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Global Financial Planning Software Market 2018 by Manufacturers, Countries, Type and Application, Forecast to 2023

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Details

Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.

Good financial planning software is an essential tool for today's financial advisor. Effective financial planning enables individuals to proactively protect themselves during various stages of career transitions.

Scope of the Report:

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

USA is the largest consumption countries of financial planning software in the world in the past few years and it will keep increasing in the next few years. USA market took up about 58.7% the global market in 2016, while Europe was about 25%.

USA, Germany, Belgium, Canada, Australia, New Zealand and India are now the key developers of Financial Planning Software. There are some vendors with poor quality products in China, but the Chinese market is still much smaller than the USA at present.

Top 10 took up about 70% of the global market in 2016. Advicent, eMoney Advisor, PIEtech?, Inc., Money Tree, Envestnet, which have leading technology and market position, are well-known suppliers around the world.

The global Financial Planning Software market is valued at xx million USD in 2017 and is expected to reach xx million USD by the end of 2023, growing at a CAGR of xx% between 2017 and 2023.

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

North America, especially The 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 play important roles in global market, with market size of xx million USD in 2017 and will be xx million USD in 2023, with a CAGR of xx%.

Market Segment by Companies, this report covers

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

Market Segment by Regions, regional analysis covers

North America (United States, Canada and Mexico)

Europe (Germany, France, UK, Russia and Italy)

Asia-Pacific (China, Japan, Korea, India and Southeast Asia)

South America (Brazil, Argentina, Colombia)

Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)

Market Segment by Type, covers

Cloud-based Financial Planning Software

On-promise Type Financial Planning Software

Market Segment by Applications, can be divided into

SME

Large Enterprise

Personal Purpose

Other Purposes

READ MORE

Table Of Content

Scope

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 Types

1.2.1 Global Financial Planning Software Revenue Comparison by Types (2017-2023)

1.2.2 Global Financial Planning Software Revenue Market Share by Types in 2017

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 Global Financial Planning Software Market Size and Market Share Comparison by Applications (2013-2023)

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 (Million USD) Comparison by Regions (2013-2023)

1.4.1 North America (USA, Canada and Mexico) Financial Planning Software Status and Prospect (2013-2023)

1.4.2 Europe (Germany, France, UK, Russia and Italy) Financial Planning Software Status and Prospect (2013-2023)

1.4.3 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Financial Planning Software Status and Prospect (2013-2023)

1.4.4 South America (Brazil, Argentina, Colombia) Financial Planning Software Status and Prospect (2013-2023)

1.4.5 Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Financial Planning Software Status and Prospect (2013-2023)

1.5 Global Market Size of Financial Planning Software (2013-2023)

2 Manufacturers Profiles

2.1 PIEtech?, Inc.

2.1.1 Business Overview

2.1.2 Financial Planning Software Type and Applications

2.1.2.1 Product A

2.1.2.2 Product B

2.1.3 PIEtech?, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.2 eMoney Advisor

2.2.1 Business Overview

2.2.2 Financial Planning Software Type and Applications

2.2.2.1 Product A

2.2.2.2 Product B

2.2.3 eMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.3 Advicent

2.3.1 Business Overview

2.3.2 Financial Planning Software Type and Applications

2.3.2.1 Product A

2.3.2.2 Product B

2.3.3 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.4 Money Tree

2.4.1 Business Overview

2.4.2 Financial Planning Software Type and Applications

2.4.2.1 Product A

2.4.2.2 Product B

2.4.3 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.5 WealthTec

2.5.1 Business Overview

2.5.2 Financial Planning Software Type and Applications

2.5.2.1 Product A

2.5.2.2 Product B

2.5.3 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.6 Oltis Software

2.6.1 Business Overview

2.6.2 Financial Planning Software Type and Applications

2.6.2.1 Product A

2.6.2.2 Product B

2.6.3 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.7 Advisor Software

2.7.1 Business Overview

2.7.2 Financial Planning Software Type and Applications

2.7.2.1 Product A

2.7.2.2 Product B

2.7.3 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.8 Envestnet

2.8.1 Business Overview

2.8.2 Financial Planning Software Type and Applications

2.8.2.1 Product A

2.8.2.2 Product B

2.8.3 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.9 inStream Solutions

2.9.1 Business Overview

2.9.2 Financial Planning Software Type and Applications

2.9.2.1 Product A

2.9.2.2 Product B

2.9.3 inStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.10 Wealthcare Capital Management

2.10.1 Business Overview

2.10.2 Financial Planning Software Type and Applications

2.10.2.1 Product A

2.10.2.2 Product B

2.10.3 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.11 SunGard WealthStation (FIS)

2.11.1 Business Overview

2.11.2 Financial Planning Software Type and Applications

2.11.2.1 Product A

2.11.2.2 Product B

2.11.3 SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.12 Advizr

2.12.1 Business Overview

2.12.2 Financial Planning Software Type and Applications

2.12.2.1 Product A

2.12.2.2 Product B

2.12.3 Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.13 RightCapital

2.13.1 Business Overview

2.13.2 Financial Planning Software Type and Applications

2.13.2.1 Product A

2.13.2.2 Product B

2.13.3 RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.14 Cheshire Software

2.14.1 Business Overview

2.14.2 Financial Planning Software Type and Applications

2.14.2.1 Product A

2.14.2.2 Product B

2.14.3 Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.15 Razor Logic Systems

