In-depth Research Report of Global Financial Planning Software Market (2019 Version)


Report ID : RC-46389 Category : Information And Communication Technology Published Date : Jul-19
Publisher : Lilan-Data-Info Pages : 143 Format : PDF
The Report mainly includes revenue, competition, investment, forecast and marketing of the product and the segments here include companies, types, applications, regions, countries, etc. 

The Global  market of Financial Planning Software is expected to grow at a CAGR of roughly xx% over the next five years, will reach xx million US$ in 2023, from xx million US$ in 2017, according to a new LDI (Lilan Data & Info) study.

The regions of Financial Planning Software contain all Global  market, especially in North America, Europe, Asia Pacific, Latin America and MEA. 

Players include 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, etc.

Types cover Goals-based, Cash-flow-based, etc. and applications cover SME, Large Enterprise, Personal Purpose, Other Purposes, etc.

There are 11 Chapters to deeply display the global Financial Planning Software market.
Chapter 1, is  definition and segment of Financial Planning Software;
Chapter 2, is executive summary of Financial Planning Software Market;
Chapter 3, to explain the industry chain of Financial Planning Software;
Chapter 4, to show info and data comparison of  Financial Planning Software Players;
Chapter 5, to show comparison of types;
Chapter 6, to show comparison of applications;
Chapter 7, to show comparison of regions and coutries(or sub-regions);
Chapter 8, to show competition situation of Financial Planning Software Market;
Chapter 9, to forecast Financial Planning Software market in the next years;
Chapter 10, to show investment of Financial Planning Software Market;
Table of Contents

Chap. 1, Definition and Segment
    1.1, Definition
    1.2, Segments
        A, Type Segment
        B, Application Segment
        C, Regional Segment

Chap. 2, Executive Summary of Financial Planning Software Market

Chap. 3, Industrial Chain Analysis of Financial Planning Software Market
    3.1, Industrial Chain of Financial Planning Software
    3.2,  Developing and Operating Process of Financial Planning Software
    3.3, Upstream and Cost of Financial Planning Software
        A, R&D and Maintenance Cost
        B, Equipment/Hardware Market
        C, Labor Cost Analysis
        D, Cost Structure Analysis
    3.4, Marketing Features
        A, Marketing Channel
        B, Distributors/Agents
    3.5, Downstream

Chap. 4, Comparison of Companies
    4.1, Comprehensive Analysis of Financial Planning Software Companies
        4.1.1, Business Comparison of Companies
        4.1.2, Business Distribution of Financial Planning Software by Companies
        4.1.3, Product Comparison of  Financial Planning Software by Companies
    4.2, Financial Planning Software Revenue by Companies
    4.3, Data Details (Revenue, Share, Growth Rate, Gross Margin) Analysis of Financial Planning Software by Companies
        Comp. 1: Data Details (Revenue, Share, Growth Rate, Gross Margin) of PIEtech, Inc.
        Comp. 2: Data Details of eMoney Advisor
        Comp. 3: Data Details of Advicent
        Comp. 4: Data Details of Money Tree
        Comp. 5: Data Details of WealthTec
        Comp. 6: Data Details of Oltis Software
        Comp. 7: Data Details of Advisor Software
        Comp. 8: Data Details of Envestnet
        Comp. 9: Data Details of inStream Solutions
        Comp. 10: Data Details of Wealthcare Capital Management
        Comp. 11: Data Details of SunGard WealthStation (FIS)
        Comp. 12: Data Details of Advizr
        Comp. 13: Data Details of RightCapital
        Comp. 14: Data Details of Cheshire Software
        Comp. 15: Data Details of Razor Logic Systems
        Comp. 16: Data Details of Moneywise Software
        Comp. 17: Data Details of struktur AG
        Comp. 18: Data Details of Futurewise Technologies
        Comp. 19: Data Details of ESPlanner Inc.
        Comp. 20: Data Details of ISoftware Limited
        Comp. 21: Data Details of FinPal Pty Ltd
        Comp. 22: Data Details of WealthTrace
        Comp. 23: Data Details of Sigma Conso
        Comp. 24: Data Details of prevero GmbH(Unit4)
        Comp. 25: Data Details of SAP

