Global Financial Planning Software Market Size, Status and Forecast 2022

Published: Jun, 2017 | Pages: 103 | Publisher: QYResearch
Industry: ICT | Report Format: Electronic (PDF)

This report studies the global Financial Planning Software market, analyzes and researches the Financial Planning Software development status and forecast in United States, EU, Japan, China, India and Southeast Asia. This report focuses on the top players in global market, like

•	MoneyGuidePro
•	eMoney Advisor
•	NaviPlan
•	Money Tree
•	Finance Logix
•	GoalGami Pro
•	Envestnet
•	InStream Solutions
•	WealthTec
•	FinanceWare
•	SunGard WealthStation
•	Advizr
•	RightCapital
•	Cheshire
•	RazorPlan
•	ASKTrak
•	J&L Financial Planner
•	IFAnow
•	ESPlanner Inc.
•	ISoftware Limited

Market segment by Regions/Countries, this report covers

•	United States
•	EU
•	Japan
•	China
•	India
•	Southeast Asia

Market segment by Type, Financial Planning Software can be split into

•	On-Premises Financial Planning Software
•	Web-based Financial Planning Software
•	Cloud Based Financial Planning Software

Market segment by Application, Financial Planning Software can be split into

•	Banks
•	Small and Medium Businesses
•	Large Businesses

If you have any special requirements, please let us know and we will offer you the report as you want.

 Table of Contents

Global Financial Planning Software Market Size, Status and Forecast 2022

1 Industry Overview of Financial Planning Software
    1.1  Financial Planning Software Market Overview
        1.1.1 Financial Planning Software Product Scope
        1.1.2 Market Status and Outlook
    1.2 Global Financial Planning Software Market Size and Analysis by Regions
        1.2.1 United States
        1.2.2 EU
        1.2.3 Japan
        1.2.4 China
        1.2.5 India
        1.2.6 Southeast Asia
    1.3 Financial Planning Software Market by Type
        1.3.1 On-Premises Financial Planning Software
        1.3.2 Web-based Financial Planning Software
        1.3.3 Cloud Based Financial Planning Software
    1.4 Financial Planning Software Market by End Users/Application
        1.4.1 Banks
        1.4.2 Small and Medium Businesses
        1.4.3 Large Businesses

2 Global Financial Planning Software Competition Analysis by Players
    2.1 Financial Planning Software Market Size (Value) by Players (2016 and 2017)
    2.2 Competitive Status and Trend
        2.2.1 Market Concentration Rate
        2.2.2 Product/Service Differences
        2.2.3 New Entrants
        2.2.4 The Technology Trends in Future

3 Company (Top Players) Profiles
    3.1 MoneyGuidePro
        3.1.1 Company Profile
        3.1.2 Main Business/Business Overview
        3.1.3 Products, Services and Solutions
        3.1.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.1.5 Recent Developments
    3.2 eMoney Advisor
        3.2.1 Company Profile
        3.2.2 Main Business/Business Overview
        3.2.3 Products, Services and Solutions
        3.2.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.2.5 Recent Developments
    3.3 NaviPlan
        3.3.1 Company Profile
        3.3.2 Main Business/Business Overview
        3.3.3 Products, Services and Solutions
        3.3.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.3.5 Recent Developments
    3.4 Money Tree
        3.4.1 Company Profile
        3.4.2 Main Business/Business Overview
        3.4.3 Products, Services and Solutions
        3.4.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.4.5 Recent Developments
    3.5 Finance Logix
        3.5.1 Company Profile
        3.5.2 Main Business/Business Overview
        3.5.3 Products, Services and Solutions
        3.5.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.5.5 Recent Developments
    3.6 GoalGami Pro
        3.6.1 Company Profile
        3.6.2 Main Business/Business Overview
        3.6.3 Products, Services and Solutions
        3.6.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.6.5 Recent Developments
    3.7 Envestnet
        3.7.1 Company Profile
        3.7.2 Main Business/Business Overview
        3.7.3 Products, Services and Solutions
        3.7.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.7.5 Recent Developments
    3.8 InStream Solutions
        3.8.1 Company Profile
        3.8.2 Main Business/Business Overview
        3.8.3 Products, Services and Solutions
        3.8.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.8.5 Recent Developments
    3.9 WealthTec
        3.9.1 Company Profile
        3.9.2 Main Business/Business Overview
        3.9.3 Products, Services and Solutions
        3.9.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.9.5 Recent Developments
    3.10 FinanceWare
        3.10.1 Company Profile
        3.10.2 Main Business/Business Overview
        3.10.3 Products, Services and Solutions
        3.10.4 Financial Planning Software Revenue (Value) (2012-2017)
        3.10.5 Recent Developments
    3.11 SunGard WealthStation
    3.12 Advizr
    3.13 RightCapital
    3.14 Cheshire
    3.15 RazorPlan
    3.16 ASKTrak
    3.17 J&L Financial Planner
    3.18 IFAnow
    3.19 ESPlanner Inc.
    3.20 ISoftware Limited