2.15.1 Business Overview

2.15.2 Financial Planning Software Type and Applications

2.15.2.1 Product A

2.15.2.2 Product B

2.15.3 Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.16 Moneywise Software

2.16.1 Business Overview

2.16.2 Financial Planning Software Type and Applications

2.16.2.1 Product A

2.16.2.2 Product B

2.16.3 Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.17 struktur AG

2.17.1 Business Overview

2.17.2 Financial Planning Software Type and Applications

2.17.2.1 Product A

2.17.2.2 Product B

2.17.3 struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.18 Futurewise Technologies

2.18.1 Business Overview

2.18.2 Financial Planning Software Type and Applications

2.18.2.1 Product A

2.18.2.2 Product B

2.18.3 Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.19 ESPlanner Inc.

2.19.1 Business Overview

2.19.2 Financial Planning Software Type and Applications

2.19.2.1 Product A

2.19.2.2 Product B

2.19.3 ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.20 ISoftware Limited

2.20.1 Business Overview

2.20.2 Financial Planning Software Type and Applications

2.20.2.1 Product A

2.20.2.2 Product B

2.20.3 ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.21 FinPal Pty Ltd

2.21.1 Business Overview

2.2.2 Financial Planning Software Type and Applications

2.21.2.1 Product A

2.21.2.2 Product B

2.21.3 FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.22 WealthTrace

2.22.1 Business Overview

2.22.2 Financial Planning Software Type and Applications

2.22.2.1 Product A

2.22.2.2 Product B

2.22.3 WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.23 Sigma Conso

2.23.1 Business Overview

2.23.2 Financial Planning Software Type and Applications

2.23.2.1 Product A

2.23.2.2 Product B

2.23.3 Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.24 prevero GmbH(Unit4)

2.24.1 Business Overview

2.24.2 Financial Planning Software Type and Applications

2.24.2.1 Product A

2.24.2.2 Product B

2.24.3 prevero GmbH(Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.25 SAP

2.25.1 Business Overview

2.25.2 Financial Planning Software Type and Applications

2.25.2.1 Product A

2.25.2.2 Product B

2.25.3 SAP Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

3 Global Financial Planning Software Market Competition, by Players

3.1 Global Financial Planning Software Revenue and Share by Players (2013-2018)

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 Global Financial Planning Software 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 (2013-2018)

4.3 Europe Financial Planning Software Revenue and Growth Rate (2013-2018)

4.4 Asia-Pacific Financial Planning Software Revenue and Growth Rate (2013-2018)

4.5 South America Financial Planning Software Revenue and Growth Rate (2013-2018)

4.6 Middle East and Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

5 North America Financial Planning Software Revenue by Countries

5.1 North America Financial Planning Software Revenue by Countries (2013-2018)

5.2 USA Financial Planning Software Revenue and Growth Rate (2013-2018)

5.3 Canada Financial Planning Software Revenue and Growth Rate (2013-2018)

5.4 Mexico Financial Planning Software Revenue and Growth Rate (2013-2018)

6 Europe Financial Planning Software Revenue by Countries

6.1 Europe Financial Planning Software Revenue by Countries (2013-2018)

6.2 Germany Financial Planning Software Revenue and Growth Rate (2013-2018)

6.3 UK Financial Planning Software Revenue and Growth Rate (2013-2018)

6.4 France Financial Planning Software Revenue and Growth Rate (2013-2018)

6.5 Russia Financial Planning Software Revenue and Growth Rate (2013-2018)

6.6 Italy Financial Planning Software Revenue and Growth Rate (2013-2018)

7 Asia-Pacific Financial Planning Software Revenue by Countries

7.1 Asia-Pacific Financial Planning Software Revenue by Countries (2013-2018)

7.2 China Financial Planning Software Revenue and Growth Rate (2013-2018)

7.3 Japan Financial Planning Software Revenue and Growth Rate (2013-2018)

7.4 Korea Financial Planning Software Revenue and Growth Rate (2013-2018)

7.5 India Financial Planning Software Revenue and Growth Rate (2013-2018)

7.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2013-2018)

