CHAPTER 1: INTRODUCTION
1.1. Report description
1.2. Key market segments
1.3. Key benefits to the stakeholders
1.4. Research Methodology
1.4.1. Secondary research
1.4.2. Primary research
1.4.3. Analyst tools and models
CHAPTER 2: EXECUTIVE SUMMARY
2.1. Key findings of the study
2.2. CXO Perspective
CHAPTER 3: MARKET OVERVIEW
3.1. Market definition and scope
3.2. Key findings
3.2.1. Top investment pockets
3.3. Porter’s five forces analysis
3.4. Top player positioning
3.5. Market dynamics
3.5.1. Drivers
3.5.2. Restraints
3.5.3. Opportunities
3.6. COVID-19 Impact Analysis on the market
CHAPTER 4: FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT
4.1 Overview
4.1.1 Market size and forecast
4.2 Solution
4.2.1 Key market trends, growth factors and opportunities
4.2.2 Market size and forecast, by region
4.2.3 Market analysis by country
4.3 Services
4.3.1 Key market trends, growth factors and opportunities
4.3.2 Market size and forecast, by region
4.3.3 Market analysis by country
CHAPTER 5: FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE
5.1 Overview
5.1.1 Market size and forecast
5.2 On-premises
5.2.1 Key market trends, growth factors and opportunities
5.2.2 Market size and forecast, by region
5.2.3 Market analysis by country
5.3 Cloud
5.3.1 Key market trends, growth factors and opportunities
5.3.2 Market size and forecast, by region
5.3.3 Market analysis by country
CHAPTER 6: FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION
6.1 Overview
6.1.1 Market size and forecast
6.2 Financial Advice and Management
6.2.1 Key market trends, growth factors and opportunities
6.2.2 Market size and forecast, by region
6.2.3 Market analysis by country
6.3 Portfolio, Accounting and Trading Management
6.3.1 Key market trends, growth factors and opportunities
6.3.2 Market size and forecast, by region
6.3.3 Market analysis by country
6.4 Wealth Management
6.4.1 Key market trends, growth factors and opportunities
6.4.2 Market size and forecast, by region
6.4.3 Market analysis by country
6.5 Personal Banking
6.5.1 Key market trends, growth factors and opportunities
6.5.2 Market size and forecast, by region
6.5.3 Market analysis by country
6.6 Others
6.6.1 Key market trends, growth factors and opportunities
6.6.2 Market size and forecast, by region
6.6.3 Market analysis by country
CHAPTER 7: FINANCIAL PLANNING SOFTWARE MARKET, BY END USER
7.1 Overview
7.1.1 Market size and forecast
7.2 Large Enterprises
7.2.1 Key market trends, growth factors and opportunities
7.2.2 Market size and forecast, by region
7.2.3 Market analysis by country
7.3 Small and Medium-sized Enterprises (SMEs)
7.3.1 Key market trends, growth factors and opportunities
7.3.2 Market size and forecast, by region
7.3.3 Market analysis by country
7.4 Individuals
7.4.1 Key market trends, growth factors and opportunities
7.4.2 Market size and forecast, by region
7.4.3 Market analysis by country
CHAPTER 8: FINANCIAL PLANNING SOFTWARE MARKET, BY REGION
8.1 Overview
8.1.1 Market size and forecast
8.2 North America
8.2.1 Key trends and opportunities
8.2.2 North America Market size and forecast, by Component
8.2.3 North America Market size and forecast, by Deployment Mode
8.2.4 North America Market size and forecast, by Application
8.2.5 North America Market size and forecast, by End User
8.2.6 North America Market size and forecast, by country
8.2.6.1 U.S.
8.2.6.1.1 Market size and forecast, by Component
8.2.6.1.2 Market size and forecast, by Deployment Mode
8.2.6.1.3 Market size and forecast, by Application
