世界各国のリアルタイムなデータ・インテリジェンスで皆様をお手伝い

ファイナンシャルプランニングソフトウェアの世界市場規模、メーカー、サプライチェーン、販売チャネル、顧客、2022-2028年


Global Financial Planning Software Market Size, Manufacturers, Supply Chain, Sales Channel and Clients, 2022-2028

ファイナンシャル・プランニングは、目標や夢を実現するために家計を賢く管理し、同時に人生の各ステージで必然的に生じる経済的な障壁を克服するための長期的なプロセスです。 ハイライト COVID-19やロシア・... もっと見る

 

 

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QYResearch
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2022年9月5日 US$5,900
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英語

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サマリー

ファイナンシャル・プランニングは、目標や夢を実現するために家計を賢く管理し、同時に人生の各ステージで必然的に生じる経済的な障壁を克服するための長期的なプロセスです。
ハイライト
COVID-19やロシア・ウクライナ戦争の影響による経済変化を考慮すると、ファイナンシャルプランニングソフトウェアの世界市場は、2023年から2028年の間に13.2%のCAGRで、2022年の推定1億6680万米ドルから2028年までに3億5720万米ドルに達すると予測されます。
世界のファイナンシャルプランニングソフトウェアの主要企業は、eMoney Advisor、Advicent、PIEtech℠、Money Treeなどです。世界のトップ4メーカーが45%以上のシェアを占めています。
最大の市場は米国で約45%のシェア、次いでインド、英国でいずれも35%以上のシェアとなっています。
用途別では、中小企業が最も多く、次いで大企業、個人向けなどとなっている。

レポート範囲
本レポートは、読者がビジネス/成長戦略の策定、市場競争状況の評価、現在の市場における自社のポジション分析、およびFPGAに関する十分な情報に基づいたビジネス上の意思決定を行えるよう、FPGAの世界市場について定量・定性分析を交えて包括的に提示することを目的としています。
ファイナンシャルプランニングソフトウェアの市場規模、推計、予測は、2021年を基準年とし、2017年から2028年までの歴史と予測データを考慮し、収益(百万ドル)の単位で提供しています。本レポートでは、世界のファイナンシャルプランニングソフトウェア市場を包括的に区分しています。また、タイプ別、用途別、プレイヤー別の製品に関する地域別市場規模も掲載しています。市場規模の推定にあたっては、COVID-19やロシア・ウクライナ戦争の影響も考慮しました。
市場をより深く理解するために、競合環境、主要な競合他社、それぞれの市場ランクなどのプロフィールを掲載しています。また、技術動向や新製品開発についても考察しています。
本レポートは、同市場におけるファイナンシャルプランニングソフトウェア企業、新規参入企業、産業チェーン関連企業に対し、市場全体と企業別、製品タイプ別、用途別、地域別のサブセグメントにおける収益に関する情報を提供するものである。

主要企業および市場シェアの洞察
本セクションでは、読者は競合する主要企業について理解を深めることができます。本レポートでは、革新的なトレンドと開発、製品ポートフォリオの強化、M&A、コラボレーション、新製品イノベーション、地域的拡大など、これらの参加企業がプレゼンスを維持するために行っている主要成長戦略を調査しています。事業戦略とは別に、本調査には現在の開発状況や主要財務情報も含まれています。読者はまた、期間2017-2022の企業による世界収益に関連するデータへのアクセスを取得します。この包括的なレポートは、確かに更新を維持し、彼らのビジネスで効果的な意思決定を行うためにクライアントに役立つだろう。調査レポートでレビューされている著名なプレイヤーは以下の通りです。
PIEtech, Inc.
EMoney Advisor
アドビセント
マネーツリー
ウェルステック
オルトイスソフト
アドバイザーズ・ソフトウェア
エンベストネット
インストリーム・ソリューションズ
ウェルスケア・キャピタル・マネージメント
サンガードウェルスステーション(FIS)
Advizr
ライトキャピタル
チェシャー・ソフトウェア
レイザー・ロジック・システムズ
マネーワイズ・ソフトウェア
Struktur AG
フューチャーワイズ・テクノロジー
ESPlanner Inc.
アイエスソフトウェアリミテッド
FinPal Pty Ltd
ウェルストレイス
シグマ・コンソ
Prevero GmbH (Unit4)
SAP

製品タイプ別インサイト
世界市場をファイナンシャルプランニングソフトウェアのタイプ別に、2028年までの成長予測とともに紹介します。収益の見積もりは、ファイナンシャルプランニングソフトウェアが企業によって調達されるサプライチェーンにおける価格に基づいています。
本レポートでは、各セグメントを調査し、過去のデータを用いて市場規模を提示しています。また、そのセグメントが将来もたらすかもしれない成長機会についても触れています。この研究は、タイプ別、および過去期間(2017-2022)と予測期間(2023-2028)の収益データを授ける。
ファイナンシャルプランニングソフトウェアのタイプ別セグメント
クラウド型ファイナンシャルプランニングソフトウェア
オンプロミス型ファイナンシャルプランニングソフトウェア

アプリケーションインサイト
本レポートでは、過去期間(2017年~2022年)と予測期間(2023年~2028年)におけるアプリケーション別の市場規模(収益データ)を掲載しています。
また、ファイナンシャルプランニングソフトウェア市場に影響を与える各分野の市場動向や消費者行動について概説し、これらが業界の今後にどのような影響を与えるかを解説しています。本レポートは、ファイナンシャルプランニングソフトウェア市場を牽引する関連市場および消費者動向の把握にお役立ていただけます。
ファイナンシャルプランニングソフトウェアの用途別セグメント
中小企業
大企業
個人向け
その他

地域別展望
本セクションでは、様々な地域と各地域で活動する主要企業に関する主要な洞察を提供します。特定の地域/国の成長を評価する際に、経済的、社会的、環境的、技術的、政治的な要因が考慮されています。読者はまた、2017年から2028年までの各地域および国の収益に手を触れることになります。
市場は、北米、欧州、アジア太平洋、南米、中東&アフリカなど、様々な主要地域に区分されています。アメリカ、ドイツ、イギリス、イタリア、フランス、中国、日本、韓国、東南アジア、インドなどの主要国の詳細な分析は、地域セグメント内でカバーされる予定です。市場推定については、2021年を基準年としてデータを提供し、2022年の推定値と2028年の予測収益を提供する予定である。
北米
米国
カナダ
欧州
ドイツ
フランス
英国
イタリア
ロシア
北欧諸国
ベネルクス
その他の欧州地域
アジア太平洋地域
中国
日本
韓国
インド
東南アジア
オーストラリア
その他のアジア太平洋地域
中南米
メキシコ
ブラジル
アルゼンチン
ラテンアメリカのその他
中近東・アフリカ
トルコ
サウジアラビア
UAE
その他の中東・アフリカ

