Table of Contents Chapter 1 Financial Planning and Analysis Services Market Overview 1.1 Financial Planning and Analysis Services Definition 1.2 Global Financial Planning and Analysis Services Market Size Status and Outlook (2015-2030) 1.3 Global Financial Planning and Analysis Services Market Size Comparison by Region (2015-2030) 1.4 Global Financial Planning and Analysis Services Market Size Comparison by Type (2015-2030) 1.5 Global Financial Planning and Analysis Services Market Size Comparison by Application (2015-2030) 1.6 Global Financial Planning and Analysis Services Market Size Comparison by Sales Channel (2015-2030) 1.7 Financial Planning and Analysis Services Market Dynamics (COVID-19 Impacts) 1.7.1 Market Drivers/Opportunities 1.7.2 Market Challenges/Risks 1.7.3 Market News (Mergers/Acquisitions/Expansion) 1.7.4 COVID-19 Impacts on Current Market 1.7.5 Post-Strategies of COVID-19 Outbreak Chapter 2 Financial Planning and Analysis Services Market Segment Analysis by Player 2.1 Global Financial Planning and Analysis Services Sales and Market Share by Player (2018-2020) 2.2 Global Financial Planning and Analysis Services Revenue and Market Share by Player (2018-2020) 2.3 Global Financial Planning and Analysis Services Average Price by Player (2018-2020) 2.4 Players Competition Situation & Trends 2.5 Conclusion of Segment by Player Chapter 3 Financial Planning and Analysis Services Market Segment Analysis by Type 3.1 Global Financial Planning and Analysis Services Market by Type 3.1.1 On-premises 3.1.2 Cloud-based 3.2 Global Financial Planning and Analysis Services Sales and Market Share by Type (2015-2020) 3.3 Global Financial Planning and Analysis Services Revenue and Market Share by Type (2015-2020) 3.4 Global Financial Planning and Analysis Services Average Price by Type (2015-2020) 3.5 Leading Players of Financial Planning and Analysis Services by Type in 2020 3.6 Conclusion of Segment by Type Chapter 4 Financial Planning and Analysis Services Market Segment Analysis by Application 4.1 Global Financial Planning and Analysis Services Market by Application 4.1.1 SMEs 4.1.2 Large Enterprises 4.1.3 Others 4.2 Global Financial Planning and Analysis Services Revenue and Market Share by Application (2015-2020) 4.3 Leading Consumers of Financial Planning and Analysis Services by Application in 2020 4.4 Conclusion of Segment by Application Chapter 5 Financial Planning and Analysis Services Market Segment Analysis by Sales Channel 5.1 Global Financial Planning and Analysis Services Market by Sales Channel 5.1.1 Direct Channel 5.1.2 Distribution Channel 5.2 Global Financial Planning and Analysis Services Revenue and Market Share by Sales Channel (2015-2020) 5.3 Leading Distributors/Dealers of Financial Planning and Analysis Services by Sales Channel in 2020 5.4 Conclusion of Segment by Sales Channel Chapter 6 Financial Planning and Analysis Services Market Segment Analysis by Region 6.1 Global Financial Planning and Analysis Services Market Size and CAGR by Region (2015-2030) 6.2 Global Financial Planning and Analysis Services Sales and Market Share by Region (2015-2020) 6.3 Global Financial Planning and Analysis Services Revenue and Market Share by Region (2015-2020) 6.4 North America 6.4.1 North America Market by Country 6.4.2 North America Financial Planning and Analysis Services Market Share by Type 6.4.3 North America Financial Planning and Analysis Services Market Share by Application 6.4.4 United States 6.4.5 Canada 6.4.6 Mexico 6.5 Europe 6.5.1 Europe Market by Country 6.5.2 Europe Financial Planning and Analysis Services Market Share by Type 6.5.3 Europe Financial Planning and Analysis Services Market Share by Application 6.5.4 Germany 6.5.5 UK 6.5.6 France 6.5.7 Italy 6.5.8 Russia 6.5.9 Spain 6.6 Asia-Pacific 6.6.1 Asia-Pacific Market by Country 6.6.2 Asia-Pacific Financial Planning and Analysis Services Market Share by Type 6.6.3 Asia-Pacific Financial Planning and Analysis Services Market Share by Application 6.6.4 China 6.6.5 Japan 6.6.6 Korea 6.6.7 India 6.6.8 Southeast Asia 6.6.9 Australia 6.7 South America 6.7.1 South America Market by Country 6.7.2 South America Financial Planning and Analysis Services Market Share by Type 6.7.3 South America Financial Planning and Analysis Services Market Share by Application 6.7.4 Brazil 6.7.5 Argentina 6.7.6 Colombia 6.8 Middle East & Africa 6.8.1 Middle East & Africa Market by Country 6.8.2 Middle East & Africa Financial Planning and Analysis Services Market Share by Type 6.8.3 Middle East & Africa Financial Planning and Analysis Services Market Share by Application 