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This report focuses on the Global Financial Planning Software Market status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Financial Planning Software development in United States, Europe and China.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.
Financial planning software includes goals-based financial planning software, cash-flow-based financial planning software for financial advisors. The cash-flow-based type is leading the market at present. And the software can be also classified to cloud-based and on-promise type. The cloud-based type is growing faster at present.
Financial planning software is mainly used for two applications: SME (Small Business, Medium-sized Business), Large Business, Personal Purpose, etc. And SME (Small Business, Medium-sized Business) was the most widely used area which took up about 66.65% of the global total in 2017.
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The key players covered in this study
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
Market segment by Type, the product can be split into
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software
Market segment by Application, split into
SME
Large Enterprise
Personal Purpose
Other Purposes
Market segment by Regions/Countries, this report covers
United States
Europe
China
Japan
Southeast Asia
India
Central & South America
The study objectives of this report are:
To analyze global Financial Planning Software status, future forecast, growth opportunity, key market and key players.
To present the Financial Planning Software development in United States, Europe and China.
To strategically profile the key players and comprehensively analyze their development plan and strategies.
To define, describe and forecast the market by product type, market and key regions.
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Some Points From TOC:
Chapter One: Report Overview
1.1 Study Scope
1.2 Key Market Segments
1.3 Players Covered
1.4 Market Analysis by Type
1.4.1 Global Financial Planning Software Market Size Growth Rate by Type (2014-2025)
1.4.2 Cloud-based Financial Planning Software
1.4.3 On-promise Type Financial Planning Software
1.5 Market by Application
1.5.1 Global Financial Planning Software Market Share by Application (2014-2025)
1.5.2 SME
1.5.3 Large Enterprise
1.5.4 Personal Purpose
1.5.5 Other Purposes
1.6 Study Objectives
1.7 Years Considered
Chapter Two: Global Growth Trends
2.1 Financial Planning Software Market Size
2.2 Financial Planning Software Growth Trends by Regions
2.2.1 Financial Planning Software Market Size by Regions (2014-2025)
2.2.2 Financial Planning Software Market Share by Regions (2014-2019)
2.3 Industry Trends
2.3.1 Market Top Trends
2.3.2 Market Drivers
2.3.3 Market Opportunities
Chapter Three: Market Share by Key Players
3.1 Financial Planning Software Market Size by Manufacturers
3.1.1 Global Financial Planning Software Revenue by Manufacturers (2014-2019)
3.1.2 Global Financial Planning Software Revenue Market Share by Manufacturers (2014-2019)
3.1.3 Global Financial Planning Software Market Concentration Ratio (CRChapter Five: and HHI)
3.2 Financial Planning Software Key Players Head office and Area Served
3.3 Key Players Financial Planning Software Product/Solution/Service
3.4 Date of Enter into Financial Planning Software Market
3.5 Mergers & Acquisitions, Expansion Plans
Chapter Four: Breakdown Data by Type and Application
4.1 Global Financial Planning Software Market Size by Type (2014-2019)
4.2 Global Financial Planning Software Market Size by Application (2014-2019)
Chapter Five: United States
5.1 United States Financial Planning Software Market Size (2014-2019)
5.2 Financial Planning Software Key Players in United States
5.3 United States Financial Planning Software Market Size by Type
5.4 United States Financial Planning Software Market Size by Application
Chapter Six: Europe
6.1 Europe Financial Planning Software Market Size (2014-2019)
6.2 Financial Planning Software Key Players in Europe
6.3 Europe Financial Planning Software Market Size by Type
6.4 Europe Financial Planning Software Market Size by Application
Chapter Seven: China
7.1 China Financial Planning Software Market Size (2014-2019)
7.2 Financial Planning Software Key Players in China
7.3 China Financial Planning Software Market Size by Type
7.4 China Financial Planning Software Market Size by Application
Chapter Eight: Japan
8.1 Japan Financial Planning Software Market Size (2014-2019)
8.2 Financial Planning Software Key Players in Japan
8.3 Japan Financial Planning Software Market Size by Type
8.4 Japan Financial Planning Software Market Size by Application
Chapter Nine: Southeast Asia
9.1 Southeast Asia Financial Planning Software Market Size (2014-2019)
9.2 Financial Planning Software Key Players in Southeast Asia
9.3 Southeast Asia Financial Planning Software Market Size by Type
9.4 Southeast Asia Financial Planning Software Market Size by Application
Chapter Ten: India
10.1 India Financial Planning Software Market Size (2014-2019)
10.2 Financial Planning Software Key Players in India
10.3 India Financial Planning Software Market Size by Type
10.4 India Financial Planning Software Market Size by Application
Chapter Eleven: Central & South America
11.1 Central & South America Financial Planning Software Market Size (2014-2019)
11.2 Financial Planning Software Key Players in Central & South America
11.3 Central & South America Financial Planning Software Market Size by Type
11.4 Central & South America Financial Planning Software Market Size by Application
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