Financial Planning Software Market Size, Share, and Trends 2026 to 2035

Chapter 1. Introduction

1.1. Research Objective

1.2. Scope of the Study

1.3. Definition

Chapter 2. Research Methodology

2.1. Research Approach

2.2. Data Sources

2.3. Assumptions & Limitations

Chapter 3. Executive Summary

3.1. Market Snapshot

Chapter 4. Market Variables and Scope 

4.1. Introduction

4.2. Market Classification and Scope

4.3. Industry Value Chain Analysis

4.3.1. Raw Material Procurement Analysis 

4.3.2. Sales and Distribution Channel Analysis

4.3.3. Downstream Buyer Analysis

Chapter 5. COVID 19 Impact on Financial Planning Software Market 

5.1. COVID-19 Landscape: Financial Planning Software Industry Impact

5.2. COVID 19 - Impact Assessment for the Industry

5.3. COVID 19 Impact: Global Major Government Policy

5.4. Market Trends and Opportunities in the COVID-19 Landscape

Chapter 6. Market Dynamics Analysis and Trends

6.1. Market Dynamics

6.1.1. Market Drivers

6.1.2. Market Restraints

6.1.3. Market Opportunities

6.2. Porter’s Five Forces Analysis

6.2.1. Bargaining power of suppliers

6.2.2. Bargaining power of buyers

6.2.3. Threat of substitute

6.2.4. Threat of new entrants

6.2.5. Degree of competition

Chapter 7. Competitive Landscape

7.1.1. Company Market Share/Positioning Analysis

7.1.2. Key Strategies Adopted by Players

7.1.3. Vendor Landscape

7.1.3.1. List of Suppliers

7.1.3.2. List of Buyers

Chapter 8. Global Financial Planning Software Market, By Deployment Model

8.1. Financial Planning Software Market, by Deployment Model

8.1.1. Cloud-based / SaaS Financial Planning Software 

8.1.1.1. Market Revenue and Forecast

8.1.2. On-premise Financial Planning Software

8.1.2.1. Market Revenue and Forecast

Chapter 9. Global Financial Planning Software Market, By Component

9.1. Financial Planning Software Market, by Component

9.1.1. Software Platforms 

9.1.1.1. Market Revenue and Forecast

9.1.2. Services 

9.1.2.1. Market Revenue and Forecast

Chapter 10. Global Financial Planning Software Market, By Functionality 

10.1. Financial Planning Software Market, by Functionality

10.1.1. Budgeting & Forecasting

10.1.1.1. Market Revenue and Forecast

10.1.2. Financial Reporting & Analytics

10.1.2.1. Market Revenue and Forecast

10.1.3. Risk & Scenario Analysis 

10.1.3.1. Market Revenue and Forecast

10.1.4. Cash Flow & Treasury Planning 

10.1.4.1. Market Revenue and Forecast

10.1.5. Tax Planning & Compliance Support 

10.1.5.1. Market Revenue and Forecast

10.1.6. Other Functionalities 

10.1.6.1. Market Revenue and Forecast

Chapter 11. Global Financial Planning Software Market, By End-User 

11.1. Financial Planning Software Market, by End-User

11.1.1. BFSI (Banking, Financial Services & Insurance) 

11.1.1.1. Market Revenue and Forecast

11.1.2. IT & Telecom 

11.1.2.1. Market Revenue and Forecast

11.1.3. Manufacturing 

11.1.3.1. Market Revenue and Forecast

11.1.4. Retail & Consumer Goods 

11.1.4.1. Market Revenue and Forecast

11.1.5. Healthcare & Life Sciences 

11.1.5.1. Market Revenue and Forecast

11.1.6. Government & Public Sector

11.1.61. Market Revenue and Forecast

11.1.7. Other Industries

11.1.7.1. Market Revenue and Forecast

Chapter 12. Global Financial Planning Software Market, Regional Estimates and Trend Forecast

