Global Financial Planning Software Competitive Landscape Professional Research Report 2024

Research Summary

Financial planning software is a specialized computer program or application designed to assist individuals, financial advisors, or organizations in creating comprehensive financial plans and managing various aspects of personal or corporate finances. This software typically offers tools for budgeting, retirement planning, investment analysis, tax optimization, debt management, and goal setting. Users can input their financial data, goals, and preferences, and the software generates reports, projections, and recommendations to help users make informed financial decisions and achieve their financial objectives. Financial planning software is valuable for individuals and businesses seeking to better understand their financial situations, plan for future financial goals, and optimize their financial strategies. It provides a structured and organized approach to financial management and allows for scenario analysis and modeling to make well-informed financial choices.

According to DIResearch's in-depth investigation and research, the global Financial Planning Software market size will reach XX US$ Million in 2024, and is expected to reach XX US$ Million in 2030, with a CAGR of XX% (2025-2030). Among them, the China market has changed rapidly in the past few years. The market size in 2024 will be XX US$ Million, accounting for approximately XX% of the world. It is expected to reach XX US$ Million in 2030, and the global share will reach XX%.

The major global manufacturers of Financial Planning Software 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, ISoftware Limited, ESPlanner Inc., FinPal Pty Ltd, WealthTrace, Sigma Conso, Prevero GmbH (Unit4), SAP etc. The global players competition landscape in this report is divided into three tiers. The first tiers is the global leading enterprise, which occupies a major market share, is in a leading position in the industry, has strong competitiveness and influence, and has a large revenue scale; the second tiers has a certain share and popularity in the market, actively follows the industry leaders in product, service or technological innovation, and has a medium revenue scale; the third tiers has a smaller share in the market, has a lower brand awareness, mainly focuses on the local market, and has a relatively small revenue scale.

This report studies the market size, price trends and future development prospects of Financial Planning Software. Focus on analysing the market share, product portfolio, revenue and gross profit margin of global major manufacturers, as well as the market status and trends of different product types and applications in the global Financial Planning Software market. The report data covers historical data from 2019 to 2023, base year in 2024 and forecast data from 2025 to 2030.

The regions and countries in the report include North America, Europe, China, APAC (excl. China), Latin America and Middle East and Africa, covering the Financial Planning Software market conditions and future development trends of key regions and countries, combined with industry-related policies and the latest technological developments, analyze the development characteristics of Financial Planning Software industries in various regions and countries, help companies understand the development characteristics of each region, help companies formulate business strategies, and achieve the ultimate goal of the company's global development strategy.

The data sources of this report mainly include the National Bureau of Statistics, customs databases, industry associations, corporate financial reports, third-party databases, etc. Among them, macroeconomic data mainly comes from the National Bureau of Statistics, International Economic Research Organization; industry statistical data mainly come from industry associations; company data mainly comes from interviews, public information collection, third-party reliable databases, and price data mainly comes from various markets monitoring database.

Global Key Manufacturers of Financial Planning Software 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

ISoftware Limited

ESPlanner Inc.

FinPal Pty Ltd

WealthTrace

Sigma Conso

Prevero GmbH (Unit4)

SAP

Financial Planning Software Product Segment Include:

Cloud-based Financial Planning Software

On-promise Type Financial Planning Software

Financial Planning Software Product Application Include:

SME

Large Enterprise

Personal Purpose

Others

Chapter Scope

Chapter 1: Product Research Range, Product Types and Applications, Market Overview, Market Situation and Trends

Chapter 2: Global Financial Planning Software Industry PESTEL Analysis

Chapter 3: Global Financial Planning Software Industry Porter's Five Forces Analysis

Chapter 4: Global Financial Planning Software Major Regional Market Size and Forecast Analysis

Chapter 5: Global Financial Planning Software Market Size and Forecast by Type and Application Analysis

