2013-2028 Report on Global Financial Planning Software Market by Player, Region, Type, Application and Sales Channel

Published: Aug, 2019 | Pages: 135 | Publisher: MAResearch
Industry: ICT | Report Format: Electronic (PDF)

The global Financial Planning Software market was valued at $XX million in 2018, and MAResearch analysts predict the global market size will reach $XX million by the end of 2028, growing at a CAGR of XX% between 2018 and 2028.

This report provides detailed historical analysis of global market for Financial Planning Software from 2013-2018, and provides extensive market forecasts from 2019-2028 by region/country and subsectors. It covers the sales volume, price, revenue, gross margin, historical growth and future perspectives in the Financial Planning Software market.

Leading players of Financial Planning Software including:
    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 split by Type, can be divided into:
    Cloud-based Financial Planning Software
    On-promise Type Financial Planning Software

Market split by Application, can be divided into:
    SME
    Large Enterprise
    Personal Purpose
    Other Purposes

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, Colombia and Chile etc.)
    Middle East & Africa (South Africa, Egypt, Nigeria 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 (2013-2028)
    1.3 Global Financial Planning Software Market Size Comparison by Region (2013-2028)
    1.4 Global Financial Planning Software Market Size Comparison by Type (2013-2028)
    1.5 Global Financial Planning Software Market Size Comparison by Application (2013-2028)
    1.6 Global Financial Planning Software Market Size Comparison by Sales Channel (2013-2028)
    1.7 Financial Planning Software Market Dynamics
        1.7.1 Market Drivers/Opportunities
        1.7.2 Market Challenges/Risks
        1.7.3 Market News (Mergers/Acquisitions/ Expansion)
Chapter 2 Financial Planning Software Market Segment Analysis by Player
    2.1 Global Financial Planning Software Sales and Market Share by Player (2016-2018)
    2.2 Global Financial Planning Software Revenue and Market Share by Player (2016-2018)
    2.3 Global Financial Planning Software Average Price by Player (2016-2018)
    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 Cloud-based Financial Planning Software
        3.1.2 On-promise Type Financial Planning Software
    3.2 Global Financial Planning Software Sales and Market Share by Type (2013-2018)
    3.3 Global Financial Planning Software Revenue and Market Share by Type (2013-2018)
    3.4 Global Financial Planning Software Average Price by Type (2013-2018)
    3.5 Leading Players of Financial Planning Software by Type in 2018
    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 SME
        4.1.2 Large Enterprise
        4.1.3 Personal Purpose
        4.1.4 Other Purposes
    4.2 Global Financial Planning Software Sales and Market Share by Application (2013-2018)
    4.3 Leading Consumers of Financial Planning Software by Application in 2018
    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 Sales and Market Share by Sales Channel (2013-2018)
    5.3 Leading Distributors/Dealers of Financial Planning Software by Sales Channel in 2018
    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 (2013-2028)
    6.2 Global Financial Planning Software Sales and Market Share by Region (2013-2018)
    6.3 Global Financial Planning Software Revenue and Market Share by Region (2013-2018)
    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
        6.7.7 Chile
    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 Egypt
        6.8.5 Saudi Arabia
        6.8.6 South Africa
        6.8.7 Nigeria
    6.9 Conclusion of Segment by Region
Chapter 7 Profile of Leading Financial Planning Software Players
    7.1 PIEtech, Inc.
        7.1.1 Company Snapshot
        7.1.2 Product/Business Offered
        7.1.3 Business Performance (Sales, Price, Revenue, Gross Margin and Market Share)
        7.1.4 Strategy and SWOT Analysis
    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 Wealthcare Capital Management
    7.11 SunGard WealthStation (FIS)
    7.12 Advizr
    7.13 RightCapital
    7.14 Cheshire Software
    7.15 Razor Logic Systems
    7.16 Moneywise Software
    7.17 Struktur AG
    7.18 Futurewise Technologies
    7.19 ESPlanner Inc.
    7.20 ISoftware Limited
    7.21 FinPal Pty Ltd
    7.22 WealthTrace
    7.23 Sigma Conso
    7.24 Prevero GmbH (Unit4)
    7.25 SAP
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
        8.2.1 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 Software
        8.3.1 Leading Distributors/Dealers of Financial Planning Software
        8.3.2 Leading Consumers of Financial Planning Software
Chapter 9 Development Trend of Financial Planning Software (2019-2028)
    9.1 Global Financial Planning Software Market Size (Sales and Revenue) Forecast (2019-2028)
    9.2 Global Financial Planning Software Market Size and CAGR Forecast by Region (2019-2028)
    9.3 Global Financial Planning Software Market Size and CAGR Forecast by Type (2019-2028)
    9.4 Global Financial Planning Software Market Size and CAGR Forecast by Application (2019-2028)
    9.5 Global Financial Planning Software Market Size Forecast by Sales Channel (2019-2028)
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 (2013-2028)
