PUBLISHER: TechNavio | PRODUCT CODE: 1911184
PUBLISHER: TechNavio | PRODUCT CODE: 1911184
The global financial planning software market is forecasted to grow by USD 15944.8 mn during 2025-2030, accelerating at a CAGR of 28.1% during the forecast period. The report on the global financial planning software market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.
The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by increasing complexity of financial management, growing number of high-net-worth individuals globally, increasing awareness regarding financial planning.
The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market size data, segment with regional analysis and vendor landscape in addition to an analysis of the key companies. Reports have historic and forecast data.
| Market Scope | |
|---|---|
| Base Year | 2026 |
| End Year | 2030 |
| Series Year | 2026-2030 |
| Growth Momentum | Accelerate |
| YOY 2026 | 22% |
| CAGR | 28.1% |
| Incremental Value | $15944.8 mn |
Technavio's global financial planning software market is segmented as below:
By Component
By Application
By Deployment
Geography
This study identifies the growing incorporation of AI technology in financial planning software as one of the prime reasons driving the global financial planning software market growth during the next few years. Also, growing use of robo-advisory services and growing adoption of mobile and cloud-based financial planning solutions will lead to sizable demand in the market.
The report on the global financial planning software market covers the following areas:
The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading global financial planning software market vendors that include Accutech Systems Corp., AssetBook LLC, BlackRock Inc., Ebix Inc., Economic Security Planning, eMoney Advisor LLC, Empower Annuity Insurance Co., Envestnet Inc., Fin365 Pty Ltd., Instream Solutions LLC, InvestCloud Inc., Morningstar Inc., Wealthcare Capital Management, Orion Advisor Solutions Inc., Quicken Inc., RightCapital Inc., SAP SE, Wealthcare Capital Management, WealthTec LLC, WealthTrace LLC. Also, the global financial planning software market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.
The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive primary and secondary research. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.