Global Financial Planning Software Market Size, Status and Forecast 2022

Global Financial Planning Software Market Size, Status and Forecast 2022

This report studies the Financial Planning Software market status and outlook of global and major regions, from angles of players, regions, product and end Application/industries; this report analyzes the top players in global and major regions, and splits the Financial Planning Software market by product and Application/end industries.

The global Financial Planning Software market is valued at 764 million USD in 2016 and is expected to reach 1696 million USD by the end of 2022, growing at a CAGR of 14.23% between 2016 and 2022.

The Asia-Pacific will occupy for more market share in following years, especially in China, also fast growing India and Southeast Asia regions.

United States will still play an important role which cannot be ignored. Any changes from United States might affect the development trend of Financial Planning Software.

Europe also plays important roles in global market, with market size of 191 million USD in 2016 and will be 521 million USD in 2022, with a CAGR of 18.17%.

The major players in global market include
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

Geographically, this report split global into several key Regions, with, revenue (million USD), market share and growth rate of Financial Planning Software for these regions, from 2012 to 2022 (forecast)
United States
Europe
Oceania
China
India
Southeast Asia


1 Industry Overview
1.1 Financial Planning Software Market Overview
1.1.1 Financial Planning Software Product Scope
1.1.2 Market Status and Outlook
1.2 Global Financial Planning Software Market Size and Analysis by Regions (2012-2017)
1.2.1 United States Financial Planning Software Market Status and Outlook
1.2.2 Europe Financial Planning Software Market Status and Outlook
1.2.3 Oceania Financial Planning Software Market Status and Outlook
1.2.4 China Financial Planning Software Market Status and Outlook
1.2.5 India Financial Planning Software Market Status and Outlook
1.2.6 Southeast Asia Financial Planning Software Market Status and Outlook
1.3 Financial Planning Software Market by End Users/Application
2 Global Financial Planning Software Competition Analysis by Players
2.1 Global Financial Planning Software Market Size (Million USD) by Players (2012-2017)
2.2 Competitive Status and Trend
2.2.1 Market Concentration Rate
2.2.2 Product/Service Differences
2.2.3 New Entrants
2.2.4 Acquisitions & Expansions
2.2.5 Product List, Pricing Information and Key Support Regions by Vendors
3 Company (Top Players) Profiles and Key Data
3.1 PIEtech, Inc.
3.1.1 Company Profile
3.1.2 Main Business/Business Overview
3.1.3 Products, Services and Solutions
3.1.4 PIEtech, Inc. Financial Planning Software Revenue (Million USD) (2012-2017)
3.2 eMoney Advisor
3.2.1 Company Profile
3.2.2 Main Business/Business Overview
3.2.3 Products, Services and Solutions
3.2.4 eMoney Advisor Financial Planning Software Revenue (Million USD) (2012-2017)
3.3 Advicent
3.3.1 Company Profile
3.3.2 Main Business/Business Overview
3.3.3 Products, Services and Solutions
3.3.4 Advicent Financial Planning Software Revenue (Million USD) (2012-2017)
3.4 Money Tree
3.4.1 Company Profile
3.4.2 Main Business/Business Overview
3.4.3 Products, Services and Solutions
3.4.4 Money Tree Financial Planning Software Revenue (Million USD) (2012-2017)
3.5 WealthTec
3.5.1 Company Profile
3.5.2 Main Business/Business Overview
3.5.3 Products, Services and Solutions
3.5.4 WealthTec Financial Planning Software Revenue (Million USD) (2012-2017)
3.6 Oltis Software
3.6.1 Company Profile
3.6.2 Main Business/Business Overview
3.6.3 Products, Services and Solutions
3.6.4 Oltis Software Financial Planning Software Revenue (Million USD) (2012-2017)
3.7 Advisor Software
3.7.1 Company Profile
3.7.2 Main Business/Business Overview