    Figure Global Financial Planning Software Revenue (Million $) Comparison by Region (2013-2028)
    Figure Global Financial Planning Software Sales Comparison by Type (2013-2028)
    Figure Global Financial Planning Software Sales Comparison by Application (2013-2028)
    Figure Global Financial Planning Software Sales Comparison by Sales Channel (2013-2028)
    Table Global Financial Planning Software Sales by Player (2016-2018)
    Table Global Financial Planning Software Sales Market Share by Player (2016-2018)
    Figure Global Financial Planning Software Sales Market Share by Player in 2018
    Table Global Financial Planning Software Revenue (Million $) by Player (2016-2018)
    Table Global Financial Planning Software Revenue Market Share by Player (2016-2018)
    Figure Global Financial Planning Software Revenue Market Share by Player in 2018
    Table Global Financial Planning Software Average Price by Player (2016-2018)
    Figure Global Financial Planning Software Average Price by Player in 2018
    Figure Global Financial Planning Software Players Competition Situation - Top 5 Players' Revenue Market Share in 2016
    Figure Global Financial Planning Software Players Competition Trends - Top 5 Players' Revenue Market Share in 2018
    Figure Example of Cloud-based Financial Planning Software
    Figure Global Cloud-based Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Example of On-promise Type Financial Planning Software
    Figure Global On-promise Type Financial Planning Software Sales and Growth Rate (2013-2018)
    Table Global Financial Planning Software Sales by Type (2013-2018)
    Table Global Financial Planning Software Sales Market Share by Type (2013-2018)
    Figure Global Financial Planning Software Sales Market Share by Type in 2018
    Table Global Financial Planning Software Revenue (Million $) by Type (2013-2018)
    Table Global Financial Planning Software Revenue Market Share by Type (2013-2018)
    Figure Global Financial Planning Software Revenue Market Share by Type in 2018
    Table Global Financial Planning Software Average Price by Type (2013-2018)
    Figure Global Financial Planning Software Average Price by Type in 2018
    Table Leading Players of Financial Planning Software by Type in 2018
    Figure Example of SME
    Figure Global Financial Planning Software for SME Sales and Growth Rate (2013-2018)
    Figure Example of Large Enterprise
    Figure Global Financial Planning Software for Large Enterprise Sales and Growth Rate (2013-2018)
    Figure Example of Personal Purpose
    Figure Global Financial Planning Software for Personal Purpose Sales and Growth Rate (2013-2018)
    Figure Example of Other Purposes
    Figure Global Financial Planning Software for Other Purposes Sales and Growth Rate (2013-2018)
    Table Global Financial Planning Software Sales by Application (2013-2018)
    Table Global Financial Planning Software Sales Market Share by Application (2013-2018)
    Figure Global Financial Planning Software Sales Market Share by Application in 2018
    Table Leading Consumers of Financial Planning Software by Application in 2018
    Figure Example of Direct Channel
    Figure Global Financial Planning Software for Direct Channel Sales and Growth Rate (2013-2018)
    Figure Example of Distribution Channel
    Figure Global Financial Planning Software for Distribution Channel Sales and Growth Rate (2013-2018)
    Table Global Financial Planning Software Sales by Sales Channel (2013-2018)
    Table Global Financial Planning Software Sales Market Share by Sales Channel (2013-2018)
    Figure Global Financial Planning Software Sales Market Share by Sales Channel in 2018
    Table Leading Distributors/Dealers of Financial Planning Software by Sales Channel in 2018
    Table Global Financial Planning Software Market Size and CAGR by Region (2013-2028)
    Table Global Financial Planning Software Sales by Region (2013-2018)
    Table Global Financial Planning Software Sales Market Share by Region (2013-2018)
    Figure Global Financial Planning Software Sales Market Share by Region in 2018
    Table Global Financial Planning Software Revenue (Million $) by Region (2013-2018)
    Table Global Financial Planning Software Revenue Market Share by Region (2013-2018)
    Figure Global Financial Planning Software Revenue Market Share by Region in 2018
    Table North America Financial Planning Software Sales by Country (2013-2018)
    Figure North America Financial Planning Software Sales Market Share by Country (2013-2018)
    Table North America Financial Planning Software Revenue by Country (2013-2018)
    Figure North America Financial Planning Software Revenue Market Share by Country (2013-2018)
    Figure North America Financial Planning Software Sales Market Share by Type in 2018
    Figure North America Financial Planning Software Sales Market Share by Application in 2018
    Figure United States Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure United States Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Canada Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Canada Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Mexico Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Mexico Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Table Europe Financial Planning Software Sales by Country (2013-2018)