6.8.4 UAE 6.8.5 Saudi Arabia 6.8.6 South Africa 6.9 Conclusion of Segment by Region Chapter 7 Profile of Leading Financial Planning and Analysis Services Players 7.1 PIEtech 7.1.1 Company Snapshot 7.1.2 Product/Service Offered 7.1.3 Business Performance (Sales, Price, Revenue, Gross Margin and Market Share) 7.1.4 COVID-19 Impact on PIEtech 7.2 EMoney Advisor 7.3 Advicent 7.4 Money Tree 7.5 WealthTec 7.6 Oltis Software 7.7 Advisor Software 7.8 Envestnet 7.9 InStream Solutions 7.10 Advizr 7.11 RightCapital 7.12 Cheshire Software 7.13 Razor Logic Systems 7.14 Moneywise Software 7.15 Struktur AG 7.16 Futurewise Technologies 7.17 ESPlanner Inc. 7.18 ISoftware Limited 7.19 FinPal Pty Ltd 7.20 WealthTrace 7.21 Sigma Conso 7.22 Prevero GmbH (Unit4) 7.23 SAP 7.24 Planview 7.25 Insightsoftware.com 7.26 CAMMS 7.27 Calumo 7.28 Xlerant 7.29 Corporater 7.29 Corporater Chapter 8 Upstream and Downstream Analysis of Financial Planning and Analysis Services 8.1 Industrial Chain of Financial Planning and Analysis Services 8.2 Upstream of Financial Planning and Analysis Services 8.2.1 Raw Materials 8.2.2 Labor Cost 8.2.3 Manufacturing Expenses 8.2.4 Manufacturing Cost Structure 8.2.5 Manufacturing Process 8.3 Downstream of Financial Planning and Analysis Services 8.3.1 Leading Distributors/Dealers of Financial Planning and Analysis Services 8.3.2 Leading Consumers of Financial Planning and Analysis Services Chapter 9 Development Trend of Financial Planning and Analysis Services (2021-2030) 9.1 Global Financial Planning and Analysis Services Market Size (Sales and Revenue) Forecast (2021-2030) 9.2 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Region (2021-2030) 9.3 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Type (2021-2030) 9.4 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Application (2021-2030) 9.5 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Sales Channel (2021-2030) Chapter 10 Appendix 10.1 Research Methodology 10.2 Data Sources 10.3 Disclaimer 10.4 Analysts Certification

List of Tables and Figures Figure Financial Planning and Analysis Services Example Figure Global Financial Planning and Analysis Services Revenue (Million $) Status and Outlook (2015-2030) Figure Global Financial Planning and Analysis Services Revenue (Million $) Comparison by Region (2015-2030) Figure Global Financial Planning and Analysis Services Revenue (Million $) Comparison by Type (2015-2030) Figure Global Financial Planning and Analysis Services Revenue (Million $) Comparison by Application (2015-2030) Figure Global Financial Planning and Analysis Services Revenue (Million $) Comparison by Sales Channel (2015-2030) Table Global Financial Planning and Analysis Services Sales by Player (2018-2020) Table Global Financial Planning and Analysis Services Sales Market Share by Player (2018-2020) Figure Global Financial Planning and Analysis Services Sales Market Share by Player in 2020 Table Global Financial Planning and Analysis Services Revenue (Million $) by Player (2018-2020) Table Global Financial Planning and Analysis Services Revenue Market Share by Player (2018-2020) Figure Global Financial Planning and Analysis Services Revenue Market Share by Player in 2020 Table Global Financial Planning and Analysis Services Average Price by Player (2018-2020) Figure Global Financial Planning and Analysis Services Average Price by Player in 2020 Figure Global Financial Planning and Analysis Services Players Competition Situation – Top 5 Players’ Revenue Market Share in 2018 Figure Global Financial Planning and Analysis Services Players Competition Trends – Top 5 Players’ Revenue Market Share in 2020 Figure Example of On-premises Figure Global On-premises Revenue (Million $) and Growth Rate (2015-2020) Figure Example of Cloud-based Figure Global Cloud-based Revenue (Million $) and Growth Rate (2015-2020) Table Global Financial Planning and Analysis Services Sales by Type (2015-2020) Table Global Financial Planning and Analysis Services Sales Market Share by Type (2015-2020) Figure Global Financial Planning and Analysis Services Sales Market Share by Type in 2020 Table Global Financial Planning and Analysis Services Revenue (Million $) by Type (2015-2020) Table Global Financial Planning and Analysis Services Revenue Market Share by Type (2015-2020) Figure Global Financial Planning and Analysis Services Revenue Market Share by Type in 2020 Table Global Financial Planning and Analysis Services Average Price by Type (2015-2020) Figure Global Financial Planning and Analysis Services Average Price by Type in 2020 Table Leading Players of Financial