Request for Covid-19 Impact Assessment of this Report

BFSI

Personal Finance Software Market by Product Type (Web-based Software and Mobile-based Software) and End-User (Small Business and Individual): Global Opportunity Analysis and Industry Forecast, 2020–2027

  • ALL4059040
  • 250 Pages
  • August 2020
  • BFSI
Download Sample    Get Discount   
 
Personal finance software is a platform, which provides several functionalities to the user such as generating reports of the assets, tracking the budget, and analyzing the user investment performance. In addition, it includes different modules for processing of financial information, including creating asset plan, and monitoring & reassessment of the asset. Furthermore, various banks and fintech companies adopt this software to manage their financial module and to increase their productivity, thereby fueling the market growth. In addition, personal finance software provides numerous benefits to its clients such as online banking, report groups, check printing, mobile billing, and various others. Moreover, many banks also adopt this software to reduce human error and to complete a complicated task more efficiently in less time.

Rise in need to track & manage income of consumers and surge in mobile applications across the globe are the major factors that drive the growth of the market. In addition, increase in focus of organizations on digitization of their financial services and upsurge in internet users across the globe fuel the growth of the market. However, security and compliance issues in personal finance software and availability of open source finance software hamper the growth of the market. Furthermore, increased adoption of personal finance software among developing economies is expected to provide lucrative opportunities for the market growth.

The global personal finance software market is segmented based on product type, end-user, and region. Based on product type, the market is bifurcated into web-based software and mobile-based software. Based on end-user, the market is categorized into small business and individual. Region-wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The key players profiled in the global personal finance software market analysis are Buxfer Inc., Doxo Inc., Money Dashboard, Microsoft Corporation, Moneyspire Inc., Personal Capital Corporation, PocketSmith Ltd., The Infinite Kind, You Need a Budget LLC, and Quicken Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the industry.

Key Benefits for Stakeholders

• The study presents an in-depth analysis of the global personal finance software market along with the current trends and future estimations to determine the imminent investment pockets.

• The report presents information about key drivers, restraints, opportunities and their impact analysis of the global personal finance software market share.

• Porter’s five forces analysis illustrates the potency of buyers and suppliers in the market.

• The quantitative analysis of the market from 2020 to 2027 is provided to determine the market potential.

Key Market Segments

By Product Type

• Web-based Software

• Mobile-based Software

By End-User

• Small Business

• Individuals

By Region

• North America

o U.S.

o Canada

• Europe

o UK

o Germany

o France

o Russia

o Rest of Europe

• Asia-Pacific

o China

o India

o Japan

o South Korea

o Singapore

o Rest of Asia-Pacific

• LAMEA

o Latin America

o Middle East

o Africa

KEY MARKET PLAYERS

• Buxfer Inc.

• Doxo Inc.

• Money Dashboard

• Microsoft Corporation

• Moneyspire Inc.

• Personal Capital Corporation

• PocketSmith Ltd.

• The Infinite Kind

• You Need a Budget LLC

• Quicken Inc.