3.7.3 Products, Services and Solutions
3.7.4 Advisor Software Financial Planning Software Revenue (Million USD) (2012-2017)
3.8 Envestnet
3.8.1 Company Profile
3.8.2 Main Business/Business Overview
3.8.3 Products, Services and Solutions
3.8.4 Envestnet Financial Planning Software Revenue (Million USD) (2012-2017)
3.9 inStream Solutions
3.9.1 Company Profile
3.9.2 Main Business/Business Overview
3.9.3 Products, Services and Solutions
3.9.4 inStream Solutions Financial Planning Software Revenue (Million USD) (2012-2017)
3.10 Wealthcare Capital Management
3.10.1 Company Profile
3.10.2 Main Business/Business Overview
3.10.3 Products, Services and Solutions
3.10.4 Wealthcare Capital Management Financial Planning Software Revenue (Million USD) (2012-2017)
3.11 SunGard WealthStation (FIS)
3.11.1 Company Profile
3.11.2 Main Business/Business Overview
3.11.3 Products, Services and Solutions
3.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue (Million USD) (2012-2017)
3.12 Advizr
3.12.1 Company Profile
3.12.2 Main Business/Business Overview
3.12.3 Products, Services and Solutions
3.12.4 Advizr Financial Planning Software Revenue (Million USD) (2012-2017)
3.13 RightCapital
3.13.1 Company Profile
3.13.2 Main Business/Business Overview
3.13.3 Products, Services and Solutions
3.13.4 RightCapital Financial Planning Software Revenue (Million USD) (2012-2017)
3.14 Cheshire Software
3.14.1 Company Profile
3.14.2 Main Business/Business Overview
3.14.3 Products, Services and Solutions
3.14.4 Cheshire Software Financial Planning Software Revenue (Million USD) (2012-2017)
3.15 Razor Logic Systems
3.15.1 Company Profile
3.15.2 Main Business/Business Overview
3.15.3 Products, Services and Solutions
3.15.4 Razor Logic Systems Financial Planning Software Revenue (Million USD) (2012-2017)
3.16 Moneywise Software
3.16.1 Company Profile
3.16.2 Main Business/Business Overview
3.16.3 Products, Services and Solutions
3.16.4 Moneywise Software Financial Planning Software Revenue (Million USD) (2012-2017)
3.17 struktur AG
3.17.1 Company Profile
3.17.2 Main Business/Business Overview
3.17.3 Products, Services and Solutions
3.17.4 struktur AG Financial Planning Software Revenue (Million USD) (2012-2017)
3.18 Futurewise Technologies
3.18.1 Company Profile
3.18.2 Main Business/Business Overview
3.18.3 Products, Services and Solutions
3.18.4 Futurewise Technologies Financial Planning Software Revenue (Million USD) (2012-2017)
3.19 ESPlanner Inc.
3.19.1 Company Profile
3.19.2 Main Business/Business Overview
3.19.3 Products, Services and Solutions
3.19.4 ESPlanner Inc. Financial Planning Software Revenue (Million USD) (2012-2017)
3.20 ISoftware Limited
3.20.1 Company Profile
3.20.2 Main Business/Business Overview
3.20.3 Products, Services and Solutions
3.20.4 ISoftware Limited Financial Planning Software Revenue (Million USD) (2012-2017)
3.21 FinPal Pty Ltd
3.21.1 Company Profile
3.21.2 Main Business/Business Overview
3.21.3 Products, Services and Solutions
3.21.4 FinPal Pty Ltd Financial Planning Software Revenue (Million USD) (2012-2017)
3.22 WealthTrace
3.22.1 Company Profile
3.22.2 Main Business/Business Overview
3.22.3 Products, Services and Solutions
3.22.4 WealthTrace Financial Planning Software Revenue (Million USD) (2012-2017)
3.23 Sigma Conso
3.23.1 Company Profile
3.23.2 Main Business/Business Overview
3.23.3 Products, Services and Solutions
3.23.4 Sigma Conso Financial Planning Software Revenue (Million USD) (2012-2017)
3.24 prevero GmbH(Unit4)
3.24.1 Company Profile
3.24.2 Main Business/Business Overview
3.24.3 Products, Services and Solutions
3.24.4 prevero GmbH(Unit4) Financial Planning Software Revenue (Million USD) (2012-2017)
3.25 SAP
3.25.1 Company Profile
3.25.2 Main Business/Business Overview
3.25.3 Products, Services and Solutions
3.25.4 SAP Financial Planning Software Revenue (Million USD) (2012-2017)