主要なドライバーと障壁
本レポートでは、読者が一般的な開発を理解するのに役立つように、影響の大きいレンダリング要因とドライバーを調査しています。さらに、このレポートには、プレイヤーの道を阻むブロックとして機能する可能性のある抑制と課題も含まれています。これは、ユーザーが気を配り、ビジネスに関連する情報に基づいた意思決定を行うために支援します。専門家はまた、今後のビジネスの展望に彼らの焦点を置いています。
COVID-19とロシア・ウクライナ戦争影響力分析
このセクションの読者は、パンデミック、ポストパンデミック、ロシア・ウクライナ戦争の間に、ファイナンシャルプランニングソフトウェア市場のシナリオが世界中でどのように変化したかを理解することができます。この研究は、需要、消費、輸送、消費者行動、サプライチェーン管理などの側面の変化を視野に入れながら行われます。また、業界の専門家は、今後数年間でプレイヤーに機会を創出し、業界全体を安定させるのに役立つ主要な要因を強調しています。

本レポートを購入する理由
本レポートは、読者が潜在的な利益を高めるために、業界内の競争と競争環境に対する戦略を理解するのに役立ちます。また、世界のファイナンシャルプランニングソフトウェア市場の競争環境に焦点を当て、主要企業の市場シェア、産業ランキング、競合のエコシステム、市場実績、新製品開発、経営状況、拡張、買収などを詳細に紹介し、読者が主要な競合企業を特定し、市場の競争パターンを深く理解できるよう支援します。
本レポートは、関係者がファイナンシャルプランニングソフトウェアの世界的な産業状況と動向を理解するのに役立ち、主要な市場促進要因、阻害要因、課題、機会に関する情報を提供します。
本レポートは、利害関係者が競合他社をより良く理解し、ビジネスにおける地位を強化するためのより多くの洞察力を得るのに役立つことでしょう。競争環境のセクションでは、市場シェアと順位(金額)、競合のエコシステム、新製品開発、拡張、買収を含みます。
本レポートは、新規技術の統合、機能、市場の最新動向を常にアップデートしています。
本レポートは、関係者がCOVID-19とロシア・ウクライナ戦争が財務計画ソフトウェア産業に及ぼす影響を理解するのに役立ちます。
本レポートは、利害関係者が世界的にどの地域をターゲットとすべきかを洞察するのに役立ちます。
本レポートは、関係者がファイナンシャルプランニングソフトウェアの採用に関するエンドユーザーの認識について洞察するのに役立ちます。
本レポートは、利害関係者が市場の主要企業を特定し、その貴重な貢献度を理解するのに役立ちます。


