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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 2023-2027


Global Financial Planning Software Market 2023-2027

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 2023-2027 ファイナンシャルプランニングソフトウェア市場は、2022年から2027年にかけて4億6934万米ドルの成長が予測され、予測期間中のCAGRは16.85%で加速... もっと見る

 

 

出版社 出版年月 電子版価格 ページ数 言語
TechNavio
テクナビオ
2023年7月5日 US$2,500
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164 英語

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サマリー

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 2023-2027
ファイナンシャルプランニングソフトウェア市場は、2022年から2027年にかけて4億6934万米ドルの成長が予測され、予測期間中のCAGRは16.85%で加速すると予測されています。当レポートでは、財務計画ソフトウェア市場の全体的な分析、市場規模と予測、動向、成長促進要因、課題、さらに約25のベンダーを網羅したベンダー分析などを掲載しています。
現在の市場シナリオ、最新動向と促進要因、市場環境全体に関する最新分析を提供しています。市場は、財務管理の複雑化、世界的な富裕層の増加、ファイナンシャルプランニングに関する意識の高まりによって牽引されています。
Technavioのファイナンシャルプランニングソフトウェア市場は以下のように区分される:
コンポーネント別
- ソフトウェア
- サービス別
アプリケーション別
- 財務アドバイス・管理
- ポートフォリオ/会計/トレーディング管理
- 資産管理
- パーソナル・バンキング
地域別
- 北米
- 欧州
- APAC
- 南米
- 中東・アフリカ
本調査では、今後数年間のファイナンシャル・プランニング・ソフトウェア市場の成長を促進する主な要因の1つとして、ファイナンシャル・プランニング・ソフトウェアにAI技術を取り入れる動きが活発化していることを挙げている。また、ロボアドバイザリーサービスの利用拡大、モバイルやクラウドベースのファイナンシャルプランニングソリューションの採用拡大も、市場の大きな需要につながるだろう。
本レポートでは、ファイナンシャルプランニングソフトウェア市場について、以下の分野をカバーしています:
- ファイナンシャルプランニングソフトウェア市場のサイジング
- ファイナンシャルプランニングソフトウェア市場予測
- ファイナンシャルプランニングソフトウェア市場の産業分析
本レポートでは、アキュテック・システムズ、AssetBook LLC、BlackRock Inc.、Ebix Inc.、Economic Security Planning Inc、eMoney Advisor LLC、Empower Annuity Insurance Co. of America、Envestnet Inc.、Fin365 Pty Ltd.、Instream Solutions LLC、InvestCloud Inc.、Morningstar Inc.、Nest Wealth Asset Management Inc.、Orion Advisor Solutions Inc.、Quicken Inc.、RightCapital Inc.、SAP SE、Wealthcare Capital Management LLC、WealthTec LLC、WealthTrace LLCなどです。また、ファイナンシャルプランニングソフトウェア市場分析レポートには、市場成長に影響を与える今後の動向や課題に関する情報も含まれています。これは、企業が戦略を立て、来るべき成長機会をすべて活用するのに役立つものです。
本調査は、業界の主要参加者からのインプットを含め、一次情報と二次情報を客観的に組み合わせて実施しました。本レポートには、主要ベンダーの分析に加え、包括的な市場およびベンダーランドスケープが含まれています。本レポートの詳細については、https://www.technavio.com/report/financial-planning-software-market-analysis をご覧ください。
当出版社では、利益、価格、競争、プロモーションなどの主要パラメータの分析により、複数の情報源からのデータを調査、統合、要約する方法で、市場の詳細なイメージを提示しています。また、主要な業界インフルエンサーを特定することで、市場の様々な側面を提示しています。提示されるデータは包括的で信頼性が高く、一次および二次にわたる広範な調査の結果です。市場調査レポートは、正確な市場成長を予測するために、完全な競争環境と、質的・量的調査を用いた綿密なベンダー選定方法と分析を提供します。

