Global Financial Planning Software Market Insights, Forecast to 2029
Table of Contents1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Financial Planning Software Market Size Growth Rate by Type, 2018 VS 2022 VS 2029
1.2.2 Cloud-based Financial Planning Software
1.2.3 On-promise Type Financial Planning Software
1.3 Market by Application
1.3.1 Global Financial Planning Software Market Size Growth Rate by Application, 2018 VS 2022 VS 2029
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Purpose
1.3.5 Others
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Financial Planning Software Market Perspective (2018-2029)
2.2 Global Financial Planning Software Growth Trends by Region
2.2.1 Financial Planning Software Market Size by Region: 2018 VS 2022 VS 2029
2.2.2 Financial Planning Software Historic Market Size by Region (2018-2023)
2.2.3 Financial Planning Software Forecasted Market Size by Region (2024-2029)
2.3 Financial Planning Software Market Dynamics
2.3.1 Financial Planning Software Industry Trends
2.3.2 Financial Planning Software Market Drivers
2.3.3 Financial Planning Software Market Challenges
2.3.4 Financial Planning Software Market Restraints
3 Competition Landscape by Key Players
3.1 Global Revenue Financial Planning Software by Players
3.1.1 Global Financial Planning Software Revenue by Players (2018-2023)
3.1.2 Global Financial Planning Software Revenue Market Share by Players (2018-2023)
3.2 Global Financial Planning Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players of Financial Planning Software, Ranking by Revenue, 2021 VS 2022 VS 2023
3.4 Global Financial Planning Software Market Concentration Ratio
3.4.1 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Financial Planning Software Revenue in 2022
3.5 Global Key Players of Financial Planning Software Head office and Area Served
3.6 Global Key Players of Financial Planning Software, Product and Application
3.7 Global Key Players of Financial Planning Software, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Financial Planning Software Breakdown Data by Type
