Global Financial Planning Software Market Size, Status and Forecast 2022

Published Date : 2017-06-21

Published By : QY Research Reports

Category : Technology

No. of Pages : 103

This report studies the global Financial Planning Software market, analyzes and researches the Financial Planning Software development status and forecast in United States, EU, Japan, China, India and Southeast Asia. This report focuses on the top players in global market, like
MoneyGuidePro
eMoney Advisor
NaviPlan
Money Tree
Finance Logix
GoalGami Pro
Envestnet
InStream Solutions
WealthTec
FinanceWare
SunGard WealthStation
Advizr
RightCapital
Cheshire
RazorPlan
ASKTrak
J&L Financial Planner
IFAnow
ESPlanner Inc.
ISoftware Limited

Market segment by Regions/Countries, this report covers
United States
EU
Japan
China
India
Southeast Asia

Market segment by Type, Financial Planning Software can be split into
On-Premises Financial Planning Software
Web-based Financial Planning Software
Cloud Based Financial Planning Software

Market segment by Application, Financial Planning Software can be split into
Banks
Small and Medium Businesses
Large Businesses

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Table of Contents

Global Financial Planning Software Market Size, Status and Forecast 2022
1 Industry Overview of Financial Planning Software
1.1 Financial Planning Software Market Overview
1.1.1 Financial Planning Software Product Scope
1.1.2 Market Status and Outlook
1.2 Global Financial Planning Software Market Size and Analysis by Regions
1.2.1 United States
1.2.2 EU
1.2.3 Japan
1.2.4 China
1.2.5 India
1.2.6 Southeast Asia
1.3 Financial Planning Software Market by Type
1.3.1 On-Premises Financial Planning Software
1.3.2 Web-based Financial Planning Software
1.3.3 Cloud Based Financial Planning Software
1.4 Financial Planning Software Market by End Users/Application
1.4.1 Banks
1.4.2 Small and Medium Businesses
1.4.3 Large Businesses

2 Global Financial Planning Software Competition Analysis by Players
2.1 Financial Planning Software Market Size (Value) by Players (2016 and 2017)
2.2 Competitive Status and Trend
2.2.1 Market Concentration Rate
2.2.2 Product/Service Differences
2.2.3 New Entrants
2.2.4 The Technology Trends in Future

3 Company (Top Players) Profiles
3.1 MoneyGuidePro
3.1.1 Company Profile
3.1.2 Main Business/Business Overview
3.1.3 Products, Services and Solutions
3.1.4 Financial Planning Software Revenue (Value) (2012-2017)
3.1.5 Recent Developments
3.2 eMoney Advisor
3.2.1 Company Profile
3.2.2 Main Business/Business Overview
3.2.3 Products, Services and Solutions
3.2.4 Financial Planning Software Revenue (Value) (2012-2017)
3.2.5 Recent Developments
3.3 NaviPlan
3.3.1 Company Profile
3.3.2 Main Business/Business Overview
3.3.3 Products, Services and Solutions
3.3.4 Financial Planning Software Revenue (Value) (2012-2017)
3.3.5 Recent Developments
3.4 Money Tree
3.4.1 Company Profile
3.4.2 Main Business/Business Overview
3.4.3 Products, Services and Solutions
3.4.4 Financial Planning Software Revenue (Value) (2012-2017)
3.4.5 Recent Developments
3.5 Finance Logix
3.5.1 Company Profile
3.5.2 Main Business/Business Overview
3.5.3 Products, Services and Solutions
3.5.4 Financial Planning Software Revenue (Value) (2012-2017)
3.5.5 Recent Developments
3.6 GoalGami Pro
3.6.1 Company Profile
3.6.2 Main Business/Business Overview
3.6.3 Products, Services and Solutions
3.6.4 Financial Planning Software Revenue (Value) (2012-2017)
3.6.5 Recent Developments
3.7 Envestnet
3.7.1 Company Profile
3.7.2 Main Business/Business Overview
3.7.3 Products, Services and Solutions
3.7.4 Financial Planning Software Revenue (Value) (2012-2017)
3.7.5 Recent Developments
3.8 InStream Solutions
3.8.1 Company Profile
3.8.2 Main Business/Business Overview
3.8.3 Products, Services and Solutions
3.8.4 Financial Planning Software Revenue (Value) (2012-2017)
3.8.5 Recent Developments
3.9 WealthTec
3.9.1 Company Profile
3.9.2 Main Business/Business Overview
3.9.3 Products, Services and Solutions
3.9.4 Financial Planning Software Revenue (Value) (2012-2017)
3.9.5 Recent Developments
3.10 FinanceWare
3.10.1 Company Profile
3.10.2 Main Business/Business Overview
3.10.3 Products, Services and Solutions
3.10.4 Financial Planning Software Revenue (Value) (2012-2017)
3.10.5 Recent Developments
3.11 SunGard WealthStation
3.12 Advizr
3.13 RightCapital
3.14 Cheshire
3.15 RazorPlan
3.16 ASKTrak
3.17 J&L Financial Planner
3.18 IFAnow
3.19 ESPlanner Inc.
3.20 ISoftware Limited

