TABLE OF CONTENTS 1 Research Methodology and Statistical Scope 1.1 Market Definition and Statistical Scope of Financial Planning Software 1.2 Key Market Segments 1.2.1 Financial Planning Software Segment by Type 1.2.2 Financial Planning Software Segment by Application 1.3 Methodology & Sources of Information 1.3.1 Research Methodology 1.3.2 Research Process 1.3.3 Market Breakdown and Data Triangulation 1.3.4 Base Year 1.3.5 Report Assumptions & Caveats 2 Financial Planning Software Market Overview 2.1 Global Financial Planning Software Market Size (M USD) Estimates and Forecasts (2017-2028) 2.2 Market Segment Executive Summary 2.3 Global Market Size by Region 3 Financial Planning Software Market Competitive Landscape 3.1 Global Financial Planning Software Revenue Market Share by Manufacturers (2017-2022) 3.2 Financial Planning Software Market Share by Company Type (Tier 1, Tier 2, and Tier 3) 3.3 Manufacturers Financial Planning Software Sales Sites, Area Served, Service Type 3.4 Financial Planning Software Market Competitive Situation and Trends 3.4.1 Financial Planning Software Market Concentration Rate 3.4.2 Global 5 and 10 Largest Financial Planning Software Players Market Share by Revenue 3.4.3 Mergers & Acquisitions, Expansion 4 Financial Planning Software Value Chain Analysis 4.1 Financial Planning Software Value Chain Analysis 4.2 Midstream Market Analysis 4.3 Downstream Customer Analysis 5 The Development and Dynamics of Financial Planning Software Market 5.1 Key Development Trends 5.2 Driving Factors 5.3 Market Challenges 5.4 Market Restraints 5.5 Industry News 5.5.1 Mergers & Acquisitions 5.5.2 Expansions 5.5.3 Collaboration/Supply Contracts 5.6 Industry Policies 6 Financial Planning Software Market Segmentation by Type 6.1 Evaluation Matrix of Segment Market Development Potential (Type) 6.2 Global Financial Planning Software Market Size Market Share by Type (2017-2022) 6.3 Global Financial Planning Software Sales Growth Rate by Type (2017-2022) 7 Financial Planning Software Market Segmentation by Application 7.1 Evaluation Matrix of Segment Market Development Potential (Application) 7.2 Global Financial Planning Software Market Size (M USD) by Application (2017-2022) 7.3 Global Financial Planning Software Sales Growth Rate by Application (2017-2022) 8 Financial Planning Software Market Segmentation by Region 8.1 Global Financial Planning Software Market Size by Region 8.1.1 Global Financial Planning Software Market Size by Region 8.1.2 Global Financial Planning Software Market Share by Region 8.2 North America 8.2.1 North America Financial Planning Software Market Size by Country 8.2.2 U.S. 8.2.3 Canada 8.2.4 Mexico 8.3 Europe 8.3.1 Europe Financial Planning Software Market Size by Country 8.3.2 Germany 8.3.3 France 8.3.4 U.K. 8.3.5 Italy 8.3.6 Russia 8.4 Asia Pacific 8.4.1 Asia Pacific Financial Planning Software Market Size by Region 8.4.2 China 8.4.3 Japan 8.4.4 South Korea 8.4.5 India 8.4.6 Southeast Asia 8.5 South America 8.5.1 South America Financial Planning Software Market Size by Country 8.5.2 Brazil 8.5.3 Argentina 8.5.4 Columbia 8.6 Middle East and Africa 8.6.1 Middle East and Africa Financial Planning Software Market Size by Region 8.6.2 Saudi Arabia 8.6.3 UAE 8.6.4 Egypt 8.6.5 Nigeria 8.6.6 South Africa 9 Key Companies Profiled 9.1 PIEtech, Inc. 9.1.1 PIEtech, Inc. Financial Planning Software Basic Information 9.1.2 PIEtech, Inc. Financial Planning Software Product Overview 9.1.3 PIEtech, Inc. Financial Planning Software Product Market Performance 9.1.4 PIEtech, Inc. Business Overview 9.1.5 PIEtech, Inc. Financial Planning Software SWOT Analysis 9.1.6 PIEtech, Inc. Recent Developments 9.2 EMoney Advisor 9.2.1 EMoney Advisor Financial Planning Software Basic Information 9.2.2 EMoney Advisor Financial Planning Software Product Overview 9.2.3 EMoney Advisor Financial Planning Software Product Market Performance 9.2.4 EMoney Advisor Business Overview 9.2.5 EMoney Advisor Financial Planning Software SWOT Analysis 9.2.6 EMoney Advisor Recent Developments 9.3 Advicent 9.3.1 Advicent Financial Planning Software Basic Information 9.3.2 Advicent Financial Planning Software Product Overview 9.3.3 Advicent Financial Planning Software Product Market Performance 9.3.4 Advicent Business Overview 9.3.5 Advicent Financial Planning Software SWOT Analysis 9.3.6 Advicent Recent Developments 9.4 Money Tree 9.4.1 Money Tree Financial Planning Software Basic Information 9.4.2 Money Tree Financial Planning Software Product Overview 9.4.3 Money Tree Financial Planning Software Product Market Performance 9.4.4 Money Tree Business Overview 9.4.5 Money Tree Financial