Insights on the global Personal Finance Software market

DUBLIN, July 29, 2022 (GLOBE NEWSWIRE) — The Personal Finance Software Market: Global Industry Trends, Share, Size, Growth, Opportunities and Forecast 2022-2027 The report has been added to an offer.

The global personal finance software market size was US$ 1.14 billion in 2021. Looking ahead, the publisher expects the market to reach US$ 1.58 billion by 2027, showing a CAGR of 5.59% during the period 2021-2027. Keeping in mind the uncertainties related to COVID-19, we are constantly tracking and evaluating the direct and indirect impact of the pandemic on different end-use sectors. These insights are included in the report as a major market contributor.

Personal finance software refers to an advanced solution designed to integrate, interpret and separate information related to a user’s financial data. They include budgets, banking, insurance, mortgages, investments, retirement, tax and estate plans. These programs help organize budgeting, accounting finances, and make financial decisions to achieve long-term financial goals. In addition, personal finance software helps users track transactions, manage bank records, track investments, and prevent interest on late payments by providing scheduled reminders for bills and deposits. Nowadays, it is categorized into web-based and mobile software types.

Personal Finance Software Market Trends:

The growing demand for secured and personalized digital services has led to widespread adoption of personal finance software across small and medium-sized enterprises (SMEs). These solutions help in tracking assets or liabilities, creating data sheets, and drafting tax reports, which in turn positively stimulate market growth.

In line with this, significant technological developments, such as the integration of Big Data, Internet of Things (IoT), and Artificial Intelligence (AI) solutions for examining consumer behavior, delivering personalized experience, and communicating with users through chatbots, act as another catalyst for growth. This is further supported by the integration of blockchain solutions by the government of various countries into the program to add additional layers of security to ensure the safety of credit cards, personal finance, and investment information.

In addition, the growing need among companies to deal with financial challenges, especially during the post implementation of mandatory lockdown due to the sudden outbreak of the Coronavirus Disease (COVID-19) pandemic, is driving market growth further. Apart from this, the launch and uptake of personal finance applications by Bank, Financial Services, and Insurance Institutions (BFSI) to provide better customer assistance and offers is creating a positive outlook for the market.

Competitive scene:

The competitive landscape of the industry has also been examined along with the profiles of key players namely Alzex Software, BankTree Software Limited, Buxfer Inc. CountAbout, Microsoft Corporation, Money Dashboard Ltd. and Moneyspire Inc. and Personal Capital Corporation (Empower Retirement), PocketSmith Ltd. Quicken Inc. , The Infinite Kind and you need a budget.

Key questions answered in this report:

  • How has the global personal finance software market performed so far and how will it perform in the coming years?
  • What will be the impact of COVID-19 on the global Personal Finance Software Market?
  • What are the main regional markets?
  • What is the market segmentation by product type?
  • What is the market segmentation based on the end user?
  • What are the different stages in the value chain of an industry?
  • What are the key drivers and challenges in the industry?
  • What is the structure of the global Personal Finance Software market and who are the key players?
  • What is the degree of competition in the industry?

Main topics covered:

1 Introduction

2 Scope and methodology

3 executive summary

4 Introduction
4.1 Overview
4.2 Key Industry Trends

5 Global Personal Finance Software Market
5.1 Market Overview
5.2 Market performance
5.3 Impact of COVID-19
5.4 Market Outlook

6 Segmentation of the market by product type
6.1 Web-Based Software
6.1.1 Market Trends
6.1.2 Market Outlook
6.2 Mobile-based software
6.2.1 Market Trends
6.2.2 Market Outlook

7 Disintegration of the market by the end user
7.1 Small Businesses
7.1.1 Market Trends
7.1.2 Market Outlook
7.2 Individual Consumers
7.2.1 Market Trends
7.2.2 Market Outlook

8 Segmentation of the market by region

9 SWOT analysis

10 Value Chain Analysis

11 Porter’s Five Forces Analysis

12 price analysis

13 Competitive landscape
13.1 Market Structure
13.2 The main players
13.3 Profiles of key players
13.3.1 Alzex Software Company Overview Product Portfolio
13.3.2 BankTree Software Limited Company Overview Product Portfolio
13.3.3 Buxfer Corporation Company Overview Product Portfolio
13.3.4 Counting Company Overview Product Portfolio
13.3.5 Microsoft Corporation Company Overview Product Portfolio Financial Statements SWOT analysis
13.3.6 Money Dashboard Ltd. Company Overview Product Portfolio
13.3.7 Moneyspire Inc. Company Overview Product Portfolio
13.3.8 Personal Capital Company (Retirement Empowerment) Company Overview Product Portfolio
13.3.9 PocketSmith Ltd. Company Overview Product Portfolio
13.3.10 Quicken Inc. Company Overview Product Portfolio
13.3.11 Infinite Type Company Overview Product Portfolio
13.3.12 You need a budget Company Overview Product Portfolio

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