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目次

• 1 Executive Summary
o 1.1 Market overview
o Exhibit 01: Executive Summary - Chart on Market Overview
o Exhibit 02: Executive Summary - Data Table on Market Overview
o Exhibit 03: Executive Summary - Chart on Global Market Characteristics
o Exhibit 04: Executive Summary - Chart on Market By Geographical Landscape
o Exhibit 05: Executive Summary - Chart on Market Segmentation by Component
o Exhibit 06: Executive Summary - Chart on Market Segmentation by Application
o Exhibit 07: Executive Summary - Chart on Incremental Growth
o Exhibit 08: Executive Summary - Data Table on Incremental Growth
o Exhibit 09: Executive Summary - Chart on Vendor Market Positioning
• 2 Market Landscape
o 2.1 Market ecosystem
o Exhibit 10: Parent market
o Exhibit 11: Market Characteristics
• 3 Market Sizing
o 3.1 Market definition
o Exhibit 12: Offerings of vendors included in the market definition
o 3.2 Market segment analysis
o Exhibit 13: Market segments
o 3.3 Market size 2022
o 3.4 Market outlook: Forecast for 2022-2027
o Exhibit 14: Chart on Global - Market size and forecast 2022-2027 ($ million)
o Exhibit 15: Data Table on Global - Market size and forecast 2022-2027 ($ million)
o Exhibit 16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
o Exhibit 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)
• 4 Historic Market Size
o 4.1 Global financial planning software market 2017 - 2021
o Exhibit 18: Historic Market Size - Data Table on global financial planning software market 2017 - 2021 ($ million)
o 4.2 Component Segment Analysis 2017 - 2021
o Exhibit 19: Historic Market Size - Component Segment 2017 - 2021 ($ million)
o 4.3 Application Segment Analysis 2017 - 2021
o Exhibit 20: Historic Market Size - Application Segment 2017 - 2021 ($ million)
o 4.4 Geography Segment Analysis 2017 - 2021
o Exhibit 21: Historic Market Size - Geography Segment 2017 - 2021 ($ million)
o 4.5 Country Segment Analysis 2017 - 2021
o Exhibit 22: Historic Market Size - Country Segment 2017 - 2021 ($ million)
• 5 Five Forces Analysis
o 5.1 Five forces summary
o Exhibit 23: Five forces analysis - Comparison between 2022 and 2027
o 5.2 Bargaining power of buyers
o Exhibit 24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027
o 5.3 Bargaining power of suppliers
o Exhibit 25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027
o 5.4 Threat of new entrants
o Exhibit 26: Threat of new entrants - Impact of key factors in 2022 and 2027
o 5.5 Threat of substitutes
o Exhibit 27: Threat of substitutes - Impact of key factors in 2022 and 2027
o 5.6 Threat of rivalry
o Exhibit 28: Threat of rivalry - Impact of key factors in 2022 and 2027
o 5.7 Market condition
o Exhibit 29: Chart on Market condition - Five forces 2022 and 2027
• 6 Market Segmentation by Component
o 6.1 Market segments
o Exhibit 30: Chart on Component - Market share 2022-2027 (%)
o Exhibit 31: Data Table on Component - Market share 2022-2027 (%)
o 6.2 Comparison by Component
o Exhibit 32: Chart on Comparison by Component
o Exhibit 33: Data Table on Comparison by Component
o 6.3 Software - Market size and forecast 2022-2027
o Exhibit 34: Chart on Software - Market size and forecast 2022-2027 ($ million)
o Exhibit 35: Data Table on Software - Market size and forecast 2022-2027 ($ million)
o Exhibit 36: Chart on Software - Year-over-year growth 2022-2027 (%)
o Exhibit 37: Data Table on Software - Year-over-year growth 2022-2027 (%)
o 6.4 Services - Market size and forecast 2022-2027
o Exhibit 38: Chart on Services - Market size and forecast 2022-2027 ($ million)
o Exhibit 39: Data Table on Services - Market size and forecast 2022-2027 ($ million)
o Exhibit 40: Chart on Services - Year-over-year growth 2022-2027 (%)
o Exhibit 41: Data Table on Services - Year-over-year growth 2022-2027 (%)
o 6.5 Market opportunity by Component
o Exhibit 42: Market opportunity by Component ($ million)
o Exhibit 43: Data Table on Market opportunity by Component ($ million)
• 7 Market Segmentation by Application
o 7.1 Market segments
o Exhibit 44: Chart on Application - Market share 2022-2027 (%)
o Exhibit 45: Data Table on Application - Market share 2022-2027 (%)
o 7.2 Comparison by Application
o Exhibit 46: Chart on Comparison by Application
o Exhibit 47: Data Table on Comparison by Application
o 7.3 Financial advice and management - Market size and forecast 2022-2027
o Exhibit 48: Chart on Financial advice and management - Market size and forecast 2022-2027 ($ million)
o Exhibit 49: Data Table on Financial advice and management - Market size and forecast 2022-2027 ($ million)
o Exhibit 50: Chart on Financial advice and management - Year-over-year growth 2022-2027 (%)
o Exhibit 51: Data Table on Financial advice and management - Year-over-year growth 2022-2027 (%)
o 7.4 Portfolio/accounting/trading management - Market size and forecast 2022-2027
o Exhibit 52: Chart on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
o Exhibit 53: Data Table on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
o Exhibit 54: Chart on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
o Exhibit 55: Data Table on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
o 7.5 Wealth management - Market size and forecast 2022-2027
o Exhibit 56: Chart on Wealth management - Market size and forecast 2022-2027 ($ million)
o Exhibit 57: Data Table on Wealth management - Market size and forecast 2022-2027 ($ million)
o Exhibit 58: Chart on Wealth management - Year-over-year growth 2022-2027 (%)
o Exhibit 59: Data Table on Wealth management - Year-over-year growth 2022-2027 (%)
o 7.6 Personal banking - Market size and forecast 2022-2027
o Exhibit 60: Chart on Personal banking - Market size and forecast 2022-2027 ($ million)
o Exhibit 61: Data Table on Personal banking - Market size and forecast 2022-2027 ($ million)
o Exhibit 62: Chart on Personal banking - Year-over-year growth 2022-2027 (%)
o Exhibit 63: Data Table on Personal banking - Year-over-year growth 2022-2027 (%)
o 7.7 Market opportunity by Application
o Exhibit 64: Market opportunity by Application ($ million)
o Exhibit 65: Data Table on Market opportunity by Application ($ million)
• 8 Customer Landscape
o 8.1 Customer landscape overview
o Exhibit 66: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
• 9 Geographic Landscape
o 9.1 Geographic segmentation
o Exhibit 67: Chart on Market share By Geographical Landscape 2022-2027 (%)
o Exhibit 68: Data Table on Market share By Geographical Landscape 2022-2027 (%)
o 9.2 Geographic comparison
o Exhibit 69: Chart on Geographic comparison
o Exhibit 70: Data Table on Geographic comparison
o 9.3 North America - Market size and forecast 2022-2027
o Exhibit 71: Chart on North America - Market size and forecast 2022-2027 ($ million)
o Exhibit 72: Data Table on North America - Market size and forecast 2022-2027 ($ million)
o Exhibit 73: Chart on North America - Year-over-year growth 2022-2027 (%)
o Exhibit 74: Data Table on North America - Year-over-year growth 2022-2027 (%)
o 9.4 Europe - Market size and forecast 2022-2027
o Exhibit 75: Chart on Europe - Market size and forecast 2022-2027 ($ million)
