Global Financial Planning Software Market By Product Type, By Product Application, By Region, Global Industry Analysis, Market Size, Share, Growth, Trends, and Forecast 2022 To 2030

Published : Q1 2022 | Pages : 200+

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Description

Key Companies

Advicent solutions (United States)
Advisor Software Inc. (United States)
Advizr (United States)
eMoney Advisor (United States)
Envestnet (United States)
Futurewise Technologies (India)
inStream Solutions LLC (United States)
PIEtech Inc. (United States)
Rightcapital Inc. (United States)
Razor Logic Systems (Canada)

Segmentation Covered

By Application
Financial Advice and Management
Portfolio, Accounting and Trading Management
Wealth Management
Personal Banking

By End-User
Banks
Small and Medium Business Enterprise
Large Business Enterprise
Personal Purpose
Others

By Deployment
On-Premises
Web-Based
Cloud-Based

By Region

Asia-Pacific: China, Southeast Asia, India, Japan, Korea, Oceania
Europe : Germany, UK, France, Italy, Russia, Spain, Netherlands, Turkey, Switzerland
North America : United States, Canada, Mexico
Middle East & Africa : GCC, North Africa, South Africa
South America : Brazil, Argentina, Columbia, Chile, Peru

TABLE OF CONTENTS

Chapter 1 Global Financial Planning Software Market Overview

1.1 Introduction
1.2 Taxonomy
1.2.1 By Product Type & End User
1.2.2 By Region
1.3 Drivers for Financial Planning Software Market
1.4 Restraints for Financial Planning Software Market
1.5 Opportunities for Financial Planning Software Market
1.6 Trends for Financial Planning Software Market
1.7 COVID-19 Impact Assessment on Financial Planning Software Industry
1.8 Macro-economic Factors
1.9 Regulatory Framework
1.10 Pricing Analysis by Region, 2020
1.11 Opportunity Map Analysis
1.12 Opportunity Orbits
1.13 Market Investment Feasibility Index
1.14 PEST Analysis
1.15 PORTERS Five Force Analysis
1.16 Go to Market Strategy
1.17 Value Chain Analysis
1.18 Cost Structure Analysis
1.19 Regional Market Share and BPS Analysis

Chapter 2 Global Financial Planning Software Market Overview

2.1 Global Financial Planning Software Market by Product Type
2.1.1 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
2.1.2 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
2.1.3 Global Financial Planning Software Market Attractiveness Analysis by Product Type, (2013-2020)
2.2 Global Financial Planning Software Market by End User
2.2.1 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
2.2.2 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
2.2.3 Global Financial Planning Software Market Attractiveness Analysis by End User, (2013-2020)
2.3 Global Financial Planning Software Market by Region
2.3.1 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
2.3.2 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
2.3.3 Global Financial Planning Software Market Attractiveness Analysis by Region, (2013-2020)
2.4 Global Financial Planning Software Market Outlook (2013-2029)
2.4.1 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2013-2020)
2.4.2 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2021-2029)
2.5 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Regions
2.5.1 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
2.5.2 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
2.6 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Product Type
2.6.1 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
2.6.2 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
2.7 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) by End User
2.7.1 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
2.7.2 Global Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
2.8 Global Financial Planning Software Market Y-o-Y Growth Rate Comparison (2014-2029)
2.8.1 Global Financial Planning Software Market Y-o-Y Growth Rate by Region
2.8.2 Global Financial Planning Software Market Y-o-Y Growth Rate by Product Type
2.8.3 Global Financial Planning Software Market Y-o-Y Growth Rate by End User
2.9 Global Financial Planning Software Market Share Comparison (2013-2029)
2.9.1 Global Financial Planning Software Market Share by Region
2.9.2 Global Financial Planning Software Market Share by Product Type
2.9.3 Global Financial Planning Software Market Share by End User

