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Financial Planning Software

Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.

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Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.

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Industry Research

Financial Planning Software Industry Research Report 2026

21 December 2025139 pages

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Industry ResearchFinancial Planning Software Industry Research Report 2026139 pages · $2,950 USDIndustry Growth & TrendsGlobal Financial Planning Software Industry Growth and Trends Forecast to 2032120 pages · $3,450 USDMarket StructureGlobal Financial Planning Software Market by Size, by Type, by Application, by Region, History and Forecast 2021-2032195 pages · $3,950 USDMarket Outlook & Growth OpportunitiesGlobal Financial Planning Software Market Outlook and Growth Opportunities 2026213 pages · $4,250 USDMarket Analysis & ForecastGlobal Financial Planning Software Market Analysis and Forecast 2026-2032213 pages · $4,950 USD

Market perspective

Financial planning is a long-term process of wisely managing your finances so that you can achieve your goals and dreams, while at the same time helping to negotiate the financial barriers that inevitably arise in every stage of life.

Global Financial Planning Software key players include eMoney Advisor, Advicent, PIEtech℠, Inc., Money Tree, etc. Global top four manufacturers hold a share over 45%.

USA is the largest market, with a share about 45%, followed by India, and UK, both have a share over 35 percent.

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In terms of application, the largest application is SME, followed by Large Enterprise, Personal Purpose, etc.

Report Scope

This report quantifies the global Financial Planning Software market in terms of revenue (US$ million) and, where applicable, service volume (K Units), using 2024 as the base year and providing annual historical and forecast data for 2021–2032.

It standardizes definitions of service Types and end-use Applications, harmonizes provider attribution, and delivers comparable time series by company, Type, Application, and region/country, including indicative price bands (US$/K Units) and concentration ratios (CR5/CR10). Outputs are intended to support service design, budgeting, capacity planning, and benchmarking for providers, platforms, channel partners, and investors; the report also reviews technology shifts and notable service innovations relevant to Financial Planning Software.

Key Companies & Market Share Insights

This section profiles leading service providers with 2021–2025 results and a 2026–2032 outlook—covering revenue, market share, price bands, service portfolio and client mix, regional and channel mix, and key developments (M&A, network expansion, certifications). It also provides global revenue, average price, and—where applicable—volume metrics by provider, and calculates CR5/CR10 and rank changes to support comparative benchmarking.

Financial Planning Software Market by Company

PIEtech, Inc.

EMoney Advisor

Advicent

Money Tree

WealthTec

Oltis Software

Advisor Software

Envestnet

InStream Solutions

Wealthcare Capital Management

SunGard WealthStation (FIS)

Advizr

RightCapital

Cheshire Software

Razor Logic Systems

Moneywise Software

Struktur AG

Futurewise Technologies

ESPlanner Inc.

ISoftware Limited

FinPal Pty Ltd

WealthTrace

Sigma Conso

Prevero GmbH (Unit4)

SAP

Financial Planning Software Segment by Type

Cloud-based Financial Planning Software

On-promise Type Financial Planning Software

Financial Planning Software Segment by Application

SME

Large Enterprise

Personal Purpose

Others

Financial Planning Software Segment by Region

North America

United States

Canada

Mexico

Europe

Germany

France

U.K.

Italy

Spain

Russia

Netherlands

Nordic Countries

Asia-Pacific

China

Japan

South Korea

India

Australia

Taiwan

Southeast Asia

South America

Brazil

Argentina

Chile

Middle East & Africa

Saudi Arabia

Israel

United Arab Emirates

Turkey

Iran

Egypt

Key Drivers & Barriers

High-impact rendering factors and drivers have been studied in this report to aid the readers to understand the general development. Moreover, the report includes restraints and challenges that may act as stumbling blocks on the way of the players. This will assist the users to be attentive and make informed decisions related to business. Specialists have also laid their focus on the upcoming business prospects.

Reasons to Buy This Report

1. This report will help the readers to understand the competition within the industries and strategies for the competitive environment to enhance the potential profit. The report also focuses on the competitive landscape of the global Financial Planning Software market, and introduces in detail the market share, industry ranking, competitor ecosystem, market performance, new product development, operation situation, expansion, and acquisition. etc. of the main players, which helps the readers to identify the main competitors and deeply understand the competition pattern of the market.

2. This report will help stakeholders to understand the global industry status and trends of Financial Planning Software and provides them with information on key market drivers, restraints, challenges, and opportunities.

