The Global Financial Planning Software Market is Expected to

Portland, OR, June 02, 2022 (GLOBE NEWSWIRE) — According to the report released by Allied Market Research, the global financial planning software market was estimated to reach $3.7 billion in 2021 and is projected to reach $16.9 billion by 2031, registering a CAGR of 16.6% from 2022 to 2031. The report provides an in-depth analysis of the main pockets of investment, best winning strategies, drivers and opportunities, market size and estimates, competitive scenario and varying market trends.

Rising need to track and manage consumer income and rise in mobile applications across the globe are driving the global financial planning software market. On the other hand, security and compliance issues of financial planning software and the availability of open source financial software are restraining the growth to some extent. However, the increased adoption of financial software in developing economies and the growing number of wealthy individuals are expected to create lucrative opportunities in the industry.

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Covid-19 scenario-

  • The outbreak of the pandemic has led to an increase in online and mobile banking services among individuals, which has had a positive impact on the global financial planning software market.
  • This trend is also going to continue after the pandemic as many banks and FinTech industries have implemented various attractive banking strategies to help SMEs adopt financial planning software.

The global financial planning software market is analyzed based on components, deployment mode, application, end-user, and region. On a component basis, the solutions segment contributed nearly three-quarters of the total market income in 2020 and is expected to top by 2031. The services segment, however, would show the fastest CAGR of 20.3% during the forecast period.

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Based on end-use, the large enterprise segment contributed more than half of the total market revenue in 2020 and is expected to lead by 2031. The personal segment, on the other hand, would show the highest CAGR 22.0% faster over the forecast period.

By region, the North American market held the largest share in 2021, attracting nearly two-fifths of the global market. The Asia-Pacific region, on the other hand, would show the fastest CAGR of 19.5% throughout the forecast period.

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Key market players analyzed in the Global Financial Planning Software Market report include eMoney Advisor, LLC, Moneytree Software, MoneyGuide, Inc., Miles Software, Orion Advisor Technology, Personal Capital Corporation, Advicent Solutions, SAP, RightCapital Inc. .and Quicken Inc. These market players have adhered to several strategies including partnership, expansion, collaboration, joint ventures and others to prove their flair in the industry.

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About Us:

Allied Market Research (AMR) is a full-service market research and business consulting division of Allied Analytics LLP based in Portland, Oregon. Allied Market Research provides global corporations as well as small and medium enterprises with unrivaled quality of “market research reports” and “Business Intelligence solutions”. AMR has a focused vision to provide business insights and advice to help its clients make strategic business decisions and achieve sustainable growth in their respective market area.

Pawan Kumar, CEO of Allied Market Research, leads the organization in delivering high quality data and insights. We maintain professional relationships with various companies which helps us to extract market data which helps us to generate accurate research data tables and confirm the utmost accuracy of our market predictions. All data presented in the reports we publish are drawn from primary interviews with senior managers of large companies in the relevant field. Our secondary data sourcing methodology includes extensive online and offline research and discussions with knowledgeable industry professionals and analysts.


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