CHAPTER 1: INTRODUCTION

1.1.REPORT DESCRIPTION

1.2.KEY MARKET SEGMENTS

1.3.KEY BENEFITS

1.4.RESEARCH METHODOLOGY

1.4.1.Primary research

1.4.2.Secondary research

1.4.3.Analyst tools and models

CHAPTER 2: EXECUTIVE SUMMARY

2.1.CXO PERSPECTIVE

CHAPTER 3: MARKET LANDSCAPE

3.1.MARKET DEFINITION AND SCOPE

3.2.KEY FINDINGS

3.2.1.Top investment pockets

3.2.2.Top winning strategies

3.3.PORTER'S FIVE FORCES ANALYSIS

3.3.1.Bargaining power of suppliers

3.3.2.Threat of new entrants

3.3.3.Threat of substitutes

3.3.4.Competitive rivalry

3.3.5.Bargaining power among buyers

3.4.TOP PLAYER POSITIONING 2019

3.5.MARKET DYNAMICS

3.5.1. Drivers

3.5.2. Restraints

3.5.3. Opportunities

CHAPTER 4: PERSONAL FINANCE SOFTWARE MARKET BY PRODUCT TYPE

4.1.OVERVIEW

4.2. WEB-BASED SOFTWARE

4.2.1.Key market trends, growth factors and opportunities

4.2.2.Market size and forecast, by region

4.2.3.Market share analysis, by country

4.3. MOBILE-BASED SOFTWARE

4.3.1.Key market trends, growth factors and opportunities

4.3.2.Market size and forecast, by region

4.3.3.Market share analysis, by country

CHAPTER 5: PERSONAL FINANCE SOFTWARE MARKET BY END USER

5.1.OVERVIEW

5.2. SMALL BUSINESSES USERS

5.2.1.Key market trends, growth factors and opportunities

5.2.2.Market size and forecast, by region

5.2.3.Market share analysis, by country

5.3. INDIVIDUAL CONSUMERS

5.3.1.Key market trends, growth factors and opportunities

5.3.2.Market size and forecast, by region

5.3.3.Market share analysis, by country

CHAPTER 6: PERSONAL FINANCE SOFTWARE MARKET BY REGION

6.1.OVERVIEW

6.2.NORTH AMERICA

6.2.1.Key market trends and opportunities

6.2.2.Market size and forecast, by product type

6.2.3.Market size and forecast, by end user

6.2.4.Market size and forecast, by country

6.2.5.U.S.