3. This report will help stakeholders to understand competitors better and gain more insights to strengthen their position in their businesses. The competitive landscape section includes the market share and rank (in volume and value), competitor ecosystem, new product development, expansion, and acquisition.

4. This report stays updated with novel technology integration, features, and the latest developments in the market

5. This report helps stakeholders to gain insights into which regions to target globally

6. This report helps stakeholders to gain insights into the end-user perception concerning the adoption of Financial Planning Software.

7. This report helps stakeholders to identify some of the key players in the market and understand their valuable contribution.

Chapter Outline

Chapter 1: Research objectives, research methods, data sources, data cross-validation;

Chapter 2: Introduces the report scope of the report, executive summary of different market segments (product type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.

Chapter 3: Provides the analysis of various market segments product types, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 4: Provides the analysis of various market segments application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 5: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.

Chapter 6: Detailed analysis of Financial Planning Software companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.

Chapter 7, 8, 9, 10, 11: North America, Europe, Asia Pacific, South America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.

Chapter 12: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including revenue, gross margin, product introduction, recent development, etc.

Chapter 13: The main points and conclusions of the report.

More report detail

Tables and figures
List of Tables Table 1. Secondary Sources Table 2. Primary Sources Table 3. Market Value Comparison by Type (2021 VS 2025 VS 2032) & (US$ Million) Table 4. Market Value Comparison by Application (2021 VS 2025 VS 2032) & (US$ Million) Table 5. Global Financial Planning Software Market Size by Type (2021-2026) & (US$ Million) Table 6. Global Financial Planning Software Revenue Market Share by Type (2021-2026) Table 7. Global Financial Planning Software Forecasted Market Size by Type (2027-2032) & (US$ Million) Table 8. Global Financial Planning Software Revenue Market Share by Type (2027-2032) Table 9. Global Financial Planning Software Market Size by Application (2021-2026) & (US$ Million) Table 10. Global Financial Planning Software Revenue Market Share by Application (2021-2026) Table 11. Global Financial Planning Software Forecasted Market Size by Application (2027-2032) & (US$ Million) Table 12. Global Financial Planning Software Revenue Market Share by Application (2027-2032) Table 13. Global Financial Planning Software Market Size by Region (US$ Million): 2021 VS 2025 VS 2032 Table 14. Global Financial Planning Software Market Size by Region (2021-2026) & (US$ Million) Table 15. Global Financial Planning Software Market Share by Region (2021-2026) Table 16. Global Financial Planning Software Forecasted Market Size by Region (2027-2032) & (US$ Million) Table 17. Global Financial Planning Software Market Share by Region (2027-2032) Table 18. Financial Planning Software Industry Trends Table 19. Financial Planning Software Industry Drivers Table 20. Financial Planning Software Industry Opportunities and Challenges Table 21. Financial Planning Software Market Restraints Table 22. Global Top Financial Planning Software Players by Revenue (US$ Million) & (2021-2026) Table 23. Global Financial Planning Software Revenue Market Share by Players (2021-2026) Table 24. Global Financial Planning Software Industry Players Ranking, 2024 VS 2025 VS 2026 Table 25. Global Key Players of Financial Planning Software, Headquarters and Area Served Table 26. Global Financial Planning Software Players, Product Type & Application Table 27. Global Players Market Concentration Ratio (CR5 and HHI) Table 28. Global Financial Planning Software by Players Type (Tier 1, Tier 2, and Tier 3) & (Based on the Revenue of 2025) Table 29. Players Mergers & Acquisitions, Expansion Plans Table 30. North America Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 31. North America Financial Planning Software Market Size by Country (2021-2026) & (US$ Million) Table 32. North America Financial Planning Software Market Size by Country (2027-2032) & (US$ Million) Table 33. Europe Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 34. Europe Financial Planning Software Market Size by Country (2021-2026) & (US$ Million) Table 35. Europe Financial Planning Software Market Size by Country (2027-2032) & (US$ Million) Table 36. Asia Pacific Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 37. Asia Pacific Financial Planning Software Market Size by Region (2021-2026) & (US$ Million) Table 38. Asia Pacific Financial Planning Software Market Size by Country (2027-2032) & (US$ Million) Table 39. South America Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 40. South America Financial Planning Software Market Size by Country (2021-2026) & (US$ Million) Table 41. South America Financial Planning Software Market Size by Country (2027-2032) & (US$ Million) Table 42. Middle East & Africa Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032 (US$ Million) Table 43. Middle East & Africa Financial Planning Software Market Size by Country (2021-2026) & (US$ Million) Table 44. Middle East & Africa Financial Planning Software Market Size by Country (2027-2032) & (US$ Million) Table 45. PIEtech, Inc. Company Information Table 46. PIEtech, Inc. Business Overview Table 47. PIEtech, Inc. Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 48. PIEtech, Inc. Financial Planning Software Product Portfolio Table 49. PIEtech, Inc. Recent Developments Table 50. EMoney Advisor Company Information Table 51. EMoney Advisor Business Overview Table 52. EMoney Advisor Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 53. EMoney Advisor Financial Planning Software Product Portfolio Table 54. EMoney Advisor Recent Developments Table 55. Advicent Company Information Table 56. Advicent Business Overview Table 57. Advicent Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 58. Advicent Financial Planning Software Product Portfolio Table 59. Advicent Recent Developments Table 60. Money Tree Company Information Table 61. Money Tree Business Overview Table 62. Money Tree Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 63. Money Tree Financial Planning Software Product Portfolio Table 64. Money Tree Recent Developments Table 65. WealthTec Company Information Table 66. WealthTec Business Overview Table 67. WealthTec Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 68. WealthTec Financial Planning Software Product Portfolio Table 69. WealthTec Recent Developments Table 70. Oltis Software Company Information Table 71. Oltis Software Business Overview Table 72. Oltis Software Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 73. Oltis Software Financial Planning Software Product Portfolio Table 74. Oltis Software Recent Developments Table 75. Advisor Software Company Information Table 76. Advisor Software Business Overview Table 77. Advisor Software Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 78. Advisor Software Financial Planning Software Product Portfolio Table 79. Advisor Software Recent Developments Table 80. Envestnet Company Information Table 81. Envestnet Business Overview Table 82. Envestnet Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 83. Envestnet Financial Planning Software Product Portfolio Table 84. Envestnet Recent Developments Table 85. InStream Solutions Company Information Table 86. InStream Solutions Business Overview Table 87. InStream Solutions Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 88. InStream Solutions Financial Planning Software Product Portfolio Table 89. InStream Solutions Recent Developments Table 90. Wealthcare Capital Management Company Information Table 91. Wealthcare Capital Management Business Overview Table 92. Wealthcare Capital Management Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 93. Wealthcare Capital Management Financial Planning Software Product Portfolio Table 94. Wealthcare Capital Management Recent Developments Table 95. SunGard WealthStation (FIS) Company Information Table 96. SunGard WealthStation (FIS) Business Overview Table 97. SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 98. SunGard WealthStation (FIS) Financial Planning Software Product Portfolio Table 99. SunGard WealthStation (FIS) Recent Developments Table 100. Advizr Company Information Table 101. Advizr Business Overview Table 102. Advizr Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 103. Advizr Financial Planning Software Product Portfolio Table 104. Advizr Recent Developments Table 105. RightCapital Company Information Table 106. RightCapital Business Overview Table 107. RightCapital Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 108. RightCapital Financial Planning Software Product Portfolio Table 109. RightCapital Recent Developments Table 110. Cheshire Software Company Information Table 111. Cheshire Software Business Overview Table 112. Cheshire Software Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 113. Cheshire Software Financial Planning Software Product Portfolio Table 114. Cheshire Software Recent Developments Table 115. Razor Logic Systems Company Information Table 116. Razor Logic Systems Business Overview Table 117. Razor Logic Systems Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 118. Razor Logic Systems Financial Planning Software Product Portfolio Table 119. Razor Logic Systems Recent Developments Table 120. Moneywise Software Company Information Table 121. Moneywise Software Business Overview Table 122. Moneywise Software Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 123. Moneywise Software Financial Planning Software Product Portfolio Table 124. Moneywise Software Recent Developments Table 125. Struktur AG Company Information Table 126. Struktur AG Business Overview Table 127. Struktur AG Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 128. Struktur AG Financial Planning Software Product Portfolio Table 129. Struktur AG Recent Developments Table 130. Futurewise Technologies Company Information Table 131. Futurewise Technologies Business Overview Table 132. Futurewise Technologies Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 133. Futurewise Technologies Financial Planning Software Product Portfolio Table 134. Futurewise Technologies Recent Developments Table 135. ESPlanner Inc. Company Information Table 136. ESPlanner Inc. Business Overview Table 137. ESPlanner Inc. Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 138. ESPlanner Inc. Financial Planning Software Product Portfolio Table 139. ESPlanner Inc. Recent Developments Table 140. ISoftware Limited Company Information Table 141. ISoftware Limited Business Overview Table 142. ISoftware Limited Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 143. ISoftware Limited Financial Planning Software Product Portfolio Table 144. ISoftware Limited Recent Developments Table 145. FinPal Pty Ltd Company Information Table 146. FinPal Pty Ltd Business Overview Table 147. FinPal Pty Ltd Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 148. FinPal Pty Ltd Financial Planning Software Product Portfolio Table 149. FinPal Pty Ltd Recent Developments Table 150. WealthTrace Company Information Table 151. WealthTrace Business Overview Table 152. WealthTrace Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 153. WealthTrace Financial Planning Software Product Portfolio Table 154. WealthTrace Recent Developments Table 155. Sigma Conso Company Information Table 156. Sigma Conso Business Overview Table 157. Sigma Conso Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 158. Sigma Conso Financial Planning Software Product Portfolio Table 159. Sigma Conso Recent Developments Table 160. Prevero GmbH (Unit4) Company Information Table 161. Prevero GmbH (Unit4) Business Overview Table 162. Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 163. Prevero GmbH (Unit4) Financial Planning Software Product Portfolio Table 164. Prevero GmbH (Unit4) Recent Developments Table 165. SAP Company Information Table 166. SAP Business Overview Table 167. SAP Revenue in Financial Planning Software Business (2021-2026) & (US$ Million) Table 168. SAP Financial Planning Software Product Portfolio Table 169. SAP Recent Developments Table 170. Authors List of This Report List of Figures Figure 1. Research Methodology Figure 2. Research Process Figure 3. Key Executives Interviewed Figure 4. Financial Planning Software Product Image Figure 5. Global Financial Planning Software Market Size Comparison by Type (2021 VS 2025 VS 2032) & (US$ Million) Figure 6. Global Financial Planning Software Market Share by Type: 2025 VS 2032 Figure 7. Cloud-based Financial Planning Software Product Figure 8. On-promise Type Financial Planning Software Product Figure 9. Global Financial Planning Software Market Size by Application (2021 VS 2025 VS 2032) & (US$ Million) Figure 10. Global Financial Planning Software Market Share by Application: 2025 VS 2032 Figure 11. SME Product Figure 12. Large Enterprise Product Figure 13. Personal Purpose Product Figure 14. Others Product Figure 15. Global Financial Planning Software Market Size (US$ Million), Year-over-Year: 2021-2032 Figure 16. Global Financial Planning Software Market Size, (US$ Million), 2021 VS 2025 VS 2032 Figure 17. Global Financial Planning Software Market Share by Region: 2025 VS 2032 Figure 18. Global Financial Planning Software Market Share by Players in 2025 Figure 19. Global Financial Planning Software Manufacturers Established Date Figure 20. Global Top 5 and 10 Financial Planning Software Players Market Share by Revenue in 2025 Figure 21. Players Type (Tier 1, Tier 2, and Tier 3): 2021 VS 2025 Figure 22. North America Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 23. North America Financial Planning Software Market Share by Country (2021-2032) Figure 24. United States Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 25. Canada Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 26. Mexico Financial Planning Software Market Share by Country (2021-2032) Figure 27. Europe Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 28. Europe Financial Planning Software Market Share by Country (2021-2032) Figure 29. Germany Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 30. France Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 31. U.K. Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 32. Italy Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 33. Spain Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 34. Russia Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 35. Netherlands Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 36. Nordic Countries Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 37. Asia-Pacific Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 38. Asia-Pacific Financial Planning Software Market Share by Country (2021-2032) Figure 39. China Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 40. Japan Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 41. South Korea Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 42. India Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 43. India Financial Planning Software Market Share by Country (2021-2032) Figure 44. Australia Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 45. China Taiwan Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 46. Southeast Asia Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 47. South America Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 48. South America Financial Planning Software Market Share by Country (2021-2032) Figure 49. Brazil Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 50. Argentina Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 51. Chile Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 52. Colombia Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 53. Peru Financial Planning Software Market Size YoY Growth (2021-2032) & (US$ Million) Figure 54. PIEtech, Inc. Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 55. EMoney Advisor Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 56. Advicent Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 57. Money Tree Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 58. WealthTec Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 59. Oltis Software Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 60. Advisor Software Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 61. Envestnet Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 62. InStream Solutions Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 63. Wealthcare Capital Management Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 64. SunGard WealthStation (FIS) Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 65. Advizr Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 66. RightCapital Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 67. Cheshire Software Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 68. Razor Logic Systems Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 69. Moneywise Software Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 70. Struktur AG Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 71. Futurewise Technologies Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 72. ESPlanner Inc. Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 73. ISoftware Limited Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 74. FinPal Pty Ltd Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 75. WealthTrace Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 76. Sigma Conso Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 77. Prevero GmbH (Unit4) Revenue Growth Rate in Financial Planning Software Business (2021-2026) Figure 78. SAP Revenue Growth Rate in Financial Planning Software Business (2021-2026)