4 Global Financial Planning Software Market Size by Type and Application (2012-2017)
4.1 Global Financial Planning Software Market Size by Type (2012-2017)
4.2 Global Financial Planning Software Market Size by Application (2012-2017)
4.3 Potential Application of Financial Planning Software in Future
4.4 Top Consumer/End Users of Financial Planning Software

5 United States Financial Planning Software Development Status and Outlook
5.1 United States Financial Planning Software Market Size (2012-2017)
5.2 United States Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

6 EU Financial Planning Software Development Status and Outlook
6.1 EU Financial Planning Software Market Size (2012-2017)
6.2 EU Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

7 Japan Financial Planning Software Development Status and Outlook
7.1 Japan Financial Planning Software Market Size (2012-2017)
7.2 Japan Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

8 China Financial Planning Software Development Status and Outlook
8.1 China Financial Planning Software Market Size (2012-2017)
8.2 China Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

9 India Financial Planning Software Development Status and Outlook
9.1 India Financial Planning Software Market Size (2012-2017)
9.2 India Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

10 Southeast Asia Financial Planning Software Development Status and Outlook
10.1 Southeast Asia Financial Planning Software Market Size (2012-2017)
10.2 Southeast Asia Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

11 Market Forecast by Regions, Type and Application (2017-2022)
11.1 Global Financial Planning Software Market Size (Value) by Regions (2017-2022)
11.1.1 United States Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.2 EU Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.3 Japan Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.4 China Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.5 India Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2017-2022)
11.2 Global Financial Planning Software Market Size (Value) by Type (2017-2022)
11.3 Global Financial Planning Software Market Size by Application (2017-2022)

12 Financial Planning Software Market Dynamics
12.1 Financial Planning Software Market Opportunities
12.2 Financial Planning Software Challenge and Risk
12.2.1 Competition from Opponents
12.2.2 Downside Risks of Economy
12.3 Financial Planning Software Market Constraints and Threat
12.3.1 Threat from Substitute
12.3.2 Government Policy
12.3.3 Technology Risks
12.4 Financial Planning Software Market Driving Force
12.4.1 Growing Demand from Emerging Markets
12.4.2 Potential Application

13 Market Effect Factors Analysis
13.1 Technology Progress/Risk
13.1.1 Substitutes
13.1.2 Technology Progress in Related Industry
13.2 Consumer Needs Trend/Customer Preference
13.3 External Environmental Change
13.3.1 Economic Fluctuations
13.3.2 Other Risk Factors

