Insight on Personal Finance Software Global Market by 2027

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personal finance software market

personal finance software market

personal finance software market

DUBLIN, July 29, 2022 (Globe Newswire) — The “Personal Finance Software Market: Global Industry Trends, Share, Size, Growth, Opportunities & Forecast 2022-2027” report has been added’s Presentation.

The global personal finance software market reached a value of US$1.14 billion in 2021. Looking ahead, the publisher expects the market to reach a value of US$1.58 billion by 2027, exhibiting a CAGR of 5.59% during 2021-2027. Considering the uncertainties of COVID-19, we are continuously monitoring and evaluating the direct as well as indirect impact of the pandemic on various end use sectors. This information is included in the report as a major market contributor.

Personal finance software refers to an advanced solution designed to integrate, interpret and segregate information related to a user’s financial data. This includes budgeting, banking, insurance, mortgage, investing, retirement, and tax and estate planning. These programs help with budgeting, accounting of finances and making financial decisions to meet long-term financial goals. In addition, personal finance software helps users prevent interest on late payments by tracking transactions, managing bank records, tracing investments, and providing scheduled reminders for bills and deposits. Currently, it is classified into web-based and mobile-based software types.

Personal Finance Software Market Trends:

The growing demand for secure and personalized digital services has led to widespread adoption of personal finance software among small and medium-sized enterprises (SMEs). These solutions help in tracking assets or liabilities, generating datasheets and drafting tax reports, which, in turn, is positively stimulating the growth of the market.

In line with this, significant technological advances, such as the integration of big data, Internet of Things (IoT), and artificial intelligence (AI) solutions are designed to investigate consumer behavior, provide a personalized experience, and communicate with users via chatbots. is for. Acting as another growth-inducing factor. This is further supported by the inclusion of blockchain solutions by the governments of various countries in the software to add another security layers to ensure the security of credit cards, personal finance and investment information.

Additionally, the growing need among businesses to meet the financial challenges, especially during the consequent implementation of the mandatory lockdown, suddenly due to the outbreak of the coronavirus disease (COVID-19) pandemic, is propelling the market growth. Moreover, the increasing launch and uptake of personal finance applications by Banks, Financial Services and Insurance (BFSI) institutions to provide better customer support and offers is creating a positive outlook for the market.

competitive landscape:

The competitive landscape of the industry has also been examined with profiles of key players like Alzax Software, Banktree Software Ltd., Buxfer Inc., Countabout, Microsoft Corporation, Money Dashboard Ltd., Moneyspire Inc., 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 is the impact of COVID-19 on the global personal finance software market?

  • What are the major regional markets?

  • What is the market breakdown on the basis of product type?

  • What is market breakup based on end user?

  • What are the different stages in the value chain of an industry?

  • What are the major driving factors and challenges in the industry?

  • What is the structure of the global personal finance software market and who are the major players?

  • What is the degree of competition in the industry?

Major topics covered:

1 preamble

2 Scope and methodology

3 Executive Summary

4 Introduction
4.1 Overview
4.2 Major Industry Trends

5 Global Personal Finance Software Markets
5.1 Market Overview
5.2 Market Performance
5.3 Impact of COVID-19
5.4 Market Forecast

6 Market Breakups by Product Type
6.1 Web Based Software
6.1.1 Market Trends
6.1.2 Market Forecast
6.2 Mobile Based Software
6.2.1 Market Trends
6.2.2 Market Forecast

7 Market Breakups by End User
7.1 Small Business
7.1.1 Market Trends
7.1.2 Market Forecast
7.2 Individual Consumers
7.2.1 Market Trends
7.2.2 Market Forecast

8 Market Breakup by Region

9 SWOT Analysis

10 Value Chain Analysis

11 Porters Five Forces Analysis

12 Value Analysis

13 Competitive Landscape
13.1 Market Structure
13.2 Key Players
13.3 Profile of Key Players
13.3.1 Eljax Software Company Overview Product Portfolio
13.3.2 Banktree Software Limited Company Overview Product Portfolio
13.3.3 Buxar Inc. Company Overview Product Portfolio
13.3.4 About Calculations Company Overview Product Portfolio
13.3.5 Microsoft Corporation Company Overview Product Portfolio Financial SWOT Analysis
13.3.6 Money Dashboard Limited Company Overview Product Portfolio
13.3.7 Moneyspire Inc. Company Overview Product Portfolio
13.3.8 Personal Capital Corporation (Retirement Rights) Company Overview Product Portfolio
13.3.9 Pocketsmith Limited Company Overview Product Portfolio
13.3.10 Quicken Inc. Company Overview Product Portfolio
13.3.11 Infinite Types Company Overview Product Portfolio
13.3.12 You Need a Budget Company Overview Product Portfolio

For more information about this report, visit


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