8.2.6.1.4 Market size and forecast, by End User
8.2.6.2 Canada
8.2.6.2.1 Market size and forecast, by Component
8.2.6.2.2 Market size and forecast, by Deployment Mode
8.2.6.2.3 Market size and forecast, by Application
8.2.6.2.4 Market size and forecast, by End User
8.3 Europe
8.3.1 Key trends and opportunities
8.3.2 Europe Market size and forecast, by Component
8.3.3 Europe Market size and forecast, by Deployment Mode
8.3.4 Europe Market size and forecast, by Application
8.3.5 Europe Market size and forecast, by End User
8.3.6 Europe Market size and forecast, by country
8.3.6.1 United Kingdom
8.3.6.1.1 Market size and forecast, by Component
8.3.6.1.2 Market size and forecast, by Deployment Mode
8.3.6.1.3 Market size and forecast, by Application
8.3.6.1.4 Market size and forecast, by End User
8.3.6.2 Germany
8.3.6.2.1 Market size and forecast, by Component
8.3.6.2.2 Market size and forecast, by Deployment Mode
8.3.6.2.3 Market size and forecast, by Application
8.3.6.2.4 Market size and forecast, by End User
8.3.6.3 France
8.3.6.3.1 Market size and forecast, by Component
8.3.6.3.2 Market size and forecast, by Deployment Mode
8.3.6.3.3 Market size and forecast, by Application
8.3.6.3.4 Market size and forecast, by End User
8.3.6.4 Italy
8.3.6.4.1 Market size and forecast, by Component
8.3.6.4.2 Market size and forecast, by Deployment Mode
8.3.6.4.3 Market size and forecast, by Application
8.3.6.4.4 Market size and forecast, by End User
8.3.6.5 Spain
8.3.6.5.1 Market size and forecast, by Component
8.3.6.5.2 Market size and forecast, by Deployment Mode
8.3.6.5.3 Market size and forecast, by Application
8.3.6.5.4 Market size and forecast, by End User
8.3.6.6 Netherlands
8.3.6.6.1 Market size and forecast, by Component
8.3.6.6.2 Market size and forecast, by Deployment Mode
8.3.6.6.3 Market size and forecast, by Application
8.3.6.6.4 Market size and forecast, by End User
8.3.6.7 Rest of Europe
8.3.6.7.1 Market size and forecast, by Component
8.3.6.7.2 Market size and forecast, by Deployment Mode
8.3.6.7.3 Market size and forecast, by Application
8.3.6.7.4 Market size and forecast, by End User
8.4 Asia-Pacific
8.4.1 Key trends and opportunities
8.4.2 Asia-Pacific Market size and forecast, by Component
8.4.3 Asia-Pacific Market size and forecast, by Deployment Mode
8.4.4 Asia-Pacific Market size and forecast, by Application
8.4.5 Asia-Pacific Market size and forecast, by End User
8.4.6 Asia-Pacific Market size and forecast, by country
8.4.6.1 China
8.4.6.1.1 Market size and forecast, by Component
8.4.6.1.2 Market size and forecast, by Deployment Mode
8.4.6.1.3 Market size and forecast, by Application
8.4.6.1.4 Market size and forecast, by End User
8.4.6.2 India
8.4.6.2.1 Market size and forecast, by Component
8.4.6.2.2 Market size and forecast, by Deployment Mode
8.4.6.2.3 Market size and forecast, by Application
8.4.6.2.4 Market size and forecast, by End User
8.4.6.3 Japan
8.4.6.3.1 Market size and forecast, by Component
8.4.6.3.2 Market size and forecast, by Deployment Mode
8.4.6.3.3 Market size and forecast, by Application
8.4.6.3.4 Market size and forecast, by End User
8.4.6.4 Australia
8.4.6.4.1 Market size and forecast, by Component
8.4.6.4.2 Market size and forecast, by Deployment Mode
8.4.6.4.3 Market size and forecast, by Application
8.4.6.4.4 Market size and forecast, by End User
8.4.6.5 Singapore
8.4.6.5.1 Market size and forecast, by Component
8.4.6.5.2 Market size and forecast, by Deployment Mode
8.4.6.5.3 Market size and forecast, by Application
