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The Financial Planning Software Market are Projected To Reach USD 16.9 billion By 2030, From USD 3.7 billion in 2022,Registering a CAGR Of 16.60% During The Forecast Period 2023-2030| Data By Contrive Datum Insights Pvt Ltd.

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Farmington, May 02, 2023 (GLOBE NEWSWIRE) — The Global Financial Planning Software Market size was valued at USD 3.7 billion in 2022 and is projected to reach USD 16.9 billion by 2030, growing at a CAGR of 16.60% from 2023 to 2030.Key factors driving the growth of this market include the growing demand for enhanced accounting and financial procedures, High-Net-Worth Individuals (HNI) and comprehensive digital transformation, growing need for cloud-based financial planning software, the digital transformation of the financial services sector and utilization of modern advisor technology.

The digitization of the financial services sector has led to a rise in the use of online systems for trading and other financial transactions. Moreover, automation has altered the practices of financial advisors in a specific setting. The financial planning software industry has been affected by the global economic downturn, but has maintained a fairly optimistic growth rate. Recent developments have increased demand for financial planning software. The demand for accurate and efficient investment-related data, as well as enhanced asset management and financial operations in large organizations, is expected to drive the growth of this software’s adoption.

Request sample copy of report Financial Planning Software Market   Size, Share & Trends Estimation Reports By Type Outlook (Cloud-based, Web-based, On-promise), By Application Outlook (Financial Advice and Management, Portfolio, Accounting, and Trading Management, Wealth Management, Personal Banking, Others), By Component Outlook (Software, Services ), By End-user Outlook (Small Enterprise, Medium Enterprise, Large Enterprise, Banks), By Region and Forecasts, 2023 – 2030. published by Contrive Datum Insights.

Segmentation Overview:

Type  Outlook:

On-premises, web-based, and cloud-based market segments have been identified based on Type. The web-based segment held the largest market share, while the cloud-based segment is expected to grow at a faster rate during the forecast period. The adaptability and efficacy of cloud-based services drives the market. The software in the cloud supports automatic updates, and the cloud service provider handles maintenance.

Application Outlook:

By application, the global market for financial planning software is segmented into categories such as financial advice and management, portfolio, accounting, trading management, wealth management, and personal banking. During the forecast period, the portfolio, accounting, and trading management segment is expected to experience a rapid increase in revenue due to the rising demand for maintaining accurate investment records, monitoring activities, and reporting investment gains and losses.

Component Outlook:

By component type, the global financial planning software market is segmented into software and services. Due to the rising demand for storing and organizing data for enhanced forecasting, budgeting, planning, and categorizing expenditures, the software industry is anticipated to experience a rapid rate of revenue growth over the forecast period. The system is transparent because there is only one information source, which makes monitoring easier and more efficient. In addition to financial flow analysis, the software also includes tax planning for both strategy and long-term planning.

End-user Outlook:

Depending on End-user, The market has been segmented into Banks, small and medium enterprises, and large enterprises. The Small and Medium Businesses segment dominated the market in 2018 and is projected to grow at a rapid rate due to its rapid adoption within these enterprises, as it enables more efficient tracking of revenue, expenses, profit, inventory, and sales figures.

Regional Analysis:

The North America region is projected to grow significantly in the global Financial Planning Software Market during the forecast period 2021 to 2026.

According to the report,

It is essential to take into account the specific local factors when analysing the Financial Planning Software Market in each region, as market conditions and trends can vary significantly from region to region and even from country to country.

