Global Financial Planning Software Market Report 2019, Competitive Landscape, Trends and Opportunities
Region:Global
Product Code:MR11246
August 2019
121
About the Report
The Financial Planning Software market has witnessed growth from USD XX million to USD XX million from 2014 to 2019. With the CAGR of X.X%, this market is estimated to reach USD XX million in 2026.
The report mainly studies the size, recent trends and development status of the Financial Planning Software market, as well as investment opportunities, government policy, market dynamics (drivers, restraints, opportunities), supply chain and competitive landscape. Technological innovation and advancement will further optimize the performance of the product, making it more widely used in downstream applications. Moreover, Porter's Five Forces Analysis (potential entrants, suppliers, substitutes, buyers, industry competitors) provides crucial information for knowing the Financial Planning Software market.
Major players in the global Financial Planning Software market include:
J&L Financial Planner
Advizr
SunGard WealthStation
ESPlanner Inc.
Cheshire
ISoftware Limited
eMoney Advisor
GoalGami Pro
Money Tree
NaviPlan
FinanceWare
MoneyGuidePro
InStream Solutions
RazorPlan
Finance Logix
IFAnow
RightCapital
WealthTec
ASKTrak
Envestnet
On the basis of types, the Financial Planning Software market is primarily split into:
On-Premises
Web-Based
Cloud-Based
On the basis of applications, the market covers:
Small and Medium Businesses
Large Businesses
Geographically, the report includes the research on production, consumption, revenue, market share and growth rate, and forecast (2014-2026) of the following regions:
United States
Europe (Germany, UK, France, Italy, Spain, Russia, Poland)
China
Japan
India
Southeast Asia (Malaysia, Singapore, Philippines, Indonesia, Thailand, Vietnam)
Central and South America (Brazil, Mexico, Colombia)
Middle East and Africa (Saudi Arabia, United Arab Emirates, Turkey, Egypt, South Africa, Nigeria)
Other Regions
Chapter 1 provides an overview of Financial Planning Software market, containing global revenue, global production, sales, and CAGR. The forecast and analysis of Financial Planning Software market by type, application, and region are also presented in this chapter.
Chapter 2 is about the market landscape and major players. It provides competitive situation and market concentration status along with the basic information of these players.
Chapter 3 provides a full-scale analysis of major players in Financial Planning Software industry. The basic information, as well as the profiles, applications and specifications of products market performance along with Business Overview are offered.
Chapter 4 gives a worldwide view of Financial Planning Software market. It includes production, market share revenue, price, and the growth rate by type.
Chapter 5 focuses on the application of Financial Planning Software, by analyzing the consumption and its growth rate of each application.
Chapter 6 is about production, consumption, export, and import of Financial Planning Software in each region.
Chapter 7 pays attention to the production, revenue, price and gross margin of Financial Planning Software in markets of different regions. The analysis on production, revenue, price and gross margin of the global market is covered in this part.
Chapter 8 concentrates on manufacturing analysis, including key raw material analysis, cost structure analysis and process analysis, making up a comprehensive analysis of manufacturing cost.
Chapter 9 introduces the industrial chain of Financial Planning Software. Industrial chain analysis, raw material sources and downstream buyers are analyzed in this chapter.
Chapter 10 provides clear insights into market dynamics.
Chapter 11 prospects the whole Financial Planning Software market, including the global production and revenue forecast, regional forecast. It also foresees the Financial Planning Software market by type and application.
Chapter 12 concludes the research findings and refines all the highlights of the study.
Chapter 13 introduces the research methodology and sources of research data for your understanding.