8 South America Financial Planning Software Revenue by Countries

8.1 South America Financial Planning Software Revenue by Countries (2013-2018)

8.2 Brazil Financial Planning Software Revenue and Growth Rate (2013-2018)

8.3 Argentina Financial Planning Software Revenue and Growth Rate (2013-2018)

8.4 Colombia Financial Planning Software Revenue and Growth Rate (2013-2018)

9 Middle East and Africa Revenue Financial Planning Software by Countries

9.1 Middle East and Africa Financial Planning Software Revenue by Countries (2013-2018)

9.2 Saudi Arabia Financial Planning Software Revenue and Growth Rate (2013-2018)

9.3 UAE Financial Planning Software Revenue and Growth Rate (2013-2018)

9.4 Egypt Financial Planning Software Revenue and Growth Rate (2013-2018)

9.5 Nigeria Financial Planning Software Revenue and Growth Rate (2013-2018)

9.6 South Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

10 Global Financial Planning Software Market Segment by Type

10.1 Global Financial Planning Software Revenue and Market Share by Type (2013-2018)

10.2 Global Financial Planning Software Market Forecast by Type (2018-2023)

10.3 Cloud-based Financial Planning Software Revenue Growth Rate (2013-2023)

10.4 On-promise Type Financial Planning Software Revenue Growth Rate (2013-2023)

11 Global Financial Planning Software Market Segment by Application

11.1 Global Financial Planning Software Revenue Market Share by Application (2013-2018)

11.2 Financial Planning Software Market Forecast by Application (2018-2023)

11.3 SME Revenue Growth (2013-2018)

11.4 Large Enterprise Revenue Growth (2013-2018)

11.5 Personal Purpose Revenue Growth (2013-2018)

11.6 Other Purposes Revenue Growth (2013-2018)

12 Global Financial Planning Software Market Size Forecast (2018-2023)

12.1 Global Financial Planning Software Market Size Forecast (2018-2023)

12.2 Global Financial Planning Software Market Forecast by Regions (2018-2023)

12.3 North America Financial Planning Software Revenue Market Forecast (2018-2023)

12.4 Europe Financial Planning Software Revenue Market Forecast (2018-2023)

12.5 Asia-Pacific Financial Planning Software Revenue Market Forecast (2018-2023)

12.6 South America Financial Planning Software Revenue Market Forecast (2018-2023)

12.7 Middle East and Africa Financial Planning Software Revenue Market Forecast (2018-2023)

13 Research Findings and Conclusion

14 Appendix

14.1 Methodology

14.2 Data Source


List Of Table

List of Tables and Figures

Figure Financial Planning Software Picture

Table Product Specifications of Financial Planning Software

Table Global Financial Planning Software and Revenue (Million USD) Market Split by Product Type

Figure Global Financial Planning Software Revenue Market Share by Types in 2017

Figure Cloud-based Financial Planning Software Picture

Figure On-promise Type Financial Planning Software Picture

Table Global Financial Planning Software Revenue (Million USD) by Application (2013-2023)

Figure Financial Planning Software Revenue Market Share by Applications in 2017

Figure SME Picture

Figure Large Enterprise Picture

Figure Personal Purpose Picture

Figure Other Purposes Picture

Table Global Market Financial Planning Software Revenue (Million USD) Comparison by Regions 2013-2023

Figure North America Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Europe Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Asia-Pacific Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure South America Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Middle East and Africa Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Global Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Table PIEtech?, Inc. Basic Information, Manufacturing Base and Competitors

Table PIEtech?, Inc. Financial Planning Software Type and Applications

Table PIEtech?, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table eMoney Advisor Basic Information, Manufacturing Base and Competitors

Table eMoney Advisor Financial Planning Software Type and Applications

Table eMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Advicent Basic Information, Manufacturing Base and Competitors

Table Advicent Financial Planning Software Type and Applications

Table Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Money Tree Basic Information, Manufacturing Base and Competitors

Table Money Tree Financial Planning Software Type and Applications

Table Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table WealthTec Basic Information, Manufacturing Base and Competitors

Table WealthTec Financial Planning Software Type and Applications

Table WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Oltis Software Basic Information, Manufacturing Base and Competitors

Table Oltis Software Financial Planning Software Type and Applications

Table Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Advisor Software Basic Information, Manufacturing Base and Competitors

Table Advisor Software Financial Planning Software Type and Applications

Table Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Envestnet Basic Information, Manufacturing Base and Competitors

Table Envestnet Financial Planning Software Type and Applications

Table Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table inStream Solutions Basic Information, Manufacturing Base and Competitors

Table inStream Solutions Financial Planning Software Type and Applications

Table inStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Wealthcare Capital Management Basic Information, Manufacturing Base and Competitors

Table Wealthcare Capital Management Financial Planning Software Type and Applications

Table Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table SunGard WealthStation (FIS) Basic Information, Manufacturing Base and Competitors

Table SunGard WealthStation (FIS) Financial Planning Software Type and Applications

Table SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Advizr Basic Information, Manufacturing Base and Competitors

Table Advizr Financial Planning Software Type and Applications

Table Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table RightCapital Basic Information, Manufacturing Base and Competitors

Table RightCapital Financial Planning Software Type and Applications

Table RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Cheshire Software Basic Information, Manufacturing Base and Competitors

Table Cheshire Software Financial Planning Software Type and Applications

Table Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Razor Logic Systems Basic Information, Manufacturing Base and Competitors

Table Razor Logic Systems Financial Planning Software Type and Applications

Table Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Moneywise Software Basic Information, Manufacturing Base and Competitors

Table Moneywise Software Financial Planning Software Type and Applications

Table Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table struktur AG Basic Information, Manufacturing Base and Competitors

Table struktur AG Financial Planning Software Type and Applications

Table struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Futurewise Technologies Basic Information, Manufacturing Base and Competitors

Table Futurewise Technologies Financial Planning Software Type and Applications

Table Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table ESPlanner Inc. Basic Information, Manufacturing Base and Competitors

Table ESPlanner Inc. Financial Planning Software Type and Applications

Table ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table ISoftware Limited Basic Information, Manufacturing Base and Competitors

Table ISoftware Limited Financial Planning Software Type and Applications

Table ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table FinPal Pty Ltd Basic Information, Manufacturing Base and Competitors