Scope & coverage.

Types
  • Cloud-based Financial Planning Software
  • On-promise Type Financial Planning Software
Applications
  • SME
  • Large Enterprise
  • Personal Purpose
  • Others
Companies covered
  • PIEtech, Inc.
  • EMoney Advisor
  • Advicent
  • Money Tree
  • WealthTec
  • Oltis Software
  • Advisor Software
  • Envestnet
  • InStream Solutions
  • Wealthcare Capital Management
  • SunGard WealthStation (FIS)
  • Advizr
  • RightCapital
  • Cheshire Software
  • Razor Logic Systems
  • Moneywise Software
  • Struktur AG
  • Futurewise Technologies
  • ESPlanner Inc.
  • ISoftware Limited
  • FinPal Pty Ltd
  • WealthTrace
  • Sigma Conso
  • Prevero GmbH (Unit4)
  • SAP

Inside the report.

1 Preface
  1. 1.1 Scope of Report
  2. 1.2 Reasons for Doing This Study
  3. 1.3 Research Methodology
  4. 1.4 Research Process
  5. 1.5 Data Source
  6. 1.5.1 Secondary Sources
  7. 1.5.2 Primary Sources
2 Market Overview
  1. 2.1 Product Definition
  2. 2.2 Financial Planning Software by Type
  3. 2.2.1 Market Value Comparison by Type (2021 VS 2025 VS 2032)
  4. 2.2.2 Cloud-based Financial Planning Software
  5. 2.2.3 On-promise Type Financial Planning Software
  6. 2.3 Financial Planning Software by Application
  7. 2.3.1 Market Value Comparison by Application (2021 VS 2025 VS 2032)
  8. 2.3.2 SME
  9. 2.3.3 Large Enterprise
  10. 2.3.4 Personal Purpose
  11. 2.3.5 Others
  12. 2.4 Assumptions and Limitations
3 Financial Planning Software Breakdown Data by Type
  1. 3.1 Global Financial Planning Software Historic Market Size by Type (2021-2026)
  2. 3.2 Global Financial Planning Software Forecasted Market Size by Type (2027-2032)
4 Financial Planning Software Breakdown Data by Application
  1. 4.1 Global Financial Planning Software Historic Market Size by Application (2021-2026)
  2. 4.2 Global Financial Planning Software Forecasted Market Size by Application (2027-2032)
5 Global Growth Trends
  1. 5.1 Global Financial Planning Software Market Perspective (2021-2032)
  2. 5.2 Global Financial Planning Software Growth Trends by Region
  3. 5.2.1 Global Financial Planning Software Market Size by Region: 2021 VS 2025 VS 2032
  4. 5.2.2 Financial Planning Software Historic Market Size by Region (2021-2026)
  5. 5.2.3 Financial Planning Software Forecasted Market Size by Region (2027-2032)
  6. 5.3 Financial Planning Software Market Dynamics
  7. 5.3.1 Financial Planning Software Industry Trends
  8. 5.3.2 Financial Planning Software Market Drivers
  9. 5.3.3 Financial Planning Software Market Challenges
  10. 5.3.4 Financial Planning Software Market Restraints
6 Market Competitive Landscape by Players
  1. 6.1 Global Top Financial Planning Software Players by Revenue
  2. 6.1.1 Global Top Financial Planning Software Players by Revenue (2021-2026)
  3. 6.1.2 Global Financial Planning Software Revenue Market Share by Players (2021-2026)
  4. 6.2 Global Financial Planning Software Industry Players Ranking, 2023 VS 2024 VS 2025
  5. 6.3 Global Key Players of Financial Planning Software Head Office and Area Served
  6. 6.4 Global Financial Planning Software Players, Product Type & Application
  7. 6.5 Global Financial Planning Software Manufacturers Established Date
  8. 6.6 Global Financial Planning Software Market CR5 and HHI
  9. 6.7 Global Players Mergers & Acquisition
7 North America
  1. 7.1 North America Financial Planning Software Market Size (2021-2032)
  2. 7.2 North America Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 7.3 North America Financial Planning Software Market Size by Country (2021-2026)
