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Global Financial Planning Software Market Size study, By Component (Solution, Services), By Deployment Mode (On-premises, Cloud), By Application (Financial Advice and Management, Portfolio, Accounting and Trading Management, Wealth Management, Personal Banking, Others), By End User (Large Enterprises, Small and Medium-sized Enterprises (SMEs), Individuals), and Regional Forecasts 2022-2028

August 2022 | 200 pages | ID: GCC0DC800C14EN
Bizwit Research & Consulting LLP

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Global Financial Planning Software Market is valued approximately USD XX million in 2021 and is anticipated to grow with a healthy growth rate of more than XX % over the forecast period 2022-2028.
The Financial Planning Software can be defined as is a program, mainly utilized by financial advisors to manage their clients' investments. The platforms provide different tools for tracking investments, analyzing spending and income, and forecasting future needs. This software also handles the storage, analysis, management, and processing of a set of financial transactions, records and processes. The growing FinTech Sector worldwide and increasing awareness towards Financial Planning Software as well as strategic initiatives from leading market players are factors that are accelerating the global market demand. For instance, according to Statista – in 2020, Global FinTech revenue was estimated at USD 128.68 billion, and the revenue is projected to grow to USD 192 billion by 2024. Furthermore, leading market players are working towards strategic initiatives including new funding and partnerships. For instance, in August 2020, New York based software startup Cube received a Seed funding of over USD 5 million. The funding lead by California based Bonfire Ventures, and participated by San Francisco based Operator Collective, Santa Monica based Clocktower Technology Ventures, Manchester based Alumni Ventures Group, Colorado based Techstars. Moreover, in May 2022, London, United Kingdom based Fidelity International partnered with Conquest, a Canadian fintech company. Under this partnership the company appointed Conquest as the exclusive distributor of its new financial planning software for the UK advice market. Also, growing emergence of 5G & AI technologies and increasing preference towards online and mobile banking solutions are anticipated to act as a catalyzing factor for the market demand during the forecast period. However, a slow penetration rate in developing regions and availability of open-source software impede the growth of the market over the forecast period of 2022-2028.

The key regions considered for the global Financial Planning Software Market study include Asia Pacific, North America, Europe, Latin America, and the Rest of the World. North America is the leading region across the world in terms of market share owing to the growing penetration of financial planning software and presence of leading market players in the region. Whereas, Asia Pacific is anticipated to exhibit a significant growth rate over the forecast period 2022-2028. Factors such as the growing number of retail investors and increasing penetration of leading market players in the region, would create lucrative growth prospects for the global Financial Planning Software Market across the Asia Pacific region.

Major market players included in this report are:
Advicent Solutions (NaviPlan)
eMoney Advisor, LLC.
Moneytree Software
MoneyGuide, Inc.
Miles Software
MoneyGuide, Inc. (Envestnet)
Personal Capital Corporation
RightCapital Inc.
quicken inc.
SAP

The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:
By Component
Solution
Services
By Deployment Mode
On-premises
Cloud
By Application
Financial Advice and Management
Portfolio, Accounting and Trading Management
Wealth Management
Personal Banking
Others
By End User
Large Enterprises
Small and Medium-sized Enterprises (SMEs)
Individuals
By Region:
North America
U.S.
Canada
Europe
UK
Germany
France
Spain
Italy
ROE

Asia Pacific
China
India
Japan
Australia
South Korea
RoAPAC
Latin America
Brazil
Mexico
Rest of the World

Furthermore, years considered for the study are as follows:

Historical year – 2018, 2019, 2020
Base year – 2021
Forecast period – 2022 to 2028

Target Audience of the Global Financial Planning Software Market in Market Study:

Key Consulting Companies & Advisors
Large, medium-sized, and small enterprises
Venture capitalists
Value-Added Resellers (VARs)
Third-party knowledge providers
Investment bankers
Investors

CHAPTER 1. EXECUTIVE SUMMARY

1.1. Market Snapshot
1.2. Global & Segmental Market Estimates & Forecasts, 2020-2028 (USD Million)
  1.2.1. Global Financial Planning Software Market, by Region, 2020-2028 (USD Million)
  1.2.2. Global Financial Planning Software Market, by Component, 2020-2028 (USD Million)
  1.2.3. Global Financial Planning Software Market, by Deployment Mode, 2020-2028 (USD Million)
  1.2.4. Global Financial Planning Software Market, by Application, 2020-2028 (USD Million)
  1.2.5. Global Financial Planning Software Market, by End User, 2020-2028 (USD Million)
1.3. Key Trends
1.4. Estimation Methodology
1.5. Research Assumption

CHAPTER 2. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET DEFINITION AND SCOPE

2.1. Objective of the Study
2.2. Market Definition & Scope
  2.2.1. Scope of the Study
  2.2.2. Industry Evolution
2.3. Years Considered for the Study
2.4. Currency Conversion Rates