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目次

1 Study Coverage
1.1 Financial Planning Software Product Introduction
1.2 Market by Type
1.2.1 Global Financial Planning Software Market Size Growth Rate by Type (2017 VS 2021 VS 2028)
1.2.2 Cloud-based Financial Planning Software
1.2.3 On-promise Type Financial Planning Software
1.3 Market by Application
1.3.1 Global Financial Planning Software Market Size Growth Rate by Application (2017 VS 2021 VS 2028)
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Purpose
1.3.5 Others
1.4 Study Objectives
1.5 Years Considered
2 Executive Summary
2.1 Global Financial Planning Software Market Size Estimates and Forecasts
2.2 Financial Planning Software Market Size by Region: 2022 Versus 2028
2.2.1 Global Financial Planning Software Revenue by Region: 2017-2022
2.2.2 Global Financial Planning Software Revenue Forecast by Region (2023-2028)
2.2.3 Global Financial Planning Software Revenue Market Share by Region (2017-2028)
3 Global Financial Planning Software by Company
3.1 Global Financial Planning Software Revenue by Company (2017-2022)
3.2 Global Financial Planning Software Revenue Share by Company (2017-2022)
3.3 Competitive Landscape
3.3.1 Key Financial Planning Software Companies around the World: Ranking by Revenue
3.3.2 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI) & (2017-2022)
3.3.3 Global Financial Planning Software Market Share by Company Type (Tier 1, Tier 2 and Tier 3)
3.4 Global Financial Planning Software Companies Headquarters & Product Type
3.4.1 Financial Planning Software Companies Headquarters
3.4.2 Global Financial Planning Software Companies Product & Service
3.4.3 Date of International Companies Enter into Financial Planning Software Market
3.5 Global Financial Planning Software Mergers & Acquisitions, Expansion Plans
4 Company Profiles
4.1 PIEtech, Inc.
4.1.1 PIEtech, Inc. Corporation Information
4.1.2 PIEtech, Inc. Description, Business Overview
4.1.3 PIEtech, Inc. Financial Planning Software Products Offered
4.1.4 PIEtech, Inc. Financial Planning Software Revenue and Gross Margin (2017-2022)
4.1.5 PIEtech, Inc. Financial Planning Software Revenue by Product in 2021
4.1.6 PIEtech, Inc. Financial Planning Software Revenue by Application in 2021
4.1.7 PIEtech, Inc. Financial Planning Software Revenue by Geographic Area in 2021
4.1.8 PIEtech, Inc. Recent Developments
4.2 EMoney Advisor
4.2.1 EMoney Advisor Corporation Information
4.2.2 EMoney Advisor Description, Business Overview
4.2.3 EMoney Advisor Financial Planning Software Products Offered
4.2.4 EMoney Advisor Financial Planning Software Revenue and Gross Margin (2017-2022)
4.2.5 EMoney Advisor Financial Planning Software Revenue by Product in 2021
4.2.6 EMoney Advisor Financial Planning Software Revenue by Application in 2021
4.2.7 EMoney Advisor Financial Planning Software Revenue by Geographic Area in 2021
4.2.8 EMoney Advisor Recent Developments
4.3 Advicent
4.3.1 Advicent Corporation Information
4.3.2 Advicent Description, Business Overview
4.3.3 Advicent Financial Planning Software Products Offered
4.3.4 Advicent Financial Planning Software Revenue and Gross Margin (2017-2022)
4.3.5 Advicent Financial Planning Software Revenue by Product in 2021
4.3.6 Advicent Financial Planning Software Revenue by Application in 2021
4.3.7 Advicent Financial Planning Software Revenue by Geographic Area in 2021
4.3.8 Advicent Recent Developments
4.4 Money Tree
4.4.1 Money Tree Corporation Information
4.4.2 Money Tree Description, Business Overview
4.4.3 Money Tree Financial Planning Software Products Offered
4.4.4 Money Tree Financial Planning Software Revenue and Gross Margin (2017-2022)
4.4.5 Money Tree Financial Planning Software Revenue by Product in 2021
4.4.6 Money Tree Financial Planning Software Revenue by Application in 2021
4.4.7 Money Tree Financial Planning Software Revenue by Geographic Area in 2021
4.4.8 Money Tree Recent Developments
4.5 WealthTec
4.5.1 WealthTec Corporation Information
4.5.2 WealthTec Description, Business Overview
4.5.3 WealthTec Financial Planning Software Products Offered
4.5.4 WealthTec Financial Planning Software Revenue and Gross Margin (2017-2022)
4.5.5 WealthTec Financial Planning Software Revenue by Product in 2021
4.5.6 WealthTec Financial Planning Software Revenue by Application in 2021
4.5.7 WealthTec Financial Planning Software Revenue by Geographic Area in 2021
4.5.8 WealthTec Recent Developments
4.6 Oltis Software
4.6.1 Oltis Software Corporation Information
4.6.2 Oltis Software Description, Business Overview
4.6.3 Oltis Software Financial Planning Software Products Offered
4.6.4 Oltis Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.6.5 Oltis Software Financial Planning Software Revenue by Product in 2021
4.6.6 Oltis Software Financial Planning Software Revenue by Application in 2021
4.6.7 Oltis Software Financial Planning Software Revenue by Geographic Area in 2021
4.6.8 Oltis Software Recent Development
4.7 Advisor Software
4.7.1 Advisor Software Corporation Information
4.7.2 Advisor Software Description, Business Overview
4.7.3 Advisor Software Financial Planning Software Products Offered
4.7.4 Advisor Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.7.5 Advisor Software Financial Planning Software Revenue by Product in 2021
4.7.6 Advisor Software Financial Planning Software Revenue by Application in 2021
4.7.7 Advisor Software Financial Planning Software Revenue by Geographic Area in 2021
4.7.8 Advisor Software Recent Development
4.8 Envestnet
4.8.1 Envestnet Corporation Information
4.8.2 Envestnet Description, Business Overview
4.8.3 Envestnet Financial Planning Software Products Offered
4.8.4 Envestnet Financial Planning Software Revenue and Gross Margin (2017-2022)
4.8.5 Envestnet Financial Planning Software Revenue by Product in 2021
4.8.6 Envestnet Financial Planning Software Revenue by Application in 2021
4.8.7 Envestnet Financial Planning Software Revenue by Geographic Area in 2021
4.8.8 Envestnet Recent Development
4.9 InStream Solutions
4.9.1 InStream Solutions Corporation Information
4.9.2 InStream Solutions Description, Business Overview
4.9.3 InStream Solutions Financial Planning Software Products Offered
4.9.4 InStream Solutions Financial Planning Software Revenue and Gross Margin (2017-2022)
4.9.5 InStream Solutions Financial Planning Software Revenue by Product in 2021
4.9.6 InStream Solutions Financial Planning Software Revenue by Application in 2021
4.9.7 InStream Solutions Financial Planning Software Revenue by Geographic Area in 2021
4.9.8 InStream Solutions Recent Development
4.10 Wealthcare Capital Management
4.10.1 Wealthcare Capital Management Corporation Information
4.10.2 Wealthcare Capital Management Description, Business Overview
4.10.3 Wealthcare Capital Management Financial Planning Software Products Offered
4.10.4 Wealthcare Capital Management Financial Planning Software Revenue and Gross Margin (2017-2022)
4.10.5 Wealthcare Capital Management Financial Planning Software Revenue by Product in 2021
4.10.6 Wealthcare Capital Management Financial Planning Software Revenue by Application in 2021
4.10.7 Wealthcare Capital Management Financial Planning Software Revenue by Geographic Area in 2021
4.10.8 Wealthcare Capital Management Recent Development
4.11 SunGard WealthStation (FIS)
4.11.1 SunGard WealthStation (FIS) Corporation Information
4.11.2 SunGard WealthStation (FIS) Description, Business Overview
4.11.3 SunGard WealthStation (FIS) Financial Planning Software Products Offered
4.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue and Gross Margin (2017-2022)
4.11.5 SunGard WealthStation (FIS) Financial Planning Software Revenue by Product in 2021
4.11.6 SunGard WealthStation (FIS) Financial Planning Software Revenue by Application in 2021
4.11.7 SunGard WealthStation (FIS) Financial Planning Software Revenue by Geographic Area in 2021
4.11.8 SunGard WealthStation (FIS) Recent Development
4.12 Advizr
4.12.1 Advizr Corporation Information
4.12.2 Advizr Description, Business Overview
4.12.3 Advizr Financial Planning Software Products Offered
4.12.4 Advizr Financial Planning Software Revenue and Gross Margin (2017-2022)
4.12.5 Advizr Financial Planning Software Revenue by Product in 2021
4.12.6 Advizr Financial Planning Software Revenue by Application in 2021
4.12.7 Advizr Financial Planning Software Revenue by Geographic Area in 2021
4.12.8 Advizr Recent Development
4.13 RightCapital
4.13.1 RightCapital Corporation Information
4.13.2 RightCapital Description, Business Overview
4.13.3 RightCapital Financial Planning Software Products Offered
4.13.4 RightCapital Financial Planning Software Revenue and Gross Margin (2017-2022)
4.13.5 RightCapital Financial Planning Software Revenue by Product in 2021
4.13.6 RightCapital Financial Planning Software Revenue by Application in 2021
4.13.7 RightCapital Financial Planning Software Revenue by Geographic Area in 2021
4.13.8 RightCapital Recent Development
4.14 Cheshire Software
4.14.1 Cheshire Software Corporation Information
4.14.2 Cheshire Software Description, Business Overview
4.14.3 Cheshire Software Financial Planning Software Products Offered
4.14.4 Cheshire Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.14.5 Cheshire Software Financial Planning Software Revenue by Product in 2021
4.14.6 Cheshire Software Financial Planning Software Revenue by Application in 2021
