Financial Planning Software Global Market Report, Revenue Forecast, Insights To 2032

The Financial Planning Software Global Market Report 2023, provides comprehensive information on the financial planning software market across 60+ geographies in the seven regions – Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa for the 27 major global industries. The report covers a ten year historic period – 2010-2021, and a ten year forecast period – 2023-2032.

 

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The global financial planning software market size is expected to grow from $3.61 billion in 2022 to $4.28 billion in 2023 at a compound annual growth rate (CAGR) of 18.3%. The Russia-Ukraine war disrupted the chances of global economic recovery from the COVID-19 pandemic, at least in the short term. The war between these two countries has led to economic sanctions on multiple countries, a surge in commodity prices, and supply chain disruptions, causing inflation across goods and services and affecting many markets across the globe. The global financial planning software market size is expected to reach $7.92 billion in 2027 at a CAGR of 16.7%.

 

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Technological advancement is a key trend gaining popularity in the financial planning software market. Major companies operating in the financial planning software market are adopting new technologies such as AI to sustain their position in the market. For instance, in May 2022, Conquest, a Canada-based, fintech company, engaged in financial planning technology, launched “Conquest Planning”, a financial planning software in partnership with Fidelity International, a US-based financial services corporation. Conquest Planning gives advisers a better understanding of clients’ shifting circumstances through the use of data and Artificial Intelligence (AI). This enables advisers to model proposals in real time and quickly assess the effect of the financial circumstances on the client’s goals. The technology crunches data in a variety of ways, instantly constructing and contrasting several plans to free up advisers’ time to interact with customers.

 

The financial planning software market is segmented:

1) By Component: Solution, Services
2) By Deployment Mode: On-Premises, Cloud
3) By Application: Financial Advice And Management, Portfolio, Accounting And Trading Management, Wealth Management, Personal Banking, Other Applications
4) By End-Uses: Small And Medium-Sized Enterprises (SMEs), Large Enterprises, Individual Purposes, Other End-Uses

North Americawas the largest region in the financial planning software market in 2022.

The table of contents in TBRC’s financial planning software market report includes:

  1. Executive Summary
    2. Financial Planning Software Market Characteristics
    3. Financial Planning Software Market Trends And Strategies
    4. Financial Planning Software Market – Macro Economic Scenario
    5. COVID-19 Impact On Financial Planning Software Market
    26. Africa Financial Planning Software Market
    27. Financial Planning Software Market Competitive Landscape And Company Profiles
    28. Key Mergers And Acquisitions In The Financial Planning Software Market
    29. Financial Planning Software Market Future Outlook and Potential Analysis
    30. Appendix

 

 

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The Business Research Company is a market intelligence firm that pioneers in market, company, and consumer research. TBRC’s specialist consultants are located globally and are experts in a wide range of industries that include healthcare, manufacturing, financial services, chemicals, and technology. The firm has offices located in the UK, the US, and India, along with a network of proficient researchers in 28 countries. Through the report businesses can gain a thorough understanding of the market’s size, growth rate, major drivers and leading players.

 

 

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