Planning Software SWOT Analysis 9.4.6 Money Tree Recent Developments 9.5 WealthTec 9.5.1 WealthTec Financial Planning Software Basic Information 9.5.2 WealthTec Financial Planning Software Product Overview 9.5.3 WealthTec Financial Planning Software Product Market Performance 9.5.4 WealthTec Business Overview 9.5.5 WealthTec Financial Planning Software SWOT Analysis 9.5.6 WealthTec Recent Developments 9.6 Oltis Software 9.6.1 Oltis Software Financial Planning Software Basic Information 9.6.2 Oltis Software Financial Planning Software Product Overview 9.6.3 Oltis Software Financial Planning Software Product Market Performance 9.6.4 Oltis Software Business Overview 9.6.5 Oltis Software Recent Developments 9.7 Advisor Software 9.7.1 Advisor Software Financial Planning Software Basic Information 9.7.2 Advisor Software Financial Planning Software Product Overview 9.7.3 Advisor Software Financial Planning Software Product Market Performance 9.7.4 Advisor Software Business Overview 9.7.5 Advisor Software Recent Developments 9.8 Envestnet 9.8.1 Envestnet Financial Planning Software Basic Information 9.8.2 Envestnet Financial Planning Software Product Overview 9.8.3 Envestnet Financial Planning Software Product Market Performance 9.8.4 Envestnet Business Overview 9.8.5 Envestnet Recent Developments 9.9 InStream Solutions 9.9.1 InStream Solutions Financial Planning Software Basic Information 9.9.2 InStream Solutions Financial Planning Software Product Overview 9.9.3 InStream Solutions Financial Planning Software Product Market Performance 9.9.4 InStream Solutions Business Overview 9.9.5 InStream Solutions Recent Developments 9.10 Wealthcare Capital Management 9.10.1 Wealthcare Capital Management Financial Planning Software Basic Information 9.10.2 Wealthcare Capital Management Financial Planning Software Product Overview 9.10.3 Wealthcare Capital Management Financial Planning Software Product Market Performance 9.10.4 Wealthcare Capital Management Business Overview 9.10.5 Wealthcare Capital Management Recent Developments 9.11 SunGard WealthStation (FIS) 9.11.1 SunGard WealthStation (FIS) Financial Planning Software Basic Information 9.11.2 SunGard WealthStation (FIS) Financial Planning Software Product Overview 9.11.3 SunGard WealthStation (FIS) Financial Planning Software Product Market Performance 9.11.4 SunGard WealthStation (FIS) Business Overview 9.11.5 SunGard WealthStation (FIS) Recent Developments 9.12 Advizr 9.12.1 Advizr Financial Planning Software Basic Information 9.12.2 Advizr Financial Planning Software Product Overview 9.12.3 Advizr Financial Planning Software Product Market Performance 9.12.4 Advizr Business Overview 9.12.5 Advizr Recent Developments 9.13 RightCapital 9.13.1 RightCapital Financial Planning Software Basic Information 9.13.2 RightCapital Financial Planning Software Product Overview 9.13.3 RightCapital Financial Planning Software Product Market Performance 9.13.4 RightCapital Business Overview 9.13.5 RightCapital Recent Developments 9.14 Cheshire Software 9.14.1 Cheshire Software Financial Planning Software Basic Information 9.14.2 Cheshire Software Financial Planning Software Product Overview 9.14.3 Cheshire Software Financial Planning Software Product Market Performance 9.14.4 Cheshire Software Business Overview 9.14.5 Cheshire Software Recent Developments 9.15 Razor Logic Systems 9.15.1 Razor Logic Systems Financial Planning Software Basic Information 9.15.2 Razor Logic Systems Financial Planning Software Product Overview 9.15.3 Razor Logic Systems Financial Planning Software Product Market Performance 9.15.4 Razor Logic Systems Business Overview 9.15.5 Razor Logic Systems Recent Developments 9.16 Moneywise Software 9.16.1 Moneywise Software Financial Planning Software Basic Information 9.16.2 Moneywise Software Financial Planning Software Product Overview 9.16.3 Moneywise Software Financial Planning Software Product Market Performance 9.16.4 Moneywise Software Business Overview 9.16.5 Moneywise Software Recent Developments 9.17 Struktur AG 9.17.1 Struktur AG Financial Planning Software Basic Information 9.17.2 Struktur AG Financial Planning Software Product Overview 9.17.3 Struktur AG Financial Planning Software Product Market Performance 9.17.4 Struktur AG Business Overview 9.17.5 Struktur AG Recent Developments 9.18 Futurewise Technologies 9.18.1 Futurewise Technologies Financial Planning Software Basic Information 9.18.2 Futurewise Technologies Financial Planning Software Product Overview 9.18.3 Futurewise Technologies Financial Planning Software Product Market Performance 9.18.4 Futurewise Technologies Business Overview 9.18.5 Futurewise