Years considered for this report:
Historical Years: 2014-2018
Base Year: 2019
Estimated Year: 2019
Forecast Period: 2019-2026
Scope of the Report
Products
Table of Contents
Table of Contents
1 Financial Planning Software Market Overview
1.1 Product Overview and Scope of Financial Planning Software
1.2 Financial Planning Software Segment by Type
1.2.1 Global Financial Planning Software Production and CAGR (%) Comparison by Type (2014-2026)
1.2.2 The Market Profile of On-Premises
1.2.3 The Market Profile of Web-Based
1.2.4 The Market Profile of Cloud-Based
1.3 Global Financial Planning Software Segment by Application
1.3.1 Financial Planning Software Consumption (Sales) Comparison by Application (2014-2026)
1.3.2 The Market Profile of Small and Medium Businesses
1.3.3 The Market Profile of Large Businesses
1.4 Global Financial Planning Software Market by Region (2014-2026)
1.4.1 Global Financial Planning Software Market Size (Value) and CAGR (%) Comparison by Region (2014-2026)
1.4.2 United States Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3 Europe Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3.1 Germany Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3.2 UK Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3.3 France Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3.4 Italy Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3.5 Spain Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3.6 Russia Financial Planning Software Market Status and Prospect (2014-2026)
1.4.3.7 Poland Financial Planning Software Market Status and Prospect (2014-2026)
1.4.4 China Financial Planning Software Market Status and Prospect (2014-2026)
1.4.5 Japan Financial Planning Software Market Status and Prospect (2014-2026)
1.4.6 India Financial Planning Software Market Status and Prospect (2014-2026)
1.4.7 Southeast Asia Financial Planning Software Market Status and Prospect (2014-2026)
1.4.7.1 Malaysia Financial Planning Software Market Status and Prospect (2014-2026)
1.4.7.2 Singapore Financial Planning Software Market Status and Prospect (2014-2026)
1.4.7.3 Philippines Financial Planning Software Market Status and Prospect (2014-2026)
1.4.7.4 Indonesia Financial Planning Software Market Status and Prospect (2014-2026)
1.4.7.5 Thailand Financial Planning Software Market Status and Prospect (2014-2026)
1.4.7.6 Vietnam Financial Planning Software Market Status and Prospect (2014-2026)
1.4.8 Central and South America Financial Planning Software Market Status and Prospect (2014-2026)
1.4.8.1 Brazil Financial Planning Software Market Status and Prospect (2014-2026)
1.4.8.2 Mexico Financial Planning Software Market Status and Prospect (2014-2026)
1.4.8.3 Colombia Financial Planning Software Market Status and Prospect (2014-2026)
1.4.9 Middle East and Africa Financial Planning Software Market Status and Prospect (2014-2026)
1.4.9.1 Saudi Arabia Financial Planning Software Market Status and Prospect (2014-2026)
1.4.9.2 United Arab Emirates Financial Planning Software Market Status and Prospect (2014-2026)
1.4.9.3 Turkey Financial Planning Software Market Status and Prospect (2014-2026)
1.4.9.4 Egypt Financial Planning Software Market Status and Prospect (2014-2026)
1.4.9.5 South Africa Financial Planning Software Market Status and Prospect (2014-2026)
1.4.9.6 Nigeria Financial Planning Software Market Status and Prospect (2014-2026)
1.5 Global Market Size (Value) of Financial Planning Software (2014-2026)
1.5.1 Global Financial Planning Software Revenue Status and Outlook (2014-2026)
1.5.2 Global Financial Planning Software Production Status and Outlook (2014-2026)
2 Global Financial Planning Software Market Landscape by Player
2.1 Global Financial Planning Software Production and Share by Player (2014-2019)
2.2 Global Financial Planning Software Revenue and Market Share by Player (2014-2019)
2.3 Global Financial Planning Software Average Price by Player (2014-2019)
2.4 Financial Planning Software Manufacturing Base Distribution, Sales Area and Product Type by Player