o Exhibit 76: Data Table on Europe - Market size and forecast 2022-2027 ($ million)
o Exhibit 77: Chart on Europe - Year-over-year growth 2022-2027 (%)
o Exhibit 78: Data Table on Europe - Year-over-year growth 2022-2027 (%)
o 9.5 APAC - Market size and forecast 2022-2027
o Exhibit 79: Chart on APAC - Market size and forecast 2022-2027 ($ million)
o Exhibit 80: Data Table on APAC - Market size and forecast 2022-2027 ($ million)
o Exhibit 81: Chart on APAC - Year-over-year growth 2022-2027 (%)
o Exhibit 82: Data Table on APAC - Year-over-year growth 2022-2027 (%)
o 9.6 South America - Market size and forecast 2022-2027
o Exhibit 83: Chart on South America - Market size and forecast 2022-2027 ($ million)
o Exhibit 84: Data Table on South America - Market size and forecast 2022-2027 ($ million)
o Exhibit 85: Chart on South America - Year-over-year growth 2022-2027 (%)
o Exhibit 86: Data Table on South America - Year-over-year growth 2022-2027 (%)
o 9.7 Middle East and Africa - Market size and forecast 2022-2027
o Exhibit 87: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
o Exhibit 88: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
o Exhibit 89: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
o Exhibit 90: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
o 9.8 US - Market size and forecast 2022-2027
o Exhibit 91: Chart on US - Market size and forecast 2022-2027 ($ million)
o Exhibit 92: Data Table on US - Market size and forecast 2022-2027 ($ million)
o Exhibit 93: Chart on US - Year-over-year growth 2022-2027 (%)
o Exhibit 94: Data Table on US - Year-over-year growth 2022-2027 (%)
o 9.9 China - Market size and forecast 2022-2027
o Exhibit 95: Chart on China - Market size and forecast 2022-2027 ($ million)
o Exhibit 96: Data Table on China - Market size and forecast 2022-2027 ($ million)
o Exhibit 97: Chart on China - Year-over-year growth 2022-2027 (%)
o Exhibit 98: Data Table on China - Year-over-year growth 2022-2027 (%)
o 9.10 Germany - Market size and forecast 2022-2027
o Exhibit 99: Chart on Germany - Market size and forecast 2022-2027 ($ million)
o Exhibit 100: Data Table on Germany - Market size and forecast 2022-2027 ($ million)
o Exhibit 101: Chart on Germany - Year-over-year growth 2022-2027 (%)
o Exhibit 102: Data Table on Germany - Year-over-year growth 2022-2027 (%)
o 9.11 UK - Market size and forecast 2022-2027
o Exhibit 103: Chart on UK - Market size and forecast 2022-2027 ($ million)
o Exhibit 104: Data Table on UK - Market size and forecast 2022-2027 ($ million)
o Exhibit 105: Chart on UK - Year-over-year growth 2022-2027 (%)
o Exhibit 106: Data Table on UK - Year-over-year growth 2022-2027 (%)
o 9.12 Japan - Market size and forecast 2022-2027
o Exhibit 107: Chart on Japan - Market size and forecast 2022-2027 ($ million)
o Exhibit 108: Data Table on Japan - Market size and forecast 2022-2027 ($ million)
o Exhibit 109: Chart on Japan - Year-over-year growth 2022-2027 (%)
o Exhibit 110: Data Table on Japan - Year-over-year growth 2022-2027 (%)
o 9.13 Market opportunity By Geographical Landscape
o Exhibit 111: Market opportunity By Geographical Landscape ($ million)
o Exhibit 112: Data Tables on Market opportunity By Geographical Landscape ($ million)
• 10 Drivers, Challenges, and Trends
o 10.1 Market drivers
o 10.2 Market challenges
o 10.3 Impact of drivers and challenges
o Exhibit 113: Impact of drivers and challenges in 2022 and 2027
o 10.4 Market trends
• 11 Vendor Landscape
o 11.1 Overview
o 11.2 Vendor landscape
o Exhibit 114: Overview on Criticality of inputs and Factors of differentiation
o 11.3 Landscape disruption
o Exhibit 115: Overview on factors of disruption
o 11.4 Industry risks
o Exhibit 116: Impact of key risks on business
• 12 Vendor Analysis
o 12.1 Vendors covered
o Exhibit 117: Vendors covered
o 12.2 Market positioning of vendors
o Exhibit 118: Matrix on vendor position and classification
o 12.3 Accutech Systems Corp.
o Exhibit 119: Accutech Systems Corp. - Overview
o Exhibit 120: Accutech Systems Corp. - Product / Service
o Exhibit 121: Accutech Systems Corp. - Key offerings
o 12.4 BlackRock Inc.
o Exhibit 122: BlackRock Inc. - Overview
o Exhibit 123: BlackRock Inc. - Product / Service
o Exhibit 124: BlackRock Inc. - Key offerings
o 12.5 Ebix Inc.
o Exhibit 125: Ebix Inc. - Overview
o Exhibit 126: Ebix Inc. - Business segments
o Exhibit 127: Ebix Inc. - Key offerings
o Exhibit 128: Ebix Inc. - Segment focus
o 12.6 eMoney Advisor LLC
o Exhibit 129: eMoney Advisor LLC - Overview
o Exhibit 130: eMoney Advisor LLC - Product / Service
o Exhibit 131: eMoney Advisor LLC - Key offerings
o 12.7 Empower Annuity Insurance Co. of America
o Exhibit 132: Empower Annuity Insurance Co. of America - Overview
o Exhibit 133: Empower Annuity Insurance Co. of America - Product / Service
o Exhibit 134: Empower Annuity Insurance Co. of America - Key offerings
o 12.8 Envestnet Inc.
o Exhibit 135: Envestnet Inc. - Overview
o Exhibit 136: Envestnet Inc. - Business segments
o Exhibit 137: Envestnet Inc. - Key offerings
o Exhibit 138: Envestnet Inc. - Segment focus
o 12.9 Instream Solutions LLC
o Exhibit 139: Instream Solutions LLC - Overview
o Exhibit 140: Instream Solutions LLC - Product / Service
o Exhibit 141: Instream Solutions LLC - Key offerings
o 12.10 InvestCloud Inc.
o Exhibit 142: InvestCloud Inc. - Overview
o Exhibit 143: InvestCloud Inc. - Product / Service
o Exhibit 144: InvestCloud Inc. - Key offerings
o 12.11 Morningstar Inc.
o Exhibit 145: Morningstar Inc. - Overview
o Exhibit 146: Morningstar Inc. - Product / Service
o Exhibit 147: Morningstar Inc. - Key news
o Exhibit 148: Morningstar Inc. - Key offerings
o 12.12 Orion Advisor Solutions Inc.
o Exhibit 149: Orion Advisor Solutions Inc. - Overview
o Exhibit 150: Orion Advisor Solutions Inc. - Product / Service
o Exhibit 151: Orion Advisor Solutions Inc. - Key offerings
o 12.13 Quicken Inc.
o Exhibit 152: Quicken Inc. - Overview
o Exhibit 153: Quicken Inc. - Product / Service
o Exhibit 154: Quicken Inc. - Key offerings
o 12.14 RightCapital Inc.
o Exhibit 155: RightCapital Inc. - Overview
o Exhibit 156: RightCapital Inc. - Product / Service
o Exhibit 157: RightCapital Inc. - Key offerings
o 12.15 SAP SE
o Exhibit 158: SAP SE - Overview
o Exhibit 159: SAP SE - Business segments
o Exhibit 160: SAP SE - Key news
o Exhibit 161: SAP SE - Key offerings
o Exhibit 162: SAP SE - Segment focus
o 12.16 Wealthcare Capital Management LLC
o Exhibit 163: Wealthcare Capital Management LLC - Overview
o Exhibit 164: Wealthcare Capital Management LLC - Product / Service
o Exhibit 165: Wealthcare Capital Management LLC - Key offerings
o 12.17 WealthTrace LLC
o Exhibit 166: WealthTrace LLC - Overview
o Exhibit 167: WealthTrace LLC - Key offerings
• 13 Appendix
o 13.1 Scope of the report
o 13.2 Inclusions and exclusions checklist
o Exhibit 168: Inclusions checklist
o Exhibit 169: Exclusions checklist
o 13.3 Currency conversion rates for US$
o Exhibit 170: Currency conversion rates for US$
o 13.4 Research methodology
o Exhibit 171: Research methodology
o Exhibit 172: Validation techniques employed for market sizing
o Exhibit 173: Information sources
o 13.5 List of abbreviations
o Exhibit 174: List of abbreviations


