Global Financial Planning Software Market 2020 by Company, Regions, Type and Application, Forecast to 2025

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Summary

Market Overview

The global Financial Planning Software market size is expected to gain market growth in the forecast period of 2020 to 2025, with a CAGR of 12.6% in the forecast period of 2020 to 2025 and will expected to reach USD 2121.7 million by 2025, from USD 1318.3 million in 2019.

The Financial Planning Software market report provides a detailed analysis of global market size, regional and country-level market size, segmentation market growth, market share, competitive Landscape, sales analysis, impact of domestic and global market players, value chain optimization, trade regulations, recent developments, opportunities analysis, strategic market growth analysis, product launches, area marketplace expanding, and technological innovations.

Market segmentation

Financial Planning Software market is split by Type and by Application. For the period 2015-2025, the growth among segments provide accurate calculations and forecasts for sales by Type and by Application in terms of volume and value. This analysis can help you expand your business by targeting qualified niche markets.

By Type, Financial Planning Software market has been segmented into Cloud-based Financial Planning Software, On-promise Type Financial Planning Software, etc.

By Application, Financial Planning Software has been segmented into SME, Large Enterprise, Personal Purpose, Other Purposes, etc.

Regions and Countries Level Analysis

Regional analysis is another highly comprehensive part of the research and analysis study of the global Financial Planning Software market presented in the report. This section sheds light on the sales growth of different regional and country-level Financial Planning Software markets. For the historical and forecast period 2015 to 2025, it provides detailed and accurate country-wise volume analysis and region-wise market size analysis of the global Financial Planning Software market.

The report offers in-depth assessment of the growth and other aspects of the Financial Planning Software market in important countries (regions), including United States, Canada, Mexico, Germany, France, United Kingdom, Russia, Italy, China, Japan, Korea, India, Southeast Asia, Australia, Brazil and Saudi Arabia, etc. It also throws light on the progress of key regional Financial Planning Software markets such as North America, Europe, Asia-Pacific, South America and Middle East & Africa.

Competitive Landscape and Financial Planning Software Market Share Analysis

Financial Planning Software competitive landscape provides details by vendors, including company overview, company total revenue (financials), market potential, global presence, Financial Planning Software sales and revenue generated, market share, price, production sites and facilities, SWOT analysis, product launch. For the period 2015-2020, this study provides the Financial Planning Software sales, revenue and market share for each player covered in this report.

The major players covered in Financial Planning Software are: PIEtech, Inc., Envestnet, Money Tree, EMoney Advisor, Advisor Software, Advicent, Wealthcare Capital Management, Oltis Software, WealthTec, InStream Solutions, Razor Logic Systems, Futurewise Technologies, SunGard WealthStation (FIS), ISoftware Limited, Moneywise Software, Cheshire Software, Advizr, ESPlanner Inc., Struktur AG, RightCapital, FinPal Pty Ltd, SAP, Prevero GmbH (Unit4), WealthTrace, Sigma Conso, etc. Among other players domestic and global, Financial Planning Software market share data is available for global, North America, Europe, Asia-Pacific, Middle East & Africa and South America separately. Our analysts understand competitive strengths and provide competitive analysis for each competitor separately.

Table of Contents

1 Financial Planning Software Market Overview

1.1 Product Overview and Scope of Financial Planning Software

1.2 Classification of Financial Planning Software by Type

1.2.1 Global Financial Planning Software Revenue by Type: 2015 VS 2019 VS 2025

1.2.2 Global Financial Planning Software Revenue Market Share by Type in 2019

1.2.3 Cloud-based Financial Planning Software

1.2.4 On-promise Type Financial Planning Software

1.3 Global Financial Planning Software Market by Application

1.3.1 Overview: Global Financial Planning Software Revenue by Application: 2015 VS 2019 VS 2025

1.3.2 SME

1.3.3 Large Enterprise

1.3.4 Personal Purpose

1.3.5 Other Purposes

1.4 Global Financial Planning Software Market by Regions

1.4.1 Global Financial Planning Software Market Size by Regions: 2015 VS 2019 VS 2025

1.4.2 Global Market Size of Financial Planning Software (2015-2025)

1.4.3 North America (USA, Canada and Mexico) Financial Planning Software Status and Prospect (2015-2025)

1.4.4 Europe (Germany, France, UK, Russia and Italy) Financial Planning Software Status and Prospect (2015-2025)

1.4.5 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Financial Planning Software Status and Prospect (2015-2025)

1.4.6 South America (Brazil, Argentina, Colombia) Financial Planning Software Status and Prospect (2015-2025)

1.4.7 Middle East & Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Financial Planning Software Status and Prospect (2015-2025)

