Financial Planning Software Market Analysis North America, Europe, APAC, South America, Middle East and Africa - US, China, Germany, UK, Japan - Size and Forecast 2024-2028

1 Executive Summary

• 1.1 Market overview
  • Executive Summary - Chart on Market Overview
  • Executive Summary - Data Table on Market Overview
  • Executive Summary - Chart on Global Market Characteristics
  • Executive Summary - Chart on Market by Geography
  • Executive Summary - Chart on Market Segmentation by Component
  • Executive Summary - Chart on Market Segmentation by Application
  • Executive Summary - Chart on Incremental Growth
  • Executive Summary - Data Table on Incremental Growth
  • Executive Summary - Chart on Company Market Positioning

2 Market Landscape

• 2.1 Market ecosystem
  • Parent Market
  • Data Table on - Parent Market

• 2.2 Market characteristics
  • Market characteristics analysis

• 2.3 Value chain analysis
  • Value Chain Analysis

3 Market Sizing

• 3.1 Market definition
  • Offerings of companies included in the market definition

• 3.2 Market segment analysis
  • Market segments

• 3.3 Market size 2023

• 3.4 Market outlook: Forecast for 2023-2028
  • Chart on Global - Market size and forecast 2023-2028 ($ million)
  • Data Table on Global - Market size and forecast 2023-2028 ($ million)
  • Chart on Global Market: Year-over-year growth 2023-2028 (%)
  • Data Table on Global Market: Year-over-year growth 2023-2028 (%)

4 Historic Market Size

• 4.1 Global Financial Planning Software Market 2018 - 2022
  • Historic Market Size - Data Table on Global Financial Planning Software Market 2018 - 2022 ($ million)

• 4.2 Component segment analysis 2018 - 2022
  • Historic Market Size - Component Segment 2018 - 2022 ($ million)

• 4.3 Application segment analysis 2018 - 2022
  • Historic Market Size - Application Segment 2018 - 2022 ($ million)

• 4.4 Geography segment analysis 2018 - 2022
  • Historic Market Size - Geography Segment 2018 - 2022 ($ million)

• 4.5 Country segment analysis 2018 - 2022
  • Historic Market Size - Country Segment 2018 - 2022 ($ million)

5 Five Forces Analysis

• 5.1 Five forces summary
  • Five forces analysis - Comparison between 2023 and 2028

• 5.2 Bargaining power of buyers
  • Bargaining power of buyers - Impact of key factors 2023 and 2028

• 5.3 Bargaining power of suppliers
  • Bargaining power of suppliers - Impact of key factors in 2023 and 2028

• 5.4 Threat of new entrants
  • Threat of new entrants - Impact of key factors in 2023 and 2028

• 5.5 Threat of substitutes
  • Threat of substitutes - Impact of key factors in 2023 and 2028

• 5.6 Threat of rivalry
  • Threat of rivalry - Impact of key factors in 2023 and 2028

• 5.7 Market condition
  • Chart on Market condition - Five forces 2023 and 2028

6 Market Segmentation by Component

• 6.1 Market segments
  • Chart on Component - Market share 2023-2028 (%)
  • Data Table on Component - Market share 2023-2028 (%)

• 6.2 Comparison by Component
  • Chart on Comparison by Component
  • Data Table on Comparison by Component

• 6.3 Software - Market size and forecast 2023-2028
  • Chart on Software - Market size and forecast 2023-2028 ($ million)
  • Data Table on Software - Market size and forecast 2023-2028 ($ million)
  • Chart on Software - Year-over-year growth 2023-2028 (%)
  • Data Table on Software - Year-over-year growth 2023-2028 (%)

• 6.4 Services - Market size and forecast 2023-2028
  • Chart on Services - Market size and forecast 2023-2028 ($ million)
  • Data Table on Services - Market size and forecast 2023-2028 ($ million)
  • Chart on Services - Year-over-year growth 2023-2028 (%)
  • Data Table on Services - Year-over-year growth 2023-2028 (%)

• 6.5 Market opportunity by Component
  • Market opportunity by Component ($ million)
  • Data Table on Market opportunity by Component ($ million)

7 Market Segmentation by Application

• 7.1 Market segments
  • Chart on Application - Market share 2023-2028 (%)
  • Data Table on Application - Market share 2023-2028 (%)

• 7.2 Comparison by Application
  • Chart on Comparison by Application
  • Data Table on Comparison by Application

• 7.3 Financial advice and management - Market size and forecast 2023-2028
  • Chart on Financial advice and management - Market size and forecast 2023-2028 ($ million)
  • Data Table on Financial advice and management - Market size and forecast 2023-2028 ($ million)
  • Chart on Financial advice and management - Year-over-year growth 2023-2028 (%)
  • Data Table on Financial advice and management - Year-over-year growth 2023-2028 (%)