4.1 Global Financial Planning Software Historic Market Size by Type (2018-2023)
4.2 Global Financial Planning Software Forecasted Market Size by Type (2024-2029)
5 Financial Planning Software Breakdown Data by Application
5.1 Global Financial Planning Software Historic Market Size by Application (2018-2023)
5.2 Global Financial Planning Software Forecasted Market Size by Application (2024-2029)
6 North America
6.1 North America Financial Planning Software Market Size (2018-2029)
6.2 North America Financial Planning Software Market Size by Type
6.2.1 North America Financial Planning Software Market Size by Type (2018-2023)
6.2.2 North America Financial Planning Software Market Size by Type (2024-2029)
6.2.3 North America Financial Planning Software Market Share by Type (2018-2029)
6.3 North America Financial Planning Software Market Size by Application
6.3.1 North America Financial Planning Software Market Size by Application (2018-2023)
6.3.2 North America Financial Planning Software Market Size by Application (2024-2029)
6.3.3 North America Financial Planning Software Market Share by Application (2018-2029)
6.4 North America Financial Planning Software Market Size by Country
6.4.1 North America Financial Planning Software Market Size by Country: 2018 VS 2022 VS 2029
6.4.2 North America Financial Planning Software Market Size by Country (2018-2023)
6.4.3 North America Financial Planning Software Market Size by Country (2024-2029)
6.4.4 U.S.
6.4.5 Canada
7 Europe
7.1 Europe Financial Planning Software Market Size (2018-2029)
7.2 Europe Financial Planning Software Market Size by Type
7.2.1 Europe Financial Planning Software Market Size by Type (2018-2023)
7.2.2 Europe Financial Planning Software Market Size by Type (2024-2029)
7.2.3 Europe Financial Planning Software Market Share by Type (2018-2029)
7.3 Europe Financial Planning Software Market Size by Application
7.3.1 Europe Financial Planning Software Market Size by Application (2018-2023)
7.3.2 Europe Financial Planning Software Market Size by Application (2024-2029)
7.3.3 Europe Financial Planning Software Market Share by Application (2018-2029)
7.4 Europe Financial Planning Software Market Size by Country
7.4.1 Europe Financial Planning Software Market Size by Country: 2018 VS 2022 VS 2029
7.4.2 Europe Financial Planning Software Market Size by Country (2018-2023)
7.4.3 Europe Financial Planning Software Market Size by Country (2024-2029)
7.4.3 Germany
7.4.4 France
7.4.5 U.K.
7.4.6 Italy
7.4.7 Russia
7.4.8 Nordic Countries
8 China
8.1 China Financial Planning Software Market Size (2018-2029)
8.2 China Financial Planning Software Market Size by Type
8.2.1 China Financial Planning Software Market Size by Type (2018-2023)
8.2.2 China Financial Planning Software Market Size by Type (2024-2029)
8.2.3 China Financial Planning Software Market Share by Type (2018-2029)
8.3 China Financial Planning Software Market Size by Application
8.3.1 China Financial Planning Software Market Size by Application (2018-2023)
8.3.2 China Financial Planning Software Market Size by Application (2024-2029)
8.3.3 China Financial Planning Software Market Share by Application (2018-2029)
9 Asia (excluding China)
9.1 Asia Financial Planning Software Market Size (2018-2029)
9.2 Asia Financial Planning Software Market Size by Type
9.2.1 Asia Financial Planning Software Market Size by Type (2018-2023)
9.2.2 Asia Financial Planning Software Market Size by Type (2024-2029)
9.2.3 Asia Financial Planning Software Market Share by Type (2018-2029)
9.3 Asia Financial Planning Software Market Size by Application
9.3.1 Asia Financial Planning Software Market Size by Application (2018-2023)
9.3.2 Asia Financial Planning Software Market Size by Application (2024-2029)
9.3.3 Asia Financial Planning Software Market Share by Application (2018-2029)
9.4 Asia Financial Planning Software Market Size by Region
9.4.1 Asia Financial Planning Software Market Size by Region: 2018 VS 2022 VS 2029
9.4.2 Asia Financial Planning Software Market Size by Region (2018-2023)
9.4.3 Asia Financial Planning Software Market Size by Region (2024-2029)
9.4.4 Japan
9.4.5 South Korea
9.4.6 China Taiwan
9.4.7 Southeast Asia
9.4.8 India
9.4.9 Australia
10 Middle East, Africa, and Latin America
10.1 Middle East, Africa, and Latin America Financial Planning Software Market Size (2018-2029)
10.2 Middle East, Africa, and Latin America Financial Planning Software Market Size by Type