4 Global Financial Planning Software Market Size by Type and Application (2012-2017)
    4.1 Global Financial Planning Software Market Size by Type (2012-2017)
    4.2 Global Financial Planning Software Market Size by Application (2012-2017)
    4.3 Potential Application of Financial Planning Software in Future
    4.4 Top Consumer/End Users of Financial Planning Software

5 United States Financial Planning Software Development Status and Outlook
    5.1 United States Financial Planning Software Market Size (2012-2017)
    5.2 United States Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

6 EU Financial Planning Software Development Status and Outlook
    6.1 EU Financial Planning Software Market Size (2012-2017)
    6.2 EU Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

7 Japan Financial Planning Software Development Status and Outlook
    7.1 Japan Financial Planning Software Market Size (2012-2017)
    7.2 Japan Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

8 China Financial Planning Software Development Status and Outlook
    8.1 China Financial Planning Software Market Size (2012-2017)
    8.2 China Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

9 India Financial Planning Software Development Status and Outlook
    9.1 India Financial Planning Software Market Size (2012-2017)
    9.2 India Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

10 Southeast Asia Financial Planning Software Development Status and Outlook
    10.1 Southeast Asia Financial Planning Software Market Size (2012-2017)
    10.2 Southeast Asia Financial Planning Software Market Size and Market Share by Players (2016 and 2017)

11 Market Forecast by Regions, Type and Application (2017-2022)
    11.1 Global Financial Planning Software Market Size (Value) by Regions (2017-2022)
        11.1.1 United States Financial Planning Software Revenue and Growth Rate (2017-2022)
        11.1.2 EU Financial Planning Software Revenue and Growth Rate (2017-2022)
        11.1.3 Japan Financial Planning Software Revenue and Growth Rate (2017-2022)
        11.1.4 China Financial Planning Software Revenue and Growth Rate (2017-2022)
        11.1.5 India Financial Planning Software Revenue and Growth Rate (2017-2022)
        11.1.6 Southeast Asia Financial Planning Software Revenue and Growth Rate (2017-2022)
    11.2 Global Financial Planning Software Market Size (Value) by Type (2017-2022)
    11.3 Global Financial Planning Software Market Size by Application (2017-2022)

12 Financial Planning Software Market Dynamics
    12.1 Financial Planning Software Market Opportunities
    12.2 Financial Planning Software Challenge and Risk
        12.2.1 Competition from Opponents
        12.2.2 Downside Risks of Economy
    12.3 Financial Planning Software Market Constraints and Threat
        12.3.1 Threat from Substitute
        12.3.2 Government Policy
        12.3.3 Technology Risks
    12.4 Financial Planning Software Market Driving Force
        12.4.1 Growing Demand from Emerging Markets
        12.4.2 Potential Application

