Table of Contents

2019-2024 Global Financial Planning Software Market Report (Status and Outlook)

1 Scope of the Report
1.1 Market Introduction
1.2 Research Objectives
1.3 Years Considered
1.4 Market Research Methodology
1.5 Economic Indicators
1.6 Currency Considered

2 Executive Summary
2.1 World Market Overview
2.1.1 Global Financial Planning Software Market Size 2014-2024
2.1.2 Financial Planning Software Market Size CAGR by Region
2.2 Financial Planning Software Segment by Type
2.2.1 Cloud-based Financial Planning Software
2.2.2 On-promise Type Financial Planning Software
2.3 Financial Planning Software Market Size by Type
2.3.1 Global Financial Planning Software Market Size Market Share by Type (2014-2019)
2.3.2 Global Financial Planning Software Market Size Growth Rate by Type (2014-2019)
2.4 Financial Planning Software Segment by Application
2.4.1 SME
2.4.2 Large Enterprise
2.4.3 Personal Purpose
2.4.4 Other Purposes
2.5 Financial Planning Software Market Size by Application
2.5.1 Global Financial Planning Software Market Size Market Share by Application (2014-2019)
2.5.2 Global Financial Planning Software Market Size Growth Rate by Application (2014-2019)

3 Global Financial Planning Software by Players
3.1 Global Financial Planning Software Market Size Market Share by Players
3.1.1 Global Financial Planning Software Market Size by Players (2017-2019)
3.1.2 Global Financial Planning Software Market Size Market Share by Players (2017-2019)
3.2 Global Financial Planning Software Key Players Head office and Products Offered
3.3 Market Concentration Rate Analysis
3.3.1 Competition Landscape Analysis
3.3.2 Concentration Ratio (CR3, CR5 and CR10) (2017-2019)
3.4 New Products and Potential Entrants
3.5 Mergers & Acquisitions, Expansion

4 Financial Planning Software by Regions
4.1 Financial Planning Software Market Size by Regions
4.2 Americas Financial Planning Software Market Size Growth
4.3 APAC Financial Planning Software Market Size Growth
4.4 Europe Financial Planning Software Market Size Growth
4.5 Middle East & Africa Financial Planning Software Market Size Growth

5 Americas
5.1 Americas Financial Planning Software Market Size by Countries
5.2 Americas Financial Planning Software Market Size by Type
5.3 Americas Financial Planning Software Market Size by Application
5.4 United States
5.5 Canada
5.6 Mexico
5.7 Key Economic Indicators of Few Americas Countries

6 APAC
6.1 APAC Financial Planning Software Market Size by Countries
6.2 APAC Financial Planning Software Market Size by Type
6.3 APAC Financial Planning Software Market Size by Application
6.4 China
6.5 Japan
6.6 Korea
6.7 Southeast Asia
6.8 India
6.9 Australia
6.10 Key Economic Indicators of Few APAC Countries

7 Europe
7.1 Europe Financial Planning Software by Countries
7.2 Europe Financial Planning Software Market Size by Type
7.3 Europe Financial Planning Software Market Size by Application
7.4 Germany
7.5 France
7.6 UK
7.7 Italy
7.8 Russia
7.9 Spain
7.10 Key Economic Indicators of Few Europe Countries

8 Middle East & Africa
8.1 Middle East & Africa Financial Planning Software by Countries
8.2 Middle East & Africa Financial Planning Software Market Size by Type
8.3 Middle East & Africa Financial Planning Software Market Size by Application
8.4 Egypt
8.5 South Africa
8.6 Israel
8.7 Turkey
8.8 GCC Countries

9 Market Drivers, Challenges and Trends
9.1 Market Drivers and Impact
9.1.1 Growing Demand from Key Regions
9.1.2 Growing Demand from Key Applications and Potential Industries
9.2 Market Challenges and Impact
9.3 Market Trends

