Global Financial Planning Software Market Size, Status and Forecast 2025

Published Date : 2018-03-19

Published By : QY Research Reports

Category : Technology

No. of Pages : 115

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
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

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

Market segment by Type, the product can be split into
On-Premise
Cloud Based

Market segment by Application, Financial Planning Software can be split into
SME
Large Enterprise
Personal Purpose
Other Purposes

If you have any special requirements, please let us know and we will offer you the report as you want.

Table of Contents

Global Financial Planning Software Market Size, Status and Forecast 2025
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 (2013-2018)
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-Premise
1.3.2 Cloud Based
1.4 Financial Planning Software Market by End Users/Application
1.4.1 SME
1.4.2 Large Enterprise
1.4.3 Personal Purpose
1.4.4 Other Purposes

2 Global Financial Planning Software Competition Analysis by Players
2.1 Financial Planning Software Market Size (Value) by Players (2013-2018)
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 PIEtech, Inc.
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 (Million USD) (2013-2018)
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 (Million USD) (2013-2018)
3.2.5 Recent Developments
3.3 Advicent
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 (Million USD) (2013-2018)
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 (Million USD) (2013-2018)
3.4.5 Recent Developments
3.5 WealthTec
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 (Million USD) (2013-2018)
3.5.5 Recent Developments
3.6 Oltis Software
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 (Million USD) (2013-2018)
3.6.5 Recent Developments
3.7 Advisor Software
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 (Million USD) (2013-2018)
3.7.5 Recent Developments
3.8 Envestnet
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 (Million USD) (2013-2018)
3.8.5 Recent Developments
3.9 inStream Solutions
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 (Million USD) (2013-2018)
3.9.5 Recent Developments
3.10 Wealthcare Capital Management
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 (Million USD) (2013-2018)
3.10.5 Recent Developments
3.11 SunGard WealthStation (FIS)
3.12 Advizr
3.13 RightCapital
3.14 Cheshire Software
3.15 Razor Logic Systems
3.16 Moneywise Software
3.17 struktur AG
3.18 Futurewise Technologies
3.19 ESPlanner Inc.
3.20 ISoftware Limited
3.21 FinPal Pty Ltd
3.22 WealthTrace
3.23 Sigma Conso
3.24 prevero GmbH(Unit4)
3.25 SAP

4 Global Financial Planning Software Market Size by Type and Application (2013-2018)
4.1 Global Financial Planning Software Market Size by Type (2013-2018)
4.2 Global Financial Planning Software Market Size by Application (2013-2018)
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 (2013-2018)
5.2 United States Financial Planning Software Market Size and Market Share by Players (2013-2018)
5.3 United States Financial Planning Software Market Size by Application (2013-2018)

6 EU Financial Planning Software Development Status and Outlook
6.1 EU Financial Planning Software Market Size (2013-2018)
6.2 EU Financial Planning Software Market Size and Market Share by Players (2013-2018)
6.3 EU Financial Planning Software Market Size by Application (2013-2018)

7 Japan Financial Planning Software Development Status and Outlook
7.1 Japan Financial Planning Software Market Size (2013-2018)
7.2 Japan Financial Planning Software Market Size and Market Share by Players (2013-2018)
7.3 Japan Financial Planning Software Market Size by Application (2013-2018)

8 China Financial Planning Software Development Status and Outlook
8.1 China Financial Planning Software Market Size (2013-2018)
8.2 China Financial Planning Software Market Size and Market Share by Players (2013-2018)
8.3 China Financial Planning Software Market Size by Application (2013-2018)

9 India Financial Planning Software Development Status and Outlook
9.1 India Financial Planning Software Market Size (2013-2018)
9.2 India Financial Planning Software Market Size and Market Share by Players (2013-2018)
9.3 India Financial Planning Software Market Size by Application (2013-2018)

10 Southeast Asia Financial Planning Software Development Status and Outlook
10.1 Southeast Asia Financial Planning Software Market Size (2013-2018)
10.2 Southeast Asia Financial Planning Software Market Size and Market Share by Players (2013-2018)
10.3 Southeast Asia Financial Planning Software Market Size by Application (2013-2018)

11 Market Forecast by Regions, Type and Application (2018-2025)
11.1 Global Financial Planning Software Market Size (Value) by Regions (2018-2025)
11.1.1 United States Financial Planning Software Revenue and Growth Rate (2018-2025)
11.1.2 EU Financial Planning Software Revenue and Growth Rate (2018-2025)
11.1.3 Japan Financial Planning Software Revenue and Growth Rate (2018-2025)
11.1.4 China Financial Planning Software Revenue and Growth Rate (2018-2025)
11.1.5 India Financial Planning Software Revenue and Growth Rate (2018-2025)
11.1.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2018-2025)
11.2 Global Financial Planning Software Market Size (Value) by Type (2018-2025)
11.3 Global Financial Planning Software Market Size by Application (2018-2025)