Table FinPal Pty Ltd Financial Planning Software Type and Applications

Table FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table WealthTrace Basic Information, Manufacturing Base and Competitors

Table WealthTrace Financial Planning Software Type and Applications

Table WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Sigma Conso Basic Information, Manufacturing Base and Competitors

Table Sigma Conso Financial Planning Software Type and Applications

Table Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table prevero GmbH(Unit4) Basic Information, Manufacturing Base and Competitors

Table prevero GmbH(Unit4) Financial Planning Software Type and Applications

Table prevero GmbH(Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table SAP Basic Information, Manufacturing Base and Competitors

Table SAP Financial Planning Software Type and Applications

Table SAP Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Global Financial Planning Software Revenue (Million USD) by Players (2013-2018)

Table Global Financial Planning Software Revenue Share by Players (2013-2018)

Figure Global Financial Planning Software Revenue Share by Players in 2016

Figure Global Financial Planning Software Revenue Share by Players in 2017

Figure Global Top 5 Players Financial Planning Software Revenue Market Share in 2017

Figure Global Top 10 Players Financial Planning Software Revenue Market Share in 2017

Figure Global Financial Planning Software Revenue (Million USD) and Growth Rate (%) (2013-2018)

Table Global Financial Planning Software Revenue (Million USD) by Regions (2013-2018)

Table Global Financial Planning Software Revenue Market Share by Regions (2013-2018)

Figure Global Financial Planning Software Revenue Market Share by Regions (2013-2018)

Figure Global Financial Planning Software Revenue Market Share by Regions in 2017

Figure North America Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Europe Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Asia-Pacific Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure South America Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Middle East and Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

Table North America Financial Planning Software Revenue by Countries (2013-2018)

Table North America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure North America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure North America Financial Planning Software Revenue Market Share by Countries in 2017

Figure USA Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Canada Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Mexico Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Europe Financial Planning Software Revenue (Million USD) by Countries (2013-2018)

Figure Europe Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Europe Financial Planning Software Revenue Market Share by Countries in 2017

Figure Germany Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure UK Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure France Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Russia Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Italy Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Asia-Pacific Financial Planning Software Revenue (Million USD) by Countries (2013-2018)

Figure Asia-Pacific Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Asia-Pacific Financial Planning Software Revenue Market Share by Countries in 2017

Figure China Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Japan Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Korea Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure India Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Southeast Asia Financial Planning Software Revenue and Growth Rate (2013-2018)

Table South America Financial Planning Software Revenue by Countries (2013-2018)

Table South America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure South America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure South America Financial Planning Software Revenue Market Share by Countries in 2017

Figure Brazil Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Argentina Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Colombia Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Middle East and Africa Financial Planning Software Revenue (Million USD) by Countries (2013-2018)

Table Middle East and Africa Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Middle East and Africa Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Middle East and Africa Financial Planning Software Revenue Market Share by Countries in 2017

Figure Saudi Arabia Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure UAE Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Egypt Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Nigeria Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure South Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Global Financial Planning Software Revenue (Million USD) by Type (2013-2018)

Table Global Financial Planning Software Revenue Share by Type (2013-2018)

Figure Global Financial Planning Software Revenue Share by Type (2013-2018)

Figure Global Financial Planning Software Revenue Share by Type in 2017

Table Global Financial Planning Software Revenue Forecast by Type (2018-2023)

Figure Global Financial Planning Software Market Share Forecast by Type (2018-2023)

Figure Global Cloud-based Financial Planning Software Revenue Growth Rate (2013-2018)

Figure Global On-promise Type Financial Planning Software Revenue Growth Rate (2013-2018)

Table Global Financial Planning Software Revenue by Application (2013-2018)

Table Global Financial Planning Software Revenue Share by Application (2013-2018)

Figure Global Financial Planning Software Revenue Share by Application (2013-2018)

Figure Global Financial Planning Software Revenue Share by Application in 2017

Table Global Financial Planning Software Revenue Forecast by Application (2018-2023)

Figure Global Financial Planning Software Market Share Forecast by Application (2018-2023)

Figure Global SME Revenue Growth Rate (2013-2018)

Figure Global Large Enterprise Revenue Growth Rate (2013-2018)

Figure Global Personal Purpose Revenue Growth Rate (2013-2018)

Figure Global Other Purposes Revenue Growth Rate (2013-2018)

Figure Global Financial Planning Software Revenue (Million USD) and Growth Rate Forecast (2018 -2023)

Table Global Financial Planning Software Revenue (Million USD) Forecast by Regions (2018-2023)

Figure Global Financial Planning Software Revenue Market Share Forecast by Regions (2018-2023)

Figure North America Financial Planning Software Revenue Market Forecast (2018-2023)

Figure Europe Financial Planning Software Revenue Market Forecast (2018-2023)

Figure Asia-Pacific Financial Planning Software Revenue Market Forecast (2018-2023)

Figure South America Financial Planning Software Revenue Market Forecast (2018-2023)

Figure Middle East and Africa Financial Planning Software Revenue Market Forecast (2018-2023)

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Products and Companies


Companies

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

Company Profile

Company Profile Title

Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.

Good financial planning software is an essential tool for today's financial advisor. Effective financial planning enables individuals to proactively protect themselves during various stages of career transitions.