8.4.6.5.4 Market size and forecast, by End User
8.4.6.6 Rest of Asia-Pacific
8.4.6.6.1 Market size and forecast, by Component
8.4.6.6.2 Market size and forecast, by Deployment Mode
8.4.6.6.3 Market size and forecast, by Application
8.4.6.6.4 Market size and forecast, by End User
8.5 LAMEA
8.5.1 Key trends and opportunities
8.5.2 LAMEA Market size and forecast, by Component
8.5.3 LAMEA Market size and forecast, by Deployment Mode
8.5.4 LAMEA Market size and forecast, by Application
8.5.5 LAMEA Market size and forecast, by End User
8.5.6 LAMEA Market size and forecast, by country
8.5.6.1 Latin America
8.5.6.1.1 Market size and forecast, by Component
8.5.6.1.2 Market size and forecast, by Deployment Mode
8.5.6.1.3 Market size and forecast, by Application
8.5.6.1.4 Market size and forecast, by End User
8.5.6.2 Middle East
8.5.6.2.1 Market size and forecast, by Component
8.5.6.2.2 Market size and forecast, by Deployment Mode
8.5.6.2.3 Market size and forecast, by Application
8.5.6.2.4 Market size and forecast, by End User
8.5.6.3 Africa
8.5.6.3.1 Market size and forecast, by Component
8.5.6.3.2 Market size and forecast, by Deployment Mode
8.5.6.3.3 Market size and forecast, by Application
8.5.6.3.4 Market size and forecast, by End User
CHAPTER 9: COMPANY LANDSCAPE
9.1. Introduction
9.2. Top winning strategies
9.3. Product Mapping of Top 10 Player
9.4. Competitive Dashboard
9.5. Competitive Heatmap
9.6. Key developments
CHAPTER 10: COMPANY PROFILES
10.1 Advicent Solutions (NaviPlan)
10.1.1 Company overview
10.1.2 Company snapshot
10.1.3 Operating business segments
10.1.4 Product portfolio
10.1.5 Business performance
10.1.6 Key strategic moves and developments
10.2 eMoney Advisor, LLC.
10.2.1 Company overview
10.2.2 Company snapshot
10.2.3 Operating business segments
10.2.4 Product portfolio
10.2.5 Business performance
10.2.6 Key strategic moves and developments
10.3 Moneytree Software
10.3.1 Company overview
10.3.2 Company snapshot
10.3.3 Operating business segments
10.3.4 Product portfolio
10.3.5 Business performance
10.3.6 Key strategic moves and developments
10.4 MoneyGuide, Inc.
10.4.1 Company overview
10.4.2 Company snapshot
10.4.3 Operating business segments
10.4.4 Product portfolio
10.4.5 Business performance
10.4.6 Key strategic moves and developments
10.5 Miles Software
10.5.1 Company overview
10.5.2 Company snapshot
10.5.3 Operating business segments
10.5.4 Product portfolio
10.5.5 Business performance
10.5.6 Key strategic moves and developments
10.6 MoneyGuide, Inc. (Envestnet)
10.6.1 Company overview
10.6.2 Company snapshot
10.6.3 Operating business segments
10.6.4 Product portfolio
10.6.5 Business performance
10.6.6 Key strategic moves and developments
10.7 Personal Capital Corporation
10.7.1 Company overview
10.7.2 Company snapshot
10.7.3 Operating business segments
10.7.4 Product portfolio
10.7.5 Business performance
10.7.6 Key strategic moves and developments
10.8 RightCapital Inc.
10.8.1 Company overview
10.8.2 Company snapshot
10.8.3 Operating business segments
10.8.4 Product portfolio
10.8.5 Business performance
10.8.6 Key strategic moves and developments
10.9 quicken inc.
10.9.1 Company overview
10.9.2 Company snapshot
10.9.3 Operating business segments
10.9.4 Product portfolio
10.9.5 Business performance
10.9.6 Key strategic moves and developments
10.10 SAP
10.10.1 Company overview
10.10.2 Company snapshot
10.10.3 Operating business segments
10.10.4 Product portfolio
10.10.5 Business performance
10.10.6 Key strategic moves and developments