2 Company Profiles

2.1 PIEtech, Inc.

2.1.1 PIEtech, Inc. Details

2.1.2 PIEtech, Inc. Major Business and Total Revenue (Financial Highlights) Analysis

2.1.3 PIEtech, Inc. SWOT Analysis

2.1.4 PIEtech, Inc. Product and Services

2.1.5 PIEtech, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.2 Envestnet

2.2.1 Envestnet Details

2.2.2 Envestnet Major Business and Total Revenue (Financial Highlights) Analysis

2.2.3 Envestnet SWOT Analysis

2.2.4 Envestnet Product and Services

2.2.5 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.3 Money Tree

2.3.1 Money Tree Details

2.3.2 Money Tree Major Business and Total Revenue (Financial Highlights) Analysis

2.3.3 Money Tree SWOT Analysis

2.3.4 Money Tree Product and Services

2.3.5 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.4 EMoney Advisor

2.4.1 EMoney Advisor Details

2.4.2 EMoney Advisor Major Business and Total Revenue (Financial Highlights) Analysis

2.4.3 EMoney Advisor SWOT Analysis

2.4.4 EMoney Advisor Product and Services

2.4.5 EMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.5 Advisor Software

2.5.1 Advisor Software Details

2.5.2 Advisor Software Major Business and Total Revenue (Financial Highlights) Analysis

2.5.3 Advisor Software SWOT Analysis

2.5.4 Advisor Software Product and Services

2.5.5 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.6 Advicent

2.6.1 Advicent Details

2.6.2 Advicent Major Business and Total Revenue (Financial Highlights) Analysis

2.6.3 Advicent SWOT Analysis

2.6.4 Advicent Product and Services

2.6.5 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.7 Wealthcare Capital Management

2.7.1 Wealthcare Capital Management Details

2.7.2 Wealthcare Capital Management Major Business and Total Revenue (Financial Highlights) Analysis

2.7.3 Wealthcare Capital Management SWOT Analysis

2.7.4 Wealthcare Capital Management Product and Services

2.7.5 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.8 Oltis Software

2.8.1 Oltis Software Details

2.8.2 Oltis Software Major Business and Total Revenue (Financial Highlights) Analysis

2.8.3 Oltis Software SWOT Analysis

2.8.4 Oltis Software Product and Services

2.8.5 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.9 WealthTec

2.9.1 WealthTec Details

2.9.2 WealthTec Major Business and Total Revenue (Financial Highlights) Analysis

2.9.3 WealthTec SWOT Analysis

2.9.4 WealthTec Product and Services

2.9.5 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.10 InStream Solutions

2.10.1 InStream Solutions Details

2.10.2 InStream Solutions Major Business and Total Revenue (Financial Highlights) Analysis

2.10.3 InStream Solutions SWOT Analysis

2.10.4 InStream Solutions Product and Services

2.10.5 InStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.11 Razor Logic Systems

2.11.1 Razor Logic Systems Details

2.11.2 Razor Logic Systems Major Business and Total Revenue (Financial Highlights) Analysis

2.11.3 Razor Logic Systems SWOT Analysis

2.11.4 Razor Logic Systems Product and Services

2.11.5 Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.12 Futurewise Technologies

2.12.1 Futurewise Technologies Details

2.12.2 Futurewise Technologies Major Business and Total Revenue (Financial Highlights) Analysis

2.12.3 Futurewise Technologies SWOT Analysis

2.12.4 Futurewise Technologies Product and Services

2.12.5 Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.13 SunGard WealthStation (FIS)

2.13.1 SunGard WealthStation (FIS) Details

2.13.2 SunGard WealthStation (FIS) Major Business and Total Revenue (Financial Highlights) Analysis

2.13.3 SunGard WealthStation (FIS) SWOT Analysis

2.13.4 SunGard WealthStation (FIS) Product and Services

2.13.5 SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.14 ISoftware Limited

2.14.1 ISoftware Limited Details

2.14.2 ISoftware Limited Major Business and Total Revenue (Financial Highlights) Analysis

2.14.3 ISoftware Limited SWOT Analysis

2.14.4 ISoftware Limited Product and Services

2.14.5 ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.15 Moneywise Software

2.15.1 Moneywise Software Details

2.15.2 Moneywise Software Major Business and Total Revenue (Financial Highlights) Analysis

2.15.3 Moneywise Software SWOT Analysis

2.15.4 Moneywise Software Product and Services

2.15.5 Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.16 Cheshire Software

2.16.1 Cheshire Software Details

2.16.2 Cheshire Software Major Business and Total Revenue (Financial Highlights) Analysis

2.16.3 Cheshire Software SWOT Analysis

2.16.4 Cheshire Software Product and Services

2.16.5 Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.17 Advizr

2.17.1 Advizr Details

2.17.2 Advizr Major Business and Total Revenue (Financial Highlights) Analysis

2.17.3 Advizr SWOT Analysis

2.17.4 Advizr Product and Services

2.17.5 Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.18 ESPlanner Inc.