• 7.4 Portfolio/accounting/trading management - Market size and forecast 2023-2028
  • Chart on Portfolio/accounting/trading management - Market size and forecast 2023-2028 ($ million)
  • Data Table on Portfolio/accounting/trading management - Market size and forecast 2023-2028 ($ million)
  • Chart on Portfolio/accounting/trading management - Year-over-year growth 2023-2028 (%)
  • Data Table on Portfolio/accounting/trading management - Year-over-year growth 2023-2028 (%)

• 7.5 Wealth management - Market size and forecast 2023-2028
  • Chart on Wealth management - Market size and forecast 2023-2028 ($ million)
  • Data Table on Wealth management - Market size and forecast 2023-2028 ($ million)
  • Chart on Wealth management - Year-over-year growth 2023-2028 (%)
  • Data Table on Wealth management - Year-over-year growth 2023-2028 (%)

• 7.6 Personal banking - Market size and forecast 2023-2028
  • Chart on Personal banking - Market size and forecast 2023-2028 ($ million)
  • Data Table on Personal banking - Market size and forecast 2023-2028 ($ million)
  • Chart on Personal banking - Year-over-year growth 2023-2028 (%)
  • Data Table on Personal banking - Year-over-year growth 2023-2028 (%)

• 7.7 Market opportunity by Application
  • Market opportunity by Application ($ million)
  • Data Table on Market opportunity by Application ($ million)

8 Customer Landscape

• 8.1 Customer landscape overview
  • Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

9 Geographic Landscape

• 9.1 Geographic segmentation
  • Chart on Market share by geography 2023-2028 (%)
  • Data Table on Market share by geography 2023-2028 (%)

• 9.2 Geographic comparison
  • Chart on Geographic comparison
  • Data Table on Geographic comparison

• 9.3 North America - Market size and forecast 2023-2028
  • Chart on North America - Market size and forecast 2023-2028 ($ million)
  • Data Table on North America - Market size and forecast 2023-2028 ($ million)
  • Chart on North America - Year-over-year growth 2023-2028 (%)
  • Data Table on North America - Year-over-year growth 2023-2028 (%)

• 9.4 Europe - Market size and forecast 2023-2028
  • Chart on Europe - Market size and forecast 2023-2028 ($ million)
  • Data Table on Europe - Market size and forecast 2023-2028 ($ million)
  • Chart on Europe - Year-over-year growth 2023-2028 (%)
  • Data Table on Europe - Year-over-year growth 2023-2028 (%)

• 9.5 APAC - Market size and forecast 2023-2028
  • Chart on APAC - Market size and forecast 2023-2028 ($ million)
  • Data Table on APAC - Market size and forecast 2023-2028 ($ million)
  • Chart on APAC - Year-over-year growth 2023-2028 (%)
  • Data Table on APAC - Year-over-year growth 2023-2028 (%)

• 9.6 South America - Market size and forecast 2023-2028
  • Chart on South America - Market size and forecast 2023-2028 ($ million)
  • Data Table on South America - Market size and forecast 2023-2028 ($ million)
  • Chart on South America - Year-over-year growth 2023-2028 (%)
  • Data Table on South America - Year-over-year growth 2023-2028 (%)

• 9.7 Middle East and Africa - Market size and forecast 2023-2028
  • Chart on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
  • Data Table on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
  • Chart on Middle East and Africa - Year-over-year growth 2023-2028 (%)
  • Data Table on Middle East and Africa - Year-over-year growth 2023-2028 (%)

• 9.8 US - Market size and forecast 2023-2028
  • Chart on US - Market size and forecast 2023-2028 ($ million)
  • Data Table on US - Market size and forecast 2023-2028 ($ million)
  • Chart on US - Year-over-year growth 2023-2028 (%)
  • Data Table on US - Year-over-year growth 2023-2028 (%)

• 9.9 China - Market size and forecast 2023-2028
  • Chart on China - Market size and forecast 2023-2028 ($ million)
  • Data Table on China - Market size and forecast 2023-2028 ($ million)
  • Chart on China - Year-over-year growth 2023-2028 (%)
  • Data Table on China - Year-over-year growth 2023-2028 (%)

• 9.10 Germany - Market size and forecast 2023-2028
  • Chart on Germany - Market size and forecast 2023-2028 ($ million)
  • Data Table on Germany - Market size and forecast 2023-2028 ($ million)
  • Chart on Germany - Year-over-year growth 2023-2028 (%)
  • Data Table on Germany - Year-over-year growth 2023-2028 (%)

• 9.11 UK - Market size and forecast 2023-2028
  • Chart on UK - Market size and forecast 2023-2028 ($ million)
  • Data Table on UK - Market size and forecast 2023-2028 ($ million)
  • Chart on UK - Year-over-year growth 2023-2028 (%)
  • Data Table on UK - Year-over-year growth 2023-2028 (%)

