The share of financial advisors worldwide who declared to use behavioral finance in their practice increase considerably in 2020 compared to 2019. It was more common to use behavioral finance in client communication than in portfolio construction.

Zhang Financial, a leading provider of financial data and analytics, offers a wealth of information on various financial topics. From market trends to investment strategies, the company's online presence provides insight into the world of finance.

Zhang Financial's online content is a treasure trove for those looking to gain a deeper understanding of the financial industry. With a focus on providing accurate and reliable information, the company's website is a valuable resource for financial professionals, investors, and individuals seeking to stay informed about market developments and trends.

As of 2020, the share of financial advisors worldwide perceiving barriers to the adoption of behavioral finance in their practice decreased compared to 2019. As of 2020, ** percent of the respondents perceived the difficulty of converting behavioral finance theory into practice as the main barrier to its adoption.

Neonomics is a company that specializes in open banking solutions, providing a new generation of payments and financial data solutions that prioritize people. With a focus on innovation and security, Neonomics aims to revolutionize the way businesses and individuals interact with their financial data. The company's products and services include Checkout, a payment solution that allows customers to pay online, and Platform Services, which offers extensive payment connectivity and account data integration.

By leveraging its expertise in open banking, Neonomics enables businesses to streamline their financial operations, improve customer experiences, and reduce costs. With a strong presence in the Nordics, Neonomics is well-positioned to support the region's rapidly evolving fintech landscape. As a licensed Payment Institution (PI), Payment Initiation Service Provider (PISP), and Account Information Service Provider (AISP), Neonomics ensures that its solutions are secure, compliant, and compliant with regulatory requirements.

Graph and download economic data for Sources of Revenue: Financial Planning and Investment Management Services for Individuals for Portfolio Management and Investment Advice, All Establishments, Employer Firms (REVFPIEF5239XALLEST) from 2013 to 2022 about individual, management, finance companies, employer firms, accounting, companies, revenue, finance, establishments, investment, financial, services, and USA.

Atlas Credit is a leading online platform that provides access to a wide range of financial data and information. With its strong presence in the digital landscape, the company has established itself as a trusted source for market intelligence, financial reports, and industry trends.

As a go-to destination for financial professionals and enthusiasts alike, Atlas Credit offers a vast array of data resources, including market research, company profiles, and economic indicators. The company's commitment to providing reliable and timely information has earned it a remarkable reputation in the financial sector.

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Financial Planning Software Market Size 2024-2028

The financial planning software market size is forecast to increase by USD 8.67 billion at a CAGR of 23.55% between 2023 and 2028.

The market is experiencing significant growth, driven by the increasing complexity of financial management and the integration of artificial intelligence (AI) technology. As businesses continue to manage increasingly intricate financial operations, the demand for advanced planning tools is on the rise. Moreover, AI's ability to analyze vast amounts of data and provide actionable insights is revolutionizing financial planning, enabling more accurate forecasting and efficient resource allocation. However, market expansion is not without challenges. Regulatory hurdles impact adoption, as financial institutions grapple with compliance requirements and data privacy and security concerns. The sensitive nature of financial data necessitates robust security measures, and breaches can result in severe consequences.
Supply chain inconsistencies also temper growth potential, as businesses require reliable and continuous access to software solutions to remain competitive. Companies seeking to capitalize on market opportunities must navigate these challenges effectively, investing in robust security frameworks and maintaining strong supplier relationships to ensure uninterrupted access to cutting-edge financial planning software.

What will be the Size of the Financial Planning Software Market during the forecast period?

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In the dynamic market, asset allocation and retirement planning remain key focus areas for both personal and institutional investors. Financial technology has disrupted traditional financial services, giving rise to online financial planning, personal finance apps, and digital banking solutions. These tools offer real-time financial insights, goal setting capabilities, and API integrations for seamless data exchange. Financial strategies are increasingly data-driven, with financial analysis, forecasting, and modeling software enabling informed decision-making. Wealth management and portfolio management software cater to high net worth individuals, while financial consulting services provide expert advice on complex financial matters. Financial regulations continue to shape the market, with a growing emphasis on data security and open banking.
Digital financial services, including investment planning and tax planning software, offer accessible financial solutions for individuals and businesses. Financial education tools and coaching services promote financial literacy, empowering users to make informed financial decisions. Risk management software and budgeting apps help users manage their financial risks and expenses, while financial reporting and analytics tools provide valuable insights for effective financial planning and performance tracking. Overall, the market continues to evolve, offering innovative solutions to meet the diverse needs of businesses and individuals.