14 Research Finding/Conclusion

15 Appendix
Methodology
Analyst Introduction
Data Source


List of Tables and Figures

Figure Financial Planning Software Product Scope
Figure Global Financial Planning Software Market Size (Million USD) (2012-2017)
Table Global Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Figure Global Financial Planning Software Market Share by Regions in 2016
Figure United States Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Figure EU Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Figure Japan Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Figure China Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Figure India Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Figure Southeast Asia Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Figure Global Financial Planning Software Market Share by Type in 2016
Figure On-Premises Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
Figure Web-based Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
Figure Cloud Based Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
Figure Global Financial Planning Software Market Share by Application in 2016
Table Key Downstream Customer in Banks
Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Banks (2012-2017)
Table Key Downstream Customer in Small and Medium Businesses
Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Small and Medium Businesses (2012-2017)
Table Key Downstream Customer in Large Businesses
Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Large Businesses (2012-2017)
Table Financial Planning Software Market Size (Million USD) by Players (2016 and 2017)
Figure Financial Planning Software Market Size Share by Players in 2016
Figure Financial Planning Software Market Size Share by Players in 2017
Table MoneyGuidePro Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of MoneyGuidePro (2012-2017)
Figure MoneyGuidePro Financial Planning Software Business Revenue Market Share in 2016
Table eMoney Advisor Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of eMoney Advisor (2012-2017)
Figure eMoney Advisor Financial Planning Software Business Revenue Market Share in 2016
Table NaviPlan Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of NaviPlan (2012-2017)
Figure NaviPlan Financial Planning Software Business Revenue Market Share in 2016
Table Money Tree Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Money Tree (2012-2017)
Figure Money Tree Financial Planning Software Business Revenue Market Share in 2016
Table Finance Logix Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Finance Logix (2012-2017)
Figure Finance Logix Financial Planning Software Business Revenue Market Share in 2016
Table GoalGami Pro Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of GoalGami Pro (2012-2017)
Figure GoalGami Pro Financial Planning Software Business Revenue Market Share in 2016
Table Envestnet Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Envestnet (2012-2017)
Figure Envestnet Financial Planning Software Business Revenue Market Share in 2016
Table InStream Solutions Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of InStream Solutions (2012-2017)
Figure InStream Solutions Financial Planning Software Business Revenue Market Share in 2016
Table WealthTec Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of WealthTec (2012-2017)
Figure WealthTec Financial Planning Software Business Revenue Market Share in 2016
Table FinanceWare Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of FinanceWare (2012-2017)
Figure FinanceWare Financial Planning Software Business Revenue Market Share in 2016
Table SunGard WealthStation Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of SunGard WealthStation (2012-2017)
Figure SunGard WealthStation Financial Planning Software Business Revenue Market Share in 2016
Table Advizr Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Advizr (2012-2017)
Figure Advizr Financial Planning Software Business Revenue Market Share in 2016
Table RightCapital Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of RightCapital (2012-2017)
Figure RightCapital Financial Planning Software Business Revenue Market Share in 2016
Table Cheshire Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Cheshire (2012-2017)
Figure Cheshire Financial Planning Software Business Revenue Market Share in 2016
Table RazorPlan Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of RazorPlan (2012-2017)
Figure RazorPlan Financial Planning Software Business Revenue Market Share in 2016
Table ASKTrak Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of ASKTrak (2012-2017)
Figure ASKTrak Financial Planning Software Business Revenue Market Share in 2016
Table J&L Financial Planner Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of J&L Financial Planner (2012-2017)
Figure J&L Financial Planner Financial Planning Software Business Revenue Market Share in 2016
Table IFAnow Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of IFAnow (2012-2017)
Figure IFAnow Financial Planning Software Business Revenue Market Share in 2016
Table ESPlanner Inc. Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of ESPlanner Inc. (2012-2017)
Figure ESPlanner Inc. Financial Planning Software Business Revenue Market Share in 2016
Table ISoftware Limited Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of ISoftware Limited (2012-2017)
Figure ISoftware Limited Financial Planning Software Business Revenue Market Share in 2016
Table Global Financial Planning Software Market Size (Million USD) by Type (2012-2017)
Figure Global Financial Planning Software Market Size Share by Type in 2012
Figure Global Financial Planning Software Market Size Share by Type in 2013
Figure Global Financial Planning Software Market Size Share by Type in 2014
Figure Global Financial Planning Software Market Size Share by Type in 2015
Figure Global Financial Planning Software Market Size Share by Type in 2016
Figure Global Financial Planning Software Market Size Share by Type in 2017
Table Global Financial Planning Software Market Size (Million USD) by Application (2012-2017)
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2012
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2013
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2014
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2015
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2016
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2017
Table Top Consumer/End Users of Financial Planning Software
Figure United States Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Table United States Financial Planning Software Market Size (Million USD) by Players (2012-2017)
Figure United States Financial Planning Software Market Size Share by Players in 2016
Figure United States Financial Planning Software Market Size Share by Players in 2017
Figure EU Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Table EU Financial Planning Software Market Size (Million USD) by Players (2012-2017)
Figure EU Financial Planning Software Market Size Share by Players in 2016
Figure EU Financial Planning Software Market Size Share by Players in 2017
Figure Japan Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Table Japan Financial Planning Software Market Size (Million USD) by Players (2012-2017)
Figure Japan Financial Planning Software Market Size Share by Players in 2016
Figure Japan Financial Planning Software Market Size Share by Players in 2017
Figure China Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Table China Financial Planning Software Market Size (Million USD) by Players (2012-2017)
Figure China Financial Planning Software Market Size Share by Players in 2016
Figure China Financial Planning Software Market Size Share by Players in 2017
Figure India Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Table India Financial Planning Software Market Size (Million USD) by Players (2012-2017)
Figure India Financial Planning Software Market Size Share by Players in 2016
Figure India Financial Planning Software Market Size Share by Players in 2017
Figure Southeast Asia Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
Table Southeast Asia Financial Planning Software Market Size (Million USD) by Players (2012-2017)
Figure Southeast Asia Financial Planning Software Market Size Share by Players in 2016
Figure Southeast Asia Financial Planning Software Market Size Share by Players in 2017
Figure Global Financial Planning Software Market Size (Million USD) by Regions (2017-2022)
Table Global Financial Planning Software Market Size (Million USD) by Regions (2017-2022)
Figure Global Financial Planning Software Market Size Share by Regions in 2017
Figure Global Financial Planning Software Market Size Share by Regions in 2022
Figure United States Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
Figure EU Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
Figure Japan Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
Figure China Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
Figure India Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
Figure Southeast Asia Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
Table Global Financial Planning Software Market Size (Million USD) by Type (2017-2022)
Figure Global Financial Planning Software Market Size Share by Type in 2017
Figure Global Financial Planning Software Market Size Share by Type in 2022
Table Global Financial Planning Software Market Size (Million USD) by Application (2017-2022)
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2017
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2022

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