10.2.1 Middle East, Africa, and Latin America Financial Planning Software Market Size by Type (2018-2023)
10.2.2 Middle East, Africa, and Latin America Financial Planning Software Market Size by Type (2024-2029)
10.2.3 Middle East, Africa, and Latin America Financial Planning Software Market Share by Type (2018-2029)
10.3 Middle East, Africa, and Latin America Financial Planning Software Market Size by Application
10.3.1 Middle East, Africa, and Latin America Financial Planning Software Market Size by Application (2018-2023)
10.3.2 Middle East, Africa, and Latin America Financial Planning Software Market Size by Application (2024-2029)
10.3.3 Middle East, Africa, and Latin America Financial Planning Software Market Share by Application (2018-2029)
10.4 Middle East, Africa, and Latin America Financial Planning Software Market Size by Country
10.4.1 Middle East, Africa, and Latin America Financial Planning Software Market Size by Country: 2018 VS 2022 VS 2029
10.4.2 Middle East, Africa, and Latin America Financial Planning Software Market Size by Country (2018-2023)
10.4.3 Middle East, Africa, and Latin America Financial Planning Software Market Size by Country (2024-2029)
10.4.4 Brazil
10.4.5 Mexico
10.4.6 Turkey
10.4.7 Saudi Arabia
10.4.8 Israel
10.4.9 GCC Countries
11 Key Players Profiles
11.1 PIEtech, Inc.
11.1.1 PIEtech, Inc. Company Details
11.1.2 PIEtech, Inc. Business Overview
11.1.3 PIEtech, Inc. Financial Planning Software Introduction
11.1.4 PIEtech, Inc. Revenue in Financial Planning Software Business (2018-2023)
11.1.5 PIEtech, Inc. Recent Developments
11.2 EMoney Advisor
11.2.1 EMoney Advisor Company Details
11.2.2 EMoney Advisor Business Overview
11.2.3 EMoney Advisor Financial Planning Software Introduction
11.2.4 EMoney Advisor Revenue in Financial Planning Software Business (2018-2023)
11.2.5 EMoney Advisor Recent Developments
11.3 Advicent
11.3.1 Advicent Company Details
11.3.2 Advicent Business Overview
11.3.3 Advicent Financial Planning Software Introduction
11.3.4 Advicent Revenue in Financial Planning Software Business (2018-2023)
11.3.5 Advicent Recent Developments
11.4 Money Tree
11.4.1 Money Tree Company Details
11.4.2 Money Tree Business Overview
11.4.3 Money Tree Financial Planning Software Introduction
11.4.4 Money Tree Revenue in Financial Planning Software Business (2018-2023)
11.4.5 Money Tree Recent Developments
11.5 WealthTec
11.5.1 WealthTec Company Details
11.5.2 WealthTec Business Overview
11.5.3 WealthTec Financial Planning Software Introduction
11.5.4 WealthTec Revenue in Financial Planning Software Business (2018-2023)
11.5.5 WealthTec Recent Developments
11.6 Oltis Software
11.6.1 Oltis Software Company Details
11.6.2 Oltis Software Business Overview
11.6.3 Oltis Software Financial Planning Software Introduction
11.6.4 Oltis Software Revenue in Financial Planning Software Business (2018-2023)
11.6.5 Oltis Software Recent Developments
11.7 Advisor Software
11.7.1 Advisor Software Company Details
11.7.2 Advisor Software Business Overview
11.7.3 Advisor Software Financial Planning Software Introduction
11.7.4 Advisor Software Revenue in Financial Planning Software Business (2018-2023)
11.7.5 Advisor Software Recent Developments
11.8 Envestnet
11.8.1 Envestnet Company Details
11.8.2 Envestnet Business Overview
11.8.3 Envestnet Financial Planning Software Introduction
11.8.4 Envestnet Revenue in Financial Planning Software Business (2018-2023)
11.8.5 Envestnet Recent Developments
11.9 InStream Solutions
11.9.1 InStream Solutions Company Details
11.9.2 InStream Solutions Business Overview
11.9.3 InStream Solutions Financial Planning Software Introduction
11.9.4 InStream Solutions Revenue in Financial Planning Software Business (2018-2023)
11.9.5 InStream Solutions Recent Developments
11.10 Wealthcare Capital Management
11.10.1 Wealthcare Capital Management Company Details
11.10.2 Wealthcare Capital Management Business Overview
11.10.3 Wealthcare Capital Management Financial Planning Software Introduction
11.10.4 Wealthcare Capital Management Revenue in Financial Planning Software Business (2018-2023)
11.10.5 Wealthcare Capital Management Recent Developments
11.11 SunGard WealthStation (FIS)
11.11.1 SunGard WealthStation (FIS) Company Details
11.11.2 SunGard WealthStation (FIS) Business Overview
11.11.3 SunGard WealthStation (FIS) Financial Planning Software Introduction