• 9.12 Japan - Market size and forecast 2023-2028
  • Chart on Japan - Market size and forecast 2023-2028 ($ million)
  • Data Table on Japan - Market size and forecast 2023-2028 ($ million)
  • Chart on Japan - Year-over-year growth 2023-2028 (%)
  • Data Table on Japan - Year-over-year growth 2023-2028 (%)

• 9.13 Market opportunity by geography
  • Market opportunity by geography ($ million)
  • Data Tables on Market opportunity by geography ($ million)

10 Drivers, Challenges, and Opportunity/Restraints

• 10.1 Market drivers

• 10.2 Market challenges

• 10.3 Impact of drivers and challenges
  • Impact of drivers and challenges in 2023 and 2028

• 10.4 Market opportunities/restraints

11 Competitive Landscape

• 11.1 Overview

• 11.2 Competitive Landscape
  • Overview on criticality of inputs and factors of differentiation

• 11.3 Landscape disruption
  • Overview on factors of disruption

• 11.4 Industry risks
  • Impact of key risks on business

12 Competitive Analysis

• 12.1 Companies profiled
  • Companies covered

• 12.2 Market positioning of companies
  • Matrix on companies position and classification

• 12.3 Accutech Systems Corp.
  • Accutech Systems Corp. - Overview
  • Accutech Systems Corp. - Product / Service
  • Accutech Systems Corp. - Key offerings

• 12.4 BlackRock Inc.
  • BlackRock Inc. - Overview
  • BlackRock Inc. - Product / Service
  • BlackRock Inc. - Key news
  • BlackRock Inc. - Key offerings

• 12.5 Ebix Inc.
  • Ebix Inc. - Overview
  • Ebix Inc. - Business segments
  • Ebix Inc. - Key news
  • Ebix Inc. - Key offerings
  • Ebix Inc. - Segment focus

• 12.6 eMoney Advisor LLC
  • eMoney Advisor LLC - Overview
  • eMoney Advisor LLC - Product / Service
  • eMoney Advisor LLC - Key offerings

• 12.7 Empower Annuity Insurance Co. of America
  • Empower Annuity Insurance Co. of America - Overview
  • Empower Annuity Insurance Co. of America - Product / Service
  • Empower Annuity Insurance Co. of America - Key offerings

• 12.8 Envestnet Inc.
  • Envestnet Inc. - Overview
  • Envestnet Inc. - Business segments
  • Envestnet Inc. - Key offerings
  • Envestnet Inc. - Segment focus

• 12.9 Instream Solutions LLC
  • Instream Solutions LLC - Overview
  • Instream Solutions LLC - Product / Service
  • Instream Solutions LLC - Key offerings

• 12.10 InvestCloud Inc.
  • InvestCloud Inc. - Overview
  • InvestCloud Inc. - Product / Service
  • InvestCloud Inc. - Key offerings

• 12.11 Morningstar Inc.
  • Morningstar Inc. - Overview
  • Morningstar Inc. - Product / Service
  • Morningstar Inc. - Key offerings

• 12.12 Orion Advisor Solutions Inc.
  • Orion Advisor Solutions Inc. - Overview
  • Orion Advisor Solutions Inc. - Product / Service
  • Orion Advisor Solutions Inc. - Key offerings

• 12.13 Quicken Inc.
  • Quicken Inc. - Overview
  • Quicken Inc. - Product / Service
  • Quicken Inc. - Key offerings

• 12.14 RightCapital Inc.
  • RightCapital Inc. - Overview
  • RightCapital Inc. - Product / Service
  • RightCapital Inc. - Key offerings

• 12.15 SAP SE
  • SAP SE - Overview
  • SAP SE - Business segments
  • SAP SE - Key news
  • SAP SE - Key offerings
  • SAP SE - Segment focus

• 12.16 Wealthcare Capital Management LLC
  • Wealthcare Capital Management LLC - Overview
  • Wealthcare Capital Management LLC - Product / Service
  • Wealthcare Capital Management LLC - Key offerings

• 12.17 WealthTrace LLC
  • WealthTrace LLC - Overview
  • WealthTrace LLC - Product / Service
  • WealthTrace LLC - Key offerings

13 Appendix

• 13.1 Scope of the report

• 13.2 Inclusions and exclusions checklist
  • Inclusions checklist
  • Exclusions checklist

• 13.3 Currency conversion rates for US$
  • Currency conversion rates for US$

• 13.4 Research methodology
  • Research methodology

• 13.5 Data procurement
  • Information sources

• 13.6 Data validation
  • Data validation

• 13.7 Validation techniques employed for market sizing
  • Validation techniques employed for market sizing

• 13.8 Data synthesis
  • Data synthesis

• 360 degree market analysis
  • 360 degree market analysis

• 13.10 List of abbreviations
  • List of abbreviations