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 Global Financial Planning Software Market Size (Million USD) Status and Outlook (2013-2018)
Table Global Financial Planning Software Revenue (Million USD) Comparison by Regions (2013-2018)
Figure Global Financial Planning Software Market Share by Regions (2013-2018)
Figure United States Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
Figure EU Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
Figure Japan Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
Figure China Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
Figure India Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
Figure Southeast Asia Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2013-2018)
Table Global Financial Planning Software Revenue (Million USD) and Growth Rate (%) Comparison by Product (2013-2018)
Figure Global Financial Planning Software Revenue Market Share by Type in 2017
Figure On-Premise Market Size (Million USD) and Growth Rate (2013-2018)
Figure Cloud Based Market Size (Million USD) and Growth Rate (2013-2018)
Figure Global Financial Planning Software Market Share by Application in 2017
Figure Financial Planning Software Market Size (Million USD) and Growth Rate in SME (2013-2018)
Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Large Enterprise (2013-2018)
Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Personal Purpose (2013-2018)
Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Other Purposes (2013-2018)
Table Financial Planning Software Market Size (Million USD) by Players (2013-2018)
Figure Financial Planning Software Market Size Share by Players in 2013
Figure Financial Planning Software Market Size Share by Players in 2017
Table PIEtech, Inc. Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of PIEtech, Inc. (2013-2018)
Figure PIEtech, Inc. Financial Planning Software Business Revenue Market Share (2013-2018)
Table eMoney Advisor Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of eMoney Advisor (2013-2018)
Figure eMoney Advisor Financial Planning Software Business Revenue Market Share (2013-2018)
Table Advicent Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Advicent (2013-2018)
Figure Advicent Financial Planning Software Business Revenue Market Share (2013-2018)
Table Money Tree Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Money Tree (2013-2018)
Figure Money Tree Financial Planning Software Business Revenue Market Share (2013-2018)
Table WealthTec Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of WealthTec (2013-2018)
Figure WealthTec Financial Planning Software Business Revenue Market Share (2013-2018)
Table Oltis Software Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Oltis Software (2013-2018)
Figure Oltis Software Financial Planning Software Business Revenue Market Share (2013-2018)
Table Advisor Software Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Advisor Software (2013-2018)
Figure Advisor Software Financial Planning Software Business Revenue Market Share (2013-2018)
Table Envestnet Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Envestnet (2013-2018)
Figure Envestnet Financial Planning Software Business Revenue Market Share (2013-2018)
Table inStream Solutions Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of inStream Solutions (2013-2018)
Figure inStream Solutions Financial Planning Software Business Revenue Market Share (2013-2018)
Table Wealthcare Capital Management Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Wealthcare Capital Management (2013-2018)
Figure Wealthcare Capital Management Financial Planning Software Business Revenue Market Share (2013-2018)
Table SunGard WealthStation (FIS) Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of SunGard WealthStation (FIS) (2013-2018)
Figure SunGard WealthStation (FIS) Financial Planning Software Business Revenue Market Share (2013-2018)
Table Advizr Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Advizr (2013-2018)
Figure Advizr Financial Planning Software Business Revenue Market Share (2013-2018)
Table RightCapital Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of RightCapital (2013-2018)
Figure RightCapital Financial Planning Software Business Revenue Market Share (2013-2018)
Table Cheshire Software Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Cheshire Software (2013-2018)
Figure Cheshire Software Financial Planning Software Business Revenue Market Share (2013-2018)
Table Razor Logic Systems Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Razor Logic Systems (2013-2018)
Figure Razor Logic Systems Financial Planning Software Business Revenue Market Share (2013-2018)
Table Moneywise Software Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Moneywise Software (2013-2018)
Figure Moneywise Software Financial Planning Software Business Revenue Market Share (2013-2018)
Table struktur AG Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of struktur AG (2013-2018)
Figure struktur AG Financial Planning Software Business Revenue Market Share (2013-2018)
Table Futurewise Technologies Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Futurewise Technologies (2013-2018)
Figure Futurewise Technologies Financial Planning Software Business Revenue Market Share (2013-2018)
Table ESPlanner Inc. Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of ESPlanner Inc. (2013-2018)
Figure ESPlanner Inc. Financial Planning Software Business Revenue Market Share (2013-2018)
Table ISoftware Limited Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of ISoftware Limited (2013-2018)
Figure ISoftware Limited Financial Planning Software Business Revenue Market Share (2013-2018)
Table FinPal Pty Ltd Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of FinPal Pty Ltd (2013-2018)
Figure FinPal Pty Ltd Financial Planning Software Business Revenue Market Share (2013-2018)
Table WealthTrace Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of WealthTrace (2013-2018)
Figure WealthTrace Financial Planning Software Business Revenue Market Share (2013-2018)