11.11.4 SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2018-2023)
11.11.5 SunGard WealthStation (FIS) Recent Developments
11.12 Advizr
11.12.1 Advizr Company Details
11.12.2 Advizr Business Overview
11.12.3 Advizr Financial Planning Software Introduction
11.12.4 Advizr Revenue in Financial Planning Software Business (2018-2023)
11.12.5 Advizr Recent Developments
11.13 RightCapital
11.13.1 RightCapital Company Details
11.13.2 RightCapital Business Overview
11.13.3 RightCapital Financial Planning Software Introduction
11.13.4 RightCapital Revenue in Financial Planning Software Business (2018-2023)
11.13.5 RightCapital Recent Developments
11.14 Cheshire Software
11.14.1 Cheshire Software Company Details
11.14.2 Cheshire Software Business Overview
11.14.3 Cheshire Software Financial Planning Software Introduction
11.14.4 Cheshire Software Revenue in Financial Planning Software Business (2018-2023)
11.14.5 Cheshire Software Recent Developments
11.15 Razor Logic Systems
11.15.1 Razor Logic Systems Company Details
11.15.2 Razor Logic Systems Business Overview
11.15.3 Razor Logic Systems Financial Planning Software Introduction
11.15.4 Razor Logic Systems Revenue in Financial Planning Software Business (2018-2023)
11.15.5 Razor Logic Systems Recent Developments
11.16 Moneywise Software
11.16.1 Moneywise Software Company Details
11.16.2 Moneywise Software Business Overview
11.16.3 Moneywise Software Financial Planning Software Introduction
11.16.4 Moneywise Software Revenue in Financial Planning Software Business (2018-2023)
11.16.5 Moneywise Software Recent Developments
11.17 Struktur AG
11.17.1 Struktur AG Company Details
11.17.2 Struktur AG Business Overview
11.17.3 Struktur AG Financial Planning Software Introduction
11.17.4 Struktur AG Revenue in Financial Planning Software Business (2018-2023)
11.17.5 Struktur AG Recent Developments
11.18 Futurewise Technologies
11.18.1 Futurewise Technologies Company Details
11.18.2 Futurewise Technologies Business Overview
11.18.3 Futurewise Technologies Financial Planning Software Introduction
11.18.4 Futurewise Technologies Revenue in Financial Planning Software Business (2018-2023)
11.18.5 Futurewise Technologies Recent Developments
11.19 ESPlanner Inc.
11.19.1 ESPlanner Inc. Company Details
11.19.2 ESPlanner Inc. Business Overview
11.19.3 ESPlanner Inc. Financial Planning Software Introduction
11.19.4 ESPlanner Inc. Revenue in Financial Planning Software Business (2018-2023)
11.19.5 ESPlanner Inc. Recent Developments
11.20 ISoftware Limited
11.20.1 ISoftware Limited Company Details
11.20.2 ISoftware Limited Business Overview
11.20.3 ISoftware Limited Financial Planning Software Introduction
11.20.4 ISoftware Limited Revenue in Financial Planning Software Business (2018-2023)
11.20.5 ISoftware Limited Recent Developments
11.21 FinPal Pty Ltd
11.21.1 FinPal Pty Ltd Company Details
11.21.2 FinPal Pty Ltd Business Overview
11.21.3 FinPal Pty Ltd Financial Planning Software Introduction
11.21.4 FinPal Pty Ltd Revenue in Financial Planning Software Business (2018-2023)
11.21.5 FinPal Pty Ltd Recent Developments
11.22 WealthTrace
11.22.1 WealthTrace Company Details
11.22.2 WealthTrace Business Overview
11.22.3 WealthTrace Financial Planning Software Introduction
11.22.4 WealthTrace Revenue in Financial Planning Software Business (2018-2023)
11.22.5 WealthTrace Recent Developments
11.23 Sigma Conso
11.23.1 Sigma Conso Company Details
11.23.2 Sigma Conso Business Overview
11.23.3 Sigma Conso Financial Planning Software Introduction
11.23.4 Sigma Conso Revenue in Financial Planning Software Business (2018-2023)
11.23.5 Sigma Conso Recent Developments
11.24 Prevero GmbH (Unit4)
11.24.1 Prevero GmbH (Unit4) Company Details
11.24.2 Prevero GmbH (Unit4) Business Overview
11.24.3 Prevero GmbH (Unit4) Financial Planning Software Introduction
11.24.4 Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2018-2023)
11.24.5 Prevero GmbH (Unit4) Recent Developments
11.25 SAP
11.25.1 SAP Company Details
11.25.2 SAP Business Overview
11.25.3 SAP Financial Planning Software Introduction
11.25.4 SAP Revenue in Financial Planning Software Business (2018-2023)
11.25.5 SAP Recent Developments
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
List of TablesTable 1. Global Financial Planning Software Market Size Growth Rate by Type (US$ Million), 2018 VS 2022 VS 2029
