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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 (2016-2030)
1.3 Global Financial Planning and Analysis Services Market Size Comparison by Region (2016-2030)
1.4 Global Financial Planning and Analysis Services Market Size Comparison by Type (2016-2030)
1.5 Global Financial Planning and Analysis Services Market Size Comparison by Application (2016-2030)
1.6 Global Financial Planning and Analysis Services Market Size Comparison by Sales Channel (2016-2030)
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
1.7.5 Post-Strategies of COVID-19
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 (2019-2021)
2.2 Global Financial Planning and Analysis Services Revenue and Market Share by Player (2019-2021)
2.3 Global Financial Planning and Analysis Services Average Price by Player (2019-2021)
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 (2016-2021)
3.3 Global Financial Planning and Analysis Services Revenue and Market Share by Type (2016-2021)
3.4 Global Financial Planning and Analysis Services Average Price by Type (2016-2021)
3.5 Leading Players of Financial Planning and Analysis Services by Type in 2021
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 (2016-2021)
4.3 Leading Consumers of Financial Planning and Analysis Services by Application in 2021
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 (2016-2021)
5.3 Leading Distributors/Dealers of Financial Planning and Analysis Services by Sales Channel in 2021
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 (2016-2030)
6.2 Global Financial Planning and Analysis Services Sales and Market Share by Region (2016-2021)
6.3 Global Financial Planning and Analysis Services Revenue and Market Share by Region (2016-2021)
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)
7.2 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
7.30 CXO Software
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
8.3 Downstream of Financial Planning and Analysis Services
Chapter 9 Development Trend of Financial Planning and Analysis Services (2022-2030)
9.1 Global Financial Planning and Analysis Services Market Size (Sales and Revenue) Forecast (2022-2030)
9.2 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Region (2022-2030)
9.3 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Type (2022-2030)
9.4 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Application (2022-2030)
9.5 Global Financial Planning and Analysis Services Market Size and CAGR Forecast by Sales Channel (2022-2030)
Chapter 10 Appendix
10.1 Research Methodology
10.2 Data Sources
10.3 Disclaimer
10.4 Analysts Certification