Personal Finance Software Market by Product Type and End-User: Global Opportunity Analysis and Industry Forecast, 2020-2027

Personal finance software is a platform, which provides several functionalities to the user such as generating reports of the assets, tracking the budget, and analyzing the user investment performance. In addition, it includes different modules for processing of financial information, including creating asset plan, and monitoring & reassessment of the asset. Furthermore, various banks and fintech companies adopt this software to manage their financial module and to increase their productivity, thereby fueling the market growth. In addition, personal finance software provides numerous benefits to its clients such as online banking, report groups, check printing, mobile billing, and various others. Moreover, many banks also adopt this software to reduce human error and to complete a complicated task more efficiently in less time.

Rise in need to track & manage income of consumers and surge in mobile applications across the globe are the major factors that drive the growth of the market. In addition, an increase in focus of organizations on digitization of their financial services and The upsurge in internet users across the globe fuel the growth of the market. However, security and compliance issues in personal finance software and availability of open source finance software hamper the growth of the market. Furthermore, increased adoption of personal finance software among developing economies is expected to provide lucrative opportunities for the market growth.

The global personal finance software market is segmented based on product type, end-user, and region. Based on product type, the market is bifurcated into web-based software and mobile-based software. Based on end-user, the market is categorized into small business and individual. Region-wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The key players profiled in the global personal finance software market analysis are Buxfer Inc., Doxo Inc., Money Dashboard, Microsoft Corporation, Moneyspire Inc., Personal Capital Corporation, PocketSmith Ltd., The Infinite Kind, You Need a Budget LLC, and Quicken Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the industry.

Key Benefits for Stakeholders

The study presents an in-depth analysis of the global personal finance software market along with the current trends and future estimations to determine the imminent investment pockets.
The report presents information about key drivers, restraints, opportunities and their impact analysis of the global personal finance software market share.
Porter’s five forces analysis illustrates the potency of buyers and suppliers in the market.
The quantitative analysis of the market from 2020 to 2027 is provided to determine the market potential.

Key Market Segments

By Product Type

Web-based Software
Mobile-based Software

By End-User

Small Business
Individuals

By Region

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

Key Market Players

Buxfer Inc.
Doxo Inc.
Money Dashboard
Microsoft Corporation
Moneyspire Inc.
Personal Capital Corporation
PocketSmith Ltd.
The Infinite Kind
You Need a Budget LLC
Quicken Inc.

Chapter 1: Introduction

1.1. Report Description
1.2. Key Market Segments
1.3. Key Benefits
1.4. Research Methodology
1.4.1. Primary Research
1.4.2. Secondary Research
1.4.3. Analyst Tools and Models

Chapter 2: Executive Summary

2.1. Cxo Perspective

Chapter 3: Market Landscape

3.1. Market Definition and Scope
3.2. Key Findings
3.2.1. Top Investment Pockets
3.2.2. Top Winning Strategies
3.3. Porter's Five Forces Analysis
3.3.1. Bargaining Power of Suppliers
3.3.2. Threat of New Entrants
3.3.3. Threat of Substitutes
3.3.4. Competitive Rivalry
3.3.5. Bargaining Power Among Buyers
3.4. Top Player Positioning 2019
3.5. Market Dynamics
3.5.1. Drivers
3.5.2. Restraints
3.5.3. Opportunities

Chapter 4: Personal Finance Software Market by Product Type

4.1. Overview
4.2. Web-Based Software
4.2.1. Key Market Trends, Growth Factors and Opportunities
4.2.2. Market Size and Forecast, by Region
4.2.3. Market Share Analysis, by Country
4.3. Mobile-Based Software
4.3.1. Key Market Trends, Growth Factors and Opportunities
4.3.2. Market Size and Forecast, by Region
4.3.3. Market Share 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, Growth Factors and Opportunities
5.2.2. Market Size and Forecast, by Region
5.2.3. Market Share Analysis, by Country
5.3. Individual Consumers
5.3.1. Key Market Trends, Growth Factors and Opportunities
5.3.2. Market Size and Forecast, by Region
5.3.3. Market Share Analysis, by Country

