Financial Planning Software Global Market Report 2025

Description

Financial planning software is a comprehensive system designed to empower businesses in overseeing their overall financial management, encompassing processes such as estimation and budgeting. This software plays a crucial role in supporting analytics, modeling, collaboration, and performance reporting, enhancing users' capabilities to efficiently manage financial performance.

The main components of financial planning software include solutions and services. Solutions refer to specialized financial software solutions offering services such as AIS architecture, the development of accounting applications, API programming, and integration. These solutions can be deployed on-premises or in the cloud, catering to various financial areas such as financial advice and management, portfolio management, accounting and trading management, wealth management, personal banking, and others. The end-users of financial planning software span small and medium-sized enterprises (SMEs), large enterprises, individual purposes, and others.

The financial planning software market research report is one of a series of new reports from The Business Research Company that provides financial planning software market statistics, including financial planning software industry global market size, regional shares, competitors with a financial planning software market share, detailed financial planning software market segments, market trends and opportunities, and any further data you may need to thrive in the financial planning software industry. This financial planning software market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.

The financial planning software market size has grown rapidly in recent years. It will grow from $4.91 billion in 2024 to $5.74 billion in 2025 at a compound annual growth rate (CAGR) of 16.8%. The growth in the historic period can be attributed to demographic shifts, globalization of markets, data security concerns, changing consumer behavior, integration with other systems, market volatility.

The financial planning software market size is expected to see rapid growth in the next few years. It will grow to $10.92 billion in 2029 at a compound annual growth rate (CAGR) of 17.5%. The growth in the forecast period can be attributed to economic recovery, financial literacy initiatives, focus on ESG investing, subscription-based models, enhanced cybersecurity measures, regulatory compliance solutions. Major trends in the forecast period include ai and machine learning integration, robo-advisors, blockchain integration, collaboration with fintech startups, cloud-based solutions, user-friendly interfaces.

The increase in mobile applications worldwide is anticipated to drive the growth of the financial planning software market in the future. Mobile applications are specifically designed software for mobile devices like smartphones and tablets. Numerous financial planning apps available today help users monitor their expenses and income, create budgets, and more, allowing professionals to effectively manage clients' assets and conduct informed research. Consequently, the rise in mobile applications globally is set to boost market growth. For example, in November 2023, the Ericsson Mobility Report released by Telefonaktiebolaget LM Ericsson, a Swedish networking and telecommunications products and services company, projected approximately 610 million new 5G subscriptions for 2023, marking a 63 percent increase from 2022 and raising the global total to 1.6 billion-around 100 million more than earlier forecasts. Therefore, the surge in mobile applications worldwide is driving the growth of the financial planning software market moving forward.

The rise of remote work is expected to enhance the growth of the financial planning software market in the future. Remote work refers to completing tasks outside the traditional office environment. The increase in remote work highlights the growing need for secure management of financial data, and financial planning software with robust security features is essential for maintaining data integrity and ensuring compliance to address security issues. For example, in September 2022, a report from the United States Census Bureau, a government agency, revealed that nearly half of the workforce in the District of Columbia-48.3%-was involved in remote work, representing the highest percentage of home-based workers among states and state equivalents in 2021. Additionally, states with notable proportions of remote workers included Washington (24.2%), Maryland (24.0%), Colorado (23.7%), and Massachusetts (23.7%). Thus, the increasing prevalence of remote work is driving the growth of the financial planning software market.

Technological advancements serve as a prominent trend fueling growth within the financial planning software market. Leading companies in this sector are leveraging technologies such as Artificial Intelligence (AI) to fortify their market positions. For example, in May 2022, Conquest, a Canada-based fintech company, collaborated with Fidelity International, a US-based financial services corporation, to launch 'Conquest Planning,' a cutting-edge financial planning software. This innovative platform utilizes AI and data analytics to empower advisors with a deeper understanding of clients' evolving circumstances. By enabling real-time modeling of proposals and swift assessments of financial impacts on client goals, this technology efficiently processes data, allowing advisors more time for meaningful client interactions. This trend underscores the integration of AI-driven technology as a strategic advancement within the financial planning software market.