12.1. North America

12.1.1. Market Revenue and Forecast, by Deployment Model

12.1.2. Market Revenue and Forecast, by Component

12.1.3. Market Revenue and Forecast, by Functionality

12.1.4. Market Revenue and Forecast, by End-User

12.1.5. U.S.

12.1.5.1. Market Revenue and Forecast, by Deployment Model

12.1.5.2. Market Revenue and Forecast, by Component

12.1.5.3. Market Revenue and Forecast, by Functionality

12.1.5.4. Market Revenue and Forecast, by End-User

12.1.6. Rest of North America

12.1.6.1. Market Revenue and Forecast, by Deployment Model

12.1.6.2. Market Revenue and Forecast, by Component

12.1.6.3. Market Revenue and Forecast, by Functionality

12.1.6.4. Market Revenue and Forecast, by End-User

12.2. Europe

12.2.1. Market Revenue and Forecast, by Deployment Model

12.2.2. Market Revenue and Forecast, by Component

12.2.3. Market Revenue and Forecast, by Functionality

12.2.4. Market Revenue and Forecast, by End-User

12.2.5. UK

12.2.5.1. Market Revenue and Forecast, by Deployment Model

12.2.5.2. Market Revenue and Forecast, by Component

12.2.5.3. Market Revenue and Forecast, by Functionality

12.2.5.4. Market Revenue and Forecast, by End-User

12.2.6. Germany

12.2.6.1. Market Revenue and Forecast, by Deployment Model

12.2.6.2. Market Revenue and Forecast, by Component

12.2.6.3. Market Revenue and Forecast, by Functionality

12.2.6.4. Market Revenue and Forecast, by End-User

12.2.7. France

12.2.7.1. Market Revenue and Forecast, by Deployment Model

12.2.7.2. Market Revenue and Forecast, by Component

12.2.7.3. Market Revenue and Forecast, by Functionality

12.2.7.4. Market Revenue and Forecast, by End-User

12.2.8. Rest of Europe

12.2.8.1. Market Revenue and Forecast, by Deployment Model

12.2.8.2. Market Revenue and Forecast, by Component

12.2.8.3. Market Revenue and Forecast, by Functionality

12.2.8.4. Market Revenue and Forecast, by End-User

12.3. APAC

12.3.1. Market Revenue and Forecast, by Deployment Model

12.3.2. Market Revenue and Forecast, by Component

12.3.3. Market Revenue and Forecast, by Functionality

12.3.4. Market Revenue and Forecast, by End-User

12.3.5. India

12.3.5.1. Market Revenue and Forecast, by Deployment Model

12.3.5.2. Market Revenue and Forecast, by Component

12.3.5.3. Market Revenue and Forecast, by Functionality

12.3.5.4. Market Revenue and Forecast, by End-User

12.3.6. China

12.3.6.1. Market Revenue and Forecast, by Deployment Model

12.3.6.2. Market Revenue and Forecast, by Component

12.3.6.3. Market Revenue and Forecast, by Functionality

12.3.6.4. Market Revenue and Forecast, by End-User

12.3.7. Japan

12.3.7.1. Market Revenue and Forecast, by Deployment Model

12.3.7.2. Market Revenue and Forecast, by Component

12.3.7.3. Market Revenue and Forecast, by Functionality

12.3.7.4. Market Revenue and Forecast, by End-User

12.3.8. Rest of APAC

12.3.8.1. Market Revenue and Forecast, by Deployment Model

12.3.8.2. Market Revenue and Forecast, by Component

12.3.8.3. Market Revenue and Forecast, by Functionality

12.3.8.4. Market Revenue and Forecast, by End-User

12.4. MEA

12.4.1. Market Revenue and Forecast, by Deployment Model

12.4.2. Market Revenue and Forecast, by Component

12.4.3. Market Revenue and Forecast, by Functionality

12.4.4. Market Revenue and Forecast, by End-User

12.4.5. GCC

12.4.5.1. Market Revenue and Forecast, by Deployment Model

12.4.5.2. Market Revenue and Forecast, by Component

12.4.5.3. Market Revenue and Forecast, by Functionality

12.4.5.4. Market Revenue and Forecast, by End-User

12.4.6. North Africa

12.4.6.1. Market Revenue and Forecast, by Deployment Model

12.4.6.2. Market Revenue and Forecast, by Component

12.4.6.3. Market Revenue and Forecast, by Functionality

12.4.6.4. Market Revenue and Forecast, by End-User

12.4.7. South Africa

12.4.7.1. Market Revenue and Forecast, by Deployment Model

12.4.7.2. Market Revenue and Forecast, by Component

12.4.7.3. Market Revenue and Forecast, by Functionality

12.4.7.4. Market Revenue and Forecast, by End-User

12.4.8. Rest of MEA

12.4.8.1. Market Revenue and Forecast, by Deployment Model

12.4.8.2. Market Revenue and Forecast, by Component

12.4.8.3. Market Revenue and Forecast, by Functionality

12.4.8.4. Market Revenue and Forecast, by End-User

12.5. Latin America

12.5.1. Market Revenue and Forecast, by Deployment Model

12.5.2. Market Revenue and Forecast, by Component

12.5.3. Market Revenue and Forecast, by Functionality

12.5.4. Market Revenue and Forecast, by End-User

12.5.5. Brazil

12.5.5.1. Market Revenue and Forecast, by Deployment Model

12.5.5.2. Market Revenue and Forecast, by Component

12.5.5.3. Market Revenue and Forecast, by Functionality

12.5.5.4. Market Revenue and Forecast, by End-User

12.5.6. Rest of LATAM

12.5.6.1. Market Revenue and Forecast, by Deployment Model

12.5.6.2. Market Revenue and Forecast, by Component

12.5.6.3. Market Revenue and Forecast, by Functionality

12.5.6.4. Market Revenue and Forecast, by End-User

Chapter 13. Company Profiles

13.1. Envestnet 

13.1.1. Company Overview

13.1.2. Product Offerings

13.1.3. Financial Performance

13.1.4. Recent Initiatives

13.2. eMoney Advisor

13.2.1. Company Overview

13.2.2. Product Offerings

13.2.3. Financial Performance

13.2.4. Recent Initiatives

13.3. RightCapital

13.3.1. Company Overview

13.3.2. Product Offerings

13.3.3. Financial Performance

13.3.4. Recent Initiatives

13.4. Orion Advisor Solutions

13.4.1. Company Overview

13.4.2. Product Offerings

13.4.3. Financial Performance

13.4.4. Recent Initiatives

13.5. Advicent Solutions

13.5.1. Company Overview

13.5.2. Product Offerings

13.5.3. Financial Performance

13.5.4. Recent Initiatives

13.6. Quicken Inc.

13.6.1. Company Overview

13.6.2. Product Offerings

13.6.3. Financial Performance

13.6.4. Recent Initiatives

13.7. Personal Capital

13.7.1. Company Overview

13.7.2. Product Offerings

13.7.3. Financial Performance

13.7.4. Recent Initiatives

13.8. Moneytree Software

13.8.1. Company Overview

13.8.2. Product Offerings

13.8.3. Financial Performance

13.8.4. Recent Initiatives

13.9. SAP/Advicent

13.9.1. Company Overview

13.9.2. Product Offerings

13.9.3. Financial Performance

13.9.4. Recent Initiatives

Chapter 14. Research Methodology

14.1. Primary Research

14.2. Secondary Research

14.3. Assumptions

Chapter 15. Appendix

15.1. About Us

15.2. Glossary of Terms