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Scope of Report:

Report Attributes Details
Growth Rate CAGR of 16.6% from 2023 to 2030.
Revenue Forecast by 2030  $16.9 billion
By Type
  • Cloud-based
  • Web-based
  • On-promise
By Component
  • Software
  • Services
By End-user
  • Small Enterprise
  • Medium Enterprise
  • Large Enterprise
  • Banks
By Application
  • Financial Advice and Management
  • Portfolio, Accounting, and Trading Management
  • Wealth Management
  • Personal Banking
  • Others
By Companies
  • eMoney Advisor
  • Advicent
  • Money Tree
  • WealthTec
  • Oltis Software
  • Advisor Software
  • Envestnet
  • inStream Solutions
  • Wealthcare Capital Management
  • SunGard WealthStation (FIS)
  • Advyzon
  • RightCapital
  • Cheshire Software
  • Razor Logic Systems
  • Moneywise Software
  • struktur AG
  • Futurewise Technologies
  • ESPlanner Inc.
  • ISoftware Limited
  • FinPal Pty Ltd
Regions and Countries Covered
  • North America: (US, Canada, Mexico, Rest of North America)
  • Europe(Germany, France, Italy, Spain, UK, Nordic Countries, Benelux Union, Rest of Europe)
  • Asia-Pacific (Japan, China, India, Australia, South Korea, Southeast Asia, Rest of Asia-Pacific)
  • The Middle East & Africa(Saudi Arabia, UAE, Egypt, South Africa, Rest of the Middle East & Africa)
  • Latin America(Brazil, Argentina, Rest of Latin America)
  • Rest Of the World
Base Year  2022
Historical Year  2017 to 2022
Forecast Year  2023 to 2030

Market Dynamics:

Restraining Factors:

There are a number of challenges that could slow the expansion of the global Financial Planning Software Market . Among the most important constraints are:

Compliance and security concerns in financial planning software: Security and compliance issues in financial planning software, as well as the availability of open source finance software, impede the market’s expansion.

Altering preferences of clients: During the forecast period, changing client preferences and stringent regulations are anticipated to have a negative impact on the financial planning software market.

Opportunity Analysis:

A number of promising new avenues for development and expansion exist in the international Financial Planning Software Market . Consider a few of the most promising prospects:

The digitization of the financial services industry : The digitization of the financial services sector has led to a rise in the use of online systems for trading and other financial transactions. Moreover, automation has altered the practices of financial advisors in a specific setting.

Implementation of advanced advisor technology: Adoption of innovative advisor technologies is gaining traction. Particularly, Machine Learning (ML) and Artificial Intelligence (AI) capabilities are assisting financial advisors in interpreting and analyzing large volumes of client data and devising superior investment strategies.

Key Segments Covered:

Top Market Players:

  • eMoney Advisor
  • Advicent
  • Money Tree
  • WealthTec
  • Oltis Software
  • Advisor Software
  • Envestnet
  • inStream Solutions
  • Wealthcare Capital Management
  • SunGard WealthStation (FIS)
  • Advyzon
  • RightCapital
  • Cheshire Software
  • Razor Logic Systems
  • Moneywise Software
  • struktur AG
  • Futurewise Technologies
  • ESPlanner Inc.
  • ISoftware Limited
  • FinPal Pty Ltd

By Type

  • Cloud-based
  • Web-based
  • On-promise

By Component

  • Software
  • Services

By Application

  • Financial Advice and Management
  • Portfolio, Accounting, and Trading Management
  • Wealth Management
  • Personal Banking
  • Others

By End-user

  • Small Enterprise
  • Medium Enterprise
  • Large Enterprise
  • Banks

Regions and Countries Covered

  • North America: (US, Canada, Mexico, Rest of North America)
  • Europe: (Germany, France, Italy, Spain, UK, Nordic Countries, Benelux Union, Rest of Europe)
  • Asia-Pacific:(Japan, China, India, Australia, South Korea, Southeast Asia, Rest of Asia-Pacific)
  • The Middle East & Africa: (Saudi Arabia, UAE, Egypt, South Africa, Rest of the Middle East & Africa)
  • Latin America: (Brazil, Argentina, Rest of Latin America)
  • Rest Of the World

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  • Jewelry Management Software Market – The Global Jewelry Management Software Market is expected to grow from USD 1.02 Billion in 2022 to USD 2.48 Billion by 2030, at a CAGR of 10.8% from 2022 to 2030.
  • Tissue Banking Market– The Global Tissue Banking Market size was valued at USD 1.63 Billion in 2022 and is projected to reach USD 3.70 Billion by 2030, growing at a CAGR of 10.8% from 2023 to 2030.