Exhibits:
Exhibits1: Executive Summary - Chart on Market Overview
Exhibits2: Executive Summary - Data Table on Market Overview
Exhibits3: Executive Summary - Chart on Global Market Characteristics
Exhibits4: Executive Summary - Chart on Market By Geographical Landscape
Exhibits5: Executive Summary - Chart on Market Segmentation by Component
Exhibits6: Executive Summary - Chart on Market Segmentation by Application
Exhibits7: Executive Summary - Chart on Incremental Growth
Exhibits8: Executive Summary - Data Table on Incremental Growth
Exhibits9: Executive Summary - Chart on Vendor Market Positioning
Exhibits10: Parent market
Exhibits11: Market Characteristics
Exhibits12: Offerings of vendors included in the market definition
Exhibits13: Market segments
Exhibits14: Chart on Global - Market size and forecast 2022-2027 ($ million)
Exhibits15: Data Table on Global - Market size and forecast 2022-2027 ($ million)
Exhibits16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
Exhibits17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)
Exhibits18: Historic Market Size - Data Table on global financial planning software market 2017 - 2021 ($ million)
Exhibits19: Historic Market Size - Component Segment 2017 - 2021 ($ million)
Exhibits20: Historic Market Size - Application Segment 2017 - 2021 ($ million)
Exhibits21: Historic Market Size - Geography Segment 2017 - 2021 ($ million)
Exhibits22: Historic Market Size - Country Segment 2017 - 2021 ($ million)
Exhibits23: Five forces analysis - Comparison between 2022 and 2027
Exhibits24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027
Exhibits25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027
Exhibits26: Threat of new entrants - Impact of key factors in 2022 and 2027
Exhibits27: Threat of substitutes - Impact of key factors in 2022 and 2027
Exhibits28: Threat of rivalry - Impact of key factors in 2022 and 2027
Exhibits29: Chart on Market condition - Five forces 2022 and 2027
Exhibits30: Chart on Component - Market share 2022-2027 (%)
Exhibits31: Data Table on Component - Market share 2022-2027 (%)
Exhibits32: Chart on Comparison by Component
Exhibits33: Data Table on Comparison by Component
Exhibits34: Chart on Software - Market size and forecast 2022-2027 ($ million)
Exhibits35: Data Table on Software - Market size and forecast 2022-2027 ($ million)
Exhibits36: Chart on Software - Year-over-year growth 2022-2027 (%)
Exhibits37: Data Table on Software - Year-over-year growth 2022-2027 (%)
Exhibits38: Chart on Services - Market size and forecast 2022-2027 ($ million)
Exhibits39: Data Table on Services - Market size and forecast 2022-2027 ($ million)
Exhibits40: Chart on Services - Year-over-year growth 2022-2027 (%)
Exhibits41: Data Table on Services - Year-over-year growth 2022-2027 (%)
Exhibits42: Market opportunity by Component ($ million)
Exhibits43: Data Table on Market opportunity by Component ($ million)
Exhibits44: Chart on Application - Market share 2022-2027 (%)
Exhibits45: Data Table on Application - Market share 2022-2027 (%)
Exhibits46: Chart on Comparison by Application
Exhibits47: Data Table on Comparison by Application
Exhibits48: Chart on Financial advice and management - Market size and forecast 2022-2027 ($ million)
Exhibits49: Data Table on Financial advice and management - Market size and forecast 2022-2027 ($ million)
Exhibits50: Chart on Financial advice and management - Year-over-year growth 2022-2027 (%)
Exhibits51: Data Table on Financial advice and management - Year-over-year growth 2022-2027 (%)
Exhibits52: Chart on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
Exhibits53: Data Table on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
Exhibits54: Chart on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
Exhibits55: Data Table on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
Exhibits56: Chart on Wealth management - Market size and forecast 2022-2027 ($ million)
Exhibits57: Data Table on Wealth management - Market size and forecast 2022-2027 ($ million)
Exhibits58: Chart on Wealth management - Year-over-year growth 2022-2027 (%)
Exhibits59: Data Table on Wealth management - Year-over-year growth 2022-2027 (%)
Exhibits60: Chart on Personal banking - Market size and forecast 2022-2027 ($ million)
Exhibits61: Data Table on Personal banking - Market size and forecast 2022-2027 ($ million)
Exhibits62: Chart on Personal banking - Year-over-year growth 2022-2027 (%)
Exhibits63: Data Table on Personal banking - Year-over-year growth 2022-2027 (%)
Exhibits64: Market opportunity by Application ($ million)
Exhibits65: Data Table on Market opportunity by Application ($ million)
Exhibits66: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits67: Chart on Market share By Geographical Landscape 2022-2027 (%)
Exhibits68: Data Table on Market share By Geographical Landscape 2022-2027 (%)
Exhibits69: Chart on Geographic comparison
Exhibits70: Data Table on Geographic comparison
Exhibits71: Chart on North America - Market size and forecast 2022-2027 ($ million)
Exhibits72: Data Table on North America - Market size and forecast 2022-2027 ($ million)
Exhibits73: Chart on North America - Year-over-year growth 2022-2027 (%)
Exhibits74: Data Table on North America - Year-over-year growth 2022-2027 (%)
Exhibits75: Chart on Europe - Market size and forecast 2022-2027 ($ million)
Exhibits76: Data Table on Europe - Market size and forecast 2022-2027 ($ million)
Exhibits77: Chart on Europe - Year-over-year growth 2022-2027 (%)
Exhibits78: Data Table on Europe - Year-over-year growth 2022-2027 (%)
Exhibits79: Chart on APAC - Market size and forecast 2022-2027 ($ million)
Exhibits80: Data Table on APAC - Market size and forecast 2022-2027 ($ million)
Exhibits81: Chart on APAC - Year-over-year growth 2022-2027 (%)
Exhibits82: Data Table on APAC - Year-over-year growth 2022-2027 (%)
Exhibits83: Chart on South America - Market size and forecast 2022-2027 ($ million)
Exhibits84: Data Table on South America - Market size and forecast 2022-2027 ($ million)
Exhibits85: Chart on South America - Year-over-year growth 2022-2027 (%)
Exhibits86: Data Table on South America - Year-over-year growth 2022-2027 (%)
Exhibits87: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
Exhibits88: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
Exhibits89: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
Exhibits90: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
Exhibits91: Chart on US - Market size and forecast 2022-2027 ($ million)
Exhibits92: Data Table on US - Market size and forecast 2022-2027 ($ million)
Exhibits93: Chart on US - Year-over-year growth 2022-2027 (%)
Exhibits94: Data Table on US - Year-over-year growth 2022-2027 (%)
Exhibits95: Chart on China - Market size and forecast 2022-2027 ($ million)
Exhibits96: Data Table on China - Market size and forecast 2022-2027 ($ million)
Exhibits97: Chart on China - Year-over-year growth 2022-2027 (%)
Exhibits98: Data Table on China - Year-over-year growth 2022-2027 (%)
Exhibits99: Chart on Germany - Market size and forecast 2022-2027 ($ million)
Exhibits100: Data Table on Germany - Market size and forecast 2022-2027 ($ million)
Exhibits101: Chart on Germany - Year-over-year growth 2022-2027 (%)
Exhibits102: Data Table on Germany - Year-over-year growth 2022-2027 (%)
Exhibits103: Chart on UK - Market size and forecast 2022-2027 ($ million)
Exhibits104: Data Table on UK - Market size and forecast 2022-2027 ($ million)
Exhibits105: Chart on UK - Year-over-year growth 2022-2027 (%)
Exhibits106: Data Table on UK - Year-over-year growth 2022-2027 (%)
Exhibits107: Chart on Japan - Market size and forecast 2022-2027 ($ million)
Exhibits108: Data Table on Japan - Market size and forecast 2022-2027 ($ million)
Exhibits109: Chart on Japan - Year-over-year growth 2022-2027 (%)
Exhibits110: Data Table on Japan - Year-over-year growth 2022-2027 (%)
Exhibits111: Market opportunity By Geographical Landscape ($ million)
Exhibits112: Data Tables on Market opportunity By Geographical Landscape ($ million)
Exhibits113: Impact of drivers and challenges in 2022 and 2027
Exhibits114: Overview on Criticality of inputs and Factors of differentiation
Exhibits115: Overview on factors of disruption
Exhibits116: Impact of key risks on business
Exhibits117: Vendors covered
Exhibits118: Matrix on vendor position and classification
Exhibits119: Accutech Systems Corp. - Overview
Exhibits120: Accutech Systems Corp. - Product / Service
Exhibits121: Accutech Systems Corp. - Key offerings
Exhibits122: BlackRock Inc. - Overview
Exhibits123: BlackRock Inc. - Product / Service
Exhibits124: BlackRock Inc. - Key offerings
Exhibits125: Ebix Inc. - Overview
Exhibits126: Ebix Inc. - Business segments
Exhibits127: Ebix Inc. - Key offerings
Exhibits128: Ebix Inc. - Segment focus
Exhibits129: eMoney Advisor LLC - Overview
Exhibits130: eMoney Advisor LLC - Product / Service
Exhibits131: eMoney Advisor LLC - Key offerings
Exhibits132: Empower Annuity Insurance Co. of America - Overview
Exhibits133: Empower Annuity Insurance Co. of America - Product / Service
Exhibits134: Empower Annuity Insurance Co. of America - Key offerings
Exhibits135: Envestnet Inc. - Overview
Exhibits136: Envestnet Inc. - Business segments
Exhibits137: Envestnet Inc. - Key offerings
Exhibits138: Envestnet Inc. - Segment focus
Exhibits139: Instream Solutions LLC - Overview
Exhibits140: Instream Solutions LLC - Product / Service
Exhibits141: Instream Solutions LLC - Key offerings
Exhibits142: InvestCloud Inc. - Overview
Exhibits143: InvestCloud Inc. - Product / Service
Exhibits144: InvestCloud Inc. - Key offerings
Exhibits145: Morningstar Inc. - Overview
Exhibits146: Morningstar Inc. - Product / Service
Exhibits147: Morningstar Inc. - Key news
Exhibits148: Morningstar Inc. - Key offerings
Exhibits149: Orion Advisor Solutions Inc. - Overview
Exhibits150: Orion Advisor Solutions Inc. - Product / Service
Exhibits151: Orion Advisor Solutions Inc. - Key offerings
Exhibits152: Quicken Inc. - Overview
Exhibits153: Quicken Inc. - Product / Service
Exhibits154: Quicken Inc. - Key offerings
Exhibits155: RightCapital Inc. - Overview
Exhibits156: RightCapital Inc. - Product / Service
Exhibits157: RightCapital Inc. - Key offerings
Exhibits158: SAP SE - Overview
Exhibits159: SAP SE - Business segments
Exhibits160: SAP SE - Key news
Exhibits161: SAP SE - Key offerings
Exhibits162: SAP SE - Segment focus
Exhibits163: Wealthcare Capital Management LLC - Overview
Exhibits164: Wealthcare Capital Management LLC - Product / Service
Exhibits165: Wealthcare Capital Management LLC - Key offerings
Exhibits166: WealthTrace LLC - Overview
Exhibits167: WealthTrace LLC - Key offerings
Exhibits168: Inclusions checklist
Exhibits169: Exclusions checklist
Exhibits170: Currency conversion rates for US$
Exhibits171: Research methodology
Exhibits172: Validation techniques employed for market sizing
Exhibits173: Information sources
Exhibits174: List of abbreviations