13 Market Effect Factors Analysis
    13.1 Technology Progress/Risk
        13.1.1 Substitutes
        13.1.2 Technology Progress in Related Industry
    13.2 Consumer Needs Trend/Customer Preference
    13.3 External Environmental Change
        13.3.1 Economic Fluctuations
        13.3.2 Other Risk Factors

14 Research Finding/Conclusion

15 Appendix
    Methodology
    Analyst Introduction
    Data Source

List of Tables and Figures
   
 Figure Financial Planning Software Product Scope
    Figure Global Financial Planning Software Market Size (Million USD) (2012-2017)
    Table Global Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Figure Global Financial Planning Software Market Share by Regions in 2016
    Figure United States Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Figure EU Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Figure Japan Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Figure China Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Figure India Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Figure Southeast Asia Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Figure Global Financial Planning Software Market Share by Type in 2016
    Figure On-Premises Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
    Figure Web-based Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
    Figure Cloud Based Financial Planning Software Market Size (Million USD) and Growth Rate (2012-2017)
    Figure Global Financial Planning Software Market Share by Application in 2016
    Table Key Downstream Customer in Banks
    Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Banks (2012-2017)
    Table Key Downstream Customer in Small and Medium Businesses
    Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Small and Medium Businesses (2012-2017)
    Table Key Downstream Customer in Large Businesses
    Figure Financial Planning Software Market Size (Million USD) and Growth Rate in Large Businesses (2012-2017)
    Table Financial Planning Software Market Size (Million USD) by Players (2016 and 2017)
    Figure Financial Planning Software Market Size Share by Players in 2016
    Figure Financial Planning Software Market Size Share by Players in 2017
    Table MoneyGuidePro Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of MoneyGuidePro (2012-2017)
    Figure MoneyGuidePro Financial Planning Software Business Revenue Market Share in 2016
    Table eMoney Advisor Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of eMoney Advisor (2012-2017)
    Figure eMoney Advisor Financial Planning Software Business Revenue Market Share in 2016
    Table NaviPlan Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of NaviPlan (2012-2017)
    Figure NaviPlan Financial Planning Software Business Revenue Market Share in 2016
    Table Money Tree Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of Money Tree (2012-2017)
    Figure Money Tree Financial Planning Software Business Revenue Market Share in 2016
    Table Finance Logix Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of Finance Logix (2012-2017)
    Figure Finance Logix Financial Planning Software Business Revenue Market Share in 2016
    Table GoalGami Pro Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of GoalGami Pro (2012-2017)
    Figure GoalGami Pro Financial Planning Software Business Revenue Market Share in 2016
    Table Envestnet Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of Envestnet (2012-2017)
    Figure Envestnet Financial Planning Software Business Revenue Market Share in 2016
    Table InStream Solutions Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of InStream Solutions (2012-2017)
    Figure InStream Solutions Financial Planning Software Business Revenue Market Share in 2016
    Table WealthTec Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of WealthTec (2012-2017)
    Figure WealthTec Financial Planning Software Business Revenue Market Share in 2016
    Table FinanceWare Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of FinanceWare (2012-2017)
    Figure FinanceWare Financial Planning Software Business Revenue Market Share in 2016
    Table SunGard WealthStation Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of SunGard WealthStation (2012-2017)
    Figure SunGard WealthStation Financial Planning Software Business Revenue Market Share in 2016
    Table Advizr Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of Advizr (2012-2017)
    Figure Advizr Financial Planning Software Business Revenue Market Share in 2016
    Table RightCapital Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of RightCapital (2012-2017)
    Figure RightCapital Financial Planning Software Business Revenue Market Share in 2016
    Table Cheshire Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of Cheshire (2012-2017)
    Figure Cheshire Financial Planning Software Business Revenue Market Share in 2016
    Table RazorPlan Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of RazorPlan (2012-2017)
    Figure RazorPlan Financial Planning Software Business Revenue Market Share in 2016
    Table ASKTrak Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of ASKTrak (2012-2017)
    Figure ASKTrak Financial Planning Software Business Revenue Market Share in 2016