Customization of the Report: The report can be customized as per client needs or requirements.For any queries, you can contact us on [email protected] or +1 215-297-4078. Our sales executives will be happy to understand your needs and provide you with the most suitable reports.

About Us:
Contrive Datum Insights (CDI) is a global delivery partner of market intelligence and consulting services to officials at various sectors such as investment, information technology, telecommunication, consumer technology, and manufacturing markets. CDI assists investment communities, business executives, and IT professionals to undertake statistics-based accurate decisions on technology purchases and advance strong growth tactics to sustain market competitiveness. Comprising of a team size of more than 100 analysts and cumulative market experience of more than 200 years, Contrive Datum Insights guarantees the delivery of industry knowledge combined with global and country-level expertise.

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Clario awarded SAS Global Service Provider Partner of the Year

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This award recognizes Clario’s commitment to delivering the levels of excellence and innovation required to ensure data integrity in clinical trials.
Clario receives award for its broad endpoint technology solutions and scientific expertise, which together enhance data integrity and regulatory compliance for its customers.Clario’s services, combined with SAS® analytics solutions, set a new benchmark in data management, underscoring the value Clario brings to its customers.Coupled with Clario’s support of 62% of last year’s FDA approvals and the two recent data security certifications, these accomplishments emphasize its significant contribution to healthcare research advancements.PHILADELPHIA, April 23, 2024 /PRNewswire/ — Clario, a healthcare research and technology company that delivers the leading endpoint technology solutions for clinical trials, today announced it has been awarded the 2024 SAS Global Service Provider Partner of the Year for delivering superior value to its customers. SAS, a leader in data and AI, celebrated the recipients of its annual partner awards at SAS Innovate, its flagship event for business leaders, technical users and SAS Partners. This award recognizes Clario’s commitment to excellence and innovation, which together ensure that the clinical trial data Clario delivers to its customers meets stringent data integrity standards and global regulatory compliance requirements.

Clario has consistently demonstrated its expertise in developing and integrating advanced technological solutions to meet the evolving clinical trial needs of its customers. Clario’s services, combined with SAS technology, standardize clinical data for regulatory compliance purposes. This standardization streamlines the regulatory review process, ensures data integrity, and facilitates compliance with regulatory standards set by entities such as the Food and Drug Administration (FDA) and the European Medicines Agency (EMA).
“We are honored to be recognized as the SAS Global Service Provider Partner of the Year. This award reaffirms our commitment to leading the way in innovative technological solutions for high-quality and more consistent clinical trials for our customers around the world,” said Jay Ferro, Chief Information, Technology and Product Officer at Clario. “Having supported 62% of the FDA approvals last year, along with our recent data security milestones ISO 27001:2022 certification and SOC2 Type II attestation, Clario is powering the advancement of healthcare research, ensuring we meet the highest standards in data management.”
Clario’s broadest endpoint technological solutions and its partnership with SAS address the challenges of data management in healthcare research. This collaboration not only ensures data integrity and streamlines regulatory processes but also underscores the value it brings to its customers.
For more information on Clario and its clinical trial data management platform, please visit Clario.com.
About Clario
Clario is a leading healthcare research and technology company that generates the highest quality clinical evidence for our pharmaceutical, biotech, and medical device partners. We offer comprehensive evidence-generation solutions that combine eCOA, cardiac safety, medical imaging, precision motion, and respiratory endpoints.
Clario’s science, technology, and operational experts have helped deliver over 26,000 trials and contributed to over 800 regulatory approvals in more than 100 countries. For more than 50 years, we have provided deep scientific expertise and the broadest endpoint technologies to help transform lives around the world.
Clario Media Contact:Alexis NavratilCommunications [email protected]
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Clarivate Acquires Global QMS, Inc., Expanding Life Sciences & Healthcare Segment into New Markets

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Acquisition supports critical client workflow and reporting needs with proprietary SaaS platform, automating regulatory report authoring and compliance across manufacturing operations, supply chain and quality management
LONDON, April 23, 2024 /PRNewswire/ — Clarivate Plc (NYSE:CLVT) a leading global provider of transformative intelligence, today announced that it has acquired Global QMS, Inc., known as Global Q, a provider of cloud-based solutions that enable life sciences clients to automate regulatory reporting and compliance management. Financial terms of the transaction were not disclosed. 

