Table of Contents Chapter 1 Financial Planning Software Market Overview 1.1 Financial Planning Software Definition 1.2 Global Financial Planning Software Market Size Status and Outlook (2016-2030) 1.3 Global Financial Planning Software Market Size Comparison by Region (2016-2030) 1.4 Global Financial Planning Software Market Size Comparison by Type (2016-2030) 1.5 Global Financial Planning Software Market Size Comparison by Application (2016-2030) 1.6 Global Financial Planning Software Market Size Comparison by Sales Channel (2016-2030) 1.7 Financial Planning Software Market Dynamics (COVID-19 Impacts) 1.7.1 Market Drivers/Opportunities 1.7.2 Market Challenges/Risks 1.7.3 Market News (Mergers/Acquisitions/Expansion) 1.7.4 COVID-19 Impacts 1.7.5 Post-Strategies of COVID-19 Chapter 2 Financial Planning Software Market Segment Analysis by Player 2.1 Global Financial Planning Software Sales and Market Share by Player (2019-2021) 2.2 Global Financial Planning Software Revenue and Market Share by Player (2019-2021) 2.3 Global Financial Planning Software Average Price by Player (2019-2021) 2.4 Players Competition Situation & Trends 2.5 Conclusion of Segment by Player Chapter 3 Financial Planning Software Market Segment Analysis by Type 3.1 Global Financial Planning Software Market by Type 3.1.1 On-premises 3.1.2 Cloud-based 3.2 Global Financial Planning Software Sales and Market Share by Type (2016-2021) 3.3 Global Financial Planning Software Revenue and Market Share by Type (2016-2021) 3.4 Global Financial Planning Software Average Price by Type (2016-2021) 3.5 Leading Players of Financial Planning Software by Type in 2021 3.6 Conclusion of Segment by Type Chapter 4 Financial Planning Software Market Segment Analysis by Application 4.1 Global Financial Planning Software Market by Application 4.1.1 SMEs 4.1.2 Large Enterprises 4.1.3 Others 4.2 Global Financial Planning Software Revenue and Market Share by Application (2016-2021) 4.3 Leading Consumers of Financial Planning Software by Application in 2021 4.4 Conclusion of Segment by Application Chapter 5 Financial Planning Software Market Segment Analysis by Sales Channel 5.1 Global Financial Planning Software Market by Sales Channel 5.1.1 Direct Channel 5.1.2 Distribution Channel 5.2 Global Financial Planning Software Revenue and Market Share by Sales Channel (2016-2021) 5.3 Leading Distributors/Dealers of Financial Planning Software by Sales Channel in 2021 5.4 Conclusion of Segment by Sales Channel Chapter 6 Financial Planning Software Market Segment Analysis by Region 6.1 Global Financial Planning Software Market Size and CAGR by Region (2016-2030) 6.2 Global Financial Planning Software Sales and Market Share by Region (2016-2021) 6.3 Global Financial Planning Software Revenue and Market Share by Region (2016-2021) 6.4 North America 6.4.1 North America Market by Country 6.4.2 North America Financial Planning Software Market Share by Type 6.4.3 North America Financial Planning Software Market Share by Application 6.4.4 United States 6.4.5 Canada 6.4.6 Mexico 6.5 Europe 6.5.1 Europe Market by Country 6.5.2 Europe Financial Planning Software Market Share by Type 6.5.3 Europe Financial Planning Software Market Share by Application 6.5.4 Germany 6.5.5 UK 6.5.6 France 6.5.7 Italy 6.5.8 Russia 6.5.9 Spain 6.6 Asia-Pacific 6.6.1 Asia-Pacific Market by Country 6.6.2 Asia-Pacific Financial Planning Software Market Share by Type 6.6.3 Asia-Pacific Financial Planning Software Market Share by Application 6.6.4 China 6.6.5 Japan 6.6.6 Korea 6.6.7 India 6.6.8 Southeast Asia 6.6.9 Australia 6.7 South America 6.7.1 South America Market by Country 6.7.2 South America Financial Planning Software Market Share by Type 6.7.3 South America Financial Planning Software Market Share by Application 6.7.4 Brazil 6.7.5 Argentina 6.7.6 Colombia 6.8 Middle East & Africa 6.8.1 Middle East & Africa Market by Country 6.8.2 Middle East & Africa Financial Planning Software Market Share by Type 6.8.3 Middle East & Africa Financial Planning Software Market Share by Application 6.8.4 UAE 6.8.5 Saudi Arabia 6.8.6 South Africa 6.9 Conclusion of