Scope of the Report:

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

USA is the largest consumption countries of financial planning software in the world in the past few years and it will keep increasing in the next few years. USA market took up about 58.7% the global market in 2016, while Europe was about 25%.

USA, Germany, Belgium, Canada, Australia, New Zealand and India are now the key developers of Financial Planning Software. There are some vendors with poor quality products in China, but the Chinese market is still much smaller than the USA at present.

Top 10 took up about 70% of the global market in 2016. Advicent, eMoney Advisor, PIEtech?, Inc., Money Tree, Envestnet, which have leading technology and market position, are well-known suppliers around the world.

The global Financial Planning Software market is valued at xx million USD in 2017 and is expected to reach xx million USD by the end of 2023, growing at a CAGR of xx% between 2017 and 2023.

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

North America, especially The 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 play important roles in global market, with market size of xx million USD in 2017 and will be xx million USD in 2023, with a CAGR of xx%.

Market Segment by Companies, this report covers

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

Market Segment by Regions, regional analysis covers

North America (United States, Canada and Mexico)

Europe (Germany, France, UK, Russia and Italy)

Asia-Pacific (China, Japan, Korea, India and Southeast Asia)

South America (Brazil, Argentina, Colombia)

Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)

Market Segment by Type, covers

Cloud-based Financial Planning Software

On-promise Type Financial Planning Software

Market Segment by Applications, can be divided into

SME

Large Enterprise

Personal Purpose

Other Purposes

READ MORE

Scope

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 Types

1.2.1 Global Financial Planning Software Revenue Comparison by Types (2017-2023)

1.2.2 Global Financial Planning Software Revenue Market Share by Types in 2017

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 Global Financial Planning Software Market Size and Market Share Comparison by Applications (2013-2023)

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 (Million USD) Comparison by Regions (2013-2023)

1.4.1 North America (USA, Canada and Mexico) Financial Planning Software Status and Prospect (2013-2023)

1.4.2 Europe (Germany, France, UK, Russia and Italy) Financial Planning Software Status and Prospect (2013-2023)

1.4.3 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Financial Planning Software Status and Prospect (2013-2023)

1.4.4 South America (Brazil, Argentina, Colombia) Financial Planning Software Status and Prospect (2013-2023)

1.4.5 Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Financial Planning Software Status and Prospect (2013-2023)

1.5 Global Market Size of Financial Planning Software (2013-2023)

2 Manufacturers Profiles

2.1 PIEtech?, Inc.

2.1.1 Business Overview

2.1.2 Financial Planning Software Type and Applications

2.1.2.1 Product A

2.1.2.2 Product B

2.1.3 PIEtech?, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.2 eMoney Advisor

2.2.1 Business Overview

2.2.2 Financial Planning Software Type and Applications

2.2.2.1 Product A

2.2.2.2 Product B

2.2.3 eMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.3 Advicent

2.3.1 Business Overview

2.3.2 Financial Planning Software Type and Applications

2.3.2.1 Product A

2.3.2.2 Product B

2.3.3 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.4 Money Tree

2.4.1 Business Overview

2.4.2 Financial Planning Software Type and Applications

2.4.2.1 Product A

2.4.2.2 Product B

2.4.3 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.5 WealthTec

2.5.1 Business Overview

2.5.2 Financial Planning Software Type and Applications

2.5.2.1 Product A

2.5.2.2 Product B

2.5.3 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.6 Oltis Software

2.6.1 Business Overview

2.6.2 Financial Planning Software Type and Applications

2.6.2.1 Product A

2.6.2.2 Product B

2.6.3 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.7 Advisor Software

2.7.1 Business Overview

2.7.2 Financial Planning Software Type and Applications

2.7.2.1 Product A

2.7.2.2 Product B

2.7.3 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.8 Envestnet

2.8.1 Business Overview

2.8.2 Financial Planning Software Type and Applications

2.8.2.1 Product A

2.8.2.2 Product B

2.8.3 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.9 inStream Solutions

2.9.1 Business Overview

2.9.2 Financial Planning Software Type and Applications

2.9.2.1 Product A

2.9.2.2 Product B

2.9.3 inStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.10 Wealthcare Capital Management

2.10.1 Business Overview

2.10.2 Financial Planning Software Type and Applications

2.10.2.1 Product A

2.10.2.2 Product B

2.10.3 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.11 SunGard WealthStation (FIS)

2.11.1 Business Overview

2.11.2 Financial Planning Software Type and Applications

2.11.2.1 Product A

2.11.2.2 Product B

2.11.3 SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.12 Advizr

2.12.1 Business Overview

2.12.2 Financial Planning Software Type and Applications

2.12.2.1 Product A

2.12.2.2 Product B

2.12.3 Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.13 RightCapital

2.13.1 Business Overview

2.13.2 Financial Planning Software Type and Applications

2.13.2.1 Product A

2.13.2.2 Product B

2.13.3 RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.14 Cheshire Software

2.14.1 Business Overview

2.14.2 Financial Planning Software Type and Applications

2.14.2.1 Product A

2.14.2.2 Product B

2.14.3 Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.15 Razor Logic Systems

2.15.1 Business Overview

2.15.2 Financial Planning Software Type and Applications

2.15.2.1 Product A

2.15.2.2 Product B

2.15.3 Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.16 Moneywise Software

2.16.1 Business Overview

2.16.2 Financial Planning Software Type and Applications

2.16.2.1 Product A

2.16.2.2 Product B

2.16.3 Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.17 struktur AG

2.17.1 Business Overview

2.17.2 Financial Planning Software Type and Applications

2.17.2.1 Product A

2.17.2.2 Product B

2.17.3 struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.18 Futurewise Technologies

2.18.1 Business Overview

2.18.2 Financial Planning Software Type and Applications

2.18.2.1 Product A

2.18.2.2 Product B

2.18.3 Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.19 ESPlanner Inc.