Chapter 6: North America Financial Planning Software Competitive Analysis (Market Size, Key Players and Market Share, Product Type and Application Segment Analysis, Countries Analysis)

Chapter 7: Europe Financial Planning Software Competitive Analysis (Market Size, Key Players and Market Share, Product Type and Application Segment Analysis, Countries Analysis)

Chapter 8: China Financial Planning Software Competitive Analysis (Market Size, Key Players and Market Share, Product Type and Application Segment Analysis, Countries Analysis)

Chapter 9: APAC (Excl. China) Financial Planning Software Competitive Analysis (Market Size, Key Players and Market Share, Product Type and Application Segment Analysis, Countries Analysis)

Chapter 10: Latin America Financial Planning Software Competitive Analysis (Market Size, Key Players and Market Share, Product Type and Application Segment Analysis, Countries Analysis)

Chapter 11: Middle East and Africa Financial Planning Software Competitive Analysis (Market Size, Key Players and Market Share, Product Type and Application Segment Analysis, Countries Analysis)

Chapter 12: Global Financial Planning Software Competitive Analysis of Key Manufacturers (Revenue, Market Share, Regional Distribution and Industry Concentration)

Chapter 13: Key Company Profiles (Product Portfolio, Revenue and Gross Margin)

Chapter 14: Industrial Chain Analysis, Include Raw Material Suppliers, Distributors and Customers