    Figure Europe Financial Planning Software Sales Market Share by Country (2013-2018)
    Table Europe Financial Planning Software Revenue by Country (2013-2018)
    Figure Europe Financial Planning Software Revenue Market Share by Country (2013-2018)
    Figure Europe Financial Planning Software Sales Market Share by Type in 2018
    Figure Europe Financial Planning Software Sales Market Share by Application in 2018
    Figure Germany Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Germany Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure UK Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure UK Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure France Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure France Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Italy Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Italy Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Russia Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Russia Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Spain Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Spain Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Table Asia-Pacific Financial Planning Software Sales by Country (2013-2018)
    Figure Asia-Pacific Financial Planning Software Sales Market Share by Country (2013-2018)
    Table Asia-Pacific Financial Planning Software Revenue by Country (2013-2018)
    Figure Asia-Pacific Financial Planning Software Revenue Market Share by Country (2013-2018)
    Figure Asia-Pacific Financial Planning Software Sales Market Share by Type in 2018
    Figure Asia-Pacific Financial Planning Software Sales Market Share by Application in 2018
    Figure China Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure China Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Japan Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Japan Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Korea Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Korea Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure India Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure India Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Southeast Asia Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Southeast Asia Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Australia Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Australia Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Table South America Financial Planning Software Sales by Country (2013-2018)
    Figure South America Financial Planning Software Sales Market Share by Country (2013-2018)
    Table South America Financial Planning Software Revenue by Country (2013-2018)
    Figure South America Financial Planning Software Revenue Market Share by Country (2013-2018)
    Figure South America Financial Planning Software Sales Market Share by Type in 2018
    Figure South America Financial Planning Software Sales Market Share by Application in 2018
    Figure Brazil Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Brazil Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Argentina Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Argentina Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Colombia Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Colombia Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Chile Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Chile Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Table Middle East & Africa Financial Planning Software Sales by Country (2013-2018)
    Figure Middle East & Africa Financial Planning Software Sales Market Share by Country (2013-2018)
    Table Middle East & Africa Financial Planning Software Revenue by Country (2013-2018)
    Figure Middle East & Africa Financial Planning Software Revenue Market Share by Country (2013-2018)
    Figure Middle East & Africa Financial Planning Software Sales Market Share by Type in 2018
    Figure Middle East & Africa Financial Planning Software Sales Market Share by Application in 2018
    Figure Egypt Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Egypt Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Saudi Arabia Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Saudi Arabia Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure South Africa Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure South Africa Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Figure Nigeria Financial Planning Software Sales and Growth Rate (2013-2018)
    Figure Nigeria Financial Planning Software Revenue (Million $) and Growth Rate (2013-2018)
    Table Company Snapshot of PIEtech, Inc.
    Table Financial Planning Software Introduction of PIEtech, Inc.
    Table Financial Planning Software Sales, Price, Revenue, Gross Margin and Market Share of PIEtech, Inc. (2016-2018)
    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 (2019-2028)
    Figure Global Financial Planning Software Revenue and Growth Rate Forecast (2019-2028)
    Table Global Financial Planning Software Market Size and CAGR Forecast by Region (2019-2028)
    Table Global Financial Planning Software Market Size and CAGR Forecast by Type (2019-2028)
    Table Global Financial Planning Software Market Size and CAGR Forecast by Application (2019-2028)
    Table Global Financial Planning Software Market Size and CAGR Forecast by Sales Channel (2019-2028)

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