Technologies Recent Developments 9.19 ESPlanner Inc. 9.19.1 ESPlanner Inc. Financial Planning Software Basic Information 9.19.2 ESPlanner Inc. Financial Planning Software Product Overview 9.19.3 ESPlanner Inc. Financial Planning Software Product Market Performance 9.19.4 ESPlanner Inc. Business Overview 9.19.5 ESPlanner Inc. Recent Developments 9.20 ISoftware Limited 9.20.1 ISoftware Limited Financial Planning Software Basic Information 9.20.2 ISoftware Limited Financial Planning Software Product Overview 9.20.3 ISoftware Limited Financial Planning Software Product Market Performance 9.20.4 ISoftware Limited Business Overview 9.20.5 ISoftware Limited Recent Developments 9.21 FinPal Pty Ltd 9.21.1 FinPal Pty Ltd Financial Planning Software Basic Information 9.21.2 FinPal Pty Ltd Financial Planning Software Product Overview 9.21.3 FinPal Pty Ltd Financial Planning Software Product Market Performance 9.21.4 FinPal Pty Ltd Business Overview 9.21.5 FinPal Pty Ltd Recent Developments 9.22 WealthTrace 9.22.1 WealthTrace Financial Planning Software Basic Information 9.22.2 WealthTrace Financial Planning Software Product Overview 9.22.3 WealthTrace Financial Planning Software Product Market Performance 9.22.4 WealthTrace Business Overview 9.22.5 WealthTrace Recent Developments 9.23 Sigma Conso 9.23.1 Sigma Conso Financial Planning Software Basic Information 9.23.2 Sigma Conso Financial Planning Software Product Overview 9.23.3 Sigma Conso Financial Planning Software Product Market Performance 9.23.4 Sigma Conso Business Overview 9.23.5 Sigma Conso Recent Developments 9.24 Prevero GmbH (Unit4) 9.24.1 Prevero GmbH (Unit4) Financial Planning Software Basic Information 9.24.2 Prevero GmbH (Unit4) Financial Planning Software Product Overview 9.24.3 Prevero GmbH (Unit4) Financial Planning Software Product Market Performance 9.24.4 Prevero GmbH (Unit4) Business Overview 9.24.5 Prevero GmbH (Unit4) Recent Developments 9.25 SAP 9.25.1 SAP Financial Planning Software Basic Information 9.25.2 SAP Financial Planning Software Product Overview 9.25.3 SAP Financial Planning Software Product Market Performance 9.25.4 SAP Business Overview 9.25.5 SAP Recent Developments 10 Financial Planning Software Regional Market Forecast 10.1 Global Financial Planning Software Market Size Forecast 10.2 Global Financial Planning Software Market Forecast by Region 10.2.1 North America Market Size Forecast by Country 10.2.2 Europe Financial Planning Software Market Size Forecast by Country 10.2.3 Asia Pacific Financial Planning Software Market Size Forecast by Region 10.2.4 South America Financial Planning Software Market Size Forecast by Country 10.2.5 Middle East and Africa Forecasted Consumption of Financial Planning Software by Country 11 Market Forecast by Type and Application (2022-2028) 11.1 Global Financial Planning Software Market Forecast by Type (2022-2028) 11.2 Global Financial Planning Software Market Forecast by Application (2022-2028) 12 Conclusion and Key Findings

LIST OF TABLES Table 1. Introduction of the Type Table 2. Introduction of the Application Table 3. Market Size (M USD) Segment Executive Summary Table 4. Financial Planning Software Market Size (M USD) Comparison by Region (M USD) Table 5. Global Financial Planning Software Revenue (M USD) by Manufacturers (2017-2022) Table 6. Global Financial Planning Software Revenue Share by Manufacturers (2017-2022) Table 7. Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Financial Planning Software as of 2021) Table 8. Manufacturers Financial Planning Software Sales Sites and Area Served Table 9. Manufacturers Financial Planning Software Service Type Table 10. Global Financial Planning Software Manufacturers Market Concentration Ratio (CR5 and HHI) Table 11. Mergers & Acquisitions, Expansion Plans Table 12. Value Chain Map of Financial Planning Software Table 13. Midstream Market Analysis Table 14. Downstream Customer Analysis Table 15. Key Development Trends Table 16. Driving Factors Table 17. Financial Planning Software Market Challenges Table 18. Market Restraints Table 19. Global Financial Planning Software Market Size by Type (M USD) Table 20. Global Financial Planning Software Market Size (M USD) by Type (2017-2022) Table 21. Global Financial Planning Software Market Size Share by Type (2017-2022) Table 22. Global Financial Planning Software Sales Growth Rate by Type (2017-2022) Table 23. Global Financial Planning Software Sales (K Units) by Application Table 24. Global Financial Planning Software Market Size by Application Table 25. Global Financial Planning Software Sales by Application (2017-2022) & (M USD) Table 26. Global