2.18.1 ESPlanner Inc. Details

2.18.2 ESPlanner Inc. Major Business and Total Revenue (Financial Highlights) Analysis

2.18.3 ESPlanner Inc. SWOT Analysis

2.18.4 ESPlanner Inc. Product and Services

2.18.3 ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.19 Struktur AG

2.19.1 Struktur AG Details

2.19.2 Struktur AG Major Business and Total Revenue (Financial Highlights) Analysis

2.19.3 Struktur AG SWOT Analysis

2.19.4 Struktur AG Product and Services

2.19.5 Struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.20 RightCapital

2.20.1 RightCapital Details

2.20.2 RightCapital Major Business and Total Revenue (Financial Highlights) Analysis

2.20.3 RightCapital SWOT Analysis

2.20.4 RightCapital Product and Services

2.20.5 RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.21 FinPal Pty Ltd

2.21.1 FinPal Pty Ltd Details

2.21.2 FinPal Pty Ltd Major Business and Total Revenue (Financial Highlights) Analysis

2.21.3 FinPal Pty Ltd SWOT Analysis

2.21.4 FinPal Pty Ltd Product and Services

2.21.5 FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2018-2019)

2.22 SAP

2.23 Prevero GmbH (Unit4)

2.24 WealthTrace

2.25 Sigma Conso

3 Market Competition, by Players

3.1 Global Financial Planning Software Revenue and Share by Players (2015-2020)

3.2 Market Concentration Rate

3.2.1 Top 5 Financial Planning Software Players Market Share

3.2.2 Top 10 Financial Planning Software Players Market Share

3.3 Market Competition Trend

4 Market Size by Regions

4.1 Global Financial Planning Software Revenue and Market Share by Regions

4.2 North America Financial Planning Software Revenue and Growth Rate (2015-2020)

4.3 Europe Financial Planning Software Revenue and Growth Rate (2015-2020)

4.4 Asia-Pacific Financial Planning Software Revenue and Growth Rate (2015-2020)

4.5 South America Financial Planning Software Revenue and Growth Rate (2015-2020)

4.6 Middle East & Africa Financial Planning Software Revenue and Growth Rate (2015-2020)

5 North America Financial Planning Software Revenue by Countries

5.1 North America Financial Planning Software Revenue by Countries (2015-2020)

5.2 USA Financial Planning Software Revenue and Growth Rate (2015-2020)

5.3 Canada Financial Planning Software Revenue and Growth Rate (2015-2020)

5.4 Mexico Financial Planning Software Revenue and Growth Rate (2015-2020)

6 Europe Financial Planning Software Revenue by Countries

6.1 Europe Financial Planning Software Revenue by Countries (2015-2020)

6.2 Germany Financial Planning Software Revenue and Growth Rate (2015-2020)

6.3 UK Financial Planning Software Revenue and Growth Rate (2015-2020)

6.4 France Financial Planning Software Revenue and Growth Rate (2015-2020)

6.5 Russia Financial Planning Software Revenue and Growth Rate (2015-2020)

6.6 Italy Financial Planning Software Revenue and Growth Rate (2015-2020)

7 Asia-Pacific Financial Planning Software Revenue by Countries

7.1 Asia-Pacific Financial Planning Software Revenue by Countries (2015-2020)

7.2 China Financial Planning Software Revenue and Growth Rate (2015-2020)

7.3 Japan Financial Planning Software Revenue and Growth Rate (2015-2020)

7.4 Korea Financial Planning Software Revenue and Growth Rate (2015-2020)

7.5 India Financial Planning Software Revenue and Growth Rate (2015-2020)

7.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2015-2020)