Chapter 3 North America Financial Planning Software Market Overview

3.1 North America Financial Planning Software Market by Product Type
3.1.1 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
3.1.2 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
3.1.3 North America Financial Planning Software Market Attractiveness Analysis by Product Type, (2013-2020)
3.2 North America Financial Planning Software Market by End User
3.2.1 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
3.2.2 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
3.2.3 North America Financial Planning Software Market Attractiveness Analysis by End User, (2013-2020)
3.3 North America Financial Planning Software Market by Region
3.3.1 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
3.3.2 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
3.3.3 North America Financial Planning Software Market Attractiveness Analysis by Region, (2013-2020)
3.4 North America Financial Planning Software Market Outlook (2013-2029)
3.4.1 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2013-2020)
3.4.2 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2021-2029)
3.5 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Regions
3.5.1 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
3.5.2 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
3.6 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Product Type
3.6.1 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
3.6.2 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
3.7 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) by End User
3.7.1 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
3.7.2 North America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
3.8 North America Financial Planning Software Market Y-o-Y Growth Rate Comparison (2014-2029)
3.8.1 North America Financial Planning Software Market Y-o-Y Growth Rate by Region
3.8.2 North America Financial Planning Software Market Y-o-Y Growth Rate by Product Type
3.8.3 North America Financial Planning Software Market Y-o-Y Growth Rate by End User
3.9 North America Financial Planning Software Market Share Comparison (2013-2029)
3.9.1 North America Financial Planning Software Market Share by Region
3.9.2 North America Financial Planning Software Market Share by Product Type
3.9.3 North America Financial Planning Software Market Share by End User

Chapter 4 Europe Financial Planning Software Market Overview

4.1 Europe Financial Planning Software Market by Product Type
4.1.1 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
4.1.2 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
4.1.3 Europe Financial Planning Software Market Attractiveness Analysis by Product Type, (2013-2020)
4.2 Europe Financial Planning Software Market by End User
4.2.1 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
4.2.2 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
4.2.3 Europe Financial Planning Software Market Attractiveness Analysis by End User, (2013-2020)
4.3 Europe Financial Planning Software Market by Region
4.3.1 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
4.3.2 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
4.3.3 Europe Financial Planning Software Market Attractiveness Analysis by Region, (2013-2020)
4.4 Europe Financial Planning Software Market Outlook (2013-2029)
4.4.1 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2013-2020)
4.4.2 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2021-2029)
4.5 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Regions
4.5.1 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
4.5.2 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
4.6 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Product Type
4.6.1 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
4.6.2 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
4.7 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) by End User
4.7.1 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
4.7.2 Europe Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
4.8 Europe Financial Planning Software Market Y-o-Y Growth Rate Comparison (2014-2029)
4.8.1 Europe Financial Planning Software Market Y-o-Y Growth Rate by Region
4.8.2 Europe Financial Planning Software Market Y-o-Y Growth Rate by Product Type
4.8.3 Europe Financial Planning Software Market Y-o-Y Growth Rate by End User
4.9 Europe Financial Planning Software Market Share Comparison (2013-2029)
4.9.1 Europe Financial Planning Software Market Share by Region
4.9.2 Europe Financial Planning Software Market Share by Product Type
4.9.3 Europe Financial Planning Software Market Share by End User

Chapter 5 Asia Pacific Financial Planning Software Market Overview

5.1 Asia Pacific Financial Planning Software Market by Product Type
5.1.1 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
5.1.2 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
5.1.3 Asia Pacific Financial Planning Software Market Attractiveness Analysis by Product Type, (2013-2020)
5.2 Asia Pacific Financial Planning Software Market by End User
5.2.1 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
5.2.2 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
5.2.3 Asia Pacific Financial Planning Software Market Attractiveness Analysis by End User, (2013-2020)
5.3 Asia Pacific Financial Planning Software Market by Region
5.3.1 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
5.3.2 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
5.3.3 Asia Pacific Financial Planning Software Market Attractiveness Analysis by Region, (2013-2020)
5.4 Asia Pacific Financial Planning Software Market Outlook (2013-2029)
5.4.1 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2013-2020)
5.4.2 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2021-2029)
5.5 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Regions
5.5.1 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
5.5.2 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
5.6 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Product Type
5.6.1 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
5.6.2 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
5.7 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) by End User
5.7.1 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
5.7.2 Asia Pacific Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
5.8 Asia Pacific Financial Planning Software Market Y-o-Y Growth Rate Comparison (2014-2029)
5.8.1 Asia Pacific Financial Planning Software Market Y-o-Y Growth Rate by Region
5.8.2 Asia Pacific Financial Planning Software Market Y-o-Y Growth Rate by Product Type
5.8.3 Asia Pacific Financial Planning Software Market Y-o-Y Growth Rate by End User
5.9 Asia Pacific Financial Planning Software Market Share Comparison (2013-2029)
5.9.1 Asia Pacific Financial Planning Software Market Share by Region
5.9.2 Asia Pacific Financial Planning Software Market Share by Product Type
5.9.3 Asia Pacific Financial Planning Software Market Share by End User