2.5 Financial Planning Software Market Competitive Situation and Trends
2.5.1 Financial Planning Software Market Concentration Rate
2.5.2 Financial Planning Software Market Share of Top 3 and Top 6 Players
2.5.3 Mergers & Acquisitions, Expansion
3 Players Profiles
3.1 J&L Financial Planner
3.1.1 J&L Financial Planner Basic Information, Manufacturing Base, Sales Area and Competitors
3.1.2 Financial Planning Software Product Profiles, Application and Specification
3.1.3 J&L Financial Planner Financial Planning Software Market Performance (2014-2019)
3.1.4 J&L Financial Planner Business Overview
3.2 Advizr
3.2.1 Advizr Basic Information, Manufacturing Base, Sales Area and Competitors
3.2.2 Financial Planning Software Product Profiles, Application and Specification
3.2.3 Advizr Financial Planning Software Market Performance (2014-2019)
3.2.4 Advizr Business Overview
3.3 SunGard WealthStation
3.3.1 SunGard WealthStation Basic Information, Manufacturing Base, Sales Area and Competitors
3.3.2 Financial Planning Software Product Profiles, Application and Specification
3.3.3 SunGard WealthStation Financial Planning Software Market Performance (2014-2019)
3.3.4 SunGard WealthStation Business Overview
3.4 ESPlanner Inc.
3.4.1 ESPlanner Inc. Basic Information, Manufacturing Base, Sales Area and Competitors
3.4.2 Financial Planning Software Product Profiles, Application and Specification
3.4.3 ESPlanner Inc. Financial Planning Software Market Performance (2014-2019)
3.4.4 ESPlanner Inc. Business Overview
3.5 Cheshire
3.5.1 Cheshire Basic Information, Manufacturing Base, Sales Area and Competitors
3.5.2 Financial Planning Software Product Profiles, Application and Specification
3.5.3 Cheshire Financial Planning Software Market Performance (2014-2019)
3.5.4 Cheshire Business Overview
3.6 ISoftware Limited
3.6.1 ISoftware Limited Basic Information, Manufacturing Base, Sales Area and Competitors
3.6.2 Financial Planning Software Product Profiles, Application and Specification
3.6.3 ISoftware Limited Financial Planning Software Market Performance (2014-2019)
3.6.4 ISoftware Limited Business Overview
3.7 eMoney Advisor
3.7.1 eMoney Advisor Basic Information, Manufacturing Base, Sales Area and Competitors
3.7.2 Financial Planning Software Product Profiles, Application and Specification
3.7.3 eMoney Advisor Financial Planning Software Market Performance (2014-2019)
3.7.4 eMoney Advisor Business Overview
3.8 GoalGami Pro
3.8.1 GoalGami Pro Basic Information, Manufacturing Base, Sales Area and Competitors
3.8.2 Financial Planning Software Product Profiles, Application and Specification
3.8.3 GoalGami Pro Financial Planning Software Market Performance (2014-2019)
3.8.4 GoalGami Pro Business Overview
3.9 Money Tree
3.9.1 Money Tree Basic Information, Manufacturing Base, Sales Area and Competitors
3.9.2 Financial Planning Software Product Profiles, Application and Specification
3.9.3 Money Tree Financial Planning Software Market Performance (2014-2019)
3.9.4 Money Tree Business Overview
3.10 NaviPlan
3.10.1 NaviPlan Basic Information, Manufacturing Base, Sales Area and Competitors
3.10.2 Financial Planning Software Product Profiles, Application and Specification
3.10.3 NaviPlan Financial Planning Software Market Performance (2014-2019)
3.10.4 NaviPlan Business Overview
3.11 FinanceWare
3.11.1 FinanceWare Basic Information, Manufacturing Base, Sales Area and Competitors
3.11.2 Financial Planning Software Product Profiles, Application and Specification
3.11.3 FinanceWare Financial Planning Software Market Performance (2014-2019)
3.11.4 FinanceWare Business Overview
3.12 MoneyGuidePro
3.12.1 MoneyGuidePro Basic Information, Manufacturing Base, Sales Area and Competitors
3.12.2 Financial Planning Software Product Profiles, Application and Specification
3.12.3 MoneyGuidePro Financial Planning Software Market Performance (2014-2019)
3.12.4 MoneyGuidePro Business Overview
3.13 InStream Solutions