Global Q supports leading pharma, medtech and biotech companies by providing comprehensive access to linked and standardized workflow-ready data via its SaaS platform, Optiqs360 Digital™. The platform includes MediGPT – WorkCenter™ and MediGPT – IntelliWriter™, solutions that provide clients with interconnected data visibility and common user interfaces, across internal and external sources of record. The tools support the complex workflows and reporting needs of clinical, regulatory, product lifecycle and quality management professionals, significantly streamlining annual product reviews, medical device reports and supply chain insights. 
Clarivate brings together connected data, deep expertise and intelligence solutions to empower life sciences and healthcare companies to deliver safe, effective and commercially successful treatments to patients faster. The acquisition of Global Q bolsters a robust integrated platform of life science intelligence solutions from pre-clinical and clinical offerings and further expands Clarivate capabilities in manufacturing and supply chain management to include regulatory report authoring and compliance management. The workflow and reporting capabilities of Global Q complement the Clarivate Cortellis Generics Intelligence solution for Active Pharmaceutical Ingredient (API) tracking. The addition of these cloud-based solutions will serve to embed Clarivate into critical client workflows and enable the expansion of Clarivate services into new markets.
Henry Levy, President, Life Sciences & Healthcare, Clarivate, said: “Clarivate continues to explore, develop and integrate next-generation workflow automation software that streamlines and digitizes manual workflows. The acquisition of Global Q builds on our strategy to deliver solutions that empower our clients to advance treatments that improve patient lives. The combined expertise, data and technologies of Clarivate and Global Q will help to address the client need for connected data to support complex analyses and evidence-based decisions in the life sciences.”
Mitch Hayes, Founder & Chief Executive Officer, Global QMS, Inc., said: “The acquisition of Global Q by Clarivate reinforces our joint missions to help global organizations obtain profound insights and efficiencies in bringing life-saving therapies to their patients worldwide. The combined business will further the vision of putting contextually aware intelligence directly into our customers’ workflows and facilitating their daily tasks in ways never before possible.”
Life sciences professionals responsible for new product development, manufacturing and regulatory compliance are looking to connect the dots across multiple data points to accelerate their treatment and prevention efforts and realize better patient health outcomes. Harmonized and connected data sources can address the industry need for content authoring automation spanning multiple systems and workflows. The acquisition of Global Q enables Clarivate to seamlessly tap into the digital thread market, allowing for proprietary data and insights gleaned from Clarivate solutions to frictionlessly be integrated into customer workflows.
Following the successful acquisition and integration of companies, including Decision Resources Group (DRG), Bioinfogate, Patient Connect, Dialog (part of ProQuest) and IP from MotionHall, the acquisition of Global Q further demonstrates the continuing investment by Clarivate in high-value data, analytics and innovative technology paired with deep subject matter and technical expertise within its Life Sciences and Healthcare segment.
As a trusted partner in shaping the future of healthcare, Clarivate proactively addresses industry demands through intelligence platforms that connect data and use AI and advanced analytics to revolutionize patient engagement, overcome access barriers and fulfill unmet needs. The complementary solutions of Clarivate and Global Q will better position the company in a market that favors innovative tech-enabled providers with end-to-end capabilities and unique market-leading data sets.
Forward-Looking Statements This communication contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These statements, which express management’s current views concerning future business, events, trends, contingencies, financial performance, or financial condition, appear at various places in this communication and may use words like “aim,” “anticipate,” “assume,” “believe,” “continue,” “could,” “estimate,” “expect,” “forecast,” “future,” “goal,” “intend,” “likely,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “see,” “seek,” “should,” “strategy,” “strive,” “target,” “will,” and “would” and similar expressions, and variations or negatives of these words.  Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on management’s current beliefs, expectations, and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy, and other future conditions. Because forward-looking statements relate to the future, they are difficult to predict and many of which are outside of our control. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include those factors discussed under the caption “Risk Factors” in our most recent annual report on Form 10-K, along with our other filings with the U.S. Securities and Exchange Commission (“SEC”). However, those factors should not be considered to be a complete statement of all potential risks and uncertainties. Additional risks and uncertainties not known to us or that we currently deem immaterial may also impair our business operations. Forward-looking statements are based only on information currently available to our management and speak only as of the date of this communication. We do not assume any obligation to publicly provide revisions or updates to any forward-looking statements, whether as a result of new information, future developments or otherwise, except as otherwise required by securities and other applicable laws. Please consult our public filings with the SEC or on our website at www.clarivate.com.  
About Clarivate Clarivate™ is a leading global provider of transformative intelligence. We offer enriched data, insights & analytics, workflow solutions and expert services in the areas of Academia & Government, Intellectual Property and Life Sciences & Healthcare. For more information, please visit www.clarivate.com 
About Global QMS, Inc.Global QMS, Inc., known as Global Q, is a provider of a cloud-based intelligent workflow platform that gives our customers an interconnected workspace that allows them to have a composite view of all their product data (“digital threads”), including internal R&D, post market, regulatory, manufacturing, and others, as well as external feeds and real-world data.
Media Contact: Catherine Daniel, Director, External Communications [email protected]
Investor Relations Contact  Mark Donohue, Head of Investor Relations [email protected]  
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9fin grows leadership team with VP Content promotion

