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Personal Finance Software Market by Product Type and End User - Global Opportunity Analysis and Industry Forecast, 2017-2023

  • ID: 4580518
  • Report
  • Region: Global
  • 134 pages
  • Allied Analytics LLP
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Personal finance software is a tool designed to integrate the financial data of a user and segregate this information to deliver a desired analytical output for improved financial planning. This software tool utilizes variety of financial data as input and can be implemented for varied tasks such as financial transactions, bank records management, investment tracking, budget management, portfolio management, and others.

Rise in need for advanced financial tools, technological advancements related to new product development, and availability of low-cost products drive the global personal finance software market. However, low awareness about personalized financial products and services as well as availability of open-source solutions are expected to impede the market growth. Increased adoption of personal finance software among developing economies offers a major opportunity for market expansion.

The global personal finance software market is segmented based on product type, end user, and region. Based on product type, it is classified into web-based software and mobile-based software. Based on end user, it is divided into small businesses users and individual consumers. Based on region, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The global personal finance software market is dominated by key players such as Quicken Inc., The Infinite Kind, You Need a Budget LLC, Microsoft, Moneyspire Inc., doxo inc., BUXFER INC., Personal Capital Corporation, Money Dashboard, PocketSmith Ltd., and others.

KEY BENEFITS FOR STAKEHOLDERS

The study provides an in-depth analysis of the global personal finance software market and current & future trends to elucidate the imminent investment pockets.
Information about key drivers, restrains, and opportunities and their impact analysis on the market size is provided.
Porter’s Five Forces analysis illustrates the potency of buyers and suppliers operating in the industry.
The quantitative analysis of the global market from 2016 to 2023 is provided to determine the market potential.

KEY MARKET SEGMENTS

BY PRODUCT TYPE

Web-based Software
Mobile-based Software

BY END USER

Small Businesses Users
Individual Consumers

BY REGION

North America
U.S.
Canada
Mexico
Europe
UK
Germany
France
Russia
Rest of Europe
Asia-Pacific
China
Japan
India
South Korea
Singapore
Rest of Asia-Pacific
LAMEA
Latin America
Middle East
Africa

KEY MARKET PLAYERS

Quicken Inc.
The Infinite Kind
You Need a Budget LLC
Microsoft
Moneyspire Inc.
doxo Inc.
BUXFER INC.
Personal Capital Corporation
Money Dashboard
PocketSmith Ltd.
Note: Product cover images may vary from those shown
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CHAPTER 1: INTRODUCTION
1.1. REPORT DESCRIPTION
1.2. KEY BENEFITS FOR STAKEHOLDERS
1.3. RESEARCH METHODOLOGY
1.3.1. Secondary research
1.3.2. Primary research
1.3.3. Analyst tools & models

CHAPTER 2: EXECUTIVE SUMMARY
2.1. CXO PERSPECTIVE

CHAPTER 3: MARKET OVERVIEW
3.1. MARKET DEFINITION AND SCOPE
3.2. KEY FINDINGS
3.2.1. Top impacting factors
3.2.2. Top investment pockets
3.2.3. Top winning strategies
3.2.3.1. Top winning strategies, by year 2014-2017
3.2.3.2. Top winning strategies, by development 2014-2017
3.2.3.3. Top winning strategies, by company 2014-2017
3.3. PORTER'S FIVE FORCES ANALYSIS
3.4. KEY PLAYER POSITIONING, 2016
3.5. MARKET DYNAMICS
3.5.1. Drivers
3.5.1.1. Rising need to track and manage income
3.5.1.2. Increasing dependency on internet
3.5.1.3. Increasing use of mobile applications
3.5.2. Restraints
3.5.2.1. Availability of open-source solutions
3.5.3. Opportunities
3.5.3.1. Increased adoption of personal finance software among developing economies

CHAPTER 4: PERSONAL FINANCE SOFTWARE MARKET, BY PRODUCT TYPE
4.1. OVERVIEW
4.2. WEB-BASED SOFTWARE
4.2.1. Key market trends
4.2.2. Key growth factors and opportunities
4.2.3. Market size and forecast, by region
4.2.4. Market analysis by country
4.3. MOBILE-BASED SOFTWARE
4.3.1. Key market trends
4.3.2. Key growth factors and opportunities
4.3.3. Market size and forecast, by region
4.3.4. Market analysis by country