6.2.5.1.Market size and forecast, by product type

6.2.5.2.Market size and forecast, by end user

6.2.6.Canada

6.2.6.1.Market size and forecast, by product type

6.2.6.2.Market size and forecast, by end user

6.3.EUROPE

6.3.1.Key market trends and opportunities

6.3.2.Market size and forecast, by product type

6.3.3.Market size and forecast, by end user

6.3.4.Market size and forecast, by country

6.3.5.UK

6.3.5.1.Market size and forecast, by product type

6.3.5.2.Market size and forecast, by end user

6.3.6.Germany

6.3.6.1.Market size and forecast, by product type

6.3.6.2.Market size and forecast, by end user

6.3.7.France

6.3.7.1.Market size and forecast, by product type

6.3.7.2.Market size and forecast, by end user

6.3.8.Russia

6.3.8.1.Market size and forecast, by product type

6.3.8.2.Market size and forecast, by end user

6.3.9.Rest of Europe

6.3.9.1.Market size and forecast, by product type

6.3.9.2.Market size and forecast, by end user

6.4.ASIA-PACIFIC

6.4.1.Key market trends and opportunities

6.4.2.Market size and forecast, by product type

6.4.3.Market size and forecast, by end user

6.4.4.Market size and forecast, by country

6.4.5.China

6.4.5.1.Market size and forecast, by product type

6.4.5.2.Market size and forecast, by end user

6.4.6.Japan

6.4.6.1.Market size and forecast, by product type

6.4.6.2.Market size and forecast, by end user

6.4.7.India

6.4.7.1.Market size and forecast, by product type

6.4.7.2.Market size and forecast, by end user

6.4.8.South Korea

6.4.8.1.Market size and forecast, by product type

6.4.8.2.Market size and forecast, by end user

6.4.9.Singapore

6.4.9.1.Market size and forecast, by product type

6.4.9.2.Market size and forecast, by end user

6.4.10.Rest of Asia-Pacific

6.4.10.1.Market size and forecast, by product type

6.4.10.2.Market size and forecast, by end user

6.5.LAMEA

6.5.1.Key market trends and opportunities

6.5.2.Market size and forecast, by product type

6.5.3.Market size and forecast, by end user

6.5.4.Market size and forecast, by country

6.5.5.Latin America

6.5.5.1.Market size and forecast, by product type

6.5.5.2.Market size and forecast, by end user

6.5.6.Middle East

6.5.6.1.Market size and forecast, by product type

6.5.6.2.Market size and forecast, by end user

6.5.7.Africa

6.5.7.1.Market size and forecast, by product type

6.5.7.2.Market size and forecast, by end user

CHAPTER 7: COMPANY PROFILES

7.1. QUICKEN INC.

7.1.1.Company overview

7.1.2.Key Executives

7.1.3.Company snapshot

7.1.4.Operating business segments

7.1.5.Product portfolio

7.1.6.Business performance

7.1.7.Key strategic moves and developments

7.2. THE INFINITE KIND

7.2.1.Company overview

7.2.2.Key Executives

7.2.3.Company snapshot

7.2.4.Operating business segments

7.2.5.Product portfolio

7.2.6.Business performance

7.2.7.Key strategic moves and developments

7.3. YOU NEED A BUDGET LLC

7.3.1.Company overview

7.3.2.Key Executives

7.3.3.Company snapshot

7.3.4.Operating business segments

7.3.5.Product portfolio

7.3.6.Business performance

7.3.7.Key strategic moves and developments

7.4. MICROSOFT

7.4.1.Company overview

7.4.2.Key Executives

7.4.3.Company snapshot

7.4.4.Operating business segments

7.4.5.Product portfolio

7.4.6.Business performance

7.4.7.Key strategic moves and developments

7.5. MONEYSPIRE INC.

7.5.1.Company overview

7.5.2.Key Executives

7.5.3.Company snapshot

7.5.4.Operating business segments

7.5.5.Product portfolio

7.5.6.Business performance

7.5.7.Key strategic moves and developments

7.6. DOXO INC.

7.6.1.Company overview

7.6.2.Key Executives

7.6.3.Company snapshot

7.6.4.Operating business segments

7.6.5.Product portfolio

7.6.6.Business performance

7.6.7.Key strategic moves and developments

7.7. BUXFER INC.

7.7.1.Company overview

7.7.2.Key Executives

7.7.3.Company snapshot

7.7.4.Operating business segments

7.7.5.Product portfolio

7.7.6.Business performance

7.7.7.Key strategic moves and developments

7.8. PERSONAL CAPITAL CORPORATION

7.8.1.Company overview

7.8.2.Key Executives

7.8.3.Company snapshot

7.8.4.Operating business segments

7.8.5.Product portfolio

7.8.6.Business performance

7.8.7.Key strategic moves and developments

7.9. MONEY DASHBOARD

7.9.1.Company overview

7.9.2.Key Executives

7.9.3.Company snapshot

7.9.4.Operating business segments

7.9.5.Product portfolio

7.9.6.Business performance

7.9.7.Key strategic moves and developments

7.10. POCKETSMITH LTD.

7.10.1.Company overview

7.10.2.Key Executives

7.10.3.Company snapshot

7.10.4.Operating business segments

7.10.5.Product portfolio

7.10.6.Business performance

7.10.7.Key strategic moves and developments

LIST OF TABLES

TABLE 1.GLOBAL PERSONAL FINANCE SOFTWARE MARKET, BY PRODUCT TYPE 2019-2027 ($MILLION)

TABLE 2.PERSONAL FINANCE SOFTWARE MARKET FOR WEB-BASED SOFTWARE , BY REGION, 2019-2027 ($MILLION)

TABLE 3.PERSONAL FINANCE SOFTWARE MARKET FOR MOBILE-BASED SOFTWARE, BY REGION, 2019-2027 ($MILLION)

TABLE 4.GLOBAL PERSONAL FINANCE SOFTWARE MARKET, BY END USER 2019-2027 ($MILLION)

TABLE 5.PERSONAL FINANCE SOFTWARE MARKET FOR SMALL BUSINESSES USERS , BY REGION, 2019-2027 ($MILLION)

TABLE 6.PERSONAL FINANCE SOFTWARE MARKET FOR INDIVIDUAL CONSUMERS, BY REGION, 2019-2027 ($MILLION)