 

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Summary

Global Financial Planning Software Market 2023-2027
The financial planning software market is forecasted to grow by USD 4693.41 mn during 2022-2027, accelerating at a CAGR of 16.85% during the forecast period. The report on the financial planning software market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.
The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by increasing complexity of financial management, growing number of high-net-worth individuals globally, and increasing awareness regarding financial planning.
Technavio's financial planning software market is segmented as below:
By Component
• Software
• Services
By Application
• Financial advice and management
• Portfolio/accounting/trading management
• Wealth management
• Personal banking
By Geographical Landscape
• North America
• Europe
• APAC
• South America
• Middle East and Africa
This study identifies the growing incorporation of ai technology in financial planning software as one of the prime reasons driving the financial planning software market growth during the next few years. Also, growing use of robo-advisory services and growing adoption of mobile and cloud-based financial planning solutions will lead to sizable demand in the market.
The report on the financial planning software market covers the following areas:
• Financial planning software market sizing
• Financial planning software market forecast
• Financial planning software market industry analysis
The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading financial planning software market vendors that include Accutech Systems Corp., AssetBook LLC, BlackRock Inc., Ebix Inc., Economic Security Planning Inc., eMoney Advisor LLC, Empower Annuity Insurance Co. of America, Envestnet Inc., Fin365 Pty Ltd., Instream Solutions LLC, InvestCloud Inc., Morningstar Inc., Nest Wealth Asset Management Inc., Orion Advisor Solutions Inc., Quicken Inc., RightCapital Inc., SAP SE, Wealthcare Capital Management LLC, WealthTec LLC, and WealthTrace LLC. Also, the financial planning software market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.
The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors. For further information on this report, please visit - https://www.technavio.com/report/financial-planning-software-market-analysis
The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive research - both primary and secondary. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast the accurate market growth.