Chapter 15: Research Findings and Conclusion

Chapter 16: Methodology and Data Sources

Table of Contents

1 Financial Planning Software Market Overview

1.1 Product Definition and Statistical Scope

1.2 Financial Planning Software Product by Type

1.2.1 Global Financial Planning Software Market Size by Type, 2023 VS 2024 VS 2030

1.2.2 Cloud-based Financial Planning Software

1.2.3 On-promise Type Financial Planning Software

1.3 Financial Planning Software Product by Application

1.3.1 Global Financial Planning Software Market Size by Application, 2023 VS 2024 VS 2030

1.3.2 SME

1.3.3 Large Enterprise

1.3.4 Personal Purpose

1.3.5 Others

1.4 Global Financial Planning Software Market Revenue Analysis (2019-2030)

1.5 Financial Planning Software Market Development Status and Trends

1.5.1 Financial Planning Software Industry Development Status Analysis

1.5.2 Financial Planning Software Industry Development Trends Analysis

2 Financial Planning Software Market PESTEL Analysis

2.1 Political Factors Analysis

2.2 Economic Factors Analysis

2.3 Social Factors Analysis

2.4 Technological Factors Analysis

2.5 Environmental Factors Analysis

2.6 Legal Factors Analysis

3 Financial Planning Software Market Porter's Five Forces Analysis

3.1 Competitive Rivalry

3.2 Threat of New Entrants

3.3 Bargaining Power of Suppliers

3.4 Bargaining Power of Buyers

3.5 Threat of Substitutes

4 Global Financial Planning Software Market Analysis by Regions

4.1 Financial Planning Software Overall Market: 2023 VS 2024 VS 2030

4.2 Global Financial Planning Software Revenue and Forecast Analysis (2019-2030)

4.2.1 Global Financial Planning Software Revenue and Market Share by Region (2019-2024)

4.2.2 Global Financial Planning Software Revenue Forecast by Region (2025-2030)

5 Global Financial Planning Software Market Size by Type and Application

5.1 Global Financial Planning Software Market Size by Type

5.2 Global Financial Planning Software Market Size by Application

6 North America

6.1 North America Financial Planning Software Market Size and Growth Rate Analysis (2019-2030)

6.2 North America Key Manufacturers Analysis

6.3 North America Financial Planning Software Market Size by Type

6.4 North America Financial Planning Software Market Size by Application

6.5 North America Financial Planning Software Market Size by Country

6.5.1 US

6.5.2 Canada

7 Europe

7.1 Europe Financial Planning Software Market Size and Growth Rate Analysis (2019-2030)

7.2 Europe Key Manufacturers Analysis

7.3 Europe Financial Planning Software Market Size by Type

7.4 Europe Financial Planning Software Market Size by Application

7.5 Europe Financial Planning Software Market Size by Country

7.5.1 Germany

7.5.2 France

7.5.3 United Kingdom

7.5.4 Italy

7.5.5 Spain

7.5.6 Benelux

8 China

8.1 China Financial Planning Software Market Size and Growth Rate Analysis (2019-2030)

8.2 China Key Manufacturers Analysis

8.3 China Financial Planning Software Market Size by Type

8.4 China Financial Planning Software Market Size by Application

9 APAC (excl. China)

9.1 APAC (excl. China) Financial Planning Software Market Size and Growth Rate Analysis (2019-2030)

9.2 APAC (excl. China) Key Manufacturers Analysis

9.3 APAC (excl. China) Financial Planning Software Market Size by Type

9.4 APAC (excl. China) Financial Planning Software Market Size by Application

9.5 APAC (excl. China) Financial Planning Software Market Size by Country

9.5.1 Japan

9.5.2 South Korea

9.5.3 India

9.5.4 Australia

9.5.5 Indonesia

9.5.6 Vietnam

9.5.7 Malaysia

9.5.8 Thailand

10 Latin America

10.1 Latin America Financial Planning Software Market Size and Growth Rate Analysis (2019-2030)

10.2 Latin America Key Manufacturers Analysis

10.3 Latin America Financial Planning Software Market Size by Type

10.4 Latin America Financial Planning Software Market Size by Application

10.5 Latin America Financial Planning Software Market Size by Country

10.5.1 Mecixo

10.5.2 Brazil

11 Middle East & Africa

11.1 Middle East & Africa Financial Planning Software Market Size and Growth Rate Analysis (2019-2030)

11.2 Middle East & Africa Key Manufacturers Analysis

11.3 Middle East & Africa Financial Planning Software Market Size by Type

11.4 Middle East & Africa Financial Planning Software Market Size by Application

11.5 Middle East & Africa Financial Planning Software Market Size by Country

11.5.1 Saudi Arabia

11.5.2 South Africa

12 Market Competition by Manufacturers

12.1 Global Financial Planning Software Market Revenue by Key Manufacturers (2020-2024)

12.2 Financial Planning Software Competitive Landscape Analysis and Market Dynamic

12.2.1 Financial Planning Software Competitive Landscape Analysis

12.2.2 Global Key Manufacturers Headquarter and Key Area Sales

12.2.3 Market Dynamic

13 Key Companies Analysis

13.1 PIEtech, Inc.

13.1.1 PIEtech, Inc. Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.1.2 PIEtech, Inc. Financial Planning Software Product Portfolio

13.1.3 PIEtech, Inc. Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.2 EMoney Advisor

13.2.1 EMoney Advisor Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.2.2 EMoney Advisor Financial Planning Software Product Portfolio

13.2.3 EMoney Advisor Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.3 Advicent

13.3.1 Advicent Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.3.2 Advicent Financial Planning Software Product Portfolio

13.3.3 Advicent Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.4 Money Tree

13.4.1 Money Tree Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.4.2 Money Tree Financial Planning Software Product Portfolio

13.4.3 Money Tree Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.5 WealthTec

13.5.1 WealthTec Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.5.2 WealthTec Financial Planning Software Product Portfolio

13.5.3 WealthTec Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.6 Oltis Software

13.6.1 Oltis Software Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.6.2 Oltis Software Financial Planning Software Product Portfolio

13.6.3 Oltis Software Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.7 Advisor Software

13.7.1 Advisor Software Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.7.2 Advisor Software Financial Planning Software Product Portfolio

13.7.3 Advisor Software Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.8 Envestnet

13.8.1 Envestnet Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.8.2 Envestnet Financial Planning Software Product Portfolio

13.8.3 Envestnet Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.9 InStream Solutions

13.9.1 InStream Solutions Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.9.2 InStream Solutions Financial Planning Software Product Portfolio