3.13.1 InStream Solutions Basic Information, Manufacturing Base, Sales Area and Competitors
3.13.2 Financial Planning Software Product Profiles, Application and Specification
3.13.3 InStream Solutions Financial Planning Software Market Performance (2014-2019)
3.13.4 InStream Solutions Business Overview
3.14 RazorPlan
3.14.1 RazorPlan Basic Information, Manufacturing Base, Sales Area and Competitors
3.14.2 Financial Planning Software Product Profiles, Application and Specification
3.14.3 RazorPlan Financial Planning Software Market Performance (2014-2019)
3.14.4 RazorPlan Business Overview
3.15 Finance Logix
3.15.1 Finance Logix Basic Information, Manufacturing Base, Sales Area and Competitors
3.15.2 Financial Planning Software Product Profiles, Application and Specification
3.15.3 Finance Logix Financial Planning Software Market Performance (2014-2019)
3.15.4 Finance Logix Business Overview
3.16 IFAnow
3.16.1 IFAnow Basic Information, Manufacturing Base, Sales Area and Competitors
3.16.2 Financial Planning Software Product Profiles, Application and Specification
3.16.3 IFAnow Financial Planning Software Market Performance (2014-2019)
3.16.4 IFAnow Business Overview
3.17 RightCapital
3.17.1 RightCapital Basic Information, Manufacturing Base, Sales Area and Competitors
3.17.2 Financial Planning Software Product Profiles, Application and Specification
3.17.3 RightCapital Financial Planning Software Market Performance (2014-2019)
3.17.4 RightCapital Business Overview
3.18 WealthTec
3.18.1 WealthTec Basic Information, Manufacturing Base, Sales Area and Competitors
3.18.2 Financial Planning Software Product Profiles, Application and Specification
3.18.3 WealthTec Financial Planning Software Market Performance (2014-2019)
3.18.4 WealthTec Business Overview
3.19 ASKTrak
3.19.1 ASKTrak Basic Information, Manufacturing Base, Sales Area and Competitors
3.19.2 Financial Planning Software Product Profiles, Application and Specification
3.19.3 ASKTrak Financial Planning Software Market Performance (2014-2019)
3.19.4 ASKTrak Business Overview
3.20 Envestnet
3.20.1 Envestnet Basic Information, Manufacturing Base, Sales Area and Competitors
3.20.2 Financial Planning Software Product Profiles, Application and Specification
3.20.3 Envestnet Financial Planning Software Market Performance (2014-2019)
3.20.4 Envestnet Business Overview
4 Global Financial Planning Software Production, Revenue (Value), Price Trend by Type
4.1 Global Financial Planning Software Production and Market Share by Type (2014-2019)
4.2 Global Financial Planning Software Revenue and Market Share by Type (2014-2019)
4.3 Global Financial Planning Software Price by Type (2014-2019)
4.4 Global Financial Planning Software Production Growth Rate by Type (2014-2019)
4.4.1 Global Financial Planning Software Production Growth Rate of On-Premises (2014-2019)
4.4.2 Global Financial Planning Software Production Growth Rate of Web-Based (2014-2019)
4.4.3 Global Financial Planning Software Production Growth Rate of Cloud-Based (2014-2019)
5 Global Financial Planning Software Market Analysis by Application
5.1 Global Financial Planning Software Consumption and Market Share by Application (2014-2019)
5.2 Global Financial Planning Software Consumption Growth Rate by Application (2014-2019)
5.2.1 Global Financial Planning Software Consumption Growth Rate of Small and Medium Businesses (2014-2019)
5.2.2 Global Financial Planning Software Consumption Growth Rate of Large Businesses (2014-2019)
6 Global Financial Planning Software Production, Consumption, Export, Import by Region (2014-2019)
6.1 Global Financial Planning Software Consumption by Region (2014-2019)
6.2 United States Financial Planning Software Production, Consumption, Export, Import (2014-2019)
6.3 Europe Financial Planning Software Production, Consumption, Export, Import (2014-2019)
6.4 China Financial Planning Software Production, Consumption, Export, Import (2014-2019)
6.5 Japan Financial Planning Software Production, Consumption, Export, Import (2014-2019)