4 Global Financial Planning Software Market Size by Product and Application (2012-2017)
4.1 Global Financial Planning Software Market Size by Application (2012-2017)
4.2 Potential Application of Financial Planning Software in Future
4.3 Top Consumer / End Users of Financial Planning Software
5 United States Financial Planning Software Development Status and Outlook
5.1 United States Financial Planning Software Market Size (2012-2017)
5.2 United States Financial Planning Software Market Size and Market Share by Players (2012-2017)
5.3 United States Financial Planning Software Market Size by Application (2012-2017)
6 Europe Financial Planning Software Development Status and Outlook
6.1 Europe Financial Planning Software Market Size (2012-2017)
6.2 Europe Financial Planning Software Market Size and Market Share by Players (2012-2017)
6.3 Europe Financial Planning Software Market Size by Application (2012-2017)
7 Oceania Financial Planning Software Development Status and Outlook
7.1 Oceania Financial Planning Software Market Size (2012-2017)
7.2 Oceania Financial Planning Software Market Size and Market Share by Players (2012-2017)
7.3 Oceania Financial Planning Software Market Size by Application (2012-2017)
8 China Financial Planning Software Development Status and Outlook
8.1 China Financial Planning Software Market Size and Forecast (2012-2017)
8.2 China Financial Planning Software Market Size and Market Share by Players (2012-2017)
8.3 China Financial Planning Software Market Size by Application (2012-2017)
9 India Financial Planning Software Development Status and Outlook
9.1 India Financial Planning Software Market Size and Forecast (2012-2017)
9.2 India Financial Planning Software Market Size and Market Share by Players (2012-2017)
9.3 India Financial Planning Software Market Size by Application (2012-2017)
10 Southeast Asia Financial Planning Software Development Status and Outlook
10.1 Southeast Asia Financial Planning Software Market Size and Forecast (2012-2017)
10.2 Southeast Asia Financial Planning Software Market Size and Market Share by Players (2012-2017)
10.3 Southeast Asia Financial Planning Software Market Size by Application (2012-2017)
11 Market Forecast by Regions and Application (2017-2022)
11.1 Global Financial Planning Software Market Size (Million USD) by Regions (2017-2022)
11.1.1 United States Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.2 Europe Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.3 China Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.4 Oceania Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.5 Southeast Asia Financial Planning Software Revenue and Growth Rate (2017-2022)
11.1.6 India Financial Planning Software Revenue and Growth Rate (2017-2022)
11.2 Global Financial Planning Software Market Size by Application (2017-2022)
12 Financial Planning Software Market Dynamics
12.1 Financial Planning Software Market Opportunities
12.2 Financial Planning Software Market Risk
12.2.1 Cyber Security Risk
12.2.2 Business Model Risk
12.2.3 D&A Privacy Risk
12.2.4 Technology Project Risk
12.3 Financial Planning Software Market Driving Force
12.3.1 Growing Demand from Emerging Markets
12.3.2 The Development of IT
12.4 Financial Planning Software Developing Cost Analysis
12.4.1 Financial Planning Software Hardware Analysis
12.4.2 Proportion of Developing Cost Structure
13 Market Effect Factors Analysis
13.1 Technology Progress/Risk
13.1.1 Consumer Technology
13.1.2 Technology Progress in Related Industry
13.2 Consumer Needs Trend/Customer Preference
13.3 External Environmental Change
13.3.1 North America Economy Analysis
13.3.2 Asia Pacific Economy Analysis
13.3.3 Europe Economy Analysis
13.3.4 China Economy Analysis
14 Research Finding /Conclusion
15 Methodology and Data Source
15.1 Methodology/Research Approach
15.1.1 Research Programs/Design
15.1.2 Market Size Estimation
15.1.3 Market Breakdown and Data Triangulation