Table 2. Key Players of Cloud-based Financial Planning Software
Table 3. Key Players of On-promise Type Financial Planning Software
Table 4. Global Financial Planning Software Market Size Growth Rate by Application (US$ Million), 2018 VS 2022 VS 2029
Table 5. Global Financial Planning Software Market Size Growth Rate (CAGR) by Region (US$ Million): 2018 VS 2022 VS 2029
Table 6. Global Financial Planning Software Market Size by Region (2018-2023) & (US$ Million)
Table 7. Global Financial Planning Software Market Share by Region (2018-2023)
Table 8. Global Financial Planning Software Forecasted Market Size by Region (2024-2029) & (US$ Million)
Table 9. Global Financial Planning Software Market Share by Region (2024-2029)
Table 10. Financial Planning Software Market Trends
Table 11. Financial Planning Software Market Drivers
Table 12. Financial Planning Software Market Challenges
Table 13. Financial Planning Software Market Restraints
Table 14. Global Financial Planning Software Revenue by Players (2018-2023) & (US$ Million)
Table 15. Global Financial Planning Software Revenue Share by Players (2018-2023)
Table 16. Global Top Financial Planning Software by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Financial Planning Software as of 2022)
Table 17. Global Financial Planning Software Industry Ranking 2021 VS 2022 VS 2023
Table 18. Global 5 Largest Players Market Share by Financial Planning Software Revenue (CR5 and HHI) & (2018-2023)
Table 19. Global Key Players of Financial Planning Software, Headquarters and Area Served
Table 20. Global Key Players of Financial Planning Software, Product and Application
Table 21. Global Key Players of Financial Planning Software, Product and Application
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global Financial Planning Software Market Size by Type (2018-2023) & (US$ Million)
Table 24. Global Financial Planning Software Revenue Market Share by Type (2018-2023)
Table 25. Global Financial Planning Software Forecasted Market Size by Type (2024-2029) & (US$ Million)
Table 26. Global Financial Planning Software Revenue Market Share by Type (2024-2029)
Table 27. Global Financial Planning Software Market Size by Application (2018-2023) & (US$ Million)
Table 28. Global Financial Planning Software Revenue Share by Application (2018-2023)
Table 29. Global Financial Planning Software Forecasted Market Size by Application (2024-2029) & (US$ Million)
Table 30. Global Financial Planning Software Revenue Share by Application (2024-2029)
Table 31. North America Financial Planning Software Market Size by Type (2018-2023) & (US$ Million)
Table 32. North America Financial Planning Software Market Size by Type (2024-2029) & (US$ Million)
Table 33. North America Financial Planning Software Market Size by Application (2018-2023) & (US$ Million)
Table 34. North America Financial Planning Software Market Size by Application (2024-2029) & (US$ Million)
Table 35. North America Financial Planning Software Growth Rate (CAGR) by Country (US$ Million): 2018 VS 2022 VS 2029
Table 36. North America Financial Planning Software Market Size by Country (2018-2023) & (US$ Million)
Table 37. North America Financial Planning Software Market Size by Country (2024-2029) & (US$ Million)
Table 38. Europe Financial Planning Software Market Size by Type (2018-2023) & (US$ Million)
Table 39. Europe Financial Planning Software Market Size by Type (2024-2029) & (US$ Million)
Table 40. Europe Financial Planning Software Market Size by Application (2018-2023) & (US$ Million)
Table 41. Europe Financial Planning Software Market Size by Application (2024-2029) & (US$ Million)
Table 42. Europe Financial Planning Software Growth Rate (CAGR) by Country (US$ Million): 2018 VS 2022 VS 2029
Table 43. Europe Financial Planning Software Market Size by Country (2018-2023) & (US$ Million)
Table 44. Europe Financial Planning Software Market Size by Country (2024-2029) & (US$ Million)
Table 45. China Financial Planning Software Market Size by Type (2018-2023) & (US$ Million)
Table 46. China Financial Planning Software Market Size by Type (2024-2029) & (US$ Million)
Table 47. China Financial Planning Software Market Size by Application (2018-2023) & (US$ Million)
Table 48. China Financial Planning Software Market Size by Application (2024-2029) & (US$ Million)
Table 49. Asia Financial Planning Software Market Size by Type (2018-2023) & (US$ Million)