8 South America Financial Planning Software Revenue by Countries

8.1 South America Financial Planning Software Revenue by Countries (2015-2020)

8.2 Brazil Financial Planning Software Revenue and Growth Rate (2015-2020)

8.3 Argentina Financial Planning Software Revenue and Growth Rate (2015-2020)

9 Middle East & Africa Revenue Financial Planning Software by Countries

9.1 Middle East & Africa Financial Planning Software Revenue by Countries (2015-2020)

9.2 Saudi Arabia Financial Planning Software Revenue and Growth Rate (2015-2020)

9.3 UAE Financial Planning Software Revenue and Growth Rate (2015-2020)

9.4 Egypt Financial Planning Software Revenue and Growth Rate (2015-2020)

9.5 South Africa Financial Planning Software Revenue and Growth Rate (2015-2020)

10 Market Size Segment by Type

10.1 Global Financial Planning Software Revenue and Market Share by Type (2015-2020)

10.2 Global Financial Planning Software Market Forecast by Type (2019-2024)

10.3 Cloud-based Financial Planning Software Revenue Growth Rate (2015-2025)

10.4 On-promise Type Financial Planning Software Revenue Growth Rate (2015-2025)

11 Global Financial Planning Software Market Segment by Application

11.1 Global Financial Planning Software Revenue Market Share by Application (2015-2020)

11.2 Financial Planning Software Market Forecast by Application (2019-2024)

11.3 SME Revenue Growth (2015-2020)

11.4 Large Enterprise Revenue Growth (2015-2020)

11.5 Personal Purpose Revenue Growth (2015-2020)

11.6 Other Purposes Revenue Growth (2015-2020)

12 Global Financial Planning Software Market Size Forecast (2021-2025)

12.1 Global Financial Planning Software Market Size Forecast (2021-2025)

12.2 Global Financial Planning Software Market Forecast by Regions (2021-2025)

12.3 North America Financial Planning Software Revenue Market Forecast (2021-2025)

12.4 Europe Financial Planning Software Revenue Market Forecast (2021-2025)

12.5 Asia-Pacific Financial Planning Software Revenue Market Forecast (2021-2025)

12.6 South America Financial Planning Software Revenue Market Forecast (2021-2025)

12.7 Middle East & Africa Financial Planning Software Revenue Market Forecast (2021-2025)

13 Research Findings and Conclusion

14 Appendix

14.1 Methodology

14.2 Data Source

14.3 Disclaimer

14.4 About US


List of Tables

Table 1. Global Financial Planning Software Revenue (USD Million) by Type: 2015 VS 2019 VS 2025

Table 2. Breakdown of Financial Planning Software by Company Type (Tier 1, Tier 2 and Tier 3)

Table 3. Global Financial Planning Software Revenue (USD Million) by Application: 2015 VS 2019 VS 2025

Table 4. Global Market Financial Planning Software Revenue (Million USD) Comparison by Regions 2015-2025

Table 5. PIEtech, Inc. Corporate Information, Location and Competitors

Table 6. PIEtech, Inc. Financial Planning Software Major Business

Table 7. PIEtech, Inc. Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 8. PIEtech, Inc. SWOT Analysis

Table 9. PIEtech, Inc. Financial Planning Software Product and Solutions

Table 10. PIEtech, Inc. Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 11. Envestnet Corporate Information, Location and Competitors

Table 12. Envestnet Financial Planning Software Major Business

Table 13. Envestnet Financial Planning Software Total Revenue (USD Million) (2018-2019)

Table 14. Envestnet SWOT Analysis

Table 15. Envestnet Financial Planning Software Product and Solutions

Table 16. Envestnet Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 17. Money Tree Corporate Information, Location and Competitors

Table 18. Money Tree Financial Planning Software Major Business

Table 19. Money Tree Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 20. Money Tree SWOT Analysis

Table 21. Money Tree Financial Planning Software Product and Solutions

Table 22. Money Tree Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 23. EMoney Advisor Corporate Information, Location and Competitors

Table 24. EMoney Advisor Financial Planning Software Major Business

Table 25. EMoney Advisor Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 26. EMoney Advisor SWOT Analysis

Table 27. EMoney Advisor Financial Planning Software Product and Solutions

Table 28. EMoney Advisor Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 29. Advisor Software Corporate Information, Location and Competitors

Table 30. Advisor Software Financial Planning Software Major Business

Table 31. Advisor Software Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 32. Advisor Software SWOT Analysis

Table 33. Advisor Software Financial Planning Software Product and Solutions

Table 34. Advisor Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 35. Advicent Corporate Information, Location and Competitors

Table 36. Advicent Financial Planning Software Major Business

Table 37. Advicent Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 38. Advicent SWOT Analysis

Table 39. Advicent Financial Planning Software Product and Solutions

Table 40. Advicent Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 41. Wealthcare Capital Management Corporate Information, Location and Competitors

Table 42. Wealthcare Capital Management Financial Planning Software Major Business

Table 43. Wealthcare Capital Management Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 44. Wealthcare Capital Management SWOT Analysis

Table 45. Wealthcare Capital Management Financial Planning Software Product and Solutions

Table 46. Wealthcare Capital Management Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 47. Oltis Software Corporate Information, Location and Competitors

Table 48. Oltis Software Financial Planning Software Major Business

Table 49. Oltis Software Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 50. Oltis Software SWOT Analysis

Table 51. Oltis Software Financial Planning Software Product and Solutions

Table 52. Oltis Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 53. WealthTec Corporate Information, Location and Competitors

Table 54. WealthTec Financial Planning Software Major Business

Table 55. WealthTec Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 56. WealthTec SWOT Analysis

Table 57. WealthTec Financial Planning Software Product and Solutions

Table 58. WealthTec Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 59. InStream Solutions Corporate Information, Location and Competitors

