Financial Planning Software Market Report

Financial Planning Software Market - Global Professional Analysis and Forecast to 2026

  • POSTDATE：Oct 25, 2019
  • PAGES：142
  • REPORT CODE：GMM350408
  • REPORT SUMMARY
  • TABLE OF CONTENTS

  • The worldwide Financial Planning Software market was valued at XX.0 Million US$ in 2018 and is projected to reach XX.0 Million US$ by 2026, at a CAGR (Compound Annual Growth Rate) of 6.3% during the forecast period.

    This report presents the market size and development trends by detailing the Financial Planning Software market revenue, market share and growth rate from 2015-2026, and it gives a thorough analysis by various product types, applications, regions, and main participants. The market conditions (2015-2019), corporate competition pattern, corporate SWOT analysis are elaborated, and other qualitative analyses like market dynamics, market penetration, market business environment analyses, the regional regulatory scenario in the Financial Planning Software market will be shown in this report. In short, this report will comprehensively reveal the characteristics of Financial Planning Software industry and will help you to build a panoramic view of the industrial development.

    Financial Planning Software Market, By Type:

    • On-Premises

    • Web-Based

    • Cloud-Based

    Financial Planning Software Market, By Application:

    • Small and Medium Businesses

    • Large Businesses

    Some of the leading players are as follows:

    • RightCapital

    • ESPlanner Inc.

    • Cheshire

    • WealthTec

    • Envestnet

    • IFAnow

    • eMoney Advisor

    • InStream Solutions

    • J&L Financial Planner

    • GoalGami Pro

    • RazorPlan

    • Advizr

    • MoneyGuidePro

    • ASKTrak

    • ISoftware Limited

    • NaviPlan

    • FinanceWare

    • Finance Logix

    • SunGard WealthStation

    • Money Tree

    Geographically, Major regions are analyzed in details are as follows:

    • North America

    • Europe

    • Asia Pacific

    • Latin America

    • Middle East & Africa

  • Table of Contents

    1 Methodology and Scope

    • 1.1 Market Segmentation & Scope

      • 1.1.1 Technology Type

      • 1.1.2 Product

      • 1.1.3 Application

      • 1.1.4 Regional scope

      • 1.1.5 Estimates and forecast timeline

    • 1.2 Research Methodology

    • 1.3 Information Procurement

      • 1.3.1 Purchased database

      • 1.3.2 Internal database

      • 1.3.3 Secondary sources

      • 1.3.4 Primary research

      • 1.3.5 Details of primary research

    • 1.4 Information or Data Analysis

      • 1.4.1 Data analysis models

    • 1.5 Market Formulation & Validation

    • 1.6 Model Details

      • 1.6.1 Commodity flow analysis

      • 1.6.2 Volume price analysis

    • 1.7 List of Secondary Sources

    • 1.8 List of Abbreviations

    2 Executive Summary

    • 2.1 Market Outlook

    • 2.2 Segment Outlook

    3 Market Variables, Trends, & Scope

    • 3.1 Market Lineage Outlook

    • 3.1.1 Parent market outlook

      • 3.1.2 Ancillary market outlook

    • 3.2 Market Segmentation

      • 3.2.1 Analysis

    • 3.3 Market Dynamics

      • 3.3.1 Market driver analysis

      • 3.3.2 Market restraint analysis

      • 3.3.3 Industry opportunities

    • 3.4 Penetration & Growth Prospect Mapping

      • 3.4.1 Penetration & growth prospect mapping analysis

    • 3.5 Business Environment Analysis Tools

      • 3.5.1 Porter's five forces analysis

      • 3.5.2 PESTLE analysis

      • 3.5.3 Major deals & strategic alliances analysis

    4 Financial Planning Software Market: Technology Type Analysis

    • 4.1 Financial Planning Software Technology Type Market Share Analysis, 2018 & 2026

    • 4.2 Financial Planning Software Technology Type Market: Segment Dashboard

    • 4.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Technology Type Segment

      • 4.3.1 On-Premises

      • 4.3.2 Web-Based

      • 4.3.3 Cloud-Based

    5 Financial Planning Software Market: Product Analysis

    • 5.1 Financial Planning Software Product Market Share Analysis, 2018 & 2026

    • 5.2 Financial Planning Software Product Market: Segment Dashboard

    • 5.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Product Segment

    6 Financial Planning Software Market: Application Analysis

    • 6.1 Financial Planning Software Application Market Share Analysis, 2018 & 2026

    • 6.2 Financial Planning Software Application Market: Segment Dashboard

    • 6.3 Market Size & Forecasts and Trend Analyses, 2015 to 2026 for the Application Segment