2.19.1 Business Overview

2.19.2 Financial Planning Software Type and Applications

2.19.2.1 Product A

2.19.2.2 Product B

2.19.3 ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.20 ISoftware Limited

2.20.1 Business Overview

2.20.2 Financial Planning Software Type and Applications

2.20.2.1 Product A

2.20.2.2 Product B

2.20.3 ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.21 FinPal Pty Ltd

2.21.1 Business Overview

2.2.2 Financial Planning Software Type and Applications

2.21.2.1 Product A

2.21.2.2 Product B

2.21.3 FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.22 WealthTrace

2.22.1 Business Overview

2.22.2 Financial Planning Software Type and Applications

2.22.2.1 Product A

2.22.2.2 Product B

2.22.3 WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.23 Sigma Conso

2.23.1 Business Overview

2.23.2 Financial Planning Software Type and Applications

2.23.2.1 Product A

2.23.2.2 Product B

2.23.3 Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.24 prevero GmbH(Unit4)

2.24.1 Business Overview

2.24.2 Financial Planning Software Type and Applications

2.24.2.1 Product A

2.24.2.2 Product B

2.24.3 prevero GmbH(Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

2.25 SAP

2.25.1 Business Overview

2.25.2 Financial Planning Software Type and Applications

2.25.2.1 Product A

2.25.2.2 Product B

2.25.3 SAP Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

3 Global Financial Planning Software Market Competition, by Players

3.1 Global Financial Planning Software Revenue and Share by Players (2013-2018)

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 Global Financial Planning Software 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 (2013-2018)

4.3 Europe Financial Planning Software Revenue and Growth Rate (2013-2018)

4.4 Asia-Pacific Financial Planning Software Revenue and Growth Rate (2013-2018)

4.5 South America Financial Planning Software Revenue and Growth Rate (2013-2018)

4.6 Middle East and Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

5 North America Financial Planning Software Revenue by Countries

5.1 North America Financial Planning Software Revenue by Countries (2013-2018)

5.2 USA Financial Planning Software Revenue and Growth Rate (2013-2018)

5.3 Canada Financial Planning Software Revenue and Growth Rate (2013-2018)

5.4 Mexico Financial Planning Software Revenue and Growth Rate (2013-2018)

6 Europe Financial Planning Software Revenue by Countries

6.1 Europe Financial Planning Software Revenue by Countries (2013-2018)

6.2 Germany Financial Planning Software Revenue and Growth Rate (2013-2018)

6.3 UK Financial Planning Software Revenue and Growth Rate (2013-2018)

6.4 France Financial Planning Software Revenue and Growth Rate (2013-2018)

6.5 Russia Financial Planning Software Revenue and Growth Rate (2013-2018)

6.6 Italy Financial Planning Software Revenue and Growth Rate (2013-2018)

7 Asia-Pacific Financial Planning Software Revenue by Countries

7.1 Asia-Pacific Financial Planning Software Revenue by Countries (2013-2018)

7.2 China Financial Planning Software Revenue and Growth Rate (2013-2018)

7.3 Japan Financial Planning Software Revenue and Growth Rate (2013-2018)

7.4 Korea Financial Planning Software Revenue and Growth Rate (2013-2018)

7.5 India Financial Planning Software Revenue and Growth Rate (2013-2018)

7.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2013-2018)