CHAPTER 5: PERSONAL FINANCE SOFTWARE MARKET, BY END USER
5.1. OVERVIEW
5.2. SMALL BUSINESSES USERS
5.2.1. Key market trends
5.2.2. Key growth factors and opportunities
5.2.3. Market size and forecast, by region
5.2.4. Market analysis by country
5.3. INDIVIDUAL CONSUMERS
5.3.1. Key market trends
5.3.2. Key growth factors and opportunities
5.3.3. Market size and forecast, by region
5.3.4. Market analysis by country

CHAPTER 6: PERSONAL FINANCE SOFTWARE MARKET BY GEOGRAPHY
6.1. OVERVIEW
6.2. NORTH AMERICA
6.2.1. Key market trends
6.2.2. Key growth factors and opportunities
6.2.3. Market size and forecast
6.2.3.1. Market size and forecast, by product type
6.2.3.2. Market size and forecast, by end user
6.2.3.3. Market size and forecast, by country
6.2.3.4. U.S.
6.2.3.4.1. Market size and forecast, by product type
6.2.3.4.2. Market size and forecast, by end user
6.2.3.5. Canada
6.2.3.5.1. Market size and forecast, by product type
6.2.3.5.2. Market size and forecast, by end user
6.2.3.6. Mexico
6.2.3.6.1. Market size and forecast, by product type
6.2.3.6.2. Market size and forecast, by end user
6.3. EUROPE
6.3.1. Key market trends
6.3.2. Key growth factors and opportunities
6.3.3. Market size and forecast
6.3.3.1. Market size and forecast, by product type
6.3.3.2. Market size and forecast, by end user
6.3.3.3. Market size and forecast, by country
6.3.3.4. UK
6.3.3.4.1. Market size and forecast, by product type
6.3.3.4.2. Market size and forecast, by end user
6.3.3.5. Germany
6.3.3.5.1. Market size and forecast, by product type
6.3.3.5.2. Market size and forecast, by end user
6.3.3.6. France
6.3.3.6.1. Market size and forecast, by product type
6.3.3.6.2. Market size and forecast, by end user
6.3.3.7. Russia
6.3.3.7.1. Market size and forecast, by product type
6.3.3.7.2. Market size and forecast, by end user
6.3.3.8. Rest of Europe
6.3.3.8.1. Market size and forecast, by product type
6.3.3.8.2. Market size and forecast, by end user
6.4. ASIA-PACIFIC
6.4.1. Key market trends
6.4.2. Key growth factors and opportunities
6.4.3. Market size and forecast
6.4.3.1. Market size and forecast, by product type
6.4.3.2. Market size and forecast, by end user
6.4.3.3. Market size and forecast, by country
6.4.3.4. China
6.4.3.4.1. Market size and forecast, by product type
6.4.3.4.2. Market size and forecast, by end user
6.4.3.5. India
6.4.3.5.1. Market size and forecast, by product type
6.4.3.5.2. Market size and forecast, by end user
6.4.3.6. Japan
6.4.3.6.1. Market size and forecast, by product type
6.4.3.6.2. Market size and forecast, by end user
6.4.3.7. South Korea
6.4.3.7.1. Market size and forecast, by product type
6.4.3.7.2. Market size and forecast, by end user
6.4.3.8. Rest of Asia-Pacific
6.4.3.8.1. Market size and forecast, by product type
6.4.3.8.2. Market size and forecast, by end user
6.5. LAMEA
6.5.1. Key market trends
6.5.2. Key growth factors and opportunities
6.5.3. Market size and forecast
6.5.3.1. Market size and forecast, By Product Type
6.5.3.2. Market size and forecast, by end user
6.5.3.3. Market size and forecast, by country
6.5.3.4. Latin America
6.5.3.4.1. Market size and forecast, by product type
6.5.3.4.2. Market size and forecast, by end user
6.5.3.5. Middle East
6.5.3.5.1. Market size and forecast, by product type
6.5.3.5.2. Market size and forecast, by end user
6.5.3.6. Africa
6.5.3.6.1. Market size and forecast, by product type
6.5.3.6.2. Market size and forecast, by end user