      • 6.3.1 Small and Medium Businesses

      • 6.3.2 Large Businesses

    7 Financial Planning Software Market: Regional Analysis

    • 7.1 Financial Planning Software Regional Market Share Analysis, 2018 & 2026

    • 7.2 Financial Planning Software Regional Market: Segment Dashboard

    • 7.3 Regional Market Snapshot (Market Size, CAGR, Top Countries)

    • 7.4 List of Players at Regional Level

      • 7.4.1 North America

      • 7.4.2 Europe

      • 7.4.3 Asia Pacific

    • 7.5 SWOT Analysis, by Factor (Political & Legal, Economic and Technological)

      • 7.5.1 North America

      • 7.5.2 Europe

      • 7.5.3 Asia Pacific

      • 7.5.4 Latin America

      • 7.5.5 MEA

    • 7.6 Market Size & Forecasts, and Trend Analysis, 2015 to 2026

      • 7.6.1 North America

      • 7.6.2 Europe

      • 7.6.3 Asia Pacific

      • 7.6.4 Latin America

      • 7.6.5 Middle East & Africa

    8 Competitive Analysis

    • 8.1 Recent Developments & Impact Analysis, by Key Market Participants

    • 8.2 Strategic Framework/Competition Categorization (Key innovators, Market leaders, Emerging players)

    • 8.3 Vendor Landscape

      • 8.3.1 Company market position analysis (Geographic presence, service portfolio, strategic initiatives)

    9 Company Profiles

    • 9.1 RightCapital

      • 9.1.1 RightCapital Company overview

      • 9.1.2 Financial performance

      • 9.1.3 Product benchmarking

      • 9.1.4 Strategic initiatives

      • 9.1.5 SWOT analysis

    • 9.2 ESPlanner Inc.