10 Global Financial Planning Software Market Forecast
10.1 Global Financial Planning Software Market Size Forecast (2019-2024)
10.2 Global Financial Planning Software Forecast by Regions
10.2.1 Global Financial Planning Software Forecast by Regions (2019-2024)
10.2.2 Americas Market Forecast
10.2.3 APAC Market Forecast
10.2.4 Europe Market Forecast
10.2.5 Middle East & Africa Market Forecast
10.3 Americas Forecast by Countries
10.3.1 United States Market Forecast
10.3.2 Canada Market Forecast
10.3.3 Mexico Market Forecast
10.3.4 Brazil Market Forecast
10.4 APAC Forecast by Countries
10.4.1 China Market Forecast
10.4.2 Japan Market Forecast
10.4.3 Korea Market Forecast
10.4.4 Southeast Asia Market Forecast
10.4.5 India Market Forecast
10.4.6 Australia Market Forecast
10.5 Europe Forecast by Countries
10.5.1 Germany Market Forecast
10.5.2 France Market Forecast
10.5.3 UK Market Forecast
10.5.4 Italy Market Forecast
10.5.5 Russia Market Forecast
10.5.6 Spain Market Forecast
10.6 Middle East & Africa Forecast by Countries
10.6.1 Egypt Market Forecast
10.6.2 South Africa Market Forecast
10.6.3 Israel Market Forecast
10.6.4 Turkey Market Forecast
10.6.5 GCC Countries Market Forecast
10.7 Global Financial Planning Software Forecast by Type
10.8 Global Financial Planning Software Forecast by Application

11 Key Players Analysis
11.1 PIEtech, Inc.
11.1.1 Company Details
11.1.2 Financial Planning Software Product Offered
11.1.3 PIEtech, Inc. Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.1.4 Main Business Overview
11.1.5 PIEtech, Inc. News
11.2 EMoney Advisor
11.2.1 Company Details
11.2.2 Financial Planning Software Product Offered
11.2.3 EMoney Advisor Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.2.4 Main Business Overview
11.2.5 EMoney Advisor News
11.3 Advicent
11.3.1 Company Details
11.3.2 Financial Planning Software Product Offered
11.3.3 Advicent Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.3.4 Main Business Overview
11.3.5 Advicent News
11.4 Money Tree
11.4.1 Company Details
11.4.2 Financial Planning Software Product Offered
11.4.3 Money Tree Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.4.4 Main Business Overview
11.4.5 Money Tree News
11.5 WealthTec
11.5.1 Company Details
11.5.2 Financial Planning Software Product Offered
11.5.3 WealthTec Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.5.4 Main Business Overview
11.5.5 WealthTec News
11.6 Oltis Software
11.6.1 Company Details
11.6.2 Financial Planning Software Product Offered
11.6.3 Oltis Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.6.4 Main Business Overview
11.6.5 Oltis Software News
11.7 Advisor Software
11.7.1 Company Details
11.7.2 Financial Planning Software Product Offered
11.7.3 Advisor Software Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.7.4 Main Business Overview
11.7.5 Advisor Software News
11.8 Envestnet
11.8.1 Company Details
11.8.2 Financial Planning Software Product Offered
11.8.3 Envestnet Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.8.4 Main Business Overview
11.8.5 Envestnet News
11.9 InStream Solutions
11.9.1 Company Details
11.9.2 Financial Planning Software Product Offered
11.9.3 InStream Solutions Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.9.4 Main Business Overview
11.9.5 InStream Solutions News
11.10 Wealthcare Capital Management
11.10.1 Company Details
11.10.2 Financial Planning Software Product Offered
11.10.3 Wealthcare Capital Management Financial Planning Software Revenue, Gross Margin and Market Share (2017-2019)
11.10.4 Main Business Overview
11.10.5 Wealthcare Capital Management News
11.11 SunGard WealthStation (FIS)
11.12 Advizr
11.13 RightCapital
11.14 Cheshire Software
11.15 Razor Logic Systems
11.16 Moneywise Software
11.17 Struktur AG
11.18 Futurewise Technologies
11.19 ESPlanner Inc.
11.20 ISoftware Limited
11.21 FinPal Pty Ltd
11.22 WealthTrace
11.23 Sigma Conso
11.24 Prevero GmbH (Unit4)
11.25 SAP

12 Research Findings and Conclusion