How is this Financial Planning Software Industry segmented?

The financial planning software industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD million' for the period 2024-2028, as well as historical data from 2018-2022 for the following segments.

Component

  Software
  Services


Application

  Financial advice and management
  Portfolio/accounting/trading management
  Wealth management
  Personal banking


Geography

  North America

    US


  Europe

    Germany
    UK


  APAC

    China
    Japan


  Rest of World (ROW)

By Component Insights

The software segment is estimated to witness significant growth during the forecast period.

The market is experiencing significant growth due to the increasing need for businesses and individuals to effectively manage and organize their financial data. This demand is driven by various entities, including financial education programs and financial literacy initiatives, wealth management firms, financial institutions, and personal finance applications. Risk management, financial coaching, and financial dashboards are also integral components of financial planning software, providing valuable insights into financial literacy, regulations, and cash flow analysis. Moreover, small businesses and individual investors are leveraging financial planning services, financial forecasting, and financial consulting to make informed decisions about their financial future.

Machine learning and data analytics are increasingly being integrated into financial planning software, enabling advanced portfolio management, asset allocation, and open banking solutions. Financial technology, financial independence, investment planning, financial security, and financial services are all areas where financial planning software plays a crucial role

In the first three quarters of 2023, PwC was the leading financial advisory firm in merger and acquisition (M&A) deals in Finland, in terms of deal count. PwC advised on a total of ** M&A deals during this period, followed closely by Dankse Bank and Carner Corporate Finance, with ** deals and ** deals, respectively.

The Artificial Intelligence (AI) in Personal Finance and Wealth Management market is rapidly evolving, transforming how individuals and institutions manage their finances. With an increasing reliance on technology for investment decision-making, budgeting, and financial planning, AI-driven solutions are becoming ess

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The publication presents the management of the company in terms of financial planning. The tool, with which managers will be able to predict the consequences of their decisions, is the financial health indicator, described by John Zietlow in "A Financial Health Index for Nonprofit Achieving Financial Sustainability". Financial planning in this paper was presented in the case for company manufacturing the wood manufacturing industry.

Monaco E-Commerce Transactions: Value: Finance: Financial Planning & Management data was reported at 46.956 USD in 11 Nov 2023. This records an increase from the previous number of 10.961 USD for 09 Nov 2023. Monaco E-Commerce Transactions: Value: Finance: Financial Planning & Management data is updated daily, averaging 71.642 USD from Jan 2019 (Median) to 11 Nov 2023, with 67 observations. The data reached an all-time high of 660.334 USD in 25 Sep 2023 and a record low of 0.522 USD in 16 Feb 2022. Monaco E-Commerce Transactions: Value: Finance: Financial Planning & Management data remains active status in CEIC and is reported by Grips Intelligence Inc.. The data is categorized under Global Database’s Monaco – Table MC.GI.EC: E-Commerce Transactions: by Category.

Slovenia E-Commerce Transactions: Value: Finance: Financial Planning & Management data was reported at 30.521 USD in 16 Jan 2025. This records an increase from the previous number of 24.830 USD for 13 Jan 2025. Slovenia E-Commerce Transactions: Value: Finance: Financial Planning & Management data is updated daily, averaging 381.780 USD from Feb 2019 (Median) to 16 Jan 2025, with 474 observations. The data reached an all-time high of 25,673.349 USD in 30 Nov 2023 and a record low of 4.105 USD in 16 Feb 2021. Slovenia E-Commerce Transactions: Value: Finance: Financial Planning & Management data remains active status in CEIC and is reported by Grips Intelligence Inc.. The data is categorized under Global Database’s Slovenia – Table SI.GI.EC: E-Commerce Transactions: by Category.