Table 60. InStream Solutions Financial Planning Software Major Business

Table 61. InStream Solutions Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 62. InStream Solutions SWOT Analysis

Table 63. InStream Solutions Financial Planning Software Product and Solutions

Table 64. InStream Solutions Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 65. Razor Logic Systems Corporate Information, Location and Competitors

Table 66. Razor Logic Systems Financial Planning Software Major Business

Table 67. Razor Logic Systems Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 68. Razor Logic Systems SWOT Analysis

Table 69. Razor Logic Systems Financial Planning Software Product and Solutions

Table 70. Razor Logic Systems Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 71. Futurewise Technologies Corporate Information, Location and Competitors

Table 72. Futurewise Technologies Financial Planning Software Major Business

Table 73. Futurewise Technologies Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 74. Futurewise Technologies SWOT Analysis

Table 75. Futurewise Technologies Financial Planning Software Product and Solutions

Table 76. Futurewise Technologies Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 77. SunGard WealthStation (FIS) Corporate Information, Location and Competitors

Table 78. SunGard WealthStation (FIS) Financial Planning Software Major Business

Table 79. SunGard WealthStation (FIS) Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 80. SunGard WealthStation (FIS) SWOT Analysis

Table 81. SunGard WealthStation (FIS) Financial Planning Software Product and Solutions

Table 82. SunGard WealthStation (FIS) Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 83. ISoftware Limited Corporate Information, Location and Competitors

Table 84. ISoftware Limited Financial Planning Software Major Business

Table 85. ISoftware Limited Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 86. ISoftware Limited SWOT Analysis

Table 87. ISoftware Limited Financial Planning Software Product and Solutions

Table 88. ISoftware Limited Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 89. Moneywise Software Corporate Information, Location and Competitors

Table 90. Moneywise Software Financial Planning Software Major Business

Table 91. Moneywise Software Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 92. Moneywise Software SWOT Analysis

Table 93. Moneywise Software Financial Planning Software Product and Solutions

Table 94. Moneywise Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 95. Cheshire Software Corporate Information, Location and Competitors

Table 96. Cheshire Software Financial Planning Software Major Business

Table 97. Cheshire Software Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 98. Cheshire Software SWOT Analysis

Table 99. Cheshire Software Financial Planning Software Product and Solutions

Table 100. Cheshire Software Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 101. Advizr Corporate Information, Location and Competitors

Table 102. Advizr Financial Planning Software Major Business

Table 103. Advizr Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 104. Advizr SWOT Analysis

Table 105. Advizr Financial Planning Software Product and Solutions

Table 106. Advizr Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 107. ESPlanner Inc. Financial Planning Software Type and Application

Table 108. ESPlanner Inc. Financial Planning Software Major Business

Table 109. ESPlanner Inc. Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 110. ESPlanner Inc. SWOT Analysis

Table 111. ESPlanner Inc. Financial Planning Software Product and Solutions

Table 112. ESPlanner Inc. Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 113. Struktur AG Corporate Information, Location and Competitors

Table 114. Struktur AG Financial Planning Software Major Business

Table 115. Struktur AG Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 116. Struktur AG SWOT Analysis

Table 117. Struktur AG Financial Planning Software Product and Solutions

Table 118. Struktur AG Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 119. RightCapital Corporate Information, Location and Competitors

Table 120. RightCapital Financial Planning Software Major Business

Table 121. RightCapital Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 122. RightCapital SWOT Analysis

Table 123. RightCapital Financial Planning Software Product and Solutions

Table 124. RightCapital Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 125. FinPal Pty Ltd Corporate Information, Location and Competitors

Table 126. FinPal Pty Ltd Financial Planning Software Major Business

Table 127. FinPal Pty Ltd Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 128. FinPal Pty Ltd SWOT Analysis

Table 129. FinPal Pty Ltd Financial Planning Software Product and Solutions

Table 130. FinPal Pty Ltd Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 131. SAP Corporate Information, Location and Competitors

Table 132. SAP Financial Planning Software Major Business

Table 133. SAP Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 134. SAP SWOT Analysis

Table 135. SAP Financial Planning Software Product and Solutions

Table 136. SAP Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 137. Prevero GmbH (Unit4) Corporate Information, Location and Competitors

Table 138. Prevero GmbH (Unit4) Financial Planning Software Major Business

Table 139. Prevero GmbH (Unit4) Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 140. Prevero GmbH (Unit4) SWOT Analysis

Table 141. Prevero GmbH (Unit4) Financial Planning Software Product and Solutions

Table 142. Prevero GmbH (Unit4) Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 143. WealthTrace Corporate Information, Location and Competitors

Table 144. WealthTrace Financial Planning Software Major Business

Table 145. WealthTrace Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 146. WealthTrace SWOT Analysis