Planning and Analysis Services by Type in 2020 Figure Example of SMEs Figure Global Financial Planning and Analysis Services for SMEs Revenue (Million $) and Growth Rate (2015-2020) Figure Example of Large Enterprises Figure Global Financial Planning and Analysis Services for Large Enterprises Revenue (Million $) and Growth Rate (2015-2020) Figure Example of Others Figure Global Financial Planning and Analysis Services for Others Revenue (Million $) and Growth Rate (2015-2020) Table Global Financial Planning and Analysis Services Sales by Application (2015-2020) Table Global Financial Planning and Analysis Services Sales Market Share by Application (2015-2020) Figure Global Financial Planning and Analysis Services Sales Market Share by Application in 2020 Table Leading Consumers of Financial Planning and Analysis Services by Application in 2020 Figure Example of Direct Channel Figure Global Financial Planning and Analysis Services for Direct Channel Revenue (Million $) and Growth Rate (2015-2020) Figure Example of Distribution Channel Figure Global Financial Planning and Analysis Services for Distribution Channel Revenue (Million $) and Growth Rate (2015-2020) Table Global Financial Planning and Analysis Services Revenue by Sales Channel (2015-2020) Table Global Financial Planning and Analysis Services Revenue Market Share by Sales Channel (2015-2020) Figure Global Financial Planning and Analysis Services Revenue Market Share by Sales Channel in 2020 Table Leading Distributors/Dealers of Financial Planning and Analysis Services by Sales Channel in 2020 Table Global Financial Planning and Analysis Services Market Size and CAGR by Region (2015-2030) Table Global Financial Planning and Analysis Services Sales by Region (2015-2020) Table Global Financial Planning and Analysis Services Sales Market Share by Region (2015-2020) Figure Global Financial Planning and Analysis Services Sales Market Share by Region in 2020 Table Global Financial Planning and Analysis Services Revenue (Million $) by Region (2015-2020) Table Global Financial Planning and Analysis Services Revenue Market Share by Region (2015-2020) Figure Global Financial Planning and Analysis Services Revenue Market Share by Region in 2020 Table North America Financial Planning and Analysis Services Sales by Country (2015-2020) Figure North America Financial Planning and Analysis Services Sales Market Share by Country (2015-2020) Table North America Financial Planning and Analysis Services Revenue by Country (2015-2020) Figure North America Financial Planning and Analysis Services Revenue Market Share by Country (2015-2020) Figure North America Financial Planning and Analysis Services Market Share by Type in 2020 Figure North America Financial Planning and Analysis Services Market Share by Application in 2020 Figure United States Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure United States Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Canada Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Canada Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Mexico Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Mexico Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Table Europe Financial Planning and Analysis Services Sales by Country (2015-2020) Figure Europe Financial Planning and Analysis Services Sales Market Share by Country (2015-2020) Table Europe Financial Planning and Analysis Services Revenue by Country (2015-2020) Figure Europe Financial Planning and Analysis Services Revenue Market Share by Country (2015-2020) Figure Europe Financial Planning and Analysis Services Market Share by Type in 2020 Figure Europe Financial Planning and Analysis Services Market Share by Application in 2020 Figure Germany Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Germany Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure UK Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure UK Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure France Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure France Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Italy Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Italy Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Russia Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Russia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Spain Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Spain Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Table Asia-Pacific Financial Planning and Analysis Services Sales by Country (2015-2020) Figure Asia-Pacific Financial Planning and Analysis Services Sales