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Table of Contents

• 1 Executive Summary
o 1.1 Market overview
o Exhibit 01: Executive Summary - Chart on Market Overview
o Exhibit 02: Executive Summary - Data Table on Market Overview
o Exhibit 03: Executive Summary - Chart on Global Market Characteristics
o Exhibit 04: Executive Summary - Chart on Market By Geographical Landscape
o Exhibit 05: Executive Summary - Chart on Market Segmentation by Component
o Exhibit 06: Executive Summary - Chart on Market Segmentation by Application
o Exhibit 07: Executive Summary - Chart on Incremental Growth
o Exhibit 08: Executive Summary - Data Table on Incremental Growth
o Exhibit 09: Executive Summary - Chart on Vendor Market Positioning
• 2 Market Landscape
o 2.1 Market ecosystem
o Exhibit 10: Parent market
o Exhibit 11: Market Characteristics
• 3 Market Sizing
o 3.1 Market definition
o Exhibit 12: Offerings of vendors included in the market definition
o 3.2 Market segment analysis
o Exhibit 13: Market segments
o 3.3 Market size 2022
o 3.4 Market outlook: Forecast for 2022-2027
o Exhibit 14: Chart on Global - Market size and forecast 2022-2027 ($ million)
o Exhibit 15: Data Table on Global - Market size and forecast 2022-2027 ($ million)
o Exhibit 16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
o Exhibit 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)
• 4 Historic Market Size
o 4.1 Global financial planning software market 2017 - 2021
o Exhibit 18: Historic Market Size - Data Table on global financial planning software market 2017 - 2021 ($ million)
o 4.2 Component Segment Analysis 2017 - 2021
o Exhibit 19: Historic Market Size - Component Segment 2017 - 2021 ($ million)
o 4.3 Application Segment Analysis 2017 - 2021
o Exhibit 20: Historic Market Size - Application Segment 2017 - 2021 ($ million)
o 4.4 Geography Segment Analysis 2017 - 2021
o Exhibit 21: Historic Market Size - Geography Segment 2017 - 2021 ($ million)
o 4.5 Country Segment Analysis 2017 - 2021
o Exhibit 22: Historic Market Size - Country Segment 2017 - 2021 ($ million)
• 5 Five Forces Analysis
o 5.1 Five forces summary
o Exhibit 23: Five forces analysis - Comparison between 2022 and 2027
o 5.2 Bargaining power of buyers
o Exhibit 24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027
o 5.3 Bargaining power of suppliers
o Exhibit 25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027
o 5.4 Threat of new entrants
o Exhibit 26: Threat of new entrants - Impact of key factors in 2022 and 2027
o 5.5 Threat of substitutes
o Exhibit 27: Threat of substitutes - Impact of key factors in 2022 and 2027
o 5.6 Threat of rivalry
o Exhibit 28: Threat of rivalry - Impact of key factors in 2022 and 2027
o 5.7 Market condition
o Exhibit 29: Chart on Market condition - Five forces 2022 and 2027
• 6 Market Segmentation by Component
o 6.1 Market segments
o Exhibit 30: Chart on Component - Market share 2022-2027 (%)
o Exhibit 31: Data Table on Component - Market share 2022-2027 (%)
o 6.2 Comparison by Component
o Exhibit 32: Chart on Comparison by Component
o Exhibit 33: Data Table on Comparison by Component
o 6.3 Software - Market size and forecast 2022-2027
o Exhibit 34: Chart on Software - Market size and forecast 2022-2027 ($ million)
o Exhibit 35: Data Table on Software - Market size and forecast 2022-2027 ($ million)
o Exhibit 36: Chart on Software - Year-over-year growth 2022-2027 (%)
o Exhibit 37: Data Table on Software - Year-over-year growth 2022-2027 (%)
o 6.4 Services - Market size and forecast 2022-2027
o Exhibit 38: Chart on Services - Market size and forecast 2022-2027 ($ million)
o Exhibit 39: Data Table on Services - Market size and forecast 2022-2027 ($ million)
o Exhibit 40: Chart on Services - Year-over-year growth 2022-2027 (%)
o Exhibit 41: Data Table on Services - Year-over-year growth 2022-2027 (%)
o 6.5 Market opportunity by Component
o Exhibit 42: Market opportunity by Component ($ million)
o Exhibit 43: Data Table on Market opportunity by Component ($ million)
• 7 Market Segmentation by Application
o 7.1 Market segments
o Exhibit 44: Chart on Application - Market share 2022-2027 (%)
o Exhibit 45: Data Table on Application - Market share 2022-2027 (%)
o 7.2 Comparison by Application
o Exhibit 46: Chart on Comparison by Application
o Exhibit 47: Data Table on Comparison by Application
o 7.3 Financial advice and management - Market size and forecast 2022-2027
o Exhibit 48: Chart on Financial advice and management - Market size and forecast 2022-2027 ($ million)
o Exhibit 49: Data Table on Financial advice and management - Market size and forecast 2022-2027 ($ million)
o Exhibit 50: Chart on Financial advice and management - Year-over-year growth 2022-2027 (%)
o Exhibit 51: Data Table on Financial advice and management - Year-over-year growth 2022-2027 (%)
o 7.4 Portfolio/accounting/trading management - Market size and forecast 2022-2027
o Exhibit 52: Chart on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
o Exhibit 53: Data Table on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
o Exhibit 54: Chart on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
o Exhibit 55: Data Table on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
o 7.5 Wealth management - Market size and forecast 2022-2027
o Exhibit 56: Chart on Wealth management - Market size and forecast 2022-2027 ($ million)
o Exhibit 57: Data Table on Wealth management - Market size and forecast 2022-2027 ($ million)
o Exhibit 58: Chart on Wealth management - Year-over-year growth 2022-2027 (%)
o Exhibit 59: Data Table on Wealth management - Year-over-year growth 2022-2027 (%)
o 7.6 Personal banking - Market size and forecast 2022-2027
o Exhibit 60: Chart on Personal banking - Market size and forecast 2022-2027 ($ million)
o Exhibit 61: Data Table on Personal banking - Market size and forecast 2022-2027 ($ million)
o Exhibit 62: Chart on Personal banking - Year-over-year growth 2022-2027 (%)
o Exhibit 63: Data Table on Personal banking - Year-over-year growth 2022-2027 (%)
o 7.7 Market opportunity by Application
o Exhibit 64: Market opportunity by Application ($ million)
o Exhibit 65: Data Table on Market opportunity by Application ($ million)
• 8 Customer Landscape
o 8.1 Customer landscape overview
o Exhibit 66: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
• 9 Geographic Landscape
o 9.1 Geographic segmentation
o Exhibit 67: Chart on Market share By Geographical Landscape 2022-2027 (%)
o Exhibit 68: Data Table on Market share By Geographical Landscape 2022-2027 (%)
o 9.2 Geographic comparison
o Exhibit 69: Chart on Geographic comparison
o Exhibit 70: Data Table on Geographic comparison
o 9.3 North America - Market size and forecast 2022-2027
o Exhibit 71: Chart on North America - Market size and forecast 2022-2027 ($ million)
o Exhibit 72: Data Table on North America - Market size and forecast 2022-2027 ($ million)
o Exhibit 73: Chart on North America - Year-over-year growth 2022-2027 (%)
o Exhibit 74: Data Table on North America - Year-over-year growth 2022-2027 (%)
o 9.4 Europe - Market size and forecast 2022-2027
o Exhibit 75: Chart on Europe - Market size and forecast 2022-2027 ($ million)
