Financial Planning Software Sales and Growth Rate (2016-2021)
Figure France Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Italy Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Italy Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Russia Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Russia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Spain Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Spain Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Table Asia-Pacific Financial Planning Software Sales by Country (2016-2021)
Figure Asia-Pacific Financial Planning Software Sales Market Share by Country (2016-2021)
Table Asia-Pacific Financial Planning Software Revenue by Country (2016-2021)
Figure Asia-Pacific Financial Planning Software Revenue Market Share by Country (2016-2021)
Figure Asia-Pacific Financial Planning Software Market Share by Type in 2021
Figure Asia-Pacific Financial Planning Software Market Share by Application in 2021
Figure China Financial Planning Software Sales and Growth Rate (2016-2021)
Figure China Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Japan Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Japan Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Korea Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Korea Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure India Financial Planning Software Sales and Growth Rate (2016-2021)
Figure India Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Southeast Asia Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Southeast Asia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Australia Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Australia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Table South America Financial Planning Software Sales by Country (2016-2021)
Figure South America Financial Planning Software Sales Market Share by Country (2016-2021)
Table South America Financial Planning Software Revenue by Country (2016-2021)
Figure South America Financial Planning Software Revenue Market Share by Country (2016-2021)
Figure South America Financial Planning Software Market Share by Type in 2021
Figure South America Financial Planning Software Market Share by Application in 2021
Figure Brazil Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Brazil Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Argentina Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Argentina Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Colombia Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Colombia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Table Middle East & Africa Financial Planning Software Sales by Country (2016-2021)
Figure Middle East & Africa Financial Planning Software Sales Market Share by Country (2016-2021)
Table Middle East & Africa Financial Planning Software Revenue by Country (2016-2021)
Figure Middle East & Africa Financial Planning Software Revenue Market Share by Country (2016-2021)
Figure Middle East & Africa Financial Planning Software Market Share by Type in 2021
Figure Middle East & Africa Financial Planning Software Market Share by Application in 2021
Figure UAE Financial Planning Software Sales and Growth Rate (2016-2021)
Figure UAE Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure Saudi Arabia Financial Planning Software Sales and Growth Rate (2016-2021)
Figure Saudi Arabia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Figure South Africa Financial Planning Software Sales and Growth Rate (2016-2021)
Figure South Africa Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021)
Table Company Snapshot of PIEtech
Table Financial Planning Software Introduction of PIEtech
Table Financial Planning Software Sales, Price, Revenue, Gross Margin and Market Share of PIEtech (2019-2021)
Table Industrial Chain of Financial Planning Software
Table Manufacturing Cost Structure of Financial Planning Software
Table General Manufacturing Process of Financial Planning Software
Table Leading Distributors/Dealers of Financial Planning Software
Table Leading Consumers of Financial Planning Software
Figure Global Financial Planning Software Sales and Growth Rate Forecast (2022-2030)
Figure Global Financial Planning Software Revenue and Growth Rate Forecast (2022-2030)
Table Global Financial Planning Software Market Size and CAGR Forecast by Region (2022-2030)
Table Global Financial Planning Software Market Size and CAGR Forecast by Type (2022-2030)
Table Global Financial Planning Software Market Size and CAGR Forecast by Application (2022-2030)
Table Global Financial Planning Software Market Size and CAGR Forecast by Sales Channel (2022-2030)
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