Chapter 6: Personal Finance Software Market by Region

6.1. Overview
6.2. North America
6.2.1. Key Market Trends and Opportunities
6.2.2. Market Size and Forecast, by Product Type
6.2.3. Market Size and Forecast, by End-user
6.2.4. Market Size and Forecast, by Country
6.2.5. U.S.
6.2.5.1. Market Size and Forecast, by Product Type
6.2.5.2. Market Size and Forecast, by End-user
6.2.6. Canada
6.2.6.1. Market Size and Forecast, by Product Type
6.2.6.2. Market Size and Forecast, by End-user
6.3. Europe
6.3.1. Key Market Trends and Opportunities
6.3.2. Market Size and Forecast, by Product Type
6.3.3. Market Size and Forecast, by End-user
6.3.4. Market Size and Forecast, by Country
6.3.5. UK
6.3.5.1. Market Size and Forecast, by Product Type
6.3.5.2. Market Size and Forecast, by End-user
6.3.6. Germany
6.3.6.1. Market Size and Forecast, by Product Type
6.3.6.2. Market Size and Forecast, by End-user
6.3.7. France
6.3.7.1. Market Size and Forecast, by Product Type
6.3.7.2. Market Size and Forecast, by End-user
6.3.8. Russia
6.3.8.1. Market Size and Forecast, by Product Type
6.3.8.2. Market Size and Forecast, by End-user
6.3.9. Rest of Europe
6.3.9.1. Market Size and Forecast, by Product Type
6.3.9.2. Market Size and Forecast, by End-user
6.4. Asia-Pacific
6.4.1. Key Market Trends and Opportunities
6.4.2. Market Size and Forecast, by Product Type
6.4.3. Market Size and Forecast, by End-user
6.4.4. Market Size and Forecast, by Country
6.4.5. China
6.4.5.1. Market Size and Forecast, by Product Type
6.4.5.2. Market Size and Forecast, by End-user
6.4.6. Japan
6.4.6.1. Market Size and Forecast, by Product Type
6.4.6.2. Market Size and Forecast, by End-user
6.4.7. India
6.4.7.1. Market Size and Forecast, by Product Type
6.4.7.2. Market Size and Forecast, by End-user
6.4.8. South Korea
6.4.8.1. Market Size and Forecast, by Product Type
6.4.8.2. Market Size and Forecast, by End-user
6.4.9. Singapore
6.4.9.1. Market Size and Forecast, by Product Type
6.4.9.2. Market Size and Forecast, by End-user
6.4.10. Rest of Asia-Pacific
6.4.10.1. Market Size and Forecast, by Product Type
6.4.10.2. Market Size and Forecast, by End-user
6.5. LAMEA
6.5.1. Key Market Trends and Opportunities
6.5.2. Market Size and Forecast, by Product Type
6.5.3. Market Size and Forecast, by End-user
6.5.4. Market Size and Forecast, by Country
6.5.5. Latin America
6.5.5.1. Market Size and Forecast, by Product Type
6.5.5.2. Market Size and Forecast, by End-user
6.5.6. Middle East
6.5.6.1. Market Size and Forecast, by Product Type
6.5.6.2. Market Size and Forecast, by End-user
6.5.7. Africa
6.5.7.1. Market Size and Forecast, by Product Type
6.5.7.2. Market Size and Forecast, by End-user

Chapter 7: Company Profiles

7.1. Quicken Inc.
7.1.1. Company Overview
7.1.2. Key Executives
7.1.3. Company Snapshot
7.1.4. Operating Business Segments
7.1.5. Product Portfolio
7.1.6. Business Performance
7.1.7. Key Strategic Moves and Developments
7.2. The Infinite Kind
7.2.1. Company Overview
7.2.2. Key Executives
7.2.3. Company Snapshot
7.2.4. Operating Business Segments
7.2.5. Product Portfolio
7.2.6. Business Performance
7.2.7. Key Strategic Moves and Developments
7.3. You Need a Budget LLC
7.3.1. Company Overview
7.3.2. Key Executives
7.3.3. Company Snapshot
7.3.4. Operating Business Segments
7.3.5. Product Portfolio
7.3.6. Business Performance
7.3.7. Key Strategic Moves and Developments
7.4. Microsoft
7.4.1. Company Overview
7.4.2. Key Executives
7.4.3. Company Snapshot
7.4.4. Operating Business Segments
7.4.5. Product Portfolio
7.4.6. Business Performance
7.4.7. Key Strategic Moves and Developments
7.5. Moneyspire Inc.
7.5.1. Company Overview
7.5.2. Key Executives
7.5.3. Company Snapshot
7.5.4. Operating Business Segments
7.5.5. Product Portfolio
7.5.6. Business Performance
7.5.7. Key Strategic Moves and Developments
7.6. Doxo Inc.
7.6.1. Company Overview
7.6.2. Key Executives
7.6.3. Company Snapshot
7.6.4. Operating Business Segments
7.6.5. Product Portfolio
7.6.6. Business Performance
7.6.7. Key Strategic Moves and Developments
7.7. Buxfer Inc.
7.7.1. Company Overview
7.7.2. Key Executives
7.7.3. Company Snapshot
7.7.4. Operating Business Segments
7.7.5. Product Portfolio
7.7.6. Business Performance
7.7.7. Key Strategic Moves and Developments
7.8. Personal Capital Corporation
7.8.1. Company Overview
7.8.2. Key Executives
7.8.3. Company Snapshot
7.8.4. Operating Business Segments
7.8.5. Product Portfolio
7.8.6. Business Performance
7.8.7. Key Strategic Moves and Developments
7.9. Money Dashboard
7.9.1. Company Overview
7.9.2. Key Executives
7.9.3. Company Snapshot
7.9.4. Operating Business Segments
7.9.5. Product Portfolio
7.9.6. Business Performance
7.9.7. Key Strategic Moves and Developments
7.10. Pocketsmith Ltd.
7.10.1. Company Overview
7.10.2. Key Executives
7.10.3. Company Snapshot
7.10.4. Operating Business Segments
7.10.5. Product Portfolio
7.10.6. Business Performance
7.10.7. Key Strategic Moves and Developments

Methodology

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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