Chapter 6 South America Financial Planning Software Market Overview

6.1 South America Financial Planning Software Market by Product Type
6.1.1 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
6.1.2 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
6.1.3 South America Financial Planning Software Market Attractiveness Analysis by Product Type, (2013-2020)
6.2 South America Financial Planning Software Market by End User
6.2.1 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
6.2.2 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
6.2.3 South America Financial Planning Software Market Attractiveness Analysis by End User, (2013-2020)
6.3 South America Financial Planning Software Market by Region
6.3.1 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
6.3.2 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
6.3.3 South America Financial Planning Software Market Attractiveness Analysis by Region, (2013-2020)
6.4 South America Financial Planning Software Market Outlook (2013-2029)
6.4.1 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2013-2020)
6.4.2 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2021-2029)
6.5 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Regions
6.5.1 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
6.5.2 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
6.6 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Product Type
6.6.1 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
6.6.2 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
6.7 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) by End User
6.7.1 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
6.7.2 South America Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
6.8 South America Financial Planning Software Market Y-o-Y Growth Rate Comparison (2014-2029)
6.8.1 South America Financial Planning Software Market Y-o-Y Growth Rate by Region
6.8.2 South America Financial Planning Software Market Y-o-Y Growth Rate by Product Type
6.8.3 South America Financial Planning Software Market Y-o-Y Growth Rate by End User
6.9 South America Financial Planning Software Market Share Comparison 2013-2029
6.9.1 South America Financial Planning Software Market Share by Region
6.9.2 South America Financial Planning Software Market Share by Product Type
6.9.3 South America Financial Planning Software Market Share by End User

Chapter 7 MEA Financial Planning Software Market Overview

7.1 MEA Financial Planning Software Market by Product Type
7.1.1 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
7.1.2 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
7.1.3 MEA Financial Planning Software Market Attractiveness Analysis by Product Type, (2013-2020)
7.2 MEA Financial Planning Software Market by End User
7.2.1 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
7.2.2 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
7.2.3 MEA Financial Planning Software Market Attractiveness Analysis by End User, (2013-2020)
7.3 MEA Financial Planning Software Market by Region
7.3.1 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
7.3.2 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
7.3.3 MEA Financial Planning Software Market Attractiveness Analysis by Region, (2013-2020)
7.4 MEA Financial Planning Software Market Outlook (2013-2029)
7.4.1 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2013-2020)
7.4.2 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) (2021-2029)
7.5 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Regions
7.5.1 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
7.5.2 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
7.6 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) by Product Type
7.6.1 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
7.6.2 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
7.7 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) by End User
7.7.1 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
7.7.2 MEA Financial Planning Software Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
7.8 MEA Financial Planning Software Market Y-o-Y Growth Rate Comparison (2014-2029)
7.8.1 MEA Financial Planning Software Market Y-o-Y Growth Rate by Region
7.8.2 MEA Financial Planning Software Market Y-o-Y Growth Rate by Product Type
7.8.3 MEA Financial Planning Software Market Y-o-Y Growth Rate by End User
7.9 MEA Financial Planning Software Market Share Comparison (2013-2029)
7.9.1 MEA Financial Planning Software Market Share by Region
7.9.2 MEA Financial Planning Software Market Share by Product Type
7.9.3 MEA Financial Planning Software Market Share by End User

Chapter 8 Global Financial Planning Software Market Company Profiles

8.1 Market Competition Scenario Analysis, By Company
8.2 Competitor Landscape
8.3 Company Share Analysis
8.4 Company Profiles
8.4.1 Company
8.4.1.1 Company Overview
8.4.1.2 Business Description
8.4.1.3 Product Portfolio
8.4.1.4 Key Financials
8.4.1.5 Key Developments
8.4.1.6 SWOT Analysis

Companies Included:
Advicent solutions (United States)
Advisor Software Inc. (United States)
Advizr (United States)
eMoney Advisor (United States)
Envestnet (United States)
Futurewise Technologies (India)
inStream Solutions LLC (United States)
PIEtech Inc. (United States)
Rightcapital Inc. (United States)
Razor Logic Systems (Canada)

Chapter 9 Methodology and Data Source

9.1 Research Approach/ Methodology
9.2 Market Size Estimation
9.3 Market Breakdown and Data Triangulation
9.4 Data Source
9.4.1 Secondary Sources
9.4.2 Primary Sources

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