Financial Planning Software Market Share by Application (2017-2022) Table 27. Global Financial Planning Software Sales Growth Rate by Application (2017-2022) Table 28. Global Financial Planning Software Market Size by Region (2017-2022) & (M USD) Table 29. Global Financial Planning Software Market Share by Region (2017-2022) Table 30. North America Financial Planning Software Market Size by Country (2017-2022) & (M USD) Table 31. Europe Financial Planning Software Market Size by Country (2017-2022) & (M USD) Table 32. Asia Pacific Financial Planning Software Market Size by Region (2017-2022) & (M USD) Table 33. South America Financial Planning Software Market Size by Country (2017-2022) & (M USD) Table 34. Middle East and Africa Financial Planning Software Market Size by Region (2017-2022) & (M USD) Table 35. PIEtech, Inc. Financial Planning Software Basic Information Table 36. PIEtech, Inc. Financial Planning Software Product Overview Table 37. PIEtech, Inc. Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 38. PIEtech, Inc. Business Overview Table 39. PIEtech, Inc. Financial Planning Software SWOT Analysis Table 40. PIEtech, Inc. Recent Developments Table 41. EMoney Advisor Financial Planning Software Basic Information Table 42. EMoney Advisor Financial Planning Software Product Overview Table 43. EMoney Advisor Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 44. EMoney Advisor Business Overview Table 45. EMoney Advisor Financial Planning Software SWOT Analysis Table 46. EMoney Advisor Recent Developments Table 47. Advicent Financial Planning Software Basic Information Table 48. Advicent Financial Planning Software Product Overview Table 49. Advicent Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 50. Advicent Business Overview Table 51. Advicent Financial Planning Software SWOT Analysis Table 52. Advicent Recent Developments Table 53. Money Tree Financial Planning Software Basic Information Table 54. Money Tree Financial Planning Software Product Overview Table 55. Money Tree Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 56. Money Tree Business Overview Table 57. Money Tree Financial Planning Software SWOT Analysis Table 58. Money Tree Recent Developments Table 59. WealthTec Financial Planning Software Basic Information Table 60. WealthTec Financial Planning Software Product Overview Table 61. WealthTec Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 62. WealthTec Business Overview Table 63. WealthTec Financial Planning Software SWOT Analysis Table 64. WealthTec Recent Developments Table 65. Oltis Software Financial Planning Software Basic Information Table 66. Oltis Software Financial Planning Software Product Overview Table 67. Oltis Software Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 68. Oltis Software Business Overview Table 69. Oltis Software Recent Developments Table 70. Advisor Software Financial Planning Software Basic Information Table 71. Advisor Software Financial Planning Software Product Overview Table 72. Advisor Software Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 73. Advisor Software Business Overview Table 74. Advisor Software Recent Developments Table 75. Envestnet Financial Planning Software Basic Information Table 76. Envestnet Financial Planning Software Product Overview Table 77. Envestnet Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 78. Envestnet Business Overview Table 79. Envestnet Recent Developments Table 80. InStream Solutions Financial Planning Software Basic Information Table 81. InStream Solutions Financial Planning Software Product Overview Table 82. InStream Solutions Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 83. InStream Solutions Business Overview Table 84. InStream Solutions Recent Developments Table 85. Wealthcare Capital Management Financial Planning Software Basic Information Table 86. Wealthcare Capital Management Financial Planning Software Product Overview Table 87. Wealthcare Capital Management Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 88. Wealthcare Capital Management Business Overview Table 89. Wealthcare Capital Management Recent Developments Table 90. SunGard WealthStation (FIS) Financial Planning Software Basic Information Table 91. SunGard WealthStation (FIS) Financial Planning Software Product Overview Table 92. SunGard WealthStation (FIS) Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 93. SunGard WealthStation (FIS) Business Overview Table 94. SunGard WealthStation (FIS) Recent Developments Table 95. Advizr Financial Planning Software Basic Information Table 96. Advizr Financial Planning Software Product Overview Table 