Researchmoz added Most up-to-date research on "Global Financial Planning Software Market Size, Status and Forecast 2019-2025" to its huge collection of research reports.
Albany, NY -- (SBWIRE) -- 04/03/2019 -- 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.
Financial planning software includes goals-based financial planning software, cash-flow-based financial planning software for financial advisors. The cash-flow-based type is leading the market at present. And the software can be also classified to cloud-based and on-promise type. The cloud-based type is growing faster at present.
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Financial planning software is mainly used for two applications: SME (Small Business, Medium-sized Business), Large Business, Personal Purpose, etc. And SME (Small Business, Medium-sized Business) was the most widely used area which took up about 66.65% of the global total in 2017.
In 2018, the global Financial Planning Software market size was 990 million US$ and it is expected to reach 2360 million US$ by the end of 2025, with a CAGR of 13.2% during 2019-2025.
This report focuses on the global Financial Planning Software status, future forecast, growth opportunity, key market and key players. The study objectives are to present the Financial Planning Software development in United States, Europe and China.
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)
...
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
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Market segment by Regions/Countries, this report covers
- United States
- Europe
- China
- Japan
- Southeast Asia
- India
- Central & South America
The study objectives of this report are:
- To analyze global Financial Planning Software status, future forecast, growth opportunity, key market and key players.
- To present the Financial Planning Software development in United States, Europe and China.
- To strategically profile the key players and comprehensively analyze their development plan and strategies.
- To define, describe and forecast the market by product type, market and key regions.
In this study, the years considered to estimate the market size of Financial Planning Software are as follows:
History Year: 2014-2018
Base Year: 2018
Estimated Year: 2019
Forecast Year 2019 to 2025
For the data information by region, company, type and application, 2018 is considered as the base year. Whenever data information was unavailable for the base year, the prior year has been considered.
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