Segment by Region Chapter 7 Profile of Leading Financial Planning Software Players 7.1 PIEtech 7.1.1 Company Snapshot 7.1.2 Product/Service Offered 7.1.3 Business Performance (Sales, Price, Revenue, Gross Margin and Market Share) 7.2 EMoney Advisor 7.3 Advicent 7.4 Money Tree 7.5 WealthTec 7.6 Oltis Software 7.7 Advisor Software 7.8 Envestnet 7.9 InStream Solutions 7.10 Advizr 7.11 RightCapital 7.12 Cheshire Software 7.13 Razor Logic Systems 7.14 Moneywise Software 7.15 Struktur AG 7.16 Futurewise Technologies 7.17 ESPlanner Inc. 7.18 ISoftware Limited 7.19 FinPal Pty Ltd 7.20 WealthTrace 7.21 Sigma Conso 7.22 Prevero GmbH (Unit4) 7.23 SAP 7.24 Planview 7.25 Insightsoftware.com 7.26 CAMMS 7.27 Calumo 7.28 Xlerant 7.29 Corporater 7.30 CXO Software Chapter 8 Upstream and Downstream Analysis of Financial Planning Software 8.1 Industrial Chain of Financial Planning Software 8.2 Upstream of Financial Planning Software 8.3 Downstream of Financial Planning Software Chapter 9 Development Trend of Financial Planning Software (2022-2030) 9.1 Global Financial Planning Software Market Size (Sales and Revenue) Forecast (2022-2030) 9.2 Global Financial Planning Software Market Size and CAGR Forecast by Region (2022-2030) 9.3 Global Financial Planning Software Market Size and CAGR Forecast by Type (2022-2030) 9.4 Global Financial Planning Software Market Size and CAGR Forecast by Application (2022-2030) 9.5 Global Financial Planning Software Market Size and CAGR Forecast by Sales Channel (2022-2030) Chapter 10 Appendix 10.1 Research Methodology 10.2 Data Sources 10.3 Disclaimer 10.4 Analysts Certification

List of Tables and Figures Figure Financial Planning Software Example Figure Global Financial Planning Software Revenue (Million $) Status and Outlook (2016-2030) Figure Global Financial Planning Software Revenue (Million $) Comparison by Region (2016-2030) Figure Global Financial Planning Software Revenue (Million $) Comparison by Type (2016-2030) Figure Global Financial Planning Software Revenue (Million $) Comparison by Application (2016-2030) Figure Global Financial Planning Software Revenue (Million $) Comparison by Sales Channel (2016-2030) Table Global Financial Planning Software Sales by Player (2019-2021) Table Global Financial Planning Software Sales Market Share by Player (2019-2021) Figure Global Financial Planning Software Sales Market Share by Player in 2021 Table Global Financial Planning Software Revenue (Million $) by Player (2019-2021) Table Global Financial Planning Software Revenue Market Share by Player (2019-2021) Figure Global Financial Planning Software Revenue Market Share by Player in 2021 Table Global Financial Planning Software Average Price by Player (2019-2021) Figure Global Financial Planning Software Average Price by Player in 2021 Figure Global Financial Planning Software Players Competition Situation – Top 5 Players’ Revenue Market Share in 2019 Figure Global Financial Planning Software Players Competition Trends – Top 5 Players’ Revenue Market Share in 2021 Figure Example of On-premises Figure Global On-premises Revenue (Million $) and Growth Rate (2016-2021) Figure Example of Cloud-based Figure Global Cloud-based Revenue (Million $) and Growth Rate (2016-2021) Table Global Financial Planning Software Sales by Type (2016-2021) Table Global Financial Planning Software Sales Market Share by Type (2016-2021) Figure Global Financial Planning Software Sales Market Share by Type in 2021 Table Global Financial Planning Software Revenue (Million $) by Type (2016-2021) Table Global Financial Planning Software Revenue Market Share by Type (2016-2021) Figure Global Financial Planning Software Revenue Market Share by Type in 2021 Table Global Financial Planning Software Average Price by Type (2016-2021) Figure Global Financial Planning Software Average Price by Type in 2021 Table Leading Players of Financial Planning Software by Type in 2021 Figure Example of SMEs Figure Global Financial Planning Software for SMEs Revenue (Million $) and Growth Rate (2016-2021) Figure Example of Large Enterprises Figure Global Financial Planning Software for