4.14.7 Cheshire Software Financial Planning Software Revenue by Geographic Area in 2021
4.14.8 Cheshire Software Recent Development
4.15 Razor Logic Systems
4.15.1 Razor Logic Systems Corporation Information
4.15.2 Razor Logic Systems Description, Business Overview
4.15.3 Razor Logic Systems Financial Planning Software Products Offered
4.15.4 Razor Logic Systems Financial Planning Software Revenue and Gross Margin (2017-2022)
4.15.5 Razor Logic Systems Financial Planning Software Revenue by Product in 2021
4.15.6 Razor Logic Systems Financial Planning Software Revenue by Application in 2021
4.15.7 Razor Logic Systems Financial Planning Software Revenue by Geographic Area in 2021
4.15.8 Razor Logic Systems Recent Development
4.16 Moneywise Software
4.16.1 Moneywise Software Corporation Information
4.16.2 Moneywise Software Description, Business Overview
4.16.3 Moneywise Software Financial Planning Software Products Offered
4.16.4 Moneywise Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.16.5 Moneywise Software Financial Planning Software Revenue by Product in 2021
4.16.6 Moneywise Software Financial Planning Software Revenue by Application in 2021
4.16.7 Moneywise Software Financial Planning Software Revenue by Geographic Area in 2021
4.16.8 Moneywise Software Recent Development
4.17 Struktur AG
4.17.1 Struktur AG Corporation Information
4.17.2 Struktur AG Description, Business Overview
4.17.3 Struktur AG Financial Planning Software Products Offered
4.17.4 Struktur AG Financial Planning Software Revenue and Gross Margin (2017-2022)
4.17.5 Struktur AG Financial Planning Software Revenue by Product in 2021
4.17.6 Struktur AG Financial Planning Software Revenue by Application in 2021
4.17.7 Struktur AG Financial Planning Software Revenue by Geographic Area in 2021
4.17.8 Struktur AG Recent Development
4.18 Futurewise Technologies
4.18.1 Futurewise Technologies Corporation Information
4.18.2 Futurewise Technologies Description, Business Overview
4.18.3 Futurewise Technologies Financial Planning Software Products Offered
4.18.4 Futurewise Technologies Financial Planning Software Revenue and Gross Margin (2017-2022)
4.18.5 Futurewise Technologies Financial Planning Software Revenue by Product in 2021
4.18.6 Futurewise Technologies Financial Planning Software Revenue by Application in 2021
4.18.7 Futurewise Technologies Financial Planning Software Revenue by Geographic Area in 2021
4.18.8 Futurewise Technologies Recent Development
4.19 ESPlanner Inc.
4.19.1 ESPlanner Inc. Corporation Information
4.19.2 ESPlanner Inc. Description, Business Overview
4.19.3 ESPlanner Inc. Financial Planning Software Products Offered
4.19.4 ESPlanner Inc. Financial Planning Software Revenue and Gross Margin (2017-2022)
4.19.5 ESPlanner Inc. Financial Planning Software Revenue by Product in 2021
4.19.6 ESPlanner Inc. Financial Planning Software Revenue by Application in 2021
4.19.7 ESPlanner Inc. Financial Planning Software Revenue by Geographic Area in 2021
4.19.8 ESPlanner Inc. Recent Development
4.20 ISoftware Limited
4.20.1 ISoftware Limited Corporation Information
4.20.2 ISoftware Limited Description, Business Overview
4.20.3 ISoftware Limited Financial Planning Software Products Offered
4.20.4 ISoftware Limited Financial Planning Software Revenue and Gross Margin (2017-2022)
4.20.5 ISoftware Limited Financial Planning Software Revenue by Product in 2021
4.20.6 ISoftware Limited Financial Planning Software Revenue by Application in 2021
4.20.7 ISoftware Limited Financial Planning Software Revenue by Geographic Area in 2021
4.20.8 ISoftware Limited Recent Development
4.21 FinPal Pty Ltd
4.21.1 FinPal Pty Ltd Corporation Information
4.21.2 FinPal Pty Ltd Description, Business Overview
4.21.3 FinPal Pty Ltd Financial Planning Software Products Offered
4.21.4 FinPal Pty Ltd Financial Planning Software Revenue and Gross Margin (2017-2022)
4.21.5 FinPal Pty Ltd Financial Planning Software Revenue by Product in 2021
4.21.6 FinPal Pty Ltd Financial Planning Software Revenue by Application in 2021
4.21.7 FinPal Pty Ltd Financial Planning Software Revenue by Geographic Area in 2021
4.21.8 FinPal Pty Ltd Recent Development
4.22 WealthTrace
4.22.1 WealthTrace Corporation Information
4.22.2 WealthTrace Description, Business Overview
4.22.3 WealthTrace Financial Planning Software Products Offered
4.22.4 WealthTrace Financial Planning Software Revenue and Gross Margin (2017-2022)
4.22.5 WealthTrace Financial Planning Software Revenue by Product in 2021
4.22.6 WealthTrace Financial Planning Software Revenue by Application in 2021
4.22.7 WealthTrace Financial Planning Software Revenue by Geographic Area in 2021
4.22.8 WealthTrace Recent Development
4.23 Sigma Conso
4.23.1 Sigma Conso Corporation Information
4.23.2 Sigma Conso Description, Business Overview
4.23.3 Sigma Conso Financial Planning Software Products Offered
4.23.4 Sigma Conso Financial Planning Software Revenue and Gross Margin (2017-2022)
4.23.5 Sigma Conso Financial Planning Software Revenue by Product in 2021
4.23.6 Sigma Conso Financial Planning Software Revenue by Application in 2021
4.23.7 Sigma Conso Financial Planning Software Revenue by Geographic Area in 2021
4.23.8 Sigma Conso Recent Development
4.24 Prevero GmbH (Unit4)
4.24.1 Prevero GmbH (Unit4) Corporation Information
4.24.2 Prevero GmbH (Unit4) Description, Business Overview
4.24.3 Prevero GmbH (Unit4) Financial Planning Software Products Offered
4.24.4 Prevero GmbH (Unit4) Financial Planning Software Revenue and Gross Margin (2017-2022)
4.24.5 Prevero GmbH (Unit4) Financial Planning Software Revenue by Product in 2021
4.24.6 Prevero GmbH (Unit4) Financial Planning Software Revenue by Application in 2021
4.24.7 Prevero GmbH (Unit4) Financial Planning Software Revenue by Geographic Area in 2021
4.24.8 Prevero GmbH (Unit4) Recent Development
4.25 SAP
4.25.1 SAP Corporation Information
4.25.2 SAP Description, Business Overview
4.25.3 SAP Financial Planning Software Products Offered
4.25.4 SAP Financial Planning Software Revenue and Gross Margin (2017-2022)
4.25.5 SAP Financial Planning Software Revenue by Product in 2021
4.25.6 SAP Financial Planning Software Revenue by Application in 2021
4.25.7 SAP Financial Planning Software Revenue by Geographic Area in 2021
4.25.8 SAP Recent Development
5 Breakdown Data by Type
5.1 Global Financial Planning Software Revenue by Type (2017-2022)
5.2 Global Financial Planning Software Revenue Forecast by Type (2023-2028)
5.3 Financial Planning Software Revenue Marke Share by Type (2017-2028)
6 Breakdown Data by Application
6.1 Global Financial Planning Software Revenue by Application (2017-2022)
6.2 Global Financial Planning Software Revenue Forecast by Application (2023-2028)
6.3 Financial Planning Software Revenue Market Share by Application (2017-2028)
7 North America
7.1 North America Financial Planning Software Market Size YoY Growth 2017-2028
7.2 North America Financial Planning Software Market Facts & Figures by Country (2017-2028)
7.3 North America Financial Planning Software Revenue by Type (2017-2022)
7.4 North America Financial Planning Software Revenue by Application (2017-2022)
8 Asia-Pacific
8.1 Asia-Pacific Financial Planning Software Market Size YoY Growth 2017-2028
8.2 Asia-Pacific Financial Planning Software Market Facts & Figures by Region (2017-2028)
8.3 Asia-Pacific Financial Planning Software Revenue by Type (2017-2022)
8.4 Asia-Pacific Financial Planning Software Revenue by Application (2017-2022)
9 Europe
9.1 Europe Financial Planning Software Market Size YoY Growth 2017-2028
9.2 Europe Financial Planning Software Market Facts & Figures by Country (2017-2028)
9.3 Europe Financial Planning Software Revenue by Type (2017-2022)
9.4 Europe Financial Planning Software Revenue by Application (2017-2022)
10 Latin America
10.1 Latin America Financial Planning Software Market Size YoY Growth 2017-2028
10.2 Latin America Financial Planning Software Market Facts & Figures by Country (2017-2028)
10.3 Latin America Financial Planning Software Revenue by Type (2017-2022)
10.4 Latin America Financial Planning Software Revenue by Application (2017-2022)
11 Middle East and Africa
11.1 Middle East and Africa Financial Planning Software Market Size YoY Growth 2017-2028
11.2 Middle East and Africa Financial Planning Software Market Facts & Figures by Country (2017-2028)
11.3 Middle East and Africa Financial Planning Software Revenue by Type (2017-2022)
11.4 Middle East and Africa Financial Planning Software Revenue by Application (2017-2022)
12 Supply Chain and Sales Channel Analysis
12.1 Financial Planning Software Supply Chain Analysis
12.2 Financial Planning Software Key Raw Materials and Upstream Suppliers
12.3 Financial Planning Software Clients Analysis
12.4 Financial Planning Software Sales Channel and Sales Model Analysis
12.4.1 Financial Planning Software Distribution Channel Analysis: Indirect Sales VS Direct Sales
12.4.2 Financial Planning Software Distribution Channel Analysis: Online Sales VS Offline Sales
12.4.3 Financial Planning Software Distributors
13 Market Dynamics
13.1 Financial Planning Software Industry Trends
13.2 Financial Planning Software Market Drivers
13.3 Financial Planning Software Market Challenges
13.4 Financial Planning Software Market Restraints
14 Research Findings and Conclusion
15 Appendix
15.1 Research Methodology
15.1.1 Methodology/Research Approach
15.1.2 Data Source
15.2 Author Details
15.3 Disclaimer