  4. 7.4 North America Financial Planning Software Market Size by Country (2027-2032)
  5. 7.5 United States
  6. 7.5 United States
  7. 7.6 Canada
  8. 7.7 Mexico
8 Europe
  1. 8.1 Europe Financial Planning Software Market Size (2021-2032)
  2. 8.2 Europe Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 8.3 Europe Financial Planning Software Market Size by Country (2021-2026)
  4. 8.4 Europe Financial Planning Software Market Size by Country (2027-2032)
  5. 8.5 Germany
  6. 8.6 France
  7. 8.7 U.K.
  8. 8.8 Italy
  9. 8.9 Spain
  10. 8.10 Russia
  11. 8.11 Netherlands
  12. 8.12 Nordic Countries
9 Asia-Pacific
  1. 9.1 Asia-Pacific Financial Planning Software Market Size (2021-2032)
  2. 9.2 Asia-Pacific Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 9.3 Asia-Pacific Financial Planning Software Market Size by Country (2021-2026)
  4. 9.4 Asia-Pacific Financial Planning Software Market Size by Country (2027-2032)
  5. 9.5 China
  6. 9.6 Japan
  7. 9.7 South Korea
  8. 9.8 India
  9. 9.9 Australia
  10. 9.10 China Taiwan
  11. 9.11 Southeast Asia
10 South America
  1. 10.1 South America Financial Planning Software Market Size (2021-2032)
  2. 10.2 South America Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 10.3 South America Financial Planning Software Market Size by Country (2021-2026)
  4. 10.4 South America Financial Planning Software Market Size by Country (2027-2032)
  5. 10.5 Brazil
  6. 10.6 Argentina
  7. 10.7 Chile
  8. 10.8 Colombia
  9. 10.9 Peru
11 Middle East & Africa
  1. 11.1 Middle East & Africa Financial Planning Software Market Size (2021-2032)
  2. 11.2 Middle East & Africa Financial Planning Software Market Growth Rate by Country: 2021 VS 2025 VS 2032
  3. 11.3 Middle East & Africa Financial Planning Software Market Size by Country (2021-2026)
  4. 11.4 Middle East & Africa Financial Planning Software Market Size by Country (2027-2032)
  5. 11.5 Saudi Arabia
  6. 11.6 Israel
  7. 11.7 United Arab Emirates
  8. 11.8 Turkey
  9. 11.9 Iran
  10. 11.10 Egypt
12 Players Profiled
  1. 12.1 PIEtech, Inc.
  2. 12.1.1 PIEtech, Inc. Company Information
  3. 12.1.2 PIEtech, Inc. Business Overview
  4. 12.1.3 PIEtech, Inc. Revenue in Financial Planning Software Business (2021-2026)
  5. 12.1.4 PIEtech, Inc. Financial Planning Software Product Portfolio
  6. 12.1.5 PIEtech, Inc. Recent Developments
  7. 12.2 EMoney Advisor
  8. 12.2.1 EMoney Advisor Company Information
  9. 12.2.2 EMoney Advisor Business Overview
  10. 12.2.3 EMoney Advisor Revenue in Financial Planning Software Business (2021-2026)
  11. 12.2.4 EMoney Advisor Financial Planning Software Product Portfolio
  12. 12.2.5 EMoney Advisor Recent Developments
  13. 12.3 Advicent
  14. 12.3.1 Advicent Company Information
  15. 12.3.2 Advicent Business Overview
  16. 12.3.3 Advicent Revenue in Financial Planning Software Business (2021-2026)
  17. 12.3.4 Advicent Financial Planning Software Product Portfolio
  18. 12.3.5 Advicent Recent Developments
  19. 12.4 Money Tree
  20. 12.4.1 Money Tree Company Information
  21. 12.4.2 Money Tree Business Overview
  22. 12.4.3 Money Tree Revenue in Financial Planning Software Business (2021-2026)
  23. 12.4.4 Money Tree Financial Planning Software Product Portfolio
  24. 12.4.5 Money Tree Recent Developments
  25. 12.5 WealthTec
  26. 12.5.1 WealthTec Company Information
  27. 12.5.2 WealthTec Business Overview
  28. 12.5.3 WealthTec Revenue in Financial Planning Software Business (2021-2026)