    Table J&L Financial Planner Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of J&L Financial Planner (2012-2017)
    Figure J&L Financial Planner Financial Planning Software Business Revenue Market Share in 2016
    Table IFAnow Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of IFAnow (2012-2017)
    Figure IFAnow Financial Planning Software Business Revenue Market Share in 2016
    Table ESPlanner Inc. Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of ESPlanner Inc. (2012-2017)
    Figure ESPlanner Inc. Financial Planning Software Business Revenue Market Share in 2016
    Table ISoftware Limited Basic Information List
    Table Financial Planning Software Business Revenue (Million USD) of ISoftware Limited (2012-2017)
    Figure ISoftware Limited Financial Planning Software Business Revenue Market Share in 2016
    Table Global Financial Planning Software Market Size (Million USD) by Type (2012-2017)
    Figure Global Financial Planning Software Market Size Share by Type in 2012
    Figure Global Financial Planning Software Market Size Share by Type in 2013
    Figure Global Financial Planning Software Market Size Share by Type in 2014
    Figure Global Financial Planning Software Market Size Share by Type in 2015
    Figure Global Financial Planning Software Market Size Share by Type in 2016
    Figure Global Financial Planning Software Market Size Share by Type in 2017
    Table Global Financial Planning Software Market Size (Million USD) by Application (2012-2017)
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2012
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2013
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2014
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2015
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2016
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2017
    Table Top Consumer/End Users of Financial Planning Software
    Figure United States Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Table United States Financial Planning Software Market Size (Million USD) by Players (2012-2017)
    Figure United States Financial Planning Software Market Size Share by Players in 2016
    Figure United States Financial Planning Software Market Size Share by Players in 2017
    Figure EU Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Table EU Financial Planning Software Market Size (Million USD) by Players (2012-2017)
    Figure EU Financial Planning Software Market Size Share by Players in 2016
    Figure EU Financial Planning Software Market Size Share by Players in 2017
    Figure Japan Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Table Japan Financial Planning Software Market Size (Million USD) by Players (2012-2017)
    Figure Japan Financial Planning Software Market Size Share by Players in 2016
    Figure Japan Financial Planning Software Market Size Share by Players in 2017
    Figure China Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Table China Financial Planning Software Market Size (Million USD) by Players (2012-2017)
    Figure China Financial Planning Software Market Size Share by Players in 2016
    Figure China Financial Planning Software Market Size Share by Players in 2017
    Figure India Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Table India Financial Planning Software Market Size (Million USD) by Players (2012-2017)
    Figure India Financial Planning Software Market Size Share by Players in 2016
    Figure India Financial Planning Software Market Size Share by Players in 2017
    Figure Southeast Asia Financial Planning Software Market Size (Million USD) and Growth Rate by Regions (2012-2017)
    Table Southeast Asia Financial Planning Software Market Size (Million USD) by Players (2012-2017)
    Figure Southeast Asia Financial Planning Software Market Size Share by Players in 2016
    Figure Southeast Asia Financial Planning Software Market Size Share by Players in 2017
    Figure Global Financial Planning Software Market Size (Million USD) by Regions (2017-2022)
    Table Global Financial Planning Software Market Size (Million USD) by Regions (2017-2022)
    Figure Global Financial Planning Software Market Size Share by Regions in 2017
    Figure Global Financial Planning Software Market Size Share by Regions in 2022
    Figure United States Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
    Figure EU Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
    Figure Japan Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
    Figure China Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
    Figure India Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
    Figure Southeast Asia Financial Planning Software Revenue (Million USD) and Growth Rate (2017-2022)
    Table Global Financial Planning Software Market Size (Million USD) by Type (2017-2022)
    Figure Global Financial Planning Software Market Size Share by Type in 2017
    Figure Global Financial Planning Software Market Size Share by Type in 2022
    Table Global Financial Planning Software Market Size (Million USD) by Application (2017-2022)
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2017
    Figure Global Financial Planning Software Market Size (Million USD) by Application in 2022