8 South America Financial Planning Software Revenue by Countries

8.1 South America Financial Planning Software Revenue by Countries (2013-2018)

8.2 Brazil Financial Planning Software Revenue and Growth Rate (2013-2018)

8.3 Argentina Financial Planning Software Revenue and Growth Rate (2013-2018)

8.4 Colombia Financial Planning Software Revenue and Growth Rate (2013-2018)

9 Middle East and Africa Revenue Financial Planning Software by Countries

9.1 Middle East and Africa Financial Planning Software Revenue by Countries (2013-2018)

9.2 Saudi Arabia Financial Planning Software Revenue and Growth Rate (2013-2018)

9.3 UAE Financial Planning Software Revenue and Growth Rate (2013-2018)

9.4 Egypt Financial Planning Software Revenue and Growth Rate (2013-2018)

9.5 Nigeria Financial Planning Software Revenue and Growth Rate (2013-2018)

9.6 South Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

10 Global Financial Planning Software Market Segment by Type

10.1 Global Financial Planning Software Revenue and Market Share by Type (2013-2018)

10.2 Global Financial Planning Software Market Forecast by Type (2018-2023)

10.3 Cloud-based Financial Planning Software Revenue Growth Rate (2013-2023)

10.4 On-promise Type Financial Planning Software Revenue Growth Rate (2013-2023)

11 Global Financial Planning Software Market Segment by Application

11.1 Global Financial Planning Software Revenue Market Share by Application (2013-2018)

11.2 Financial Planning Software Market Forecast by Application (2018-2023)

11.3 SME Revenue Growth (2013-2018)

11.4 Large Enterprise Revenue Growth (2013-2018)

11.5 Personal Purpose Revenue Growth (2013-2018)

11.6 Other Purposes Revenue Growth (2013-2018)

12 Global Financial Planning Software Market Size Forecast (2018-2023)

12.1 Global Financial Planning Software Market Size Forecast (2018-2023)

12.2 Global Financial Planning Software Market Forecast by Regions (2018-2023)

12.3 North America Financial Planning Software Revenue Market Forecast (2018-2023)

12.4 Europe Financial Planning Software Revenue Market Forecast (2018-2023)

12.5 Asia-Pacific Financial Planning Software Revenue Market Forecast (2018-2023)

12.6 South America Financial Planning Software Revenue Market Forecast (2018-2023)

12.7 Middle East and Africa Financial Planning Software Revenue Market Forecast (2018-2023)

13 Research Findings and Conclusion

14 Appendix

14.1 Methodology

14.2 Data Source


List Of Table

List of Tables and Figures

Figure Financial Planning Software Picture

Table Product Specifications of Financial Planning Software

Table Global Financial Planning Software and Revenue (Million USD) Market Split by Product Type

Figure Global Financial Planning Software Revenue Market Share by Types in 2017

Figure Cloud-based Financial Planning Software Picture

Figure On-promise Type Financial Planning Software Picture

Table Global Financial Planning Software Revenue (Million USD) by Application (2013-2023)

Figure Financial Planning Software Revenue Market Share by Applications in 2017

Figure SME Picture

Figure Large Enterprise Picture

Figure Personal Purpose Picture

Figure Other Purposes Picture

Table Global Market Financial Planning Software Revenue (Million USD) Comparison by Regions 2013-2023

Figure North America Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Europe Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Asia-Pacific Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure South America Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Middle East and Africa Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Figure Global Financial Planning Software Revenue (Million USD) and Growth Rate (2013-2023)

Table PIEtech?, Inc. Basic Information, Manufacturing Base and Competitors

Table PIEtech?, Inc. Financial Planning Software Type and Applications

Table PIEtech?, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table eMoney Advisor Basic Information, Manufacturing Base and Competitors

Table eMoney Advisor Financial Planning Software Type and Applications

Table eMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Advicent Basic Information, Manufacturing Base and Competitors

Table Advicent Financial Planning Software Type and Applications

Table Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Money Tree Basic Information, Manufacturing Base and Competitors

Table Money Tree Financial Planning Software Type and Applications

Table Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table WealthTec Basic Information, Manufacturing Base and Competitors

Table WealthTec Financial Planning Software Type and Applications

Table WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Oltis Software Basic Information, Manufacturing Base and Competitors

Table Oltis Software Financial Planning Software Type and Applications

Table Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Advisor Software Basic Information, Manufacturing Base and Competitors

Table Advisor Software Financial Planning Software Type and Applications

Table Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Envestnet Basic Information, Manufacturing Base and Competitors

Table Envestnet Financial Planning Software Type and Applications

Table Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table inStream Solutions Basic Information, Manufacturing Base and Competitors

Table inStream Solutions Financial Planning Software Type and Applications

Table inStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Wealthcare Capital Management Basic Information, Manufacturing Base and Competitors

Table Wealthcare Capital Management Financial Planning Software Type and Applications

Table Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table SunGard WealthStation (FIS) Basic Information, Manufacturing Base and Competitors

Table SunGard WealthStation (FIS) Financial Planning Software Type and Applications

Table SunGard WealthStation (FIS) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Advizr Basic Information, Manufacturing Base and Competitors

Table Advizr Financial Planning Software Type and Applications

Table Advizr Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table RightCapital Basic Information, Manufacturing Base and Competitors

Table RightCapital Financial Planning Software Type and Applications

Table RightCapital Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Cheshire Software Basic Information, Manufacturing Base and Competitors

Table Cheshire Software Financial Planning Software Type and Applications

Table Cheshire Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Razor Logic Systems Basic Information, Manufacturing Base and Competitors

Table Razor Logic Systems Financial Planning Software Type and Applications

Table Razor Logic Systems Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Moneywise Software Basic Information, Manufacturing Base and Competitors

Table Moneywise Software Financial Planning Software Type and Applications

Table Moneywise Software Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table struktur AG Basic Information, Manufacturing Base and Competitors

Table struktur AG Financial Planning Software Type and Applications

Table struktur AG Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Futurewise Technologies Basic Information, Manufacturing Base and Competitors

Table Futurewise Technologies Financial Planning Software Type and Applications

Table Futurewise Technologies Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table ESPlanner Inc. Basic Information, Manufacturing Base and Competitors

Table ESPlanner Inc. Financial Planning Software Type and Applications

Table ESPlanner Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table ISoftware Limited Basic Information, Manufacturing Base and Competitors

Table ISoftware Limited Financial Planning Software Type and Applications

Table ISoftware Limited Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table FinPal Pty Ltd Basic Information, Manufacturing Base and Competitors

Table FinPal Pty Ltd Financial Planning Software Type and Applications

Table FinPal Pty Ltd Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table WealthTrace Basic Information, Manufacturing Base and Competitors