6.6 India Financial Planning Software Production, Consumption, Export, Import (2014-2019)
6.7 Southeast Asia Financial Planning Software Production, Consumption, Export, Import (2014-2019)
6.8 Central and South America Financial Planning Software Production, Consumption, Export, Import (2014-2019)
6.9 Middle East and Africa Financial Planning Software Production, Consumption, Export, Import (2014-2019)
7 Global Financial Planning Software Production, Revenue (Value) by Region (2014-2019)
7.1 Global Financial Planning Software Production and Market Share by Region (2014-2019)
7.2 Global Financial Planning Software Revenue (Value) and Market Share by Region (2014-2019)
7.3 Global Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.4 United States Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.5 Europe Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.6 China Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.7 Japan Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.8 India Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.9 Southeast Asia Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.10 Central and South America Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
7.11 Middle East and Africa Financial Planning Software Production, Revenue, Price and Gross Margin (2014-2019)
8 Financial Planning Software Manufacturing Analysis
8.1 Financial Planning Software Key Raw Materials Analysis
8.1.1 Key Raw Materials Introduction
8.1.2 Price Trend of Key Raw Materials
8.1.3 Key Suppliers of Raw Materials
8.1.4 Market Concentration Rate of Raw Materials
8.2 Manufacturing Cost Analysis
8.2.1 Labor Cost Analysis
8.2.2 Manufacturing Cost Structure Analysis
8.3 Manufacturing Process Analysis of Financial Planning Software
9 Industrial Chain, Sourcing Strategy and Downstream Buyers
9.1 Financial Planning Software Industrial Chain Analysis
9.2 Raw Materials Sources of Financial Planning Software Major Players in 2018
9.3 Downstream Buyers
10 Market Dynamics
10.1 Drivers
10.2 Restraints
10.3 Opportunities
10.3.1 Advances in Innovation and Technology for Financial Planning Software
10.3.2 Increased Demand in Emerging Markets
10.4 Challenges
10.4.1 The Performance of Alternative Product Type is Getting Better and Better
10.4.2 Price Variance Caused by Fluctuations in Raw Material Prices
10.5 Porter s Five Forces Analysis
10.5.1 Threat of New Entrants
10.5.2 Threat of Substitutes
10.5.3 Bargaining Power of Suppliers
10.5.4 Bargaining Power of Buyers
10.5.5 Intensity of Competitive Rivalry
11 Global Financial Planning Software Market Forecast (2019-2026)
11.1 Global Financial Planning Software Production, Revenue Forecast (2019-2026)
11.1.1 Global Financial Planning Software Production and Growth Rate Forecast (2019-2026)
11.1.2 Global Financial Planning Software Revenue and Growth Rate Forecast (2019-2026)
11.1.3 Global Financial Planning Software Price and Trend Forecast (2019-2026)
11.2 Global Financial Planning Software Production, Consumption, Export and Import Forecast by Region (2019-2026)
11.2.1 United States Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.2.2 Europe Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.2.3 China Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.2.4 Japan Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.2.5 India Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.2.6 Southeast Asia Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.2.7 Central and South America Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.2.8 Middle East and Africa Financial Planning Software Production, Consumption, Export and Import Forecast (2019-2026)
11.3 Global Financial Planning Software Production, Revenue and Price Forecast by Type (2019-2026)
11.4 Global Financial Planning Software Consumption Forecast by Application (2019-2026)
12 Research Findings and Conclusion
13 Appendix
13.1 Methodology
13.2 Research Data Source
Research Methodology
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