The global financial planning software market size was US$ 3.7 billion in 2021. The global financial planning software market size is forecast to reach US$ 16.9 billion by 2030, growing at a compound annual growth rate (CAGR) of 16.6% during the forecast period from 2022 to 2030.
Financial planning software is a program that combines and separates a user's financial data in order to produce a desired analytical output for better financial planning. This software program accepts a wide range of financial data and may use for many tasks, including financial transactions, bank records management, investment tracking, budget management, portfolio management, etc.
Factors Influencing Market Growth
Impact Analysis of COVID-19
The COVID-19 pandemic had a positive impact on the global market growth. During the COVID-19 pandemic, businesses were managing operational challenges. In order to deal with this problem, many banks and financial institutions are offering new digital tools and strategies to their consumers, with financial planning software being one of the most popular. In addition, the expansion in online and mobile banking among end-users in this epidemic presents tremendous possibilities for financial planning software. Furthermore, many banks and FinTech companies have created a variety of appealing banking tactics to encourage SMEs and consumers to use financial planning software, resulting in significant market growth potential.
Regional Insights
North America garnered the major market share in 2021 and is forecast to remain dominant during the forecast period. As a result of the increasing internet dependence, rising usage of mobile apps, growing acceptance of personal finance software, and the availability of open-source solutions.
The Asia Pacific region is forecast to have lucrative growth during the forecast period. As a result of the growing demand for financial planning software from SMEs as regulatory conditions become more severe. In addition, the rising number of SMEs in economies such as India and China increases the need for financial planning software.
Leading Competitors
The leading prominent companies profiled in the global financial planning software market are:
Scope of the Report
The global financial planning software market segmentation focuses on Component, Deployment Mode, Application, End-User, and Region.
Segmentation based on Component
Segmentation based on Deployment Mode
Segmentation based on Application
Segmentation based on End-User
Segmentation based on Region
[TABLE OF CONTENTS]