Large Enterprises Revenue (Million $) and Growth Rate (2016-2021) Figure Example of Others Figure Global Financial Planning Software for Others Revenue (Million $) and Growth Rate (2016-2021) Table Global Financial Planning Software Sales by Application (2016-2021) Table Global Financial Planning Software Sales Market Share by Application (2016-2021) Figure Global Financial Planning Software Sales Market Share by Application in 2021 Table Leading Consumers of Financial Planning Software by Application in 2021 Figure Example of Direct Channel Figure Global Financial Planning Software for Direct Channel Revenue (Million $) and Growth Rate (2016-2021) Figure Example of Distribution Channel Figure Global Financial Planning Software for Distribution Channel Revenue (Million $) and Growth Rate (2016-2021) Table Global Financial Planning Software Revenue by Sales Channel (2016-2021) Table Global Financial Planning Software Revenue Market Share by Sales Channel (2016-2021) Figure Global Financial Planning Software Revenue Market Share by Sales Channel in 2021 Table Leading Distributors/Dealers of Financial Planning Software by Sales Channel in 2021 Table Global Financial Planning Software Market Size and CAGR by Region (2016-2030) Table Global Financial Planning Software Sales by Region (2016-2021) Table Global Financial Planning Software Sales Market Share by Region (2016-2021) Figure Global Financial Planning Software Sales Market Share by Region in 2021 Table Global Financial Planning Software Revenue (Million $) by Region (2016-2021) Table Global Financial Planning Software Revenue Market Share by Region (2016-2021) Figure Global Financial Planning Software Revenue Market Share by Region in 2021 Table North America Financial Planning Software Sales by Country (2016-2021) Figure North America Financial Planning Software Sales Market Share by Country (2016-2021) Table North America Financial Planning Software Revenue by Country (2016-2021) Figure North America Financial Planning Software Revenue Market Share by Country (2016-2021) Figure North America Financial Planning Software Market Share by Type in 2021 Figure North America Financial Planning Software Market Share by Application in 2021 Figure United States Financial Planning Software Sales and Growth Rate (2016-2021) Figure United States Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Canada Financial Planning Software Sales and Growth Rate (2016-2021) Figure Canada Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Mexico Financial Planning Software Sales and Growth Rate (2016-2021) Figure Mexico Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Table Europe Financial Planning Software Sales by Country (2016-2021) Figure Europe Financial Planning Software Sales Market Share by Country (2016-2021) Table Europe Financial Planning Software Revenue by Country (2016-2021) Figure Europe Financial Planning Software Revenue Market Share by Country (2016-2021) Figure Europe Financial Planning Software Market Share by Type in 2021 Figure Europe Financial Planning Software Market Share by Application in 2021 Figure Germany Financial Planning Software Sales and Growth Rate (2016-2021) Figure Germany Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure UK Financial Planning Software Sales and Growth Rate (2016-2021) Figure UK Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure France Financial Planning Software Sales and Growth Rate (2016-2021) Figure France Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Italy Financial Planning Software Sales and Growth Rate (2016-2021) Figure Italy Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Russia Financial Planning Software Sales and Growth Rate (2016-2021) Figure Russia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Spain Financial Planning Software Sales and Growth Rate (2016-2021) Figure Spain Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Table Asia-Pacific Financial Planning Software Sales by Country (2016-2021) Figure Asia-Pacific Financial Planning Software Sales Market Share by Country (2016-2021) Table Asia-Pacific Financial Planning