o Exhibit 76: Data Table on Europe - Market size and forecast 2022-2027 ($ million)
o Exhibit 77: Chart on Europe - Year-over-year growth 2022-2027 (%)
o Exhibit 78: Data Table on Europe - Year-over-year growth 2022-2027 (%)
o 9.5 APAC - Market size and forecast 2022-2027
o Exhibit 79: Chart on APAC - Market size and forecast 2022-2027 ($ million)
o Exhibit 80: Data Table on APAC - Market size and forecast 2022-2027 ($ million)
o Exhibit 81: Chart on APAC - Year-over-year growth 2022-2027 (%)
o Exhibit 82: Data Table on APAC - Year-over-year growth 2022-2027 (%)
o 9.6 South America - Market size and forecast 2022-2027
o Exhibit 83: Chart on South America - Market size and forecast 2022-2027 ($ million)
o Exhibit 84: Data Table on South America - Market size and forecast 2022-2027 ($ million)
o Exhibit 85: Chart on South America - Year-over-year growth 2022-2027 (%)
o Exhibit 86: Data Table on South America - Year-over-year growth 2022-2027 (%)
o 9.7 Middle East and Africa - Market size and forecast 2022-2027
o Exhibit 87: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
o Exhibit 88: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
o Exhibit 89: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
o Exhibit 90: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
o 9.8 US - Market size and forecast 2022-2027
o Exhibit 91: Chart on US - Market size and forecast 2022-2027 ($ million)
o Exhibit 92: Data Table on US - Market size and forecast 2022-2027 ($ million)
o Exhibit 93: Chart on US - Year-over-year growth 2022-2027 (%)
o Exhibit 94: Data Table on US - Year-over-year growth 2022-2027 (%)
o 9.9 China - Market size and forecast 2022-2027
o Exhibit 95: Chart on China - Market size and forecast 2022-2027 ($ million)
o Exhibit 96: Data Table on China - Market size and forecast 2022-2027 ($ million)
o Exhibit 97: Chart on China - Year-over-year growth 2022-2027 (%)
o Exhibit 98: Data Table on China - Year-over-year growth 2022-2027 (%)
o 9.10 Germany - Market size and forecast 2022-2027
o Exhibit 99: Chart on Germany - Market size and forecast 2022-2027 ($ million)
o Exhibit 100: Data Table on Germany - Market size and forecast 2022-2027 ($ million)
o Exhibit 101: Chart on Germany - Year-over-year growth 2022-2027 (%)
o Exhibit 102: Data Table on Germany - Year-over-year growth 2022-2027 (%)
o 9.11 UK - Market size and forecast 2022-2027
o Exhibit 103: Chart on UK - Market size and forecast 2022-2027 ($ million)
o Exhibit 104: Data Table on UK - Market size and forecast 2022-2027 ($ million)
o Exhibit 105: Chart on UK - Year-over-year growth 2022-2027 (%)
o Exhibit 106: Data Table on UK - Year-over-year growth 2022-2027 (%)
o 9.12 Japan - Market size and forecast 2022-2027
o Exhibit 107: Chart on Japan - Market size and forecast 2022-2027 ($ million)
o Exhibit 108: Data Table on Japan - Market size and forecast 2022-2027 ($ million)
o Exhibit 109: Chart on Japan - Year-over-year growth 2022-2027 (%)
o Exhibit 110: Data Table on Japan - Year-over-year growth 2022-2027 (%)
o 9.13 Market opportunity By Geographical Landscape
o Exhibit 111: Market opportunity By Geographical Landscape ($ million)
o Exhibit 112: Data Tables on Market opportunity By Geographical Landscape ($ million)
• 10 Drivers, Challenges, and Trends
o 10.1 Market drivers
o 10.2 Market challenges
o 10.3 Impact of drivers and challenges
o Exhibit 113: Impact of drivers and challenges in 2022 and 2027
o 10.4 Market trends
• 11 Vendor Landscape
o 11.1 Overview
o 11.2 Vendor landscape
o Exhibit 114: Overview on Criticality of inputs and Factors of differentiation
o 11.3 Landscape disruption
o Exhibit 115: Overview on factors of disruption
o 11.4 Industry risks
o Exhibit 116: Impact of key risks on business
• 12 Vendor Analysis
o 12.1 Vendors covered
o Exhibit 117: Vendors covered
o 12.2 Market positioning of vendors
o Exhibit 118: Matrix on vendor position and classification
o 12.3 Accutech Systems Corp.
o Exhibit 119: Accutech Systems Corp. - Overview
o Exhibit 120: Accutech Systems Corp. - Product / Service
o Exhibit 121: Accutech Systems Corp. - Key offerings
o 12.4 BlackRock Inc.
o Exhibit 122: BlackRock Inc. - Overview
o Exhibit 123: BlackRock Inc. - Product / Service
o Exhibit 124: BlackRock Inc. - Key offerings
o 12.5 Ebix Inc.
o Exhibit 125: Ebix Inc. - Overview
o Exhibit 126: Ebix Inc. - Business segments
o Exhibit 127: Ebix Inc. - Key offerings
o Exhibit 128: Ebix Inc. - Segment focus
o 12.6 eMoney Advisor LLC
o Exhibit 129: eMoney Advisor LLC - Overview
o Exhibit 130: eMoney Advisor LLC - Product / Service
o Exhibit 131: eMoney Advisor LLC - Key offerings
o 12.7 Empower Annuity Insurance Co. of America
o Exhibit 132: Empower Annuity Insurance Co. of America - Overview
o Exhibit 133: Empower Annuity Insurance Co. of America - Product / Service
o Exhibit 134: Empower Annuity Insurance Co. of America - Key offerings
o 12.8 Envestnet Inc.
o Exhibit 135: Envestnet Inc. - Overview
o Exhibit 136: Envestnet Inc. - Business segments
o Exhibit 137: Envestnet Inc. - Key offerings
o Exhibit 138: Envestnet Inc. - Segment focus
o 12.9 Instream Solutions LLC
o Exhibit 139: Instream Solutions LLC - Overview
o Exhibit 140: Instream Solutions LLC - Product / Service
o Exhibit 141: Instream Solutions LLC - Key offerings
o 12.10 InvestCloud Inc.
o Exhibit 142: InvestCloud Inc. - Overview
o Exhibit 143: InvestCloud Inc. - Product / Service
o Exhibit 144: InvestCloud Inc. - Key offerings
o 12.11 Morningstar Inc.
o Exhibit 145: Morningstar Inc. - Overview
o Exhibit 146: Morningstar Inc. - Product / Service
o Exhibit 147: Morningstar Inc. - Key news
o Exhibit 148: Morningstar Inc. - Key offerings
o 12.12 Orion Advisor Solutions Inc.
o Exhibit 149: Orion Advisor Solutions Inc. - Overview
o Exhibit 150: Orion Advisor Solutions Inc. - Product / Service
o Exhibit 151: Orion Advisor Solutions Inc. - Key offerings
o 12.13 Quicken Inc.
o Exhibit 152: Quicken Inc. - Overview
o Exhibit 153: Quicken Inc. - Product / Service
o Exhibit 154: Quicken Inc. - Key offerings
o 12.14 RightCapital Inc.
o Exhibit 155: RightCapital Inc. - Overview
o Exhibit 156: RightCapital Inc. - Product / Service
o Exhibit 157: RightCapital Inc. - Key offerings
o 12.15 SAP SE
o Exhibit 158: SAP SE - Overview
o Exhibit 159: SAP SE - Business segments
o Exhibit 160: SAP SE - Key news
o Exhibit 161: SAP SE - Key offerings
o Exhibit 162: SAP SE - Segment focus
o 12.16 Wealthcare Capital Management LLC
o Exhibit 163: Wealthcare Capital Management LLC - Overview
o Exhibit 164: Wealthcare Capital Management LLC - Product / Service
o Exhibit 165: Wealthcare Capital Management LLC - Key offerings
o 12.17 WealthTrace LLC
o Exhibit 166: WealthTrace LLC - Overview
o Exhibit 167: WealthTrace LLC - Key offerings
• 13 Appendix
o 13.1 Scope of the report
o 13.2 Inclusions and exclusions checklist
o Exhibit 168: Inclusions checklist
o Exhibit 169: Exclusions checklist
o 13.3 Currency conversion rates for US$
o Exhibit 170: Currency conversion rates for US$
o 13.4 Research methodology
o Exhibit 171: Research methodology
o Exhibit 172: Validation techniques employed for market sizing
o Exhibit 173: Information sources
o 13.5 List of abbreviations
o Exhibit 174: List of abbreviations