1 INTRODUCTION OF GLOBAL FINANCIAL PLANNING SOFTWARE MARKET
1.1 OVERVIEW OF THE MARKET
1.2 SCOPE OF REPORT
1.3 ASSUMPTIONS
2 EXECUTIVE SUMMARY
3 RESEARCH METHODOLOGY
3.1 DATA MINING
3.2 VALIDATION
3.3 PRIMARY INTERVIEWS
3.4 LIST OF DATA SOURCES
4 GLOBAL FINANCIAL PLANNING SOFTWARE MARKET OUTLOOK
4.1 OVERVIEW
4.2 MARKET DYNAMICS
4.2.1 DRIVERS
4.2.2 RESTRAINTS
4.2.3 OPPORTUNITIES
4.3 PORTERS FIVE FORCE MODEL
4.4 VALUE CHAIN ANALYSIS
5 GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY COMPONENT
5.1 OVERVIEW
5.2 SOLUTION
5.3 SERVICES
6 GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY DEPLOYMENT MODE
6.1 OVERVIEW
6.2 ON-PREMISES
6.3 CLOUD
7 GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY APPLICATION
7.1 OVERVIEW
7.2 FINANCIAL ADVICE AND MANAGEMENT
7.3 PORTFOLIO, ACCOUNTING, AND TRADING MANAGEMENT
7.4 WEALTH MANAGEMENT
7.5 PERSONAL BANKING
7.6 OTHERS
8 GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY END-USER
8.1 OVERVIEW
8.2 LARGE ENTERPRISES
8.3 SMALL AND MEDIUM-SIZED ENTERPRISES (SMES)
8.4 INDIVIDUALS
9 GLOBAL FINANCIAL PLANNING SOFTWARE MARKET, BY GEOGRAPHY
9.1 OVERVIEW
9.2 NORTH AMERICA
9.2.1 NORTH AMERICA MARKET SNAPSHOT
9.2.2 U.S.
9.2.3 CANADA
9.2.4 MEXICO
9.3 EUROPE
9.3.1 EUROPE MARKET SNAPSHOT
9.3.2 WESTERN EUROPE
9.3.2.1 THE UK
9.3.2.2 GERMANY
9.3.2.3 FRANCE
9.3.2.4 ITALY
9.3.2.5 SPAIN
9.3.2.6 REST OF WESTERN EUROPE
9.3.3 EASTERN EUROPE
9.3.3. 1 POLAND
9.3.3.2 RUSSIA
9.3.3.3 REST OF EASTERN EUROPE
9.4 ASIA PACIFIC
9.4.1 ASIA PACIFIC MARKET SNAPSHOT
9.4.2 CHINA
9.4.3 JAPAN
9.4.4 INDIA
9.4.5 AUSTRALIA & NEW ZEALAND
9.4.6 ASEAN
9.4.7 REST OF ASIA PACIFIC
9.5 MIDDLE EAST & AFRICA
9.5.1 MIDDLE EAST & AFRICA MARKET SNAPSHOT
9.5.2 UAE
9.5.3 SAUDI ARABIA
9.5.4 SOUTH AFRICA
9.5.5 REST OF MEA
9.6 SOUTH AMERICA
9.6.1 SOUTH AMERICA MARKET SNAPSHOT
9.6.2 BRAZIL
9.6.3 ARGENTINA
9.6.4 REST OF SOUTH AMERICA
10 GLOBAL FINANCIAL PLANNING SOFTWARE MARKET COMPETITIVE LANDSCAPE
10.1 OVERVIEW
10.2 COMPANY MARKET RANKING
10.3 KEY DEVELOPMENT STRATEGIES
11 COMPANY PROFILES
11.1 ADVICENT SOLUTIONS (NAVIPLAN)
11.1.1 OVERVIEW
11.1.2 FINANCIAL PERFORMANCE
11.1.3 PRODUCT OUTLOOK
11.1.4 KEY DEVELOPMENTS
11.2 EMONEY ADVISOR, LLC
11.2.1 OVERVIEW
11.2.2 FINANCIAL PERFORMANCE
11.2.3 PRODUCT OUTLOOK
11.2.4 KEY DEVELOPMENTS
11.3 MONEYTREE SOFTWARE
11.3.1 OVERVIEW
11.3.2 FINANCIAL PERFORMANCE
11.3.3 PRODUCT OUTLOOK
11.3.4 KEY DEVELOPMENTS
11.4 MONEYGUIDE, INCORPORATED
11.4.1 OVERVIEW
11.4.2 FINANCIAL PERFORMANCE
11.4.3 PRODUCT OUTLOOK
11.4.4 KEY DEVELOPMENTS
11.5 MILES SOFTWARE
11.5.1 OVERVIEW
11.5.2 FINANCIAL PERFORMANCE
11.5.3 PRODUCT OUTLOOK
11.5.4 KEY DEVELOPMENTS
11.6 MONEYGUIDE, INC. (ENVESTNET)
11.6.1 OVERVIEW
11.6.2 FINANCIAL PERFORMANCE
11.6.3 PRODUCT OUTLOOK
11.6.4 KEY DEVELOPMENTS
11.7 PERSONAL CAPITAL CORPORATION
11.7.1 OVERVIEW
11.7.2 FINANCIAL PERFORMANCE
11.7.3 PRODUCT OUTLOOK
11.7.4 KEY DEVELOPMENTS
11.8. RIGHTCAPITAL INCORPORATED
11.8.1 OVERVIEW
11.8.2 FINANCIAL PERFORMANCE
11.8.3 PRODUCT OUTLOOK
11.8.4 KEY DEVELOPMENTS
11.9 QUICKEN INCORPORATED
11.9.1 OVERVIEW
11.9.2 FINANCIAL PERFORMANCE
11.9.3 PRODUCT OUTLOOK
11.9.4 KEY DEVELOPMENTS
11.10 SAP SE
11.10.1 OVERVIEW
11.10.2 FINANCIAL PERFORMANCE
11.10.3 PRODUCT OUTLOOK
11.10.4 KEY DEVELOPMENTS
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