97. Advizr Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 98. Advizr Business Overview Table 99. Advizr Recent Developments Table 100. RightCapital Financial Planning Software Basic Information Table 101. RightCapital Financial Planning Software Product Overview Table 102. RightCapital Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 103. RightCapital Business Overview Table 104. RightCapital Recent Developments Table 105. Cheshire Software Financial Planning Software Basic Information Table 106. Cheshire Software Financial Planning Software Product Overview Table 107. Cheshire Software Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 108. Cheshire Software Business Overview Table 109. Cheshire Software Recent Developments Table 110. Razor Logic Systems Financial Planning Software Basic Information Table 111. Razor Logic Systems Financial Planning Software Product Overview Table 112. Razor Logic Systems Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 113. Razor Logic Systems Business Overview Table 114. Razor Logic Systems Recent Developments Table 115. Moneywise Software Financial Planning Software Basic Information Table 116. Moneywise Software Financial Planning Software Product Overview Table 117. Moneywise Software Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 118. Moneywise Software Business Overview Table 119. Moneywise Software Recent Developments Table 120. Struktur AG Financial Planning Software Basic Information Table 121. Struktur AG Financial Planning Software Product Overview Table 122. Struktur AG Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 123. Struktur AG Business Overview Table 124. Struktur AG Recent Developments Table 125. Futurewise Technologies Financial Planning Software Basic Information Table 126. Futurewise Technologies Financial Planning Software Product Overview Table 127. Futurewise Technologies Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 128. Futurewise Technologies Business Overview Table 129. Futurewise Technologies Recent Developments Table 130. ESPlanner Inc. Financial Planning Software Basic Information Table 131. ESPlanner Inc. Financial Planning Software Product Overview Table 132. ESPlanner Inc. Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 133. ESPlanner Inc. Business Overview Table 134. ESPlanner Inc. Recent Developments Table 135. ISoftware Limited Financial Planning Software Basic Information Table 136. ISoftware Limited Financial Planning Software Product Overview Table 137. ISoftware Limited Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 138. ISoftware Limited Business Overview Table 139. ISoftware Limited Recent Developments Table 140. FinPal Pty Ltd Financial Planning Software Basic Information Table 141. FinPal Pty Ltd Financial Planning Software Product Overview Table 142. FinPal Pty Ltd Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 143. FinPal Pty Ltd Business Overview Table 144. FinPal Pty Ltd Recent Developments Table 145. WealthTrace Financial Planning Software Basic Information Table 146. WealthTrace Financial Planning Software Product Overview Table 147. WealthTrace Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 148. WealthTrace Business Overview Table 149. WealthTrace Recent Developments Table 150. Sigma Conso Financial Planning Software Basic Information Table 151. Sigma Conso Financial Planning Software Product Overview Table 152. Sigma Conso Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 153. Sigma Conso Business Overview Table 154. Sigma Conso Recent Developments Table 155. Prevero GmbH (Unit4) Financial Planning Software Basic Information Table 156. Prevero GmbH (Unit4) Financial Planning Software Product Overview Table 157. Prevero GmbH (Unit4) Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 158. Prevero GmbH (Unit4) Business Overview Table 159. Prevero GmbH (Unit4) Recent Developments Table 160. SAP Financial Planning Software Basic Information Table 161. SAP Financial Planning Software Product Overview Table 162. SAP Financial Planning Software Revenue (M USD) and Gross Margin (2017-2022) Table 163. SAP Business Overview Table 164. SAP Recent Developments Table 165. Global Financial Planning Software Market Size Forecast by Region (M USD) Table 166. North America Financial Planning Software Market Size Forecast by Country (2023-2028) & (M USD) Table 167. Europe Financial Planning Software Market Size Forecast by Country (2023-2028) & (M USD) Table 168. Asia Pacific Financial Planning Software Market Size Forecast by Region (2023-2028) & (M USD) Table 169. South America Financial Planning Software Market Size Forecast by Country (2023-2028) & (M USD) Table 170. Middle East and Africa Financial Planning Software Market Size Forecast by Country (2023-2028) & (M USD) Table 171. Global Financial Planning Software Market Size Forecast by Type (2022-2028) & (M USD) Table 172. Global Financial Planning Software Market Size Forecast by Application (2022-2028) & (M USD) LIST OF FIGURES Figure 1. Industrial Chain of Financial Planning Software Figure 2. Data Triangulation Figure 3. Key Caveats Figure 4. Global Financial Planning Software Market Size (M USD), 2017-2028 Figure 5. Global Financial Planning Software Market Size (M USD) (2017-2028) Figure 6. Evaluation Matrix of Segment Market Development Potential (Type) Figure 7. Evaluation Matrix of Segment Market Development Potential (Application) Figure 8. Evaluation Matrix of Regional Market Development Potential Figure 9. Financial Planning Software Market Size (M USD) by Country (M USD) Figure 10. Global Financial Planning Software Revenue Share by Manufacturers in 2021 Figure 11. Financial Planning Software Market Share by Company Type (Tier 1, Tier 2 and Tier 3): 2017 VS 2021 Figure 12. The Global 5 and 10 Largest Players: Market Share by Financial Planning Software Revenue in 2021 Figure 13. Evaluation Matrix of Segment Market Development Potential (Type) Figure 14. Global Financial Planning Software Market Share by Type Figure 15. Market Size Share of Financial Planning Software by Type (2017-2022) Figure 16. Market Size Market Share of Financial Planning Software by Type in 2021 Figure 17. Global Financial Planning Software Sales Growth Rate by Type (2017-2022) Figure 18. Global Financial Planning Software Market Share by Application Figure 19. Global Financial Planning Software Market Share by Application (2017-2022) Figure 20. Global Financial Planning Software Market Share by Application in 2021 Figure 21. Global Financial Planning Software Sales Growth Rate by Application (2017-2022) Figure 22. Global Financial Planning Software Market Share by Region (2017-2022) Figure 23. North America Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 24. North America Financial Planning Software Market Share by Country in 2021 Figure 25. U.S. Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 26. Canada Financial Planning Software Market Size (M USD) and Growth Rate (2017-2022) Figure 27. Mexico Financial Planning Software Market Size (Units) and Growth Rate (2017-2022) Figure 28. Europe Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 29. Europe Financial Planning Software Market Share by Country in 2021 Figure 30. Germany Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 31. France Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 32. U.K. Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 33. Italy Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 34. Russia Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 35. Asia Pacific Financial Planning Software Market Size and Growth Rate (M USD) Figure 36. Asia Pacific Financial Planning Software Market Share by Region in 2021 Figure 37. China Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 38. Japan Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 39. South Korea Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 40. India Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 41. Southeast Asia Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 42. South America Financial Planning Software Market Size and Growth Rate (M USD) Figure 43. South America Financial Planning Software Market Share by Country in 2021 Figure 44. Brazil Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 45. Argentina Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 46. Columbia Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 47. Middle East and Africa Financial Planning Software Market Size and Growth Rate (M USD) Figure 48. Middle East and Africa Financial Planning Software Market Share by Region in 2021 Figure 49. Saudi Arabia Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 50. UAE Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 51. Egypt Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 52. Nigeria Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 53. South Africa Financial Planning Software Market Size and Growth Rate (2017-2022) & (M USD) Figure 54. Global Financial Planning Software Market Size Forecast by Value (2017-2028) & (M USD) Figure 55. Global Financial Planning Software Market Share Forecast by Type (2022-2028) Figure 56. Global Financial Planning Software Market Share Forecast by Application (2022-2028)

•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