Table 147. WealthTrace Financial Planning Software Product and Solutions

Table 148. WealthTrace Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 149. Sigma Conso Corporate Information, Location and Competitors

Table 150. Sigma Conso Financial Planning Software Major Business

Table 151. Sigma Conso Financial Planning Software Total Revenue (USD Million) (2017-2018)

Table 152. Sigma Conso SWOT Analysis

Table 153. Sigma Conso Financial Planning Software Product and Solutions

Table 154. Sigma Conso Financial Planning Software Revenue (USD Million), Gross Margin and Market Share (2018-2019)

Table 155. Global Financial Planning Software Revenue (Million USD) by Players (2015-2020)

Table 156. Global Financial Planning Software Revenue Share by Players (2015-2020)

Table 157. Global Financial Planning Software Revenue (Million USD) by Regions (2015-2020)

Table 158. Global Financial Planning Software Revenue Market Share by Regions (2015-2020)

Table 159. North America Financial Planning Software Revenue by Countries (2015-2020)

Table 160. North America Financial Planning Software Revenue Market Share by Countries (2015-2020)

Table 161. Europe Financial Planning Software Revenue (Million USD) by Countries (2015-2020)

Table 162. Asia-Pacific Financial Planning Software Revenue (Million USD) by Countries (2015-2020)

Table 163. South America Financial Planning Software Revenue by Countries (2015-2020)

Table 164. South America Financial Planning Software Revenue Market Share by Countries (2015-2020)

Table 165. Middle East and Africa Financial Planning Software Revenue (Million USD) by Countries (2015-2020)

Table 166. Middle East and Africa Financial Planning Software Revenue Market Share by Countries (2015-2020)

Table 167. Global Financial Planning Software Revenue (Million USD) by Type (2015-2020)

Table 168. Global Financial Planning Software Revenue Share by Type (2015-2020)

Table 169. Global Financial Planning Software Revenue Forecast by Type (2021-2025)

Table 170. Global Financial Planning Software Revenue by Application (2015-2020)

Table 171. Global Financial Planning Software Revenue Share by Application (2015-2020)

Table 172. Global Financial Planning Software Revenue Forecast by Application (2021-2025)

Table 173. Global Financial Planning Software Revenue (Million USD) Forecast by Regions (2021-2025)

List of Figures

Figure 1. Financial Planning Software Picture

Figure 2. Global Financial Planning Software Revenue Market Share by Type in 2019

Figure 3. Cloud-based Financial Planning Software Picture

Figure 4. On-promise Type Financial Planning Software Picture

Figure 5. Financial Planning Software Revenue Market Share by Application in 2019

Figure 6. SME Picture

Figure 7. Large Enterprise Picture

Figure 8. Personal Purpose Picture

Figure 9. Other Purposes Picture

Figure 10. Global Financial Planning Software Revenue (USD Million) and Growth Rate (2015-2025)

Figure 11. North America Financial Planning Software Revenue (Million USD) and Growth Rate (2015-2025)

Figure 12. Europe Financial Planning Software Revenue (Million USD) and Growth Rate (2015-2025)

Figure 13. Asia-Pacific Financial Planning Software Revenue (Million USD) and Growth Rate (2015-2025)

Figure 14. South America Financial Planning Software Revenue (Million USD) and Growth Rate (2015-2025)

Figure 15. Middle East and Africa Financial Planning Software Revenue (Million USD) and Growth Rate (2015-2025)

Figure 16. Global Financial Planning Software Revenue (Million USD) and Growth Rate (2015-2025)

Figure 17. Global Financial Planning Software Revenue Share by Players in 2019

Figure 18. Global Top 5 Players Financial Planning Software Revenue Market Share in 2019

Figure 19. Global Top 10 Players Financial Planning Software Revenue Market Share in 2019

Figure 20. Key Players Market Share Trend

Figure 21. Global Financial Planning Software Revenue (Million USD) and Growth Rate (%) (2015-2020)

Figure 22. Global Financial Planning Software Revenue Market Share by Regions (2015-2020)

Figure 23. Global Financial Planning Software Revenue Market Share by Regions in 2018

Figure 24. North America Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 25. Europe Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 26. Asia-Pacific Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 27. South America Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 28. Middle East and Africa Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 29. North America Financial Planning Software Revenue Market Share by Countries (2015-2020)

Figure 30. North America Financial Planning Software Revenue Market Share by Countries in 2019

Figure 31. USA Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 32. Canada Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 33. Mexico Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 34. Europe Financial Planning Software Revenue Market Share by Countries (2015-2020)

Figure 35. Europe Financial Planning Software Revenue Market Share by Countries in 2019

Figure 36. Germany Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 37. UK Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 38. France Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 39. Russia Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 40. Italy Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 41. Asia-Pacific Financial Planning Software Revenue Market Share by Countries (2015-2020)