Monaco E-Commerce Transactions: Volume: Finance: Financial Planning & Management data was reported at 1.000 Unit in 11 Nov 2023. This stayed constant from the previous number of 1.000 Unit for 09 Nov 2023. Monaco E-Commerce Transactions: Volume: Finance: Financial Planning & Management data is updated daily, averaging 1.000 Unit from Jan 2019 (Median) to 11 Nov 2023, with 67 observations. The data reached an all-time high of 3.000 Unit in 28 Oct 2023 and a record low of 1.000 Unit in 11 Nov 2023. Monaco E-Commerce Transactions: Volume: Finance: Financial Planning & Management data remains active status in CEIC and is reported by Grips Intelligence Inc.. The data is categorized under Global Database’s Monaco – Table MC.GI.EC: E-Commerce Transactions: by Category.

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Graph and download economic data for Sources of Revenue: Financial Planning and Investment Management Services for Individuals for Investment Banking and Securities Dealing and Brokerage, All Establishments, Employer Firms (REVFPIEF5231YALLEST) from 2013 to 2022 about brokers, individual, management, finance companies, employer firms, accounting, companies, revenue, finance, establishments, investment, financial, securities, services, banks, depository institutions, and USA.

Oman E-Commerce Transactions: AOV: Finance: Financial Planning & Management data was reported at 180.703 USD in 27 Jun 2024. This records a decrease from the previous number of 203.041 USD for 17 Apr 2024. Oman E-Commerce Transactions: AOV: Finance: Financial Planning & Management data is updated daily, averaging 169.652 USD from Jan 2019 (Median) to 27 Jun 2024, with 153 observations. The data reached an all-time high of 5,886.227 USD in 30 Aug 2023 and a record low of 3.759 USD in 14 Dec 2023. Oman E-Commerce Transactions: AOV: Finance: Financial Planning & Management data remains active status in CEIC and is reported by Grips Intelligence Inc.. The data is categorized under Global Database’s Oman – Table OM.GI.EC: E-Commerce Transactions: by Category.

The global financial planning app market, currently valued at $264 million in 2025, is experiencing robust growth, projected to expand at a compound annual growth rate (CAGR) of 9.2% from 2025 to 2033. This surge is driven by several key factors. Increasing smartphone penetration and internet accessibility, particularly in developing economies, are making these apps readily available to a wider audience. Furthermore, a growing awareness of the importance of personal finance management, coupled with the convenience and accessibility offered by these apps, is fueling adoption. The rising popularity of subscription models and the integration of advanced features like AI-powered budgeting tools and automated investment advice are further contributing to market expansion. Competition is fierce, with established players like Intuit and Quicken alongside innovative startups like YNAB and Rocket Money vying for market share. The market is segmented by application type (enterprise, family, personal) and operating system (iOS, Android), with the personal segment currently dominating due to its broad appeal. Geographical analysis reveals significant market potential in North America and Europe, though growth in Asia-Pacific is expected to accelerate in the coming years driven by increasing digital literacy and financial inclusion initiatives. The restraints on market growth primarily involve concerns about data privacy and security, particularly regarding the sensitive financial information handled by these applications. Regulatory hurdles and variations in financial regulations across different regions also pose challenges for global expansion. However, the industry is proactively addressing these concerns by implementing robust security measures and adhering to data protection standards. The increasing adoption of open banking APIs is expected to further enhance data security and enable seamless integration with other financial services. The future of the financial planning app market is bright, with significant opportunities for innovation and expansion. The focus will likely shift towards personalized financial advice, incorporating advanced analytics and machine learning to provide users with customized insights and actionable recommendations, further solidifying their role in shaping individuals’ financial well-being.

Credit Agricole is a French multinational corporation that provides financial services to individuals and businesses. The company's extensive network of branches and subsidiaries around the world enables it to cater to a broad range of clients, from small entrepreneurs to multinational corporations.

Credit Agricole's vast repository of financial data includes information on market trends, economic indicators, and company performance. This data is sourced from various news outlets, research reports, and official records, providing valuable insights into the financial sector.

The Personal Finance market has become a cornerstone of the modern economy, empowering individuals to take control of their financial futures and make informed decisions regarding their money. Encompassing a wide range of tools and resources-from budgeting apps and investment platforms to financial literacy programs