13.9.3 InStream Solutions Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.10 Wealthcare Capital Management

13.10.1 Wealthcare Capital Management Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.10.2 Wealthcare Capital Management Financial Planning Software Product Portfolio

13.10.3 Wealthcare Capital Management Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.11 SunGard WealthStation (FIS)

13.11.1 SunGard WealthStation (FIS) Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.11.2 SunGard WealthStation (FIS) Financial Planning Software Product Portfolio

13.11.3 SunGard WealthStation (FIS) Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.12 Advizr

13.12.1 Advizr Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.12.2 Advizr Financial Planning Software Product Portfolio

13.12.3 Advizr Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.13 RightCapital

13.13.1 RightCapital Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.13.2 RightCapital Financial Planning Software Product Portfolio

13.13.3 RightCapital Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.14 Cheshire Software

13.14.1 Cheshire Software Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.14.2 Cheshire Software Financial Planning Software Product Portfolio

13.14.3 Cheshire Software Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.15 Razor Logic Systems

13.15.1 Razor Logic Systems Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.15.2 Razor Logic Systems Financial Planning Software Product Portfolio

13.15.3 Razor Logic Systems Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.16 Moneywise Software

13.16.1 Moneywise Software Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.16.2 Moneywise Software Financial Planning Software Product Portfolio

13.16.3 Moneywise Software Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.17 Struktur AG

13.17.1 Struktur AG Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.17.2 Struktur AG Financial Planning Software Product Portfolio

13.17.3 Struktur AG Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.18 Futurewise Technologies

13.18.1 Futurewise Technologies Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.18.2 Futurewise Technologies Financial Planning Software Product Portfolio

13.18.3 Futurewise Technologies Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.19 ISoftware Limited

13.19.1 ISoftware Limited Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.19.2 ISoftware Limited Financial Planning Software Product Portfolio

13.19.3 ISoftware Limited Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.20 ESPlanner Inc.

13.20.1 ESPlanner Inc. Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.20.2 ESPlanner Inc. Financial Planning Software Product Portfolio

13.20.3 ESPlanner Inc. Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.21 FinPal Pty Ltd

13.21.1 FinPal Pty Ltd Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.21.2 FinPal Pty Ltd Financial Planning Software Product Portfolio

13.21.3 FinPal Pty Ltd Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.22 WealthTrace

13.22.1 WealthTrace Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.22.2 WealthTrace Financial Planning Software Product Portfolio

13.22.3 WealthTrace Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.23 Sigma Conso

13.23.1 Sigma Conso Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.23.2 Sigma Conso Financial Planning Software Product Portfolio

13.23.3 Sigma Conso Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.24 Prevero GmbH (Unit4)

13.24.1 Prevero GmbH (Unit4) Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.24.2 Prevero GmbH (Unit4) Financial Planning Software Product Portfolio

13.24.3 Prevero GmbH (Unit4) Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

13.25 SAP

13.25.1 SAP Basic Company Profile (Employees, Areas Service, Competitors and Contact Information)

13.25.2 SAP Financial Planning Software Product Portfolio

13.25.3 SAP Financial Planning Software Market Data Analysis (Revenue, Gross Margin and Market Share) (2020-2024)

14 Industry Chain Analysis

14.1 Financial Planning Software Industry Chain Analysis

14.2 Financial Planning Software Industry Raw Material and Suppliers Analysis

14.2.1 Upstream Key Raw Material Supply Analysis

14.2.2 Raw Material Suppliers and Contact Information

14.3 Financial Planning Software Typical Downstream Customers

14.4 Financial Planning Software Sales Channel Analysis

15 Research Findings and Conclusion

16 Methodology and Data Source

16.1 Methodology/Research Approach

16.2 Research Scope

16.3 Benchmarks and Assumptions

16.4 Date Source

16.4.1 Primary Sources

16.4.2 Secondary Sources

16.5 Data Cross Validation

16.6 Disclaimer

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