Exhibits:
Exhibits1: Executive Summary - Chart on Market Overview
Exhibits2: Executive Summary - Data Table on Market Overview
Exhibits3: Executive Summary - Chart on Global Market Characteristics
Exhibits4: Executive Summary - Chart on Market By Geographical Landscape
Exhibits5: Executive Summary - Chart on Market Segmentation by Component
Exhibits6: Executive Summary - Chart on Market Segmentation by Application
Exhibits7: Executive Summary - Chart on Incremental Growth
Exhibits8: Executive Summary - Data Table on Incremental Growth
Exhibits9: Executive Summary - Chart on Vendor Market Positioning
Exhibits10: Parent market
Exhibits11: Market Characteristics
Exhibits12: Offerings of vendors included in the market definition
Exhibits13: Market segments
Exhibits14: Chart on Global - Market size and forecast 2022-2027 ($ million)
Exhibits15: Data Table on Global - Market size and forecast 2022-2027 ($ million)
Exhibits16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
Exhibits17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)
Exhibits18: Historic Market Size - Data Table on global financial planning software market 2017 - 2021 ($ million)
Exhibits19: Historic Market Size - Component Segment 2017 - 2021 ($ million)
Exhibits20: Historic Market Size - Application Segment 2017 - 2021 ($ million)
Exhibits21: Historic Market Size - Geography Segment 2017 - 2021 ($ million)
Exhibits22: Historic Market Size - Country Segment 2017 - 2021 ($ million)
Exhibits23: Five forces analysis - Comparison between 2022 and 2027
Exhibits24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027
Exhibits25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027
Exhibits26: Threat of new entrants - Impact of key factors in 2022 and 2027
Exhibits27: Threat of substitutes - Impact of key factors in 2022 and 2027
Exhibits28: Threat of rivalry - Impact of key factors in 2022 and 2027
Exhibits29: Chart on Market condition - Five forces 2022 and 2027
Exhibits30: Chart on Component - Market share 2022-2027 (%)
Exhibits31: Data Table on Component - Market share 2022-2027 (%)
Exhibits32: Chart on Comparison by Component
Exhibits33: Data Table on Comparison by Component
Exhibits34: Chart on Software - Market size and forecast 2022-2027 ($ million)
Exhibits35: Data Table on Software - Market size and forecast 2022-2027 ($ million)
Exhibits36: Chart on Software - Year-over-year growth 2022-2027 (%)
Exhibits37: Data Table on Software - Year-over-year growth 2022-2027 (%)
Exhibits38: Chart on Services - Market size and forecast 2022-2027 ($ million)
Exhibits39: Data Table on Services - Market size and forecast 2022-2027 ($ million)
Exhibits40: Chart on Services - Year-over-year growth 2022-2027 (%)
Exhibits41: Data Table on Services - Year-over-year growth 2022-2027 (%)
Exhibits42: Market opportunity by Component ($ million)
Exhibits43: Data Table on Market opportunity by Component ($ million)
Exhibits44: Chart on Application - Market share 2022-2027 (%)
Exhibits45: Data Table on Application - Market share 2022-2027 (%)
Exhibits46: Chart on Comparison by Application
Exhibits47: Data Table on Comparison by Application
Exhibits48: Chart on Financial advice and management - Market size and forecast 2022-2027 ($ million)
Exhibits49: Data Table on Financial advice and management - Market size and forecast 2022-2027 ($ million)
Exhibits50: Chart on Financial advice and management - Year-over-year growth 2022-2027 (%)
Exhibits51: Data Table on Financial advice and management - Year-over-year growth 2022-2027 (%)
Exhibits52: Chart on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
Exhibits53: Data Table on Portfolio/accounting/trading management - Market size and forecast 2022-2027 ($ million)
Exhibits54: Chart on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
Exhibits55: Data Table on Portfolio/accounting/trading management - Year-over-year growth 2022-2027 (%)
Exhibits56: Chart on Wealth management - Market size and forecast 2022-2027 ($ million)
Exhibits57: Data Table on Wealth management - Market size and forecast 2022-2027 ($ million)
Exhibits58: Chart on Wealth management - Year-over-year growth 2022-2027 (%)
Exhibits59: Data Table on Wealth management - Year-over-year growth 2022-2027 (%)
Exhibits60: Chart on Personal banking - Market size and forecast 2022-2027 ($ million)
Exhibits61: Data Table on Personal banking - Market size and forecast 2022-2027 ($ million)
Exhibits62: Chart on Personal banking - Year-over-year growth 2022-2027 (%)
Exhibits63: Data Table on Personal banking - Year-over-year growth 2022-2027 (%)
Exhibits64: Market opportunity by Application ($ million)
Exhibits65: Data Table on Market opportunity by Application ($ million)
Exhibits66: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits67: Chart on Market share By Geographical Landscape 2022-2027 (%)
Exhibits68: Data Table on Market share By Geographical Landscape 2022-2027 (%)
Exhibits69: Chart on Geographic comparison
Exhibits70: Data Table on Geographic comparison
Exhibits71: Chart on North America - Market size and forecast 2022-2027 ($ million)
Exhibits72: Data Table on North America - Market size and forecast 2022-2027 ($ million)
Exhibits73: Chart on North America - Year-over-year growth 2022-2027 (%)
Exhibits74: Data Table on North America - Year-over-year growth 2022-2027 (%)
Exhibits75: Chart on Europe - Market size and forecast 2022-2027 ($ million)
Exhibits76: Data Table on Europe - Market size and forecast 2022-2027 ($ million)
Exhibits77: Chart on Europe - Year-over-year growth 2022-2027 (%)
Exhibits78: Data Table on Europe - Year-over-year growth 2022-2027 (%)
Exhibits79: Chart on APAC - Market size and forecast 2022-2027 ($ million)
Exhibits80: Data Table on APAC - Market size and forecast 2022-2027 ($ million)
Exhibits81: Chart on APAC - Year-over-year growth 2022-2027 (%)
Exhibits82: Data Table on APAC - Year-over-year growth 2022-2027 (%)
Exhibits83: Chart on South America - Market size and forecast 2022-2027 ($ million)
Exhibits84: Data Table on South America - Market size and forecast 2022-2027 ($ million)
Exhibits85: Chart on South America - Year-over-year growth 2022-2027 (%)
Exhibits86: Data Table on South America - Year-over-year growth 2022-2027 (%)
Exhibits87: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
Exhibits88: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ million)
Exhibits89: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
Exhibits90: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
Exhibits91: Chart on US - Market size and forecast 2022-2027 ($ million)
Exhibits92: Data Table on US - Market size and forecast 2022-2027 ($ million)
Exhibits93: Chart on US - Year-over-year growth 2022-2027 (%)
Exhibits94: Data Table on US - Year-over-year growth 2022-2027 (%)
Exhibits95: Chart on China - Market size and forecast 2022-2027 ($ million)
Exhibits96: Data Table on China - Market size and forecast 2022-2027 ($ million)
Exhibits97: Chart on China - Year-over-year growth 2022-2027 (%)
Exhibits98: Data Table on China - Year-over-year growth 2022-2027 (%)
Exhibits99: Chart on Germany - Market size and forecast 2022-2027 ($ million)
Exhibits100: Data Table on Germany - Market size and forecast 2022-2027 ($ million)
Exhibits101: Chart on Germany - Year-over-year growth 2022-2027 (%)
Exhibits102: Data Table on Germany - Year-over-year growth 2022-2027 (%)
Exhibits103: Chart on UK - Market size and forecast 2022-2027 ($ million)
Exhibits104: Data Table on UK - Market size and forecast 2022-2027 ($ million)
Exhibits105: Chart on UK - Year-over-year growth 2022-2027 (%)
Exhibits106: Data Table on UK - Year-over-year growth 2022-2027 (%)
Exhibits107: Chart on Japan - Market size and forecast 2022-2027 ($ million)
Exhibits108: Data Table on Japan - Market size and forecast 2022-2027 ($ million)
Exhibits109: Chart on Japan - Year-over-year growth 2022-2027 (%)
Exhibits110: Data Table on Japan - Year-over-year growth 2022-2027 (%)
Exhibits111: Market opportunity By Geographical Landscape ($ million)
Exhibits112: Data Tables on Market opportunity By Geographical Landscape ($ million)
Exhibits113: Impact of drivers and challenges in 2022 and 2027
Exhibits114: Overview on Criticality of inputs and Factors of differentiation
Exhibits115: Overview on factors of disruption
Exhibits116: Impact of key risks on business
Exhibits117: Vendors covered
Exhibits118: Matrix on vendor position and classification
Exhibits119: Accutech Systems Corp. - Overview
Exhibits120: Accutech Systems Corp. - Product / Service
Exhibits121: Accutech Systems Corp. - Key offerings
Exhibits122: BlackRock Inc. - Overview
Exhibits123: BlackRock Inc. - Product / Service
Exhibits124: BlackRock Inc. - Key offerings
Exhibits125: Ebix Inc. - Overview
Exhibits126: Ebix Inc. - Business segments
Exhibits127: Ebix Inc. - Key offerings
Exhibits128: Ebix Inc. - Segment focus
Exhibits129: eMoney Advisor LLC - Overview
Exhibits130: eMoney Advisor LLC - Product / Service
Exhibits131: eMoney Advisor LLC - Key offerings
Exhibits132: Empower Annuity Insurance Co. of America - Overview
Exhibits133: Empower Annuity Insurance Co. of America - Product / Service
Exhibits134: Empower Annuity Insurance Co. of America - Key offerings
Exhibits135: Envestnet Inc. - Overview
Exhibits136: Envestnet Inc. - Business segments
Exhibits137: Envestnet Inc. - Key offerings
Exhibits138: Envestnet Inc. - Segment focus
Exhibits139: Instream Solutions LLC - Overview
Exhibits140: Instream Solutions LLC - Product / Service
Exhibits141: Instream Solutions LLC - Key offerings
Exhibits142: InvestCloud Inc. - Overview
Exhibits143: InvestCloud Inc. - Product / Service
Exhibits144: InvestCloud Inc. - Key offerings
Exhibits145: Morningstar Inc. - Overview
Exhibits146: Morningstar Inc. - Product / Service
Exhibits147: Morningstar Inc. - Key news
Exhibits148: Morningstar Inc. - Key offerings
Exhibits149: Orion Advisor Solutions Inc. - Overview
Exhibits150: Orion Advisor Solutions Inc. - Product / Service
Exhibits151: Orion Advisor Solutions Inc. - Key offerings
Exhibits152: Quicken Inc. - Overview
Exhibits153: Quicken Inc. - Product / Service
Exhibits154: Quicken Inc. - Key offerings
Exhibits155: RightCapital Inc. - Overview
Exhibits156: RightCapital Inc. - Product / Service
Exhibits157: RightCapital Inc. - Key offerings
Exhibits158: SAP SE - Overview
Exhibits159: SAP SE - Business segments
Exhibits160: SAP SE - Key news
Exhibits161: SAP SE - Key offerings
Exhibits162: SAP SE - Segment focus
Exhibits163: Wealthcare Capital Management LLC - Overview
Exhibits164: Wealthcare Capital Management LLC - Product / Service
Exhibits165: Wealthcare Capital Management LLC - Key offerings
Exhibits166: WealthTrace LLC - Overview
Exhibits167: WealthTrace LLC - Key offerings
Exhibits168: Inclusions checklist
Exhibits169: Exclusions checklist
Exhibits170: Currency conversion rates for US$
Exhibits171: Research methodology
Exhibits172: Validation techniques employed for market sizing
Exhibits173: Information sources
Exhibits174: List of abbreviations

 

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