  29. 12.5.4 WealthTec Financial Planning Software Product Portfolio
  30. 12.5.5 WealthTec Recent Developments
  31. 12.6 Oltis Software
  32. 12.6.1 Oltis Software Company Information
  33. 12.6.2 Oltis Software Business Overview
  34. 12.6.3 Oltis Software Revenue in Financial Planning Software Business (2021-2026)
  35. 12.6.4 Oltis Software Financial Planning Software Product Portfolio
  36. 12.6.5 Oltis Software Recent Developments
  37. 12.7 Advisor Software
  38. 12.7.1 Advisor Software Company Information
  39. 12.7.2 Advisor Software Business Overview
  40. 12.7.3 Advisor Software Revenue in Financial Planning Software Business (2021-2026)
  41. 12.7.4 Advisor Software Financial Planning Software Product Portfolio
  42. 12.7.5 Advisor Software Recent Developments
  43. 12.8 Envestnet
  44. 12.8.1 Envestnet Company Information
  45. 12.8.2 Envestnet Business Overview
  46. 12.8.3 Envestnet Revenue in Financial Planning Software Business (2021-2026)
  47. 12.8.4 Envestnet Financial Planning Software Product Portfolio
  48. 12.8.5 Envestnet Recent Developments
  49. 12.9 InStream Solutions
  50. 12.9.1 InStream Solutions Company Information
  51. 12.9.2 InStream Solutions Business Overview
  52. 12.9.3 InStream Solutions Revenue in Financial Planning Software Business (2021-2026)
  53. 12.9.4 InStream Solutions Financial Planning Software Product Portfolio
  54. 12.9.5 InStream Solutions Recent Developments
  55. 12.10 Wealthcare Capital Management
  56. 12.10.1 Wealthcare Capital Management Company Information
  57. 12.10.2 Wealthcare Capital Management Business Overview
  58. 12.10.3 Wealthcare Capital Management Revenue in Financial Planning Software Business (2021-2026)
  59. 12.10.4 Wealthcare Capital Management Financial Planning Software Product Portfolio
  60. 12.10.5 Wealthcare Capital Management Recent Developments
  61. 12.11 SunGard WealthStation (FIS)
  62. 12.11.1 SunGard WealthStation (FIS) Company Information
  63. 12.11.2 SunGard WealthStation (FIS) Business Overview
  64. 12.11.3 SunGard WealthStation (FIS) Revenue in Financial Planning Software Business (2021-2026)
  65. 12.11.4 SunGard WealthStation (FIS) Financial Planning Software Product Portfolio
  66. 12.11.5 SunGard WealthStation (FIS) Recent Developments
  67. 12.12 Advizr
  68. 12.12.1 Advizr Company Information
  69. 12.12.2 Advizr Business Overview
  70. 12.12.3 Advizr Revenue in Financial Planning Software Business (2021-2026)
  71. 12.12.4 Advizr Financial Planning Software Product Portfolio
  72. 12.12.5 Advizr Recent Developments
  73. 12.13 RightCapital
  74. 12.13.1 RightCapital Company Information
  75. 12.13.2 RightCapital Business Overview
  76. 12.13.3 RightCapital Revenue in Financial Planning Software Business (2021-2026)
  77. 12.13.4 RightCapital Financial Planning Software Product Portfolio
  78. 12.13.5 RightCapital Recent Developments
  79. 12.14 Cheshire Software
  80. 12.14.1 Cheshire Software Company Information
  81. 12.14.2 Cheshire Software Business Overview
  82. 12.14.3 Cheshire Software Revenue in Financial Planning Software Business (2021-2026)
  83. 12.14.4 Cheshire Software Financial Planning Software Product Portfolio
  84. 12.14.5 Cheshire Software Recent Developments
  85. 12.15 Razor Logic Systems
  86. 12.15.1 Razor Logic Systems Company Information
  87. 12.15.2 Razor Logic Systems Business Overview
  88. 12.15.3 Razor Logic Systems Revenue in Financial Planning Software Business (2021-2026)
  89. 12.15.4 Razor Logic Systems Financial Planning Software Product Portfolio