 

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Summary

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.
Highlights
Considering the economic change due to COVID-19 and Russia-Ukraine War Influence, the global Financial Planning Software market is projected to reach US$ 3507.2 million by 2028 from an estimated US$ 1666.8 million in 2022, at a CAGR of 13.2% during 2023 and 2028.
Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtech℠, Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.
USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.
In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.

Report Scope
This report aims to provide a comprehensive presentation of the global market for Financial Planning Software, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyse their position in the current marketplace, and make informed business decisions regarding Financial Planning Software.
The Financial Planning Software market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2021 as the base year, with history and forecast data for the period from 2017 to 2028. This report segments the global Financial Planning Software market comprehensively. Regional market sizes, concerning products by type, by application, and by players, are also provided. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Financial Planning Software companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, product type, application, and regions.

Key Companies & Market Share Insights
In this section, the readers will gain an understanding of the key players competing. This report has studied the key growth strategies, such as innovative trends and developments, intensification of product portfolio, mergers and acquisitions, collaborations, new product innovation, and geographical expansion, undertaken by these participants to maintain their presence. Apart from business strategies, the study includes current developments and key financials. The readers will also get access to the data related to global revenue by companies for the period 2017-2022. This all-inclusive report will certainly serve the clients to stay updated and make effective decisions in their businesses. Some of the prominent players reviewed in the research report include:
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

Product Type Insights
Global markets are presented by Financial Planning Software type, along with growth forecasts through 2028. Estimates on revenue are based on the price in the supply chain at which the Financial Planning Software are procured by the companies.
This report has studied every segment and provided the market size using historical data. They have also talked about the growth opportunities that the segment may pose in the future. This study bestows revenue data by type, and during the historical period (2017-2022) and forecast period (2023-2028).
Financial Planning Software Segment by Type
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software

Application Insights
This report has provided the market size (revenue data) by application, during the historical period (2017-2022) and forecast period (2023-2028).
This report also outlines the market trends of each segment and consumer behaviors impacting the Financial Planning Software market and what implications these may have on the industry's future. This report can help to understand the relevant market and consumer trends that are driving the Financial Planning Software market.
Financial Planning Software Segment by Application
SME
Large Enterprise
Personal Purpose
Others

Regional Outlook
This section of the report provides key insights regarding various regions and the key players operating in each region. Economic, social, environmental, technological, and political factors have been taken into consideration while assessing the growth of the particular region/country. The readers will also get their hands on the revenue of each region and country for the period 2017-2028.
The market has been segmented into various major geographies, including North America, Europe, Asia-Pacific, South America, Middle East & Africa. Detailed analysis of major countries such as the USA, Germany, the U.K., Italy, France, China, Japan, South Korea, Southeast Asia, and India will be covered within the regional segment. For market estimates, data are going to be provided for 2021 because of the base year, with estimates for 2022 and forecast revenue for 2028.
North America
United States
Canada
Europe
Germany
France
U.K.
Italy
Russia
Nordic Countries
Benelux
Rest of Europe
Asia-Pacific
China
Japan
South Korea
India
Southeast Asia
Australia
Rest of Asia-Pacific
Latin America
Mexico
Brazil
Argentina
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of Middle East & Africa

Key Drivers & Barriers
High-impact rendering factors and drivers have been studied in this report to aid the readers to understand the general development. Moreover, the report includes restraints and challenges that may act as stumbling blocks on the way of the players. This will assist the users to be attentive and make informed decisions related to business. Specialists have also laid their focus on the upcoming business prospects.
COVID-19 and Russia-Ukraine War Influence Analysis
The readers in the section will understand how the Financial Planning Software market scenario changed across the globe during the pandemic, post-pandemic and Russia-Ukraine War. The study is done keeping in view the changes in aspects such as demand, consumption, transportation, consumer behavior, supply chain management. The industry experts have also highlighted the key factors that will help create opportunities for players and stabilize the overall industry in the years to come.

Reasons to Buy This Report
This report will help the readers to understand the competition within the industries and strategies for the competitive environment to enhance the potential profit. The report also focuses on the competitive landscape of the global Financial Planning Software market, and introduces in detail the market share, industry ranking, competitor ecosystem, market performance, new product development, operation situation, expansion, and acquisition. etc. of the main players, which helps the readers to identify the main competitors and deeply understand the competition pattern of the market.
This report will help stakeholders to understand the global industry status and trends of Financial Planning Software and provides them with information on key market drivers, restraints, challenges, and opportunities.
This report will help stakeholders to understand competitors better and gain more insights to strengthen their position in their businesses. The competitive landscape section includes the market share and rank (in value), competitor ecosystem, new product development, expansion, and acquisition.
This report stays updated with novel technology integration, features, and the latest developments in the market
This report helps stakeholders to understand the COVID-19 and Russia-Ukraine War Influence on the Financial Planning Software industry.
This report helps stakeholders to gain insights into which regions to target globally.
This report helps stakeholders to gain insights into the end-user perception concerning the adoption of Financial Planning Software.
This report helps stakeholders to identify some of the key players in the market and understand their valuable contribution.