      • 9.2.1 ESPlanner Inc. Company overview

      • 9.2.2 Financial performance

      • 9.2.3 Product benchmarking

      • 9.2.4 Strategic initiatives

      • 9.2.5 SWOT analysis

    • 9.3 Cheshire

      • 9.3.1 Cheshire Company overview

      • 9.3.2 Financial performance

      • 9.3.3 Product benchmarking

      • 9.3.4 Strategic initiatives

      • 9.3.5 SWOT analysis

    • 9.4 WealthTec

      • 9.4.1 WealthTec Company overview

      • 9.4.2 Financial performance

      • 9.4.3 Product benchmarking

      • 9.4.4 Strategic initiatives

      • 9.4.5 SWOT analysis

    • 9.5 Envestnet

      • 9.5.1 Envestnet Company overview

      • 9.5.2 Financial performance

      • 9.5.3 Product benchmarking

      • 9.5.4 Strategic initiatives

      • 9.5.5 SWOT analysis

    • 9.6 IFAnow

      • 9.6.1 IFAnow Company overview

      • 9.6.2 Financial performance

      • 9.6.3 Product benchmarking

      • 9.6.4 Strategic initiatives

      • 9.6.5 SWOT analysis

    • 9.7 eMoney Advisor

      • 9.7.1 eMoney Advisor Company overview

      • 9.7.2 Financial performance

      • 9.7.3 Product benchmarking

      • 9.7.4 Strategic initiatives

      • 9.7.5 SWOT analysis

    • 9.8 InStream Solutions

      • 9.8.1 InStream Solutions Company overview

      • 9.8.2 Financial performance

      • 9.8.3 Product benchmarking

      • 9.8.4 Strategic initiatives

      • 9.8.5 SWOT analysis

    • 9.9 J&L Financial Planner

      • 9.9.1 J&L Financial Planner Company overview

      • 9.9.2 Financial performance

      • 9.9.3 Product benchmarking

      • 9.9.4 Strategic initiatives

      • 9.9.5 SWOT analysis

    • 9.10 GoalGami Pro

      • 9.10.1 GoalGami Pro Company overview

      • 9.10.2 Financial performance

      • 9.10.3 Product benchmarking

      • 9.10.4 Strategic initiatives

      • 9.10.5 SWOT analysis

    • 9.11 RazorPlan

      • 9.11.1 RazorPlan Company overview

      • 9.11.2 Financial performance

      • 9.11.3 Product benchmarking

      • 9.11.4 Strategic initiatives

      • 9.11.5 SWOT analysis

    • 9.12 Advizr

      • 9.12.1 Advizr Company overview

      • 9.12.2 Financial performance

      • 9.12.3 Product benchmarking

      • 9.12.4 Strategic initiatives

      • 9.12.5 SWOT analysis

    • 9.13 MoneyGuidePro

      • 9.13.1 MoneyGuidePro Company overview

      • 9.13.2 Financial performance

      • 9.13.3 Product benchmarking

      • 9.13.4 Strategic initiatives

      • 9.13.5 SWOT analysis

    • 9.14 ASKTrak

      • 9.14.1 ASKTrak Company overview

      • 9.14.2 Financial performance

      • 9.14.3 Product benchmarking

      • 9.14.4 Strategic initiatives

      • 9.14.5 SWOT analysis

    • 9.15 ISoftware Limited

      • 9.15.1 ISoftware Limited Company overview

      • 9.15.2 Financial performance

      • 9.15.3 Product benchmarking

      • 9.15.4 Strategic initiatives

      • 9.15.5 SWOT analysis

    • 9.16 NaviPlan

      • 9.16.1 NaviPlan Company overview

      • 9.16.2 Financial performance

      • 9.16.3 Product benchmarking

      • 9.16.4 Strategic initiatives

      • 9.16.5 SWOT analysis

    • 9.17 FinanceWare

      • 9.17.1 FinanceWare Company overview

      • 9.17.2 Financial performance

      • 9.17.3 Product benchmarking

      • 9.17.4 Strategic initiatives

      • 9.17.5 SWOT analysis

    • 9.18 Finance Logix

      • 9.18.1 Finance Logix Company overview

      • 9.18.2 Financial performance

      • 9.18.3 Product benchmarking

      • 9.18.4 Strategic initiatives

      • 9.18.5 SWOT analysis

    • 9.19 SunGard WealthStation

      • 9.19.1 SunGard WealthStation Company overview

      • 9.19.2 Financial performance

      • 9.19.3 Product benchmarking

      • 9.19.4 Strategic initiatives

      • 9.19.5 SWOT analysis

    • 9.20 Money Tree

      • 9.20.1 Money Tree Company overview

      • 9.20.2 Financial performance

      • 9.20.3 Product benchmarking

      • 9.20.4 Strategic initiatives

      • 9.20.5 SWOT analysis

     

    The List of Tables and Figures (Totals 68 Figures and 165 Tables)

    • Figure On-Premises Financial Planning Software market, 2015 - 2026 (USD Million)

    • Figure Web-Based Financial Planning Software market, 2015 - 2026 (USD Million)

    • Figure Cloud-Based Financial Planning Software market, 2015 - 2026 (USD Million)

    • Figure Small and Medium Businesses market, 2015 - 2026 (USD Million)

    • Figure Large Businesses market, 2015 - 2026 (USD Million)

    • Table List of players in North America

    • Table List of players in Europe

    • Table List of players in Asia Pacific

    • Table SWOT analysis

    • Table North America Financial Planning Software market, by country, 2015 - 2026 (USD Million)

    • Table North America Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table North America Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table North America Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table U.S. Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table U.S. Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table U.S. Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Canada Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Canada Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Canada Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Europe Financial Planning Software market, by country, 2015 - 2026 (USD Million)

    • Table Europe Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Europe Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Europe Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table U.K. Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table U.K. Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table U.K. Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Germany Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Germany Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Germany Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table France Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table France Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table France Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Italy Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Italy Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Italy Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Spain Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Spain Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Spain Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Asia Pacific Financial Planning Software market, by country, 2015 - 2026 (USD Million)

    • Table Asia Pacific Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Asia Pacific Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Asia Pacific Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table China Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table China Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table China Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Japan Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Japan Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Japan Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table India Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table India Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table India Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Latin America Financial Planning Software market, by country, 2015 - 2026 (USD Million)

    • Table Latin America Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Latin America Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Latin America Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Brazil Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Brazil Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Brazil Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Mexico Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Mexico Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Mexico Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Argentina Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Argentina Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Argentina Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table MEA Financial Planning Software market, by country, 2015 - 2026 (USD Million)

    • Table MEA Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table MEA Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table MEA Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table South Africa Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table South Africa Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table South Africa Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Regulatory scenario

    • Table Nigeria Financial Planning Software market, by type, 2015 - 2026 (USD Million)

    • Table Nigeria Financial Planning Software market, by product, 2015 - 2026 (USD Million)

    • Table Nigeria Financial Planning Software market, by application, 2015 - 2026 (USD Million)

    • Table Recent Developments & Impact Analysis, by Key Market Participants

    • Table Recent Developments & Impact Analysis, by Key Market Participants

    • Table Company market position analysis

    • Table Company Profiles

    • Table RightCapital Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table ESPlanner Inc. Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Cheshire Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table WealthTec Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Envestnet Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table IFAnow Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table eMoney Advisor Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table InStream Solutions Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table J&L Financial Planner Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table GoalGami Pro Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table RazorPlan Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Advizr Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table MoneyGuidePro Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table ASKTrak Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table ISoftware Limited Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table NaviPlan Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table FinanceWare Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Finance Logix Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table SunGard WealthStation Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

    • Table Company Profiles

    • Table Money Tree Production, Value, Price, Gross Margin 2014-2019

    • Table Product benchmarking

    • Table Strategic initiatives

    • Table SWOT analysis

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