  90. 12.15.5 Razor Logic Systems Recent Developments
  91. 12.16 Moneywise Software
  92. 12.16.1 Moneywise Software Company Information
  93. 12.16.2 Moneywise Software Business Overview
  94. 12.16.3 Moneywise Software Revenue in Financial Planning Software Business (2021-2026)
  95. 12.16.4 Moneywise Software Financial Planning Software Product Portfolio
  96. 12.16.5 Moneywise Software Recent Developments
  97. 12.17 Struktur AG
  98. 12.17.1 Struktur AG Company Information
  99. 12.17.2 Struktur AG Business Overview
  100. 12.17.3 Struktur AG Revenue in Financial Planning Software Business (2021-2026)
  101. 12.17.4 Struktur AG Financial Planning Software Product Portfolio
  102. 12.17.5 Struktur AG Recent Developments
  103. 12.18 Futurewise Technologies
  104. 12.18.1 Futurewise Technologies Company Information
  105. 12.18.2 Futurewise Technologies Business Overview
  106. 12.18.3 Futurewise Technologies Revenue in Financial Planning Software Business (2021-2026)
  107. 12.18.4 Futurewise Technologies Financial Planning Software Product Portfolio
  108. 12.18.5 Futurewise Technologies Recent Developments
  109. 12.19 ESPlanner Inc.
  110. 12.19.1 ESPlanner Inc. Company Information
  111. 12.19.2 ESPlanner Inc. Business Overview
  112. 12.19.3 ESPlanner Inc. Revenue in Financial Planning Software Business (2021-2026)
  113. 12.19.4 ESPlanner Inc. Financial Planning Software Product Portfolio
  114. 12.19.5 ESPlanner Inc. Recent Developments
  115. 12.20 ISoftware Limited
  116. 12.20.1 ISoftware Limited Company Information
  117. 12.20.2 ISoftware Limited Business Overview
  118. 12.20.3 ISoftware Limited Revenue in Financial Planning Software Business (2021-2026)
  119. 12.20.4 ISoftware Limited Financial Planning Software Product Portfolio
  120. 12.20.5 ISoftware Limited Recent Developments
  121. 12.21 FinPal Pty Ltd
  122. 12.21.1 FinPal Pty Ltd Company Information
  123. 12.21.2 FinPal Pty Ltd Business Overview
  124. 12.21.3 FinPal Pty Ltd Revenue in Financial Planning Software Business (2021-2026)
  125. 12.21.4 FinPal Pty Ltd Financial Planning Software Product Portfolio
  126. 12.21.5 FinPal Pty Ltd Recent Developments
  127. 12.22 WealthTrace
  128. 12.22.1 WealthTrace Company Information
  129. 12.22.2 WealthTrace Business Overview
  130. 12.22.3 WealthTrace Revenue in Financial Planning Software Business (2021-2026)
  131. 12.22.4 WealthTrace Financial Planning Software Product Portfolio
  132. 12.22.5 WealthTrace Recent Developments
  133. 12.23 Sigma Conso
  134. 12.23.1 Sigma Conso Company Information
  135. 12.23.2 Sigma Conso Business Overview
  136. 12.23.3 Sigma Conso Revenue in Financial Planning Software Business (2021-2026)
  137. 12.23.4 Sigma Conso Financial Planning Software Product Portfolio
  138. 12.23.5 Sigma Conso Recent Developments
  139. 12.24 Prevero GmbH (Unit4)
  140. 12.24.1 Prevero GmbH (Unit4) Company Information
  141. 12.24.2 Prevero GmbH (Unit4) Business Overview
  142. 12.24.3 Prevero GmbH (Unit4) Revenue in Financial Planning Software Business (2021-2026)
  143. 12.24.4 Prevero GmbH (Unit4) Financial Planning Software Product Portfolio
  144. 12.24.5 Prevero GmbH (Unit4) Recent Developments
  145. 12.25 SAP
  146. 12.25.1 SAP Company Information
  147. 12.25.2 SAP Business Overview
  148. 12.25.3 SAP Revenue in Financial Planning Software Business (2021-2026)
  149. 12.25.4 SAP Financial Planning Software Product Portfolio
  150. 12.25.5 SAP Recent Developments
13 Report Conclusion
    14 Disclaimer

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