Market Share by Country (2015-2020) Table Asia-Pacific Financial Planning and Analysis Services Revenue by Country (2015-2020) Figure Asia-Pacific Financial Planning and Analysis Services Revenue Market Share by Country (2015-2020) Figure Asia-Pacific Financial Planning and Analysis Services Market Share by Type in 2020 Figure Asia-Pacific Financial Planning and Analysis Services Market Share by Application in 2020 Figure China Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure China Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Japan Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Japan Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Korea Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Korea Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure India Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure India Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Southeast Asia Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Southeast Asia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Australia Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Australia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Table South America Financial Planning and Analysis Services Sales by Country (2015-2020) Figure South America Financial Planning and Analysis Services Sales Market Share by Country (2015-2020) Table South America Financial Planning and Analysis Services Revenue by Country (2015-2020) Figure South America Financial Planning and Analysis Services Revenue Market Share by Country (2015-2020) Figure South America Financial Planning and Analysis Services Market Share by Type in 2020 Figure South America Financial Planning and Analysis Services Market Share by Application in 2020 Figure Brazil Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Brazil Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Argentina Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Argentina Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Colombia Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Colombia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Table Middle East & Africa Financial Planning and Analysis Services Sales by Country (2015-2020) Figure Middle East & Africa Financial Planning and Analysis Services Sales Market Share by Country (2015-2020) Table Middle East & Africa Financial Planning and Analysis Services Revenue by Country (2015-2020) Figure Middle East & Africa Financial Planning and Analysis Services Revenue Market Share by Country (2015-2020) Figure Middle East & Africa Financial Planning and Analysis Services Market Share by Type in 2020 Figure Middle East & Africa Financial Planning and Analysis Services Market Share by Application in 2020 Figure UAE Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure UAE Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure Saudi Arabia Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure Saudi Arabia Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Figure South Africa Financial Planning and Analysis Services Sales and Growth Rate (2015-2020) Figure South Africa Financial Planning and Analysis Services Revenue (Million $) and Growth Rate (2015-2020) Table Company Snapshot of PIEtech Table Financial Planning and Analysis Services Introduction of PIEtech Table Financial Planning and Analysis Services Sales, Price, Revenue, Gross Margin and Market Share of PIEtech (2018-2020) Table Industrial Chain of Financial Planning and Analysis Services Table Manufacturing Cost Structure of Financial Planning and Analysis Services Table General Manufacturing Process of Financial Planning and Analysis Services Table Leading Distributors/Dealers of Financial Planning and Analysis Services Table Leading Consumers of Financial Planning and Analysis Services Figure Global Financial Planning and Analysis Services Sales and Growth Rate Forecast (2021-2030) Figure Global Financial Planning and Analysis Services Revenue and Growth Rate Forecast (2021-2030) Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Region (2021-2030) Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Type (2021-2030) Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Application (2021-2030) Table Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Sales Channel (2021-2030)

Leading players of Financial Planning and Analysis Services including: PIEtech EMoney Advisor Advicent Money Tree WealthTec Oltis Software Advisor Software Envestnet InStream Solutions 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 Planview Insightsoftware.com CAMMS Calumo Xlerant Corporater CXO Software