15.2 Data Source
15.2.1 Secondary Sources
15.2.2 Primary Sources
15.3 Disclaimer
15.4 Author List
List of Tables and Figures
Figure Global Financial Planning Software Market Size (Million USD) Status and Outlook (2012-2022)
Table Global Market Financial Planning Software Revenue (Million USD) Comparison by Regions 2012-2022
Figure Global Financial Planning Software Market Share by Regions in 2016
Figure United States Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2022)
Figure Europe Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2022)
Figure Oceania Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2022)
Figure China Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2022)
Figure India Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
Figure Southeast Asia Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
Table Global Financial Planning Software Market Size (Million USD) Comparison by Application (2012-2022)
Figure Global Financial Planning Software Market Share by Application in 2016
Table Global Financial Planning Software Revenue (Million USD) by Players (2012-2017)
Table Global Financial Planning Software Revenue Market Share (%) by Players (2012-2017)
Figure Global Financial Planning Software Market Size Share by Players in 2012
Figure Global Financial Planning Software Market Size Share by Players in 2016
Table New Entrants of Financial Planning Software 2012-2017
Table Acquisitions & Expansions of Financial Planning Software 2012-2017
Table Financial Planning Software by Key Vendors
Table Pricing Information by Key Vendors
Table Key Support Regions by Key Vendors
Table PIEtech, Inc. Basic Information List
Table Financial Planning Software Business Revenue of PIEtech, Inc. (2012-2017)
Figure PIEtech, Inc. Financial Planning Software Business Revenue Growth Rate
Figure PIEtech, Inc. Financial Planning Software Business Revenue Market Share (%) (2012-2017)
Table eMoney Advisor Basic Information List
Table Financial Planning Software Business Revenue of eMoney Advisor (2012-2017)
Figure eMoney Advisor Financial Planning Software Business Revenue Growth Rate
Figure eMoney Advisor Financial Planning Software Business Revenue Market Share (%) (2012-2017)
Table Advicent Basic Information List
Table Financial Planning Software Business Revenue of Advicent (2012-2017)
Figure Advicent Financial Planning Software Business Revenue Growth Rate
Figure Advicent Financial Planning Software Business Revenue Market Share (%) (2012-2017)
Table Money Tree Basic Information List
Table Financial Planning Software Business Revenue of Money Tree (2012-2017)
Figure Money Tree Financial Planning Software Business Revenue Growth Rate
Figure Money Tree Financial Planning Software Business Revenue Market Share (%) (2012-2017)
Table WealthTec Basic Information List
Table Financial Planning Software Business Revenue of WealthTec (2012-2017)
Figure WealthTec Financial Planning Software Business Revenue Growth Rate
Figure WealthTec Financial Planning Software Business Revenue Market Share (%) (2012-2017)
Table Oltis Software Basic Information List
Table Financial Planning Software Business Revenue of Oltis Software (2012-2017)
Figure Oltis Software Financial Planning Software Business Revenue Growth Rate
Figure Oltis Software Financial Planning Software Business Revenue Market Share (%) (2012-2017)
Table Advisor Software Basic Information List
Table Financial Planning Software Business Revenue of Advisor Software (2012-2017)
Figure Advisor Software Financial Planning Software Business Revenue Growth Rate
Figure Advisor Software Financial Planning Software Business Revenue Market Share (%) (2012-2017)
Table Envestnet Basic Information List
Table Financial Planning Software Business Revenue of Envestnet (2012-2017)
Figure Envestnet Financial Planning Software Business Revenue Growth Rate 53

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