Table WealthTrace Financial Planning Software Type and Applications

Table WealthTrace Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Sigma Conso Basic Information, Manufacturing Base and Competitors

Table Sigma Conso Financial Planning Software Type and Applications

Table Sigma Conso Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table prevero GmbH(Unit4) Basic Information, Manufacturing Base and Competitors

Table prevero GmbH(Unit4) Financial Planning Software Type and Applications

Table prevero GmbH(Unit4) Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table SAP Basic Information, Manufacturing Base and Competitors

Table SAP Financial Planning Software Type and Applications

Table SAP Financial Planning Software Revenue, Gross Margin and Market Share (2016-2017)

Table Global Financial Planning Software Revenue (Million USD) by Players (2013-2018)

Table Global Financial Planning Software Revenue Share by Players (2013-2018)

Figure Global Financial Planning Software Revenue Share by Players in 2016

Figure Global Financial Planning Software Revenue Share by Players in 2017

Figure Global Top 5 Players Financial Planning Software Revenue Market Share in 2017

Figure Global Top 10 Players Financial Planning Software Revenue Market Share in 2017

Figure Global Financial Planning Software Revenue (Million USD) and Growth Rate (%) (2013-2018)

Table Global Financial Planning Software Revenue (Million USD) by Regions (2013-2018)

Table Global Financial Planning Software Revenue Market Share by Regions (2013-2018)

Figure Global Financial Planning Software Revenue Market Share by Regions (2013-2018)

Figure Global Financial Planning Software Revenue Market Share by Regions in 2017

Figure North America Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Europe Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Asia-Pacific Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure South America Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Middle East and Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

Table North America Financial Planning Software Revenue by Countries (2013-2018)

Table North America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure North America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure North America Financial Planning Software Revenue Market Share by Countries in 2017

Figure USA Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Canada Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Mexico Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Europe Financial Planning Software Revenue (Million USD) by Countries (2013-2018)

Figure Europe Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Europe Financial Planning Software Revenue Market Share by Countries in 2017

Figure Germany Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure UK Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure France Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Russia Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Italy Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Asia-Pacific Financial Planning Software Revenue (Million USD) by Countries (2013-2018)

Figure Asia-Pacific Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Asia-Pacific Financial Planning Software Revenue Market Share by Countries in 2017

Figure China Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Japan Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Korea Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure India Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Southeast Asia Financial Planning Software Revenue and Growth Rate (2013-2018)

Table South America Financial Planning Software Revenue by Countries (2013-2018)

Table South America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure South America Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure South America Financial Planning Software Revenue Market Share by Countries in 2017

Figure Brazil Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Argentina Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Colombia Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Middle East and Africa Financial Planning Software Revenue (Million USD) by Countries (2013-2018)

Table Middle East and Africa Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Middle East and Africa Financial Planning Software Revenue Market Share by Countries (2013-2018)

Figure Middle East and Africa Financial Planning Software Revenue Market Share by Countries in 2017

Figure Saudi Arabia Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure UAE Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Egypt Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure Nigeria Financial Planning Software Revenue and Growth Rate (2013-2018)

Figure South Africa Financial Planning Software Revenue and Growth Rate (2013-2018)

Table Global Financial Planning Software Revenue (Million USD) by Type (2013-2018)

Table Global Financial Planning Software Revenue Share by Type (2013-2018)

Figure Global Financial Planning Software Revenue Share by Type (2013-2018)

Figure Global Financial Planning Software Revenue Share by Type in 2017

Table Global Financial Planning Software Revenue Forecast by Type (2018-2023)

Figure Global Financial Planning Software Market Share Forecast by Type (2018-2023)

Figure Global Cloud-based Financial Planning Software Revenue Growth Rate (2013-2018)

Figure Global On-promise Type Financial Planning Software Revenue Growth Rate (2013-2018)

Table Global Financial Planning Software Revenue by Application (2013-2018)

Table Global Financial Planning Software Revenue Share by Application (2013-2018)

Figure Global Financial Planning Software Revenue Share by Application (2013-2018)

Figure Global Financial Planning Software Revenue Share by Application in 2017

Table Global Financial Planning Software Revenue Forecast by Application (2018-2023)

Figure Global Financial Planning Software Market Share Forecast by Application (2018-2023)

Figure Global SME Revenue Growth Rate (2013-2018)

Figure Global Large Enterprise Revenue Growth Rate (2013-2018)

Figure Global Personal Purpose Revenue Growth Rate (2013-2018)

Figure Global Other Purposes Revenue Growth Rate (2013-2018)

Figure Global Financial Planning Software Revenue (Million USD) and Growth Rate Forecast (2018 -2023)

Table Global Financial Planning Software Revenue (Million USD) Forecast by Regions (2018-2023)

Figure Global Financial Planning Software Revenue Market Share Forecast by Regions (2018-2023)

Figure North America Financial Planning Software Revenue Market Forecast (2018-2023)

Figure Europe Financial Planning Software Revenue Market Forecast (2018-2023)

Figure Asia-Pacific Financial Planning Software Revenue Market Forecast (2018-2023)

Figure South America Financial Planning Software Revenue Market Forecast (2018-2023)

Figure Middle East and Africa Financial Planning Software Revenue Market Forecast (2018-2023)

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Companies

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