Figure 42. Asia-Pacific Financial Planning Software Revenue Market Share by Countries in 2019

Figure 43. China Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 44. Japan Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 45. Korea Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 46. India Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 47. Southeast Asia Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 48. South America Financial Planning Software Revenue Market Share by Countries (2015-2020)

Figure 49. South America Financial Planning Software Revenue Market Share by Countries in 2019

Figure 50. Brazil Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 51. Argentina Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 52. Middle East and Africa Financial Planning Software Revenue Market Share by Countries (2015-2020)

Figure 53. Middle East and Africa Financial Planning Software Revenue Market Share by Countries in 2019

Figure 54. Saudi Arabia Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 55. UAE Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 56. Egypt Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 57. South Africa Financial Planning Software Revenue and Growth Rate (2015-2020)

Figure 58. Global Financial Planning Software Revenue Share by Type (2015-2020)

Figure 59. Global Financial Planning Software Revenue Share by Type in 2019

Figure 60. Global Financial Planning Software Market Share Forecast by Type (2021-2025)

Figure 61. Global Cloud-based Financial Planning Software Revenue Growth Rate (2015-2020)

Figure 62. Global On-promise Type Financial Planning Software Revenue Growth Rate (2015-2020)

Figure 63. Global Financial Planning Software Revenue Share by Application (2015-2020)

Figure 64. Global Financial Planning Software Revenue Share by Application in 2019

Figure 65. Global Financial Planning Software Market Share Forecast by Application (2021-2025)

Figure 66. Global SME Revenue Growth Rate (2015-2020)

Figure 67. Global Large Enterprise Revenue Growth Rate (2015-2020)

Figure 68. Global Personal Purpose Revenue Growth Rate (2015-2020)

Figure 69. Global Other Purposes Revenue Growth Rate (2015-2020)

Figure 70. Global Financial Planning Software Revenue (Million USD) and Growth Rate Forecast (2021-2025)

Figure 71. Global Financial Planning Software Revenue (Million USD) Forecast by Regions (2021-2025)

Figure 72. Global Financial Planning Software Revenue Market Share Forecast by Regions (2021-2025)

Figure 73. North America Financial Planning Software Revenue Market Forecast (2021-2025)

Figure 74. Europe Financial Planning Software Revenue Market Forecast (2021-2025)

Figure 75. Asia-Pacific Financial Planning Software Revenue Market Forecast (2021-2025)

Figure 76. South America Financial Planning Software Revenue Market Forecast (2021-2025)

Figure 77. Middle East and Africa Financial Planning Software Revenue Market Forecast (2021-2025)

Figure 78. Sales Channel: Direct Channel vs Indirect Channel

Research Methodology

Market research is a method of gathering, assessing and deducing data & information about a particular market. Market research is very crucial in these days. The techniques analyze about how a product/service can be offered to the market to its end-customers, observe the impact of that product/service based on the past customer experiences, and cater their needs and demands. Owing to the successful business ventures, accurate, relevant and thorough information is the base for all the organizations because market research report/study offers specific market related data & information about the industry growth prospects, perspective of the existing customers, and the overall market scenario prevailed in past, ongoing present and developing future. It allows the stakeholders and investors to determine the probability of a business before committing substantial resources to the venture. Market research helps in solving the marketing issues challenges that a business will most likely face.

Market research is valuable because of the following reasons:

  • Market research helps businesses strengthen a company’s position
  • Market research helps in minimizing the investment risks associated with the businesses in any industry vertical
  • Market research helps in identifying the potential threats and opportunities associated with the business industry
  • Market research aids in spotting the emerging trends and facilitates strategic planning in order to stay ahead in the competition

Our research report features both the aspects; qualitative and quantitative. Qualitative part provides insights about the market driving forces, potential opportunities, customer’s demands and requirement which in turn help the companies to come up with new strategies in order to survive in the long run competition. The quantitative segment offers the most credible information related to the industry. Based on the data gathering, we use to derive the market size and estimate their future growth prospects on the basis of global, region and country.

Our market research process involves with the four specific stages.

  • Data Collection
  • Data Synthesis
  • Market Deduction & Formulation
  • Data Screening & Validation

Data Collection: This stage of the market research process involves with the gathering and collecting of the market/industry related data from the sources. There are basically two types of research methods:

