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The financial planning software market is forecasted to grow by USD 8.67 billion during 2023-2028, accelerating at a CAGR of 23.55% during the forecast period. The report on the financial planning software market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.Speak directly to the analyst to clarify any post sales queries you may have.
The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by increasing complexity of financial management, growing number of high-net-worth individuals globally, and increasing awareness regarding financial planning.
The financial planning software market is segmented as below:
By Component
- Software
- Services
By Application
- Financial advice and management
- Portfolio/accounting/trading management
- Wealth management
- Personal banking
By Geographical Landscape
- North America
- Europe
- APAC
- South America
- Middle East and Africa
The report on the financial planning software market covers the following areas:
- Financial planning software market sizing
- Financial planning software market forecast
- Financial planning software market industry analysis
The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.
The report presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive primary and secondary research. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.
Table of Contents
1 Executive Summary
2 Market Landscape
3 Market Sizing
4 Historic Market Size
5 Five Forces Analysis
6 Market Segmentation by Component
7 Market Segmentation by Application
8 Customer Landscape
9 Geographic Landscape
10 Drivers, Challenges, and Opportunity/Restraints
11 Competitive Landscape
12 Competitive Analysis
13 Appendix
List of Exhibits
Executive Summary
The following companies are recognized as the key players in the global financial planning software market: Accutech Systems Corp., AssetBook LLC, BlackRock Inc., Ebix Inc., Economic Security Planning Inc., eMoney Advisor LLC, Empower Annuity Insurance Co. of America, Envestnet Inc., Fin365 Pty Ltd., Instream Solutions LLC, InvestCloud Inc., Morningstar Inc., Nest Wealth Asset Management Inc., Orion Advisor Solutions Inc., Quicken Inc., RightCapital Inc., SAP SE, Wealthcare Capital Management LLC, WealthTec LLC, and WealthTrace LLC.Commenting on the report, an analyst from the research team said: "The latest trend gaining momentum in the market is growing incorporation of ai technology in financial planning software."
According to the report, one of the major drivers for this market is the increasing complexity of financial management.
The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to a SWOT analysis of the key vendors.
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Accutech Systems Corp.
- AssetBook LLC
- BlackRock Inc.
- Ebix Inc.
- Economic Security Planning Inc.
- eMoney Advisor LLC
- Empower Annuity Insurance Co. of America
- Envestnet Inc.
- Fin365 Pty Ltd.
- Instream Solutions LLC
- InvestCloud Inc.
- Morningstar Inc.
- Nest Wealth Asset Management Inc.
- Orion Advisor Solutions Inc.
- Quicken Inc.
- RightCapital Inc.
- SAP SE
- Wealthcare Capital Management LLC
- WealthTec LLC
- WealthTrace LLC