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Table of Contents

1 Study Coverage
1.1 Financial Planning Software Product Introduction
1.2 Market by Type
1.2.1 Global Financial Planning Software Market Size Growth Rate by Type (2017 VS 2021 VS 2028)
1.2.2 Cloud-based Financial Planning Software
1.2.3 On-promise Type Financial Planning Software
1.3 Market by Application
1.3.1 Global Financial Planning Software Market Size Growth Rate by Application (2017 VS 2021 VS 2028)
1.3.2 SME
1.3.3 Large Enterprise
1.3.4 Personal Purpose
1.3.5 Others
1.4 Study Objectives
1.5 Years Considered
2 Executive Summary
2.1 Global Financial Planning Software Market Size Estimates and Forecasts
2.2 Financial Planning Software Market Size by Region: 2022 Versus 2028
2.2.1 Global Financial Planning Software Revenue by Region: 2017-2022
2.2.2 Global Financial Planning Software Revenue Forecast by Region (2023-2028)
2.2.3 Global Financial Planning Software Revenue Market Share by Region (2017-2028)
3 Global Financial Planning Software by Company
3.1 Global Financial Planning Software Revenue by Company (2017-2022)
3.2 Global Financial Planning Software Revenue Share by Company (2017-2022)
3.3 Competitive Landscape
3.3.1 Key Financial Planning Software Companies around the World: Ranking by Revenue
3.3.2 Global Financial Planning Software Market Concentration Ratio (CR5 and HHI) & (2017-2022)
3.3.3 Global Financial Planning Software Market Share by Company Type (Tier 1, Tier 2 and Tier 3)
3.4 Global Financial Planning Software Companies Headquarters & Product Type
3.4.1 Financial Planning Software Companies Headquarters
3.4.2 Global Financial Planning Software Companies Product & Service
3.4.3 Date of International Companies Enter into Financial Planning Software Market
3.5 Global Financial Planning Software Mergers & Acquisitions, Expansion Plans
4 Company Profiles
4.1 PIEtech, Inc.
4.1.1 PIEtech, Inc. Corporation Information
4.1.2 PIEtech, Inc. Description, Business Overview
4.1.3 PIEtech, Inc. Financial Planning Software Products Offered
4.1.4 PIEtech, Inc. Financial Planning Software Revenue and Gross Margin (2017-2022)
4.1.5 PIEtech, Inc. Financial Planning Software Revenue by Product in 2021
4.1.6 PIEtech, Inc. Financial Planning Software Revenue by Application in 2021
4.1.7 PIEtech, Inc. Financial Planning Software Revenue by Geographic Area in 2021
4.1.8 PIEtech, Inc. Recent Developments
4.2 EMoney Advisor
4.2.1 EMoney Advisor Corporation Information
4.2.2 EMoney Advisor Description, Business Overview
4.2.3 EMoney Advisor Financial Planning Software Products Offered
4.2.4 EMoney Advisor Financial Planning Software Revenue and Gross Margin (2017-2022)
4.2.5 EMoney Advisor Financial Planning Software Revenue by Product in 2021
4.2.6 EMoney Advisor Financial Planning Software Revenue by Application in 2021
4.2.7 EMoney Advisor Financial Planning Software Revenue by Geographic Area in 2021
4.2.8 EMoney Advisor Recent Developments
4.3 Advicent
4.3.1 Advicent Corporation Information
4.3.2 Advicent Description, Business Overview
4.3.3 Advicent Financial Planning Software Products Offered
4.3.4 Advicent Financial Planning Software Revenue and Gross Margin (2017-2022)
4.3.5 Advicent Financial Planning Software Revenue by Product in 2021
4.3.6 Advicent Financial Planning Software Revenue by Application in 2021
4.3.7 Advicent Financial Planning Software Revenue by Geographic Area in 2021
4.3.8 Advicent Recent Developments
4.4 Money Tree
4.4.1 Money Tree Corporation Information
4.4.2 Money Tree Description, Business Overview
4.4.3 Money Tree Financial Planning Software Products Offered
4.4.4 Money Tree Financial Planning Software Revenue and Gross Margin (2017-2022)
4.4.5 Money Tree Financial Planning Software Revenue by Product in 2021
4.4.6 Money Tree Financial Planning Software Revenue by Application in 2021
4.4.7 Money Tree Financial Planning Software Revenue by Geographic Area in 2021
4.4.8 Money Tree Recent Developments
4.5 WealthTec
4.5.1 WealthTec Corporation Information
4.5.2 WealthTec Description, Business Overview
4.5.3 WealthTec Financial Planning Software Products Offered
4.5.4 WealthTec Financial Planning Software Revenue and Gross Margin (2017-2022)
4.5.5 WealthTec Financial Planning Software Revenue by Product in 2021
4.5.6 WealthTec Financial Planning Software Revenue by Application in 2021
4.5.7 WealthTec Financial Planning Software Revenue by Geographic Area in 2021
4.5.8 WealthTec Recent Developments
4.6 Oltis Software
4.6.1 Oltis Software Corporation Information
4.6.2 Oltis Software Description, Business Overview
4.6.3 Oltis Software Financial Planning Software Products Offered
4.6.4 Oltis Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.6.5 Oltis Software Financial Planning Software Revenue by Product in 2021
4.6.6 Oltis Software Financial Planning Software Revenue by Application in 2021
4.6.7 Oltis Software Financial Planning Software Revenue by Geographic Area in 2021
4.6.8 Oltis Software Recent Development
4.7 Advisor Software
4.7.1 Advisor Software Corporation Information
4.7.2 Advisor Software Description, Business Overview
4.7.3 Advisor Software Financial Planning Software Products Offered
4.7.4 Advisor Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.7.5 Advisor Software Financial Planning Software Revenue by Product in 2021
4.7.6 Advisor Software Financial Planning Software Revenue by Application in 2021
4.7.7 Advisor Software Financial Planning Software Revenue by Geographic Area in 2021
4.7.8 Advisor Software Recent Development
4.8 Envestnet
4.8.1 Envestnet Corporation Information
4.8.2 Envestnet Description, Business Overview
4.8.3 Envestnet Financial Planning Software Products Offered
4.8.4 Envestnet Financial Planning Software Revenue and Gross Margin (2017-2022)
4.8.5 Envestnet Financial Planning Software Revenue by Product in 2021
4.8.6 Envestnet Financial Planning Software Revenue by Application in 2021
4.8.7 Envestnet Financial Planning Software Revenue by Geographic Area in 2021
4.8.8 Envestnet Recent Development
4.9 InStream Solutions
4.9.1 InStream Solutions Corporation Information
4.9.2 InStream Solutions Description, Business Overview
4.9.3 InStream Solutions Financial Planning Software Products Offered
4.9.4 InStream Solutions Financial Planning Software Revenue and Gross Margin (2017-2022)
