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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 publisher 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 research - both primary and secondary. 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 the accurate market growth.
Table of Contents
Executive Summary
The publisher recognizes the following companies 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