CHAPTER 3. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET DYNAMICS

3.1. Financial Planning Software Market Impact Analysis (2020-2028)
  3.1.1. Market Drivers
    3.1.1.1. Growing FinTech Sector worldwide.
    3.1.1.2. Increasing awareness towards Financial Planning Software
    3.1.1.3. Strategic initiatives from leading market players.
  3.1.2. Market Challenges
    3.1.2.1. Slow penetration rate in developing regions.
    3.1.2.2. Availability of open-source software
  3.1.3. Market Opportunities
    3.1.3.1. Growing emergence of 5G & AI technologies.
    3.1.3.2. Increasing preference towards online and mobile banking solutions.

CHAPTER 4. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET INDUSTRY ANALYSIS

4.1. Porter’s 5 Force Model
  4.1.1. Bargaining Power of Suppliers
  4.1.2. Bargaining Power of Buyers
  4.1.3. Threat of New Entrants
  4.1.4. Threat of Substitutes
  4.1.5. Competitive Rivalry
  4.1.6. Futuristic Approach to Porter’s 5 Force Model (2018-2028)
4.2. PEST Analysis
  4.2.1. Political
  4.2.2. Economical
  4.2.3. Social
  4.2.4. Technological
4.3. Investment Adoption Model
4.4. Analyst Recommendation & Conclusion
4.5. Top investment opportunity
4.6. Top winning strategies

CHAPTER 5. RISK ASSESSMENT: COVID-19 IMPACT

  5.1.1. Assessment of the overall impact of COVID-19 on the industry
  5.1.2. Pre COVID-19 and post COVID-19 Market scenario

CHAPTER 6. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT

6.1. Market Snapshot
6.2. Global Financial Planning Software Market by Component, Performance - Potential Analysis
6.3. Global Financial Planning Software Market Estimates & Forecasts by Component 2018-2028 (USD Million)
6.4. Financial Planning Software Market, Sub Segment Analysis
  6.4.1. Solution
  6.4.2. Services

CHAPTER 7. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE

7.1. Market Snapshot
7.2. Global Financial Planning Software Market by Deployment Mode, Performance - Potential Analysis
7.3. Global Financial Planning Software Market Estimates & Forecasts by Deployment Mode 2018-2028 (USD Million)
7.4. Financial Planning Software Market, Sub Segment Analysis
  7.4.1. On-premises
  7.4.2. Cloud

CHAPTER 8. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION

8.1. Market Snapshot
8.2. Global Financial Planning Software Market by Application, Performance - Potential Analysis
8.3. Global Financial Planning Software Market Estimates & Forecasts by Application 2018-2028 (USD Million)
8.4. Financial Planning Software Market, Sub Segment Analysis
  8.4.1. Financial Advice and Management
  8.4.2. Portfolio, Accounting and Trading Management
  8.4.3. Wealth Management
  8.4.4. Personal Banking
  8.4.5. Others

CHAPTER 9. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY END USER

9.1. Market Snapshot
9.2. Global Financial Planning Software Market by End User, Performance - Potential Analysis
9.3. Global Financial Planning Software Market Estimates & Forecasts by End User 2018-2028 (USD Million)
9.4. Financial Planning Software Market, Sub Segment Analysis
  9.4.1. Large Enterprises
  9.4.2. Small and Medium-sized Enterprises (SMEs)
  9.4.3. Individuals

CHAPTER 10. GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, REGIONAL ANALYSIS

10.1. Financial Planning Software Market, Regional Market Snapshot
10.2. North America Financial Planning Software Market
  10.2.1. U.S. Financial Planning Software Market
    10.2.1.1. Component estimates & forecasts, 2018-2028
    10.2.1.2. Deployment Mode estimates & forecasts, 2018-2028
    10.2.1.3. Application estimates & forecasts, 2018-2028
    10.2.1.4. End User estimates & forecasts, 2018-2028
  10.2.2. Canada Financial Planning Software Market
10.3. Europe Financial Planning Software Market Snapshot
  10.3.1. U.K. Financial Planning Software Market
  10.3.2. Germany Financial Planning Software Market
  10.3.3. France Financial Planning Software Market
  10.3.4. Spain Financial Planning Software Market
  10.3.5. Italy Financial Planning Software Market
  10.3.6. Rest of Europe Financial Planning Software Market
10.4. Asia-Pacific Financial Planning Software Market Snapshot
  10.4.1. China Financial Planning Software Market
  10.4.2. India Financial Planning Software Market
  10.4.3. Japan Financial Planning Software Market
  10.4.4. Australia Financial Planning Software Market
  10.4.5. South Korea Financial Planning Software Market
  10.4.6. Rest of Asia Pacific Financial Planning Software Market
10.5. Latin America Financial Planning Software Market Snapshot
  10.5.1. Brazil Financial Planning Software Market
  10.5.2. Mexico Financial Planning Software Market
10.6. Rest of The World Financial Planning Software Market