Key players within the financial planning software market are focusing on developing innovative products, such as budgeting applications, to cater to the demands of extensive customer bases. These budgeting applications, also referred to as budgeting apps, are software programs or mobile applications designed to aid individuals, businesses, or organizations in effectively managing their financial resources by creating, tracking, and analyzing budgets. Notably, in April 2023, Metapraxis Limited, a UK-based software company, introduced the Budgeting Calculator, specifically tailored to support enterprise Financial Planning and Analysis (FP&A) teams. This tool stands out for its ability to facilitate the advocacy for adopting budgeting process automation within corporations. By aiding the transition to a digitized and automated approach in crafting annual corporate budgets, this innovative tool enhances budgeting accuracy and optimizes team resources. Its unique feature lies in illuminating the financial implications of manual processes compared to the efficiency gained through dedicated budgeting software, particularly highlighting the complexities and time-consuming nature of this annual exercise.

In November 2022, Bill, a US-based company specializing in financial automation software services for small and midsize businesses, completed the acquisition of Finmark for an undisclosed sum. This strategic move enables Bill to offer SMBs enhanced real-time insights into their cash flow and facilitate planning by integrating its platform and data with Finmark's financial planning tools and connections. This acquisition positions Finmark, a US-based financial planning software company, to support a larger number of SMEs in their digital transformation journey by leveraging Bill's comprehensive financial management platform, partner ecosystem, and market presence. Finmark's expertise in simplifying financial planning and cash flow analysis for SMEs aligns well with Bill's commitment to providing fully-featured financial solutions to a broader spectrum of businesses.

Major companies operating in the financial planning software market include PIEtech Inc., eMoney Advisor LLC, Advicent Solutions, Moneytree Software, WealthTec LLC, Advisor Software, Envestnet Inc., InStream LLC, Advizr Inc., RightCapital Inc., Razor Logic Systems, Futurewise Technologies Private Limited., ESPlanner Inc., iSoftware Limited, Cheshire Software Inc., Miles Software, Orion Advisor Technology, Personal Capital Corporation, Quicken Inc., SAP SE, Oltis Software, WealthTrace, Moneywise Software, Sigma Conso, GetRealList, Wealth Access

North America was the largest region in the financial planning software market in 2024. The regions covered in the financial planning software market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa

The countries covered in the financial planning software market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The financial planning software market includes of revenues by entities providing cash flow planning, retirement planning, and investment planning. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

Financial Planning Software Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.

This report focuses on financial planning software market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.

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Where is the largest and fastest growing market for financial planning software ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward? The financial planning software market global report from the Business Research Company answers all these questions and many more.

The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.

The market characteristics section of the report defines and explains the market.
The market size section gives the market size ($b) covering both the historic growth of the market, and forecasting its development.
The forecasts are made after considering the major factors currently impacting the market. These include:

The forecasts are made after considering the major factors currently impacting the market. These include the Russia-Ukraine war, rising inflation, higher interest rates, and the legacy of the COVID-19 pandemic.

Market segmentations break down the market into sub markets.
The regional and country breakdowns section gives an analysis of the market in each geography and the size of the market by geography and compares their historic and forecast growth. It covers the growth trajectory of COVID-19 for all regions, key developed countries and major emerging markets.
The competitive landscape chapter gives a description of the competitive nature of the market, market shares, and a description of the leading companies. Key financial deals which have shaped the market in recent years are identified.
The trends and strategies section analyses the shape of the market as it emerges from the crisis and suggests how companies can grow as the market recovers.