Chap. 5, Comparison of Types (Revenue, Share, Growth)
    5.1, Goals-based
    5.2, Cash-flow-based

Chap. 6, Comparison of Applications (Revenue, Share, Growth)
    6.1, SME
    6.2, Large Enterprise
    6.3, Personal Purpose
    6.4, Other Purposes

Chap. 7, Comparison of Regions (Revenue, Share, Growth)
    7.1, North America
        7.1.1, Sub-regions of North America
        7.1.2, U.S.A.
        7.1.3, Canada
    7.2, Europe
        7.2.1 Sub-regions of Europe
        7.2.2, Germany
        7.2.3, U.K.
        7.2.4, France
        7.2.5, Italy
        7.2.6, Spain
    7.3, Asia Pacific
        7.3.1, Sub-regions of Asia Pacific
        7.3.2, China
        7.3.3, India
        7.3.4, Japan
        7.3.5, Oceania
        7.3.6, SEA
    7.4, Latin America
        7.4.1, Sub-regions of Latin America
        7.4.2, Brazil
        7.4.3, Mexico
    7.5, MEA
        7.5.1, Sub-regions of MEA
        7.5.2, Mid-east
        7.5.3, South Africa

Chap. 8, Competition Situation Analysis of Financial Planning Software Market
    8.1, Competition Situation by Players
        8.1.1, Market Concentration by Players
        8.1.2, Mergers & Acquisitions, Expansions
        8.1.3, New Entrants
    8.2, Competition Situation by Regions

Chap. 9, Forecast of Financial Planning Software Market
    9.1, Market Size Forecast
        9.1.1, Opportunity
        9.1.2, Restraints
        9.1.3, Market Trend (Revenue, Growth)
    9.2, Types Forecast (Revenue, Growth)
    9.3, Application Forecast (Revenue, Growth)
    9.4, Regional Forecast (Revenue, Growth)

Chap. 10, Investment Analysis of Financial Planning Software Market
    10.1, Investment Opportunity and Barriers
    10.2, Investment Calculation
        10.2.1, Cost Calculation
        10.2.2, Revenue Calculation
        10.2.3, Economic Performance Evaluation

Chap. 11, Appendix (Free Info)
    11.1, Profiles and Financial Planning Software Product Information of Key Companies
        Comp. 1: (Profiles and Financial Planning Software Product Information of) PIEtech, Inc.
        Comp. 2: eMoney Advisor
        Comp. 3: Advicent
        Comp. 4: Money Tree
        Comp. 5: WealthTec
        Comp. 6: Oltis Software
        Comp. 7: Advisor Software
        Comp. 8: Envestnet
        Comp. 9: inStream Solutions
        Comp. 10: Wealthcare Capital Management
        Comp. 11: SunGard WealthStation (FIS)
        Comp. 12: Advizr
        Comp. 13: RightCapital
        Comp. 14: Cheshire Software
        Comp. 15: Razor Logic Systems
        Comp. 16: Moneywise Software
        Comp. 17: struktur AG
        Comp. 18: Futurewise Technologies
        Comp. 19: ESPlanner Inc.
        Comp. 20: ISoftware Limited
        Comp. 21: FinPal Pty Ltd
        Comp. 22: WealthTrace
        Comp. 23: Sigma Conso
        Comp. 24: prevero GmbH(Unit4)
        Comp. 25: SAP
    11.2, Contact Info of Related Companies
    11.3, Assumptions and Research Methodology
    11.4, Average Annual Exchange Rate
    11.5, Global and Regional Economic Change
    11.6, Global and Regional Labor Cost Index
    11.7, Relevant Policy (Examples)
    11.8, Relevant Patent and Technological Innovation (Examples)
    11.9, Info & Data Source
    11.10, Details of Abbreviated Words
    11.11, Disclaimer
    11.12, Author List

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