CHAPTER 11. COMPETITIVE INTELLIGENCE

11.1. Top Market Strategies
11.2. Company Profiles
  11.2.1. Advicent Solutions (NaviPlan)
    11.2.1.1. Key Information
    11.2.1.2. Overview
    11.2.1.3. Financial (Subject to Data Availability)
    11.2.1.4. Product Summary
    11.2.1.5. Recent Developments
  11.2.2. eMoney Advisor, LLC.
  11.2.3. Moneytree Software
  11.2.4. MoneyGuide, Inc.
  11.2.5. Miles Software
  11.2.6. MoneyGuide, Inc. (Envestnet)
  11.2.7. Personal Capital Corporation
  11.2.8. RightCapital Inc.
  11.2.9. quicken inc.
  11.2.10. SAP

CHAPTER 12. RESEARCH PROCESS

12.1. Research Process
  12.1.1. Data Mining
  12.1.2. Analysis
  12.1.3. Market Estimation
  12.1.4. Validation
  12.1.5. Publishing
12.2. Research Attributes
12.3. Research Assumption

LIST OF TABLES

TABLE 1. Global Financial Planning Software Market, report scope
TABLE 2. Global Financial Planning Software Market estimates & forecasts by Region 2018-2028 (USD Million)
TABLE 3. Global Financial Planning Software Market estimates & forecasts by Component 2018-2028 (USD Million)
TABLE 4. Global Financial Planning Software Market estimates & forecasts by Deployment Mode 2018-2028 (USD Million)
TABLE 5. Global Financial Planning Software Market estimates & forecasts by Application 2018-2028 (USD Million)
TABLE 6. Global Financial Planning Software Market estimates & forecasts by End User 2018-2028 (USD Million)
TABLE 7. Global Financial Planning Software Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 8. Global Financial Planning Software Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 9. Global Financial Planning Software Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 10. Global Financial Planning Software Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 11. Global Financial Planning Software Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 12. Global Financial Planning Software Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 13. Global Financial Planning Software Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 14. Global Financial Planning Software Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 15. Global Financial Planning Software Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 16. Global Financial Planning Software Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 17. U.S. Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 18. U.S. Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 19. U.S. Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 20. Canada Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 21. Canada Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 22. Canada Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 23. UK Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 24. UK Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 25. UK Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 26. Germany Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 27. Germany Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 28. Germany Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 29. RoE Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 30. RoE Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 31. RoE Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 32. China Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 33. China Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 34. China Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 35. India Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 36. India Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 37. India Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 38. Japan Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 39. Japan Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 40. Japan Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 41. RoAPAC Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 42. RoAPAC Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 43. RoAPAC Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 44. Brazil Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 45. Brazil Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 46. Brazil Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 47. Mexico Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 48. Mexico Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 49. Mexico Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 50. RoLA Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 51. RoLA Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 52. RoLA Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 53. Row Financial Planning Software Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 54. Row Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 55. Row Financial Planning Software Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 56. List of secondary sources, used in the study of global Financial Planning Software Market
TABLE 57. List of primary sources, used in the study of global Financial Planning Software Market
TABLE 58. Years considered for the study
TABLE 59. Exchange rates considered

LIST OF FIGURES

FIG 1. Global Financial Planning Software Market, research methodology
FIG 2. Global Financial Planning Software Market, Market estimation techniques
FIG 3. Global Market size estimates & forecast methods
FIG 4. Global Financial Planning Software Market, key trends 2021
FIG 5. Global Financial Planning Software Market, growth prospects 2022-2028
FIG 6. Global Financial Planning Software Market, porters 5 force model
FIG 7. Global Financial Planning Software Market, pest analysis
FIG 8. Global Financial Planning Software Market, value chain analysis
FIG 9. Global Financial Planning Software Market by segment, 2018 & 2028 (USD Million)
FIG 10. Global Financial Planning Software Market by segment, 2018 & 2028 (USD Million)
FIG 11. Global Financial Planning Software Market by segment, 2018 & 2028 (USD Million)
FIG 12. Global Financial Planning Software Market by segment, 2018 & 2028 (USD Million)
FIG 13. Global Financial Planning Software Market by segment, 2018 & 2028 (USD Million)
FIG 14. Global Financial Planning Software Market, regional snapshot 2018 & 2028
FIG 15. North America Financial Planning Software Market 2018 & 2028 (USD Million)
FIG 16. Europe Financial Planning Software Market 2018 & 2028 (USD Million)
FIG 17. Asia pacific Market 2018 & 2028 (USD Million)
FIG 18. Latin America Financial Planning Software Market 2018 & 2028 (USD Million)
FIG 19. Global Financial Planning Software Market, company Market share analysis (2021)













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