4.9.5 InStream Solutions Financial Planning Software Revenue by Product in 2021
4.9.6 InStream Solutions Financial Planning Software Revenue by Application in 2021
4.9.7 InStream Solutions Financial Planning Software Revenue by Geographic Area in 2021
4.9.8 InStream Solutions Recent Development
4.10 Wealthcare Capital Management
4.10.1 Wealthcare Capital Management Corporation Information
4.10.2 Wealthcare Capital Management Description, Business Overview
4.10.3 Wealthcare Capital Management Financial Planning Software Products Offered
4.10.4 Wealthcare Capital Management Financial Planning Software Revenue and Gross Margin (2017-2022)
4.10.5 Wealthcare Capital Management Financial Planning Software Revenue by Product in 2021
4.10.6 Wealthcare Capital Management Financial Planning Software Revenue by Application in 2021
4.10.7 Wealthcare Capital Management Financial Planning Software Revenue by Geographic Area in 2021
4.10.8 Wealthcare Capital Management Recent Development
4.11 SunGard WealthStation (FIS)
4.11.1 SunGard WealthStation (FIS) Corporation Information
4.11.2 SunGard WealthStation (FIS) Description, Business Overview
4.11.3 SunGard WealthStation (FIS) Financial Planning Software Products Offered
4.11.4 SunGard WealthStation (FIS) Financial Planning Software Revenue and Gross Margin (2017-2022)
4.11.5 SunGard WealthStation (FIS) Financial Planning Software Revenue by Product in 2021
4.11.6 SunGard WealthStation (FIS) Financial Planning Software Revenue by Application in 2021
4.11.7 SunGard WealthStation (FIS) Financial Planning Software Revenue by Geographic Area in 2021
4.11.8 SunGard WealthStation (FIS) Recent Development
4.12 Advizr
4.12.1 Advizr Corporation Information
4.12.2 Advizr Description, Business Overview
4.12.3 Advizr Financial Planning Software Products Offered
4.12.4 Advizr Financial Planning Software Revenue and Gross Margin (2017-2022)
4.12.5 Advizr Financial Planning Software Revenue by Product in 2021
4.12.6 Advizr Financial Planning Software Revenue by Application in 2021
4.12.7 Advizr Financial Planning Software Revenue by Geographic Area in 2021
4.12.8 Advizr Recent Development
4.13 RightCapital
4.13.1 RightCapital Corporation Information
4.13.2 RightCapital Description, Business Overview
4.13.3 RightCapital Financial Planning Software Products Offered
4.13.4 RightCapital Financial Planning Software Revenue and Gross Margin (2017-2022)
4.13.5 RightCapital Financial Planning Software Revenue by Product in 2021
4.13.6 RightCapital Financial Planning Software Revenue by Application in 2021
4.13.7 RightCapital Financial Planning Software Revenue by Geographic Area in 2021
4.13.8 RightCapital Recent Development
4.14 Cheshire Software
4.14.1 Cheshire Software Corporation Information
4.14.2 Cheshire Software Description, Business Overview
4.14.3 Cheshire Software Financial Planning Software Products Offered
4.14.4 Cheshire Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.14.5 Cheshire Software Financial Planning Software Revenue by Product in 2021
4.14.6 Cheshire Software Financial Planning Software Revenue by Application in 2021
4.14.7 Cheshire Software Financial Planning Software Revenue by Geographic Area in 2021
4.14.8 Cheshire Software Recent Development
4.15 Razor Logic Systems
4.15.1 Razor Logic Systems Corporation Information
4.15.2 Razor Logic Systems Description, Business Overview
4.15.3 Razor Logic Systems Financial Planning Software Products Offered
4.15.4 Razor Logic Systems Financial Planning Software Revenue and Gross Margin (2017-2022)
4.15.5 Razor Logic Systems Financial Planning Software Revenue by Product in 2021
4.15.6 Razor Logic Systems Financial Planning Software Revenue by Application in 2021
4.15.7 Razor Logic Systems Financial Planning Software Revenue by Geographic Area in 2021
4.15.8 Razor Logic Systems Recent Development
4.16 Moneywise Software
4.16.1 Moneywise Software Corporation Information
4.16.2 Moneywise Software Description, Business Overview
4.16.3 Moneywise Software Financial Planning Software Products Offered
4.16.4 Moneywise Software Financial Planning Software Revenue and Gross Margin (2017-2022)
4.16.5 Moneywise Software Financial Planning Software Revenue by Product in 2021
4.16.6 Moneywise Software Financial Planning Software Revenue by Application in 2021
4.16.7 Moneywise Software Financial Planning Software Revenue by Geographic Area in 2021
4.16.8 Moneywise Software Recent Development
4.17 Struktur AG
4.17.1 Struktur AG Corporation Information
4.17.2 Struktur AG Description, Business Overview
4.17.3 Struktur AG Financial Planning Software Products Offered
4.17.4 Struktur AG Financial Planning Software Revenue and Gross Margin (2017-2022)
4.17.5 Struktur AG Financial Planning Software Revenue by Product in 2021
4.17.6 Struktur AG Financial Planning Software Revenue by Application in 2021
4.17.7 Struktur AG Financial Planning Software Revenue by Geographic Area in 2021
4.17.8 Struktur AG Recent Development
4.18 Futurewise Technologies
4.18.1 Futurewise Technologies Corporation Information
4.18.2 Futurewise Technologies Description, Business Overview
4.18.3 Futurewise Technologies Financial Planning Software Products Offered
4.18.4 Futurewise Technologies Financial Planning Software Revenue and Gross Margin (2017-2022)
4.18.5 Futurewise Technologies Financial Planning Software Revenue by Product in 2021
4.18.6 Futurewise Technologies Financial Planning Software Revenue by Application in 2021
4.18.7 Futurewise Technologies Financial Planning Software Revenue by Geographic Area in 2021
4.18.8 Futurewise Technologies Recent Development
4.19 ESPlanner Inc.
4.19.1 ESPlanner Inc. Corporation Information
4.19.2 ESPlanner Inc. Description, Business Overview
4.19.3 ESPlanner Inc. Financial Planning Software Products Offered
4.19.4 ESPlanner Inc. Financial Planning Software Revenue and Gross Margin (2017-2022)
4.19.5 ESPlanner Inc. Financial Planning Software Revenue by Product in 2021
4.19.6 ESPlanner Inc. Financial Planning Software Revenue by Application in 2021
4.19.7 ESPlanner Inc. Financial Planning Software Revenue by Geographic Area in 2021
4.19.8 ESPlanner Inc. Recent Development
4.20 ISoftware Limited
4.20.1 ISoftware Limited Corporation Information
4.20.2 ISoftware Limited Description, Business Overview