CHAPTER 7: COMPANY PROFILES

CHAPTER 8: COMPANY PROFILES
8.1. BUXFER, INC.
8.1.1. Company overview
8.1.2. Company snapshot
8.1.3. Product portfolio
8.2. DOXO INC.
8.2.1. Company overview
8.2.2. Company snapshot
8.2.3. Product portfolio
8.3. MICROSOFT CORPORATION
8.3.1. Company overview
8.3.2. Company snapshot
8.3.3. Operating business segments
8.3.4. Product portfolio
8.3.5. Business performance
8.4. MONEY DASHBOARD
8.4.1. Company overview
8.4.2. Company snapshot
8.4.3. Product portfolio
8.5. MONEYSPIRE INC.
8.5.1. Company overview
8.5.2. Company snapshot
8.5.3. Product portfolio
8.5.4. Key strategic moves and developments
8.6. PERSONAL CAPITAL CORPORATION
8.6.1. Company overview
8.6.2. Company snapshot
8.6.3. Operating business segments
8.6.4. Product portfolio
8.7. POCKETSMITH LTD.
8.7.1. Company overview
8.7.2. Company snapshot
8.7.3. Product portfolio
8.7.4. Key strategic moves and developments
8.8. QUICKEN INC.
8.8.1. Company overview
8.8.2. Company snapshot
8.8.3. Product portfolio
8.8.4. Key strategic moves and developments
8.9. THE INFINITE KIND
8.9.1. Company overview
8.9.2. Company snapshot
8.9.3. Product portfolio
8.9.4. Key strategic moves and developments
8.10. YOU NEED A BUDGET LLC
8.10.1. Company overview
8.10.2. Company snapshot
8.10.3. Product portfolio
Note: Product cover images may vary from those shown
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According to a recent report titled, Personal Finance Software Market by Product Type, End User: Global Opportunity Analysis and Industry Forecast, 2017-2023, the global personal finance software market was valued at $795 million in 2016, and is projected to reach at $1,213 million by 2023, growing at a CAGR of 6.40% from 2017 to 2023. In 2016, the web-based software segment accounted for the highest revenue share in the global market.

Rise in need for advanced financial tools, technological advancements related to new product development, and availability of low-cost products drive the growth of the global personal finance software market growth. However, low awareness about personalized financial products and services as well as availability of open-source solutions hamper the market growth.

The web-based software segment dominated the global market in 2016, and is expected to maintain its dominance during the forecast period, owing to availability of personal management software mainly on PC & Mac.

Based on end user, the small businesses users segment led the market in 2016, and is projected to maintain its dominance in the future. However, the individual consumers segment is expected to witness the highest growth, owing to enforcement of regulations by the regulatory authorities related to data security.

North America generated the highest revenue in 2016; however, Asia-Pacific segment is anticipated to witness the fastest growth rate during the forecast period.

Key findings of the Personal Finance Software Market:

The mobile-based personal finance software segment is expected to exhibit significant increase in the global personal finance software market during the forecast period.
In 2016, the small businesses users segment accounted for the highest revenue among the other end users.
North America generated the highest revenue in 2016.
Asia-Pacific is projected to exhibit substantial growth during the forecast period.

Some of the key players operating in the personal finance software market that are profiled in the report include Quicken Inc., The Infinite Kind, You Need a Budget LLC, Microsoft, Moneyspire Inc., doxo Inc., BUXFER INC., Personal Capital Corporation, Money Dashboard, PocketSmith Ltd., and others.
Note: Product cover images may vary from those shown
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The analyst offers exhaustive research and analysis based on a wide variety of factual inputs, which largely include interviews with industry participants, reliable statistics, and regional intelligence. The in-house industry experts play an instrumental role in designing analytic tools and models, tailored to the requirements of a particular industry segment. The primary research efforts include reaching out participants through mail, tele-conversations, referrals, professional networks, and face-to-face interactions.

They are also in professional corporate relations with various companies that allow them greater flexibility for reaching out to industry participants and commentators for interviews and discussions.

They also refer to a broad array of industry sources for their secondary research, which typically include; however, not limited to:

  • Company SEC filings, annual reports, company websites, broker & financial reports, and investor presentations for competitive scenario and shape of the industry
  • Scientific and technical writings for product information and related preemptions
  • Regional government and statistical databases for macro analysis
  • Authentic news articles and other related releases for market evaluation
  • Internal and external proprietary databases, key market indicators, and relevant press releases for market estimates and forecast

Furthermore, the accuracy of the data will be analyzed and validated by conducting additional primaries with various industry experts and KOLs. They also provide robust post-sales support to clients.

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