Press release
Financial Planning Software Market Trends and Growth Rate, Product and Application Segmentation, Key Companies and Regional Analysis and Forecast to 2025
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.
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Good financial planning software is an essential tool for today's financial advisor. Effective financial planning enables individuals to proactively protect themselves during various stages of career transitions.
USA is the largest consumption countries of financial planning software in the world in the past few years and it will keep increasing in the next few years. USA market took up about 58.7% the global market in 2016, while Europe was about 25%.
USA, Germany, Belgium, Canada, Australia, New Zealand and India are now the key developers of Financial Planning Software. There are some vendors with poor quality products in China, but the Chinese market is still much smaller than the USA at present.
Top 10 took up about 70% of the global market in 2016. Advicent, eMoney Advisor, PIEtech℠, Inc., Money Tree, Envestnet, which have leading technology and market position, are well-known suppliers around the world.
In 2017, the global Financial Planning Software market size was xx million US$ and it is expected to reach xx million US$ by the end of 2025, with a CAGR of xx% during 2018-2025.
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
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