4.20.3 ISoftware Limited Financial Planning Software Products Offered
4.20.4 ISoftware Limited Financial Planning Software Revenue and Gross Margin (2017-2022)
4.20.5 ISoftware Limited Financial Planning Software Revenue by Product in 2021
4.20.6 ISoftware Limited Financial Planning Software Revenue by Application in 2021
4.20.7 ISoftware Limited Financial Planning Software Revenue by Geographic Area in 2021
4.20.8 ISoftware Limited Recent Development
4.21 FinPal Pty Ltd
4.21.1 FinPal Pty Ltd Corporation Information
4.21.2 FinPal Pty Ltd Description, Business Overview
4.21.3 FinPal Pty Ltd Financial Planning Software Products Offered
4.21.4 FinPal Pty Ltd Financial Planning Software Revenue and Gross Margin (2017-2022)
4.21.5 FinPal Pty Ltd Financial Planning Software Revenue by Product in 2021
4.21.6 FinPal Pty Ltd Financial Planning Software Revenue by Application in 2021
4.21.7 FinPal Pty Ltd Financial Planning Software Revenue by Geographic Area in 2021
4.21.8 FinPal Pty Ltd Recent Development
4.22 WealthTrace
4.22.1 WealthTrace Corporation Information
4.22.2 WealthTrace Description, Business Overview
4.22.3 WealthTrace Financial Planning Software Products Offered
4.22.4 WealthTrace Financial Planning Software Revenue and Gross Margin (2017-2022)
4.22.5 WealthTrace Financial Planning Software Revenue by Product in 2021
4.22.6 WealthTrace Financial Planning Software Revenue by Application in 2021
4.22.7 WealthTrace Financial Planning Software Revenue by Geographic Area in 2021
4.22.8 WealthTrace Recent Development
4.23 Sigma Conso
4.23.1 Sigma Conso Corporation Information
4.23.2 Sigma Conso Description, Business Overview
4.23.3 Sigma Conso Financial Planning Software Products Offered
4.23.4 Sigma Conso Financial Planning Software Revenue and Gross Margin (2017-2022)
4.23.5 Sigma Conso Financial Planning Software Revenue by Product in 2021
4.23.6 Sigma Conso Financial Planning Software Revenue by Application in 2021
4.23.7 Sigma Conso Financial Planning Software Revenue by Geographic Area in 2021
4.23.8 Sigma Conso Recent Development
4.24 Prevero GmbH (Unit4)
4.24.1 Prevero GmbH (Unit4) Corporation Information
4.24.2 Prevero GmbH (Unit4) Description, Business Overview
4.24.3 Prevero GmbH (Unit4) Financial Planning Software Products Offered
4.24.4 Prevero GmbH (Unit4) Financial Planning Software Revenue and Gross Margin (2017-2022)
4.24.5 Prevero GmbH (Unit4) Financial Planning Software Revenue by Product in 2021
4.24.6 Prevero GmbH (Unit4) Financial Planning Software Revenue by Application in 2021
4.24.7 Prevero GmbH (Unit4) Financial Planning Software Revenue by Geographic Area in 2021
4.24.8 Prevero GmbH (Unit4) Recent Development
4.25 SAP
4.25.1 SAP Corporation Information
4.25.2 SAP Description, Business Overview
4.25.3 SAP Financial Planning Software Products Offered
4.25.4 SAP Financial Planning Software Revenue and Gross Margin (2017-2022)
4.25.5 SAP Financial Planning Software Revenue by Product in 2021
4.25.6 SAP Financial Planning Software Revenue by Application in 2021
4.25.7 SAP Financial Planning Software Revenue by Geographic Area in 2021
4.25.8 SAP Recent Development
5 Breakdown Data by Type
5.1 Global Financial Planning Software Revenue by Type (2017-2022)
5.2 Global Financial Planning Software Revenue Forecast by Type (2023-2028)
5.3 Financial Planning Software Revenue Marke Share by Type (2017-2028)
6 Breakdown Data by Application
6.1 Global Financial Planning Software Revenue by Application (2017-2022)
6.2 Global Financial Planning Software Revenue Forecast by Application (2023-2028)
6.3 Financial Planning Software Revenue Market Share by Application (2017-2028)
7 North America
7.1 North America Financial Planning Software Market Size YoY Growth 2017-2028
7.2 North America Financial Planning Software Market Facts & Figures by Country (2017-2028)
7.3 North America Financial Planning Software Revenue by Type (2017-2022)
7.4 North America Financial Planning Software Revenue by Application (2017-2022)
8 Asia-Pacific
8.1 Asia-Pacific Financial Planning Software Market Size YoY Growth 2017-2028
8.2 Asia-Pacific Financial Planning Software Market Facts & Figures by Region (2017-2028)
8.3 Asia-Pacific Financial Planning Software Revenue by Type (2017-2022)
8.4 Asia-Pacific Financial Planning Software Revenue by Application (2017-2022)
9 Europe
9.1 Europe Financial Planning Software Market Size YoY Growth 2017-2028
9.2 Europe Financial Planning Software Market Facts & Figures by Country (2017-2028)
9.3 Europe Financial Planning Software Revenue by Type (2017-2022)
9.4 Europe Financial Planning Software Revenue by Application (2017-2022)
10 Latin America
10.1 Latin America Financial Planning Software Market Size YoY Growth 2017-2028
10.2 Latin America Financial Planning Software Market Facts & Figures by Country (2017-2028)
10.3 Latin America Financial Planning Software Revenue by Type (2017-2022)
10.4 Latin America Financial Planning Software Revenue by Application (2017-2022)
11 Middle East and Africa
11.1 Middle East and Africa Financial Planning Software Market Size YoY Growth 2017-2028
11.2 Middle East and Africa Financial Planning Software Market Facts & Figures by Country (2017-2028)
11.3 Middle East and Africa Financial Planning Software Revenue by Type (2017-2022)
11.4 Middle East and Africa Financial Planning Software Revenue by Application (2017-2022)
12 Supply Chain and Sales Channel Analysis
12.1 Financial Planning Software Supply Chain Analysis
12.2 Financial Planning Software Key Raw Materials and Upstream Suppliers
12.3 Financial Planning Software Clients Analysis
12.4 Financial Planning Software Sales Channel and Sales Model Analysis
12.4.1 Financial Planning Software Distribution Channel Analysis: Indirect Sales VS Direct Sales
12.4.2 Financial Planning Software Distribution Channel Analysis: Online Sales VS Offline Sales
12.4.3 Financial Planning Software Distributors
13 Market Dynamics
13.1 Financial Planning Software Industry Trends
13.2 Financial Planning Software Market Drivers
13.3 Financial Planning Software Market Challenges
13.4 Financial Planning Software Market Restraints
14 Research Findings and Conclusion
15 Appendix
15.1 Research Methodology
15.1.1 Methodology/Research Approach
15.1.2 Data Source
15.2 Author Details
15.3 Disclaimer

 

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