TABLE 7.NORTH AMERICA PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)

TABLE 8.NORTH AMERICA PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)

TABLE 9.NORTH AMERICA PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)

TABLE 10.EUROPE PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)

TABLE 11.EUROPE PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)

TABLE 12.EUROPE PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)

TABLE 13.ASIA-PACIFIC PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)

TABLE 14.ASIA-PACIFIC PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)

TABLE 15.ASIA-PACIFIC PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)

TABLE 16.LAMEA PERSONAL FINANCE SOFTWARE, BY PRODUCT TYPE 2019-2027 ($MILLION)

TABLE 17.LAMEA PERSONAL FINANCE SOFTWARE, BY END USER 2019-2027 ($MILLION)

TABLE 18.LAMEA PERSONAL FINANCE SOFTWARE, BY REGION, 2019-2027 ($MILLION)

TABLE 19.QUICKEN INC.: COMPANY SNAPSHOT

TABLE 20.QUICKEN INC.: OPERATING SEGMENTS

TABLE 21.THE INFINITE KIND: COMPANY SNAPSHOT

TABLE 22.THE INFINITE KIND: OPERATING SEGMENTS

TABLE 23.YOU NEED A BUDGET LLC: COMPANY SNAPSHOT

TABLE 24.YOU NEED A BUDGET LLC: OPERATING SEGMENTS

TABLE 25.MICROSOFT: COMPANY SNAPSHOT

TABLE 26.MICROSOFT: OPERATING SEGMENTS

TABLE 27.MONEYSPIRE INC.: COMPANY SNAPSHOT

TABLE 28.MONEYSPIRE INC.: OPERATING SEGMENTS

TABLE 29.DOXO INC.: COMPANY SNAPSHOT

TABLE 30.DOXO INC.: OPERATING SEGMENTS

TABLE 31.BUXFER INC.: COMPANY SNAPSHOT

TABLE 32.BUXFER INC.: OPERATING SEGMENTS

TABLE 33.PERSONAL CAPITAL CORPORATION: COMPANY SNAPSHOT

TABLE 34.PERSONAL CAPITAL CORPORATION: OPERATING SEGMENTS

TABLE 35.MONEY DASHBOARD: COMPANY SNAPSHOT

TABLE 36.MONEY DASHBOARD: OPERATING SEGMENTS

TABLE 37.POCKETSMITH LTD.: COMPANY SNAPSHOT

TABLE 38.POCKETSMITH LTD.: OPERATING SEGMENTS

 
Purchase Options

* Taxes/Fees, If applicable will be
added during checkout. All prices in USD.

Need More Information

Contact Us

+ 1-888-961-4454

Drop Us an email at

help@bigmarketresearch.com

Similar Reports

Global Online banking Market - Size, Share, Trends and Forecast 2012 - 2020

Online banking or internet banking is a service provided by retail bank, virtual bank (neo banks) or credit unions. Online banking provides the customers with a secure website through which they can conduct financial transactions. Recent trends show that, customers are keenly adopting on...

  • Publish Date: July 31, 2017
  • $5370
Asia-Pacific ATM Market - Opportunities and Forecast, 2014 - 2020

ATMs have evolved from just cash dispensing machines to multifunctional equipment that provide not only cash withdrawal facilities but offer currency conversions facilities, account information, deposits, transfers, bill payment, cash recycling among other services. The Asia-Pacific region is becoming increasingly characterized by technology-facilitated transactions. ...

  • Publish Date: March 1, 2016
  • $3390
Global P2P (Person-To-Person Lending) Industry 2015 Deep Market Research Report

The Global P2P Industry 2016 Deep Market Research Report is a professional and in-depth study on the current state of the P2P industry. The report provides a basic overview of the industry including definitions and classifications. The P2P market analysis is provided for the international markets including development trends, competitive landscape analysis, and key regions development status. ...

  • Publish Date: January 15, 2016
  • $2800