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.
Financial planning software includes goals-based financial planning software, cash-flow-based financial planning software for financial advisors. The cash-flow-based type is leading the market at present. And the software can be also classified to cloud-based and on-promise type. The cloud-based type is growing faster at present.

Market Analysis and Insights: Global Financial Planning Software Market
The research report studies the Financial Planning Software market using different methodologies and analyzes to provide accurate and in-depth information about the market. For a clearer understanding, it is divided into several parts to cover different aspects of the market. Each area is then elaborated to help the reader comprehend the growth potential of each region and its contribution to the global market. The researchers have used primary and secondary methodologies to collate the information in the report. They have also used the same data to generate the current market scenario. This report is aimed at guiding people towards an apprehensive, better, and clearer knowledge of the market.
The global Financial Planning Software market size is projected to reach US$ 3080.3 million by 2026, from US$ 1463.9 million in 2020, at a CAGR of 13.2% during 2021-2026.

Global Financial Planning Software Scope and Segment
The global Financial Planning Software market is segmented by company, region (country), by Type, and by Application. Players, stakeholders, and other participants in the global Financial Planning Software market will be able to gain the upper hand as they use the report as a powerful resource. The segmental analysis focuses on revenue and forecast by region (country), by Type, and by Application for the period 2015-2026.

Segment by Type, the Financial Planning Software market is segmented into
Cloud-based Financial Planning Software
On-promise Type Financial Planning Software

Segment by Application, the Financial Planning Software market is segmented into
SME
Large Enterprise
Personal Purpose
Other Purposes

Global Financial Planning Software market: regional analysis, the major regions covered in the report are:
North America
United States
Canada
Europe
Germany
France
U.K.
Italy
Russia
Nordic
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia-Pacific
Latin America
Mexico
Brazil
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of Middle East & Africa

The report lists the major players in the regions and their respective market share on the basis of global revenue. It also explains their strategic moves in the past few years, investments in product innovation, and changes in leadership to stay ahead in the competition. This will give the reader an edge over others as a well-informed decision can be made looking at the holistic picture of the market.

The major vendors 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)