Scope

Markets Covered:1) By Component: Solution; Services
2) By Deployment Mode: On-Premises; Cloud
3) By Application: Financial Advice And Management; Portfolio, Accounting And Trading Management; Wealth Management; Personal Banking; Other Applications
4) By End-Uses: Small And Medium-Sized Enterprises (SMEs); Large Enterprises; Individual Purpose; Other End-Uses
Subsegments:
1) By Solution: Budgeting And Forecasting Tools; Investment Planning Software; Financial Reporting Solutions; Risk Management Solutions
2) By Services: Implementation Services; Consulting Services; Support And Maintenance Services
Companies Mentioned: PIEtech Inc.; eMoney Advisor LLC; Advicent Solutions; Moneytree Software; WealthTec LLC
Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Russia; South Korea; UK; USA; Canada; Italy; Spain
Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
Time series: Five years historic and ten years forecast.
Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita,
Data segmentations: country and regional historic and forecast data, market share of competitors, market segments.
Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.
Delivery format: PDF, Word and Excel Data Dashboard.

Product Code: r23362

1. Executive Summary

2. Financial Planning Software Market Characteristics

3. Financial Planning Software Market Trends And Strategies

4. Financial Planning Software Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics And Covid And Recovery On The Market

5. Global Financial Planning Software Growth Analysis And Strategic Analysis Framework

5.1. Global Financial Planning Software PESTEL Analysis (Political, Social, Technological, Environmental and Legal Factors, Drivers and Restraints)
5.2. Analysis Of End Use Industries
5.3. Global Financial Planning Software Market Growth Rate Analysis
5.4. Global Financial Planning Software Historic Market Size and Growth, 2019 - 2024, Value ($ Billion)
5.5. Global Financial Planning Software Forecast Market Size and Growth, 2024 - 2029, 2034F, Value ($ Billion)
5.6. Global Financial Planning Software Total Addressable Market (TAM)

6. Financial Planning Software Market Segmentation

6.1. Global Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Solution
Services
6.2. Global Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
On-Premises
Cloud
6.3. Global Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Financial Advice And Management
Portfolio, Accounting And Trading Management
Wealth Management
Personal Banking
Other Applications
6.4. Global Financial Planning Software Market, Segmentation By End-Uses, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Small And Medium-Sized Enterprises (SMEs)
Large Enterprises
Individual Purpose
Other End-Uses
6.5. Global Financial Planning Software Market, Sub-Segmentation Of Solution, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Budgeting And Forecasting Tools
Investment Planning Software
Financial Reporting Solutions
Risk Management Solutions
6.6. Global Financial Planning Software Market, Sub-Segmentation Of Services, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Implementation Services
Consulting Services
Support And Maintenance Services

7. Financial Planning Software Market Regional And Country Analysis

7.1. Global Financial Planning Software Market, Split By Region, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
7.2. Global Financial Planning Software Market, Split By Country, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

8. Asia-Pacific Financial Planning Software Market

8.1. Asia-Pacific Financial Planning Software Market Overview
Region Information, Market Information, Background Information, Government Initiatives, Regulations, Regulatory Bodies, Major Associations, Taxes Levied, Corporate Tax Structure, Investments, Major Companies
8.2. Asia-Pacific Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8.3. Asia-Pacific Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8.4. Asia-Pacific Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

9. China Financial Planning Software Market

9.1. China Financial Planning Software Market Overview
9.2. China Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
9.3. China Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
9.4. China Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion

10. India Financial Planning Software Market

10.1. India Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
10.2. India Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
10.3. India Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

11. Japan Financial Planning Software Market

11.1. Japan Financial Planning Software Market Overview
11.2. Japan Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11.3. Japan Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11.4. Japan Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

12. Australia Financial Planning Software Market

12.1. Australia Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12.2. Australia Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12.3. Australia Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

13. Indonesia Financial Planning Software Market

13.1. Indonesia Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13.2. Indonesia Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13.3. Indonesia Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

14. South Korea Financial Planning Software Market

14.1. South Korea Financial Planning Software Market Overview
14.2. South Korea Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14.3. South Korea Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14.4. South Korea Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

15. Western Europe Financial Planning Software Market

15.1. Western Europe Financial Planning Software Market Overview
15.2. Western Europe Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15.3. Western Europe Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15.4. Western Europe Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

16. UK Financial Planning Software Market

16.1. UK Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16.2. UK Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16.3. UK Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