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9fin has bolstered its senior leadership team with an internal promotion for a newly created VP Content positionThe promotion demonstrates the strong bench of leadership talent at 9fin and will ensure the company’s content offering continues to be best in classThe company continues to expand with open roles in its US and UK officesNEW YORK, April 23, 2024 /PRNewswire/ — 9fin (https://9fin.com/), a news and analytics platform for debt capital markets, has announced the promotion of Will Caiger-Smith to VP Content, as the business continues to scale rapidly across Europe and the US.

Will was previously 9fin’s US Managing Editor. In his new VP Content role, he joins Jen Speirs, who was promoted to VP Operations last year, in the company’s growing leadership team.
Both VP positions have global mandates and demonstrate 9fin’s continued investment in people and its commitment to rapidly progressing talented leaders within the business.
As VP Content, Will directs all news and analytics across the editorial, credit, legal and ESG teams. The promotion comes as 9fin has expanded from its core leveraged finance coverage into private credit, distressed debt, and structured credit (CLOs) across Europe and the US. These new verticals further the company’s mission to be the #1 provider of data, news and analytics globally across debt capital markets.
Will continues to report directly to 9fin’s CEO and co-founder Steven Hunter.
Will Caiger-Smith commented:
“I joined 9fin because I believed the company and its founders had the vision and technology to build the comprehensive debt intelligence platform the market needs,” said Will. “In my two and a half years at this company, that belief has only intensified. I’m delighted to be driving forward the content side of the business.”
Steven Hunter, CEO and co-founder of 9fin, said:
“I’ve been incredibly impressed by Will’s contributions to scaling 9fin in just a couple of years. He opened and scaled our US office from scratch and has built a world-class team. I am delighted to see him promoted into a new expanded role and join Jen as part of our VP level leadership. I am excited to work with them both to take 9fin to the next level”
About 9fin
9fin is the faster, smarter way to find intelligence on leveraged credit. Our AI-powered data and analytics platform centralises everything that’s needed to analyse a credit or win a mandate in one place, helping subscribers win business, outperform their peers, and save time. 9fin is trusted by the largest asset managers in the world, leading law firms and advisers  in debt capital markets, and nine of the top 10 investment banks.
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