  • Primary Research: By conducting primary research, it involves with the two types of data gathering; exploratory and specific. Exploratory data is open-ended and helps us to define a particular problem involving surveys, and pilot study to the specific consumer group, knowing their needs and wants catering to the industry related product/service offering. Explanatory data gathering follows with the bit of unstructured way. Our analyst group leads the study by focusing on the key crowd, in this manner picking up bits of knowledge from them. In light of the points of view of the clients, this data is used to plan advertise techniques. In addition, showcase overviews causes us to comprehend the current scenario of the business. Specific data gathering on the hand, involves with the more structured and formal way. The primary research usually includes in telephonic conversations, E-mail collaborations and up close and personal meetings/interviews with the raw material suppliers, industrial wholesalers, and independent consultants/specialists. The interviews that we conduct offers important information on showcase size and industry development patterns. Our company likewise conducts interviews with the different business specialists so as to increase generally bits of knowledge of the business/showcase.
  • Secondary Research: The secondary research incorporates with the data gathering from the non-profit associations and organizations, for example, World bank, WHO, investor relations and their presentations, statistical databases, yearly(annual reports) reports, national government records, factual databases, websites, articles, white papers, press releases, blogs and others. From the annual report, we deduce an organization's income/revenue generation to comprehend the key product segment related to the market. We examine the organization sites and implement product mapping strategy which is significant for determining the segment revenue. In the product mapping technique, we choose and categorize the products offered by the companies catering to the industry specific market, derive the segment revenue for each of the organizations to get the market estimation. We also gather data & Information based on the supply and demand side of the value chain involved with the domain specific market. The supply side denotes the distributors, wholesalers, suppliers and the demand side denotes the end-consumers/customers of the value chain. The supply side of the market is analyzed by examining the product growth across industry in each of the region followed by its pricing analysis. The demand side is analyzed by the evaluating the penetration level and adoption rates of the product by referring to the historical/past data, examine the present usage and forecasting the future trends. 
  • Purchased Database: Our purchased data provides insights about the key market players/companies along with their financial analysis. Additionally, our data base also includes market related information. 
    • We also have the agreements with various reputed data providers, consultants and third party vendors who provide information which are not limited to:
      • Export & Import Data
      • Business Information related to trade and its statistics
      • Penetration level of a particular product/service based on geography mainly focusing on the unmet prerequisites of the customers.
  • In-house Library: Apart from these third-party sources, we have our in-house library of quantitative and qualitative data & information. Our in-house database includes market data for various industry and domains. These data are updated on regular basis as per the changing market scenario. Our library includes, internal audit reports, historic databases, archives and journal publications. Sometimes there are instances where there is no metadata or raw data available for any domain specific market. For those particular cases, we utilize our expertise to forecast and estimate the market size in order to generate comprehensive data sets. Our analyst team adopts a robust research technique in order to deduce the market size and its estimates:
  • Examining demographic along with psychographic segmentation for market evaluation
  • Analyzing the macro and micro-economic indicators for each demography
  • Evaluating the current industry trends popular in the market.

Data Synthesis: This stage includes the evaluation and assessment of all the data acquired from the primary and secondary research. It likewise includes in evaluating the information for any disparity watched while information gathering identified with the market. The data & information is gathered with consideration to the heterogeneity of sources. Scientific and statistical methods are implemented for synthesizing dissimilar information sets and provide the relevant data which is fundamental for formulating strategies. Our organization has broad involvement with information amalgamation where the information goes through different stages:

  • Information Screening: Information screening is the way toward examining information/data gathered from the sources for errors/mistakes and amending it before data integration process. The screening includes in looking at raw information, identifying and distinguishing mistakes and managing missing information. The reason for the information screening is to ensure information is effectively entered or not. Our organization utilizes objective and precise information screening grades through repetitive quality checks.
  • Data Integration: The data integration method involves with the incorporation of numerous information streams. The data streams is important so as to deliver investigate examines that give overall market scenario to the investors. These information streams originate from different research contemplates and our in house database. After the screening of the information, our analysts conduct efficient integration of the data streams, optimizing connections between integrated surveys and syndicated data sources. There are two research approaches that we follow so as to coordinate our information; top down methodology and bottom up methodology. 
    • Top-down analysis generally refers to using broad factors as a basis for decision making. The top-down approach helps in identifying the overall market scenario along with the external and internal factors effecting the market growth.
    • The bottom-up approach takes a completely different approach. Generally, the bottom-up approach focuses its analysis on micro attributes and specific characteristics of the domain specific market.

Market Formulation & Deduction: The last stage includes assigning the data & information in a suitable way in order to derive market size. Analyst reviews and domain based opinions based on holistic approach of market estimation combined with industry investigation additionally features a crucial role in this stage.

This stage includes with the finalization of the market size and numbers that we have gathered from primary and secondary research. With the data & information addition, we ensure that there is no gap in the market information. Market trend analysis is finished by our analysts by utilizing data extrapolation procedures, which give the most ideal figures to the market.

Data Validation: Validation is the most crucial step in the process. Validation & re-validation through scientifically designed technique and process that helps us finalize data-points to be used for final calculations. This stage also involves with the data triangulation process. Data triangulation generally implicates the cross validation and matching the data which has been collected from primary and secondary research methods.

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