Table 50. Asia Financial Planning Software Market Size by Type (2024-2029) & (US$ Million)
Table 51. Asia Financial Planning Software Market Size by Application (2018-2023) & (US$ Million)
Table 52. Asia Financial Planning Software Market Size by Application (2024-2029) & (US$ Million)
Table 53. Asia Financial Planning Software Growth Rate (CAGR) by Region (US$ Million): 2018 VS 2022 VS 2029
Table 54. Asia Financial Planning Software Market Size by Region (2018-2023) & (US$ Million)
Table 55. Asia Financial Planning Software Market Size by Region (2024-2029) & (US$ Million)
Table 56. Middle East, Africa, and Latin America Financial Planning Software Market Size by Type (2018-2023) & (US$ Million)
Table 57. Middle East, Africa, and Latin America Financial Planning Software Market Size by Type (2024-2029) & (US$ Million)
Table 58. Middle East, Africa, and Latin America Financial Planning Software Market Size by Application (2018-2023) & (US$ Million)
Table 59. Middle East, Africa, and Latin America Financial Planning Software Market Size by Application (2024-2029) & (US$ Million)
Table 60. Middle East, Africa, and Latin America Financial Planning Software Growth Rate (CAGR) by Country (US$ Million): 2018 VS 2022 VS 2029
Table 61. Middle East, Africa, and Latin America Financial Planning Software Market Size by Country (2018-2023) & (US$ Million)
Table 62. Middle East, Africa, and Latin America Financial Planning Software Market Size by Country (2024-2029) & (US$ Million)
Table 63. PIEtech, Inc. Company Details
Table 64. PIEtech, Inc. Business Overview
Table 65. PIEtech, Inc. Financial Planning Software Product
Table 66. PIEtech, Inc. Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 67. PIEtech, Inc. Recent Developments
Table 68. EMoney Advisor Company Details
Table 69. EMoney Advisor Business Overview
Table 70. EMoney Advisor Financial Planning Software Product
Table 71. EMoney Advisor Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 72. EMoney Advisor Recent Developments
Table 73. Advicent Company Details
Table 74. Advicent Business Overview
Table 75. Advicent Financial Planning Software Product
Table 76. Advicent Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 77. Advicent Recent Developments
Table 78. Money Tree Company Details
Table 79. Money Tree Business Overview
Table 80. Money Tree Financial Planning Software Product
Table 81. Money Tree Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 82. Money Tree Recent Developments
Table 83. WealthTec Company Details
Table 84. WealthTec Business Overview
Table 85. WealthTec Financial Planning Software Product
Table 86. WealthTec Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 87. WealthTec Recent Developments
Table 88. Oltis Software Company Details
Table 89. Oltis Software Business Overview
Table 90. Oltis Software Financial Planning Software Product
Table 91. Oltis Software Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 92. Oltis Software Recent Developments
Table 93. Advisor Software Company Details
Table 94. Advisor Software Business Overview
Table 95. Advisor Software Financial Planning Software Product
Table 96. Advisor Software Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 97. Advisor Software Recent Developments
Table 98. Envestnet Company Details
Table 99. Envestnet Business Overview
Table 100. Envestnet Financial Planning Software Product
Table 101. Envestnet Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 102. Envestnet Recent Developments
Table 103. InStream Solutions Company Details
Table 104. InStream Solutions Business Overview
Table 105. InStream Solutions Financial Planning Software Product
Table 106. InStream Solutions Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 107. InStream Solutions Recent Developments
Table 108. Wealthcare Capital Management Company Details
Table 109. Wealthcare Capital Management Business Overview
Table 110. Wealthcare Capital Management Financial Planning Software Product
Table 111. Wealthcare Capital Management Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 112. Wealthcare Capital Management Recent Developments
Table 113. SunGard WealthStation (FIS) Company Details
Table 114. SunGard WealthStation (FIS) Business Overview
Table 115. SunGard WealthStation (FIS) Financial Planning Software Product
Table 116. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 117. SunGard WealthStation (FIS) Recent Developments