17. Germany Financial Planning Software Market

17.1. Germany Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17.2. Germany Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17.3. Germany Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

18. France Financial Planning Software Market

18.1. France Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18.2. France Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18.3. France Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

19. Italy Financial Planning Software Market

19.1. Italy Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19.2. Italy Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19.3. Italy Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

20. Spain Financial Planning Software Market

20.1. Spain Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20.2. Spain Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20.3. Spain Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

21. Eastern Europe Financial Planning Software Market

21.1. Eastern Europe Financial Planning Software Market Overview
21.2. Eastern Europe Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21.3. Eastern Europe Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21.4. Eastern Europe Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

22. Russia Financial Planning Software Market

22.1. Russia Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22.2. Russia Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22.3. Russia Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

23. North America Financial Planning Software Market

23.1. North America Financial Planning Software Market Overview
23.2. North America Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23.3. North America Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23.4. North America Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

24. USA Financial Planning Software Market

24.1. USA Financial Planning Software Market Overview
24.2. USA Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24.3. USA Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24.4. USA Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

25. Canada Financial Planning Software Market

25.1. Canada Financial Planning Software Market Overview
25.2. Canada Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25.3. Canada Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25.4. Canada Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

26. South America Financial Planning Software Market

26.1. South America Financial Planning Software Market Overview
26.2. South America Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26.3. South America Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26.4. South America Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

27. Brazil Financial Planning Software Market

27.1. Brazil Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27.2. Brazil Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27.3. Brazil Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

28. Middle East Financial Planning Software Market

28.1. Middle East Financial Planning Software Market Overview
28.2. Middle East Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28.3. Middle East Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28.4. Middle East Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

29. Africa Financial Planning Software Market

29.1. Africa Financial Planning Software Market Overview
29.2. Africa Financial Planning Software Market, Segmentation By Component, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29.3. Africa Financial Planning Software Market, Segmentation By Deployment Mode, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29.4. Africa Financial Planning Software Market, Segmentation By Application, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion

30. Financial Planning Software Market Competitive Landscape And Company Profiles

30.1. Financial Planning Software Market Competitive Landscape
30.2. Financial Planning Software Market Company Profiles
- 30.2.1. PIEtech Inc. Overview, Products and Services, Strategy and Financial Analysis
- 30.2.2. eMoney Advisor LLC Overview, Products and Services, Strategy and Financial Analysis
- 30.2.3. Advicent Solutions Overview, Products and Services, Strategy and Financial Analysis
- 30.2.4. Moneytree Software Overview, Products and Services, Strategy and Financial Analysis
- 30.2.5. WealthTec LLC Overview, Products and Services, Strategy and Financial Analysis

31. Financial Planning Software Market Other Major And Innovative Companies

31.1. Advisor Software
31.2. Envestnet Inc.
31.3. InStream LLC
31.4. Advizr Inc.
31.5. RightCapital Inc.
31.6. Razor Logic Systems
31.7. Futurewise Technologies Private Limited.
31.8. ESPlanner Inc.
31.9. iSoftware Limited
31.10. Cheshire Software Inc.
31.11. Miles Software
31.12. Orion Advisor Technology
31.13. Personal Capital Corporation
31.14. Quicken Inc.
31.15. SAP SE

32. Global Financial Planning Software Market Competitive Benchmarking And Dashboard

33. Key Mergers And Acquisitions In The Financial Planning Software Market

34. Recent Developments In The Financial Planning Software Market

35. Financial Planning Software Market High Potential Countries, Segments and Strategies

35.1 Financial Planning Software Market In 2029 - Countries Offering Most New Opportunities
35.2 Financial Planning Software Market In 2029 - Segments Offering Most New Opportunities
35.3 Financial Planning Software Market In 2029 - Growth Strategies
- 35.3.1 Market Trend Based Strategies
- 35.3.2 Competitor Strategies

36. Appendix

36.1. Abbreviations
36.2. Currencies
36.3. Historic And Forecast Inflation Rates
36.4. Research Inquiries
36.5. The Business Research Company
36.6. Copyright And Disclaimer