Software Revenue by Country (2016-2021) Figure Asia-Pacific Financial Planning Software Revenue Market Share by Country (2016-2021) Figure Asia-Pacific Financial Planning Software Market Share by Type in 2021 Figure Asia-Pacific Financial Planning Software Market Share by Application in 2021 Figure China Financial Planning Software Sales and Growth Rate (2016-2021) Figure China Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Japan Financial Planning Software Sales and Growth Rate (2016-2021) Figure Japan Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Korea Financial Planning Software Sales and Growth Rate (2016-2021) Figure Korea Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure India Financial Planning Software Sales and Growth Rate (2016-2021) Figure India Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Southeast Asia Financial Planning Software Sales and Growth Rate (2016-2021) Figure Southeast Asia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Australia Financial Planning Software Sales and Growth Rate (2016-2021) Figure Australia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Table South America Financial Planning Software Sales by Country (2016-2021) Figure South America Financial Planning Software Sales Market Share by Country (2016-2021) Table South America Financial Planning Software Revenue by Country (2016-2021) Figure South America Financial Planning Software Revenue Market Share by Country (2016-2021) Figure South America Financial Planning Software Market Share by Type in 2021 Figure South America Financial Planning Software Market Share by Application in 2021 Figure Brazil Financial Planning Software Sales and Growth Rate (2016-2021) Figure Brazil Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Argentina Financial Planning Software Sales and Growth Rate (2016-2021) Figure Argentina Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Colombia Financial Planning Software Sales and Growth Rate (2016-2021) Figure Colombia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Table Middle East & Africa Financial Planning Software Sales by Country (2016-2021) Figure Middle East & Africa Financial Planning Software Sales Market Share by Country (2016-2021) Table Middle East & Africa Financial Planning Software Revenue by Country (2016-2021) Figure Middle East & Africa Financial Planning Software Revenue Market Share by Country (2016-2021) Figure Middle East & Africa Financial Planning Software Market Share by Type in 2021 Figure Middle East & Africa Financial Planning Software Market Share by Application in 2021 Figure UAE Financial Planning Software Sales and Growth Rate (2016-2021) Figure UAE Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure Saudi Arabia Financial Planning Software Sales and Growth Rate (2016-2021) Figure Saudi Arabia Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Figure South Africa Financial Planning Software Sales and Growth Rate (2016-2021) Figure South Africa Financial Planning Software Revenue (Million $) and Growth Rate (2016-2021) Table Company Snapshot of PIEtech Table Financial Planning Software Introduction of PIEtech Table Financial Planning Software Sales, Price, Revenue, Gross Margin and Market Share of PIEtech (2019-2021) Table Industrial Chain of Financial Planning Software Table Manufacturing Cost Structure of Financial Planning Software Table General Manufacturing Process of Financial Planning Software Table Leading Distributors/Dealers of Financial Planning Software Table Leading Consumers of Financial Planning Software Figure Global Financial Planning Software Sales and Growth Rate Forecast (2022-2030) Figure Global Financial Planning Software Revenue and Growth Rate Forecast (2022-2030) Table Global Financial Planning Software Market Size and CAGR Forecast by Region (2022-2030) Table Global Financial Planning Software Market Size and CAGR Forecast by Type (2022-2030) Table Global Financial Planning Software Market Size and CAGR Forecast by Application (2022-2030) Table Global Financial Planning Software Market Size and CAGR Forecast by Sales Channel (2022-2030)