Table 118. Advizr Company Details
Table 119. Advizr Business Overview
Table 120. Advizr Financial Planning Software Product
Table 121. Advizr Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 122. Advizr Recent Developments
Table 123. RightCapital Company Details
Table 124. RightCapital Business Overview
Table 125. RightCapital Financial Planning Software Product
Table 126. RightCapital Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 127. RightCapital Recent Developments
Table 128. Cheshire Software Company Details
Table 129. Cheshire Software Business Overview
Table 130. Cheshire Software Financial Planning Software Product
Table 131. Cheshire Software Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 132. Cheshire Software Recent Developments
Table 133. Razor Logic Systems Company Details
Table 134. Razor Logic Systems Business Overview
Table 135. Razor Logic Systems Financial Planning Software Product
Table 136. Razor Logic Systems Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 137. Razor Logic Systems Recent Developments
Table 138. Moneywise Software Company Details
Table 139. Moneywise Software Business Overview
Table 140. Moneywise Software Financial Planning Software Product
Table 141. Moneywise Software Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 142. Moneywise Software Recent Developments
Table 143. Struktur AG Company Details
Table 144. Struktur AG Business Overview
Table 145. Struktur AG Financial Planning Software Product
Table 146. Struktur AG Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 147. Struktur AG Recent Developments
Table 148. Futurewise Technologies Company Details
Table 149. Futurewise Technologies Business Overview
Table 150. Futurewise Technologies Financial Planning Software Product
Table 151. Futurewise Technologies Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 152. Futurewise Technologies Recent Developments
Table 153. ESPlanner Inc. Company Details
Table 154. ESPlanner Inc. Business Overview
Table 155. ESPlanner Inc. Financial Planning Software Product
Table 156. ESPlanner Inc. Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 157. ESPlanner Inc. Recent Developments
Table 158. ISoftware Limited Company Details
Table 159. ISoftware Limited Business Overview
Table 160. ISoftware Limited Financial Planning Software Product
Table 161. ISoftware Limited Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 162. ISoftware Limited Recent Developments
Table 163. FinPal Pty Ltd Company Details
Table 164. FinPal Pty Ltd Business Overview
Table 165. FinPal Pty Ltd Financial Planning Software Product
Table 166. FinPal Pty Ltd Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 167. FinPal Pty Ltd Recent Developments
Table 168. WealthTrace Company Details
Table 169. WealthTrace Business Overview
Table 170. WealthTrace Financial Planning Software Product
Table 171. WealthTrace Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 172. WealthTrace Recent Developments
Table 173. Sigma Conso Company Details
Table 174. Sigma Conso Business Overview
Table 175. Sigma Conso Financial Planning Software Product
Table 176. Sigma Conso Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 177. Sigma Conso Recent Developments
Table 178. Prevero GmbH (Unit4) Company Details
Table 179. Prevero GmbH (Unit4) Business Overview
Table 180. Prevero GmbH (Unit4) Financial Planning Software Product
Table 181. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 182. Prevero GmbH (Unit4) Recent Developments
Table 183. SAP Company Details
Table 184. SAP Business Overview
Table 185. SAP Financial Planning Software Product
Table 186. SAP Revenue in Financial Planning Software Business (2018-2023) & (US$ Million)
Table 187. SAP Recent Developments
Table 188. Research Programs/Design for This Report
Table 189. Key Data Information from Secondary Sources
Table 190. Key Data Information from Primary Sources
List of FiguresFigure 1. Global Financial Planning Software Market Size Growth Rate by Type, 2018 VS 2022 VS 2029 (US$ Million)
Figure 2. Global Financial Planning Software Market Share by Type: 2022 VS 2029
Figure 3. Cloud-based Financial Planning Software Features
Figure 4. On-promise Type Financial Planning Software Features
Figure 5. Global Financial Planning Software Market Size Growth Rate by Application, 2018 VS 2022 VS 2029 (US$ Million)
Figure 6. Global Financial Pl