Table Sigma Conso Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of Sigma Conso (2013-2018)
Figure Sigma Conso Financial Planning Software Business Revenue Market Share (2013-2018)
Table prevero GmbH(Unit4) Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of prevero GmbH(Unit4) (2013-2018)
Figure prevero GmbH(Unit4) Financial Planning Software Business Revenue Market Share (2013-2018)
Table SAP Basic Information List
Table Financial Planning Software Business Revenue (Million USD) of SAP (2013-2018)
Figure SAP Financial Planning Software Business Revenue Market Share (2013-2018)
Table Global Financial Planning Software Market Size (Million USD) by Product (2013-2018)
Figure Global Financial Planning Software Revenue Market Share (%) by Product (2013-2018)
Figure Global Financial Planning Software Market Share by Product in 2017
Table Global Financial Planning Software Market Size by Application (2013-2018)
Figure Global Financial Planning Software Revenue Market Share (%) 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 (2013-2018)
Table United States Financial Planning Software Market Size (Million USD) by Players (2013-2018)
Figure United States Financial Planning Software Market Size Share by Players in 2013
Figure United States Financial Planning Software Market Size Share by Players in 2017
Table United States Financial Planning Software Market Size by Application (2013-2018)
Figure United States Financial Planning Software Revenue Market Share (%) by Application (2013-2018)
Figure United States Financial Planning Software Market Size Share by Application in 2017
Figure EU Financial Planning Software Market Size (Million USD) and Growth Rate (2013-2018)
Table EU Financial Planning Software Market Size (Million USD) by Players (2013-2018)
Figure EU Financial Planning Software Market Size Share by Players in 2013
Figure EU Financial Planning Software Market Size Share by Players in 2017
Table EU Financial Planning Software Market Size by Application (2013-2018)
Figure EU Financial Planning Software Revenue Market Share (%) by Application (2013-2018)
Figure EU Financial Planning Software Market Size Share by Application in 2017
Figure Japan Financial Planning Software Market Size (Million USD) and Growth Rate (2013-2018)
Table Japan Financial Planning Software Market Size (Million USD) by Players (2013-2018)
Figure Japan Financial Planning Software Market Size Share by Players in 2013
Figure Japan Financial Planning Software Market Size Share by Players in 2017
Table Japan Financial Planning Software Market Size by Application (2013-2018)
Figure Japan Financial Planning Software Revenue Market Share (%) by Application (2013-2018)
Figure Japan Financial Planning Software Market Size Share by Application in 2017
Figure China Financial Planning Software Market Size (Million USD) and Growth Rate (2013-2018)
Table China Financial Planning Software Market Size (Million USD) by Players (2013-2018)
Figure China Financial Planning Software Market Size Share by Players in 2013
Figure China Financial Planning Software Market Size Share by Players in 2017
Table China Financial Planning Software Market Size by Application (2013-2018)
Figure China Financial Planning Software Revenue Market Share (%) by Application (2013-2018)
Figure China Financial Planning Software Market Size Share by Application in 2017
Figure India Financial Planning Software Market Size (Million USD) and Growth Rate (2013-2018)
Table India Financial Planning Software Market Size (Million USD) by Players (2013-2018)
Figure India Financial Planning Software Market Size Share by Players in 2013
Figure India Financial Planning Software Market Size Share by Players in 2017
Table India Financial Planning Software Market Size by Application (2013-2018)
Figure India Financial Planning Software Revenue Market Share (%) by Application (2013-2018)
Figure India Financial Planning Software Market Size Share by Application in 2017
Figure Southeast Asia Financial Planning Software Market Size (Million USD) and Growth Rate (2013-2018)
Table Southeast Asia Financial Planning Software Market Size (Million USD) by Players (2013-2018)
Figure Southeast Asia Financial Planning Software Market Size Share by Players in 2013
Figure Southeast Asia Financial Planning Software Market Size Share by Players in 2017
Table Southeast Asia Financial Planning Software Market Size by Application (2013-2018)
Figure Southeast Asia Financial Planning Software Revenue Market Share (%) by Application (2013-2018)
Figure Southeast Asia Financial Planning Software Market Size Share by Application in 2017
Figure Global Financial Planning Software Market Size and Growth Rate (2018-2025)
Table Global Financial Planning Software Market Size (Million USD) by Regions (2018-2025)
Figure Global Financial Planning Software Market Size Share (2018-2025)
Figure Global Financial Planning Software Market Size Share by Regions in 2025
Figure United States Financial Planning Software Revenue (Million USD) and Growth Rate (2018-2025)
Figure EU Financial Planning Software Revenue (Million USD) and Growth Rate (2018-2025)
Figure Japan Financial Planning Software Revenue (Million USD) and Growth Rate (2018-2025)
Figure China Financial Planning Software Revenue (Million USD) and Growth Rate (2018-2025)
Figure India Financial Planning Software Revenue (Million USD) and Growth Rate (2018-2025)
Figure Southeast Asia Financial Planning Software Revenue (Million USD) and Growth Rate (2018-2025)
Table Global Financial Planning Software Market Size (Million USD) by Type (2018-2025)
Figure Global Financial Planning Software Market Size Share by Type in 2018
Figure Global Financial Planning Software Market Size Share by Type in 2025
Table Global Financial Planning Software Market Size (Million USD) by Application (2018-2025)
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2018
Figure Global Financial Planning Software Market Size (Million USD) by Application in 2025

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