ID Number: G00171040



The Slow Path to Growth for Financial Planning Solutions in Europe
25 September 2009
 
David Schehr  

Financial planning solutions focused on affluent consumers are at an early stage in a number of European countries. We examine what may lead to changes in this, and what markets are currently providing these services.





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Table of Contents


    
 Analysis

1.0
    
 Background — Financial Planning Software

1.1
    
 The Need for Financial Planning
1.2
    
 The Role of FP in WM
2.0
    
 FP Tools Are Slowly Spreading in Europe

2.1
    
 Current Macro Drivers and Inhibitors of FP Tool Use

2.1.1
    
 Personal Responsibility for Managing Retirement
2.1.2
    
 Bancassurance
2.1.3
    
 Sources of Advice
2.1.4
    
 Existence of an "Equity Culture"
2.2
    
 The Challenge for Migrating FP Across Countries

2.2.1
    
 Pension Accounting
2.2.2
    
 Estate and Inheritance Management
2.2.3
    
 Asset Categorization and Allocation
2.3
    
 Building Cross-Country FP Tools
3.0
    
 Opportunity Markets for FP Solutions in Europe

3.1
    
 FP in the U.K.
3.2
    
 U.K. Vendor Profiles

3.2.1
    
 Distribution Technology
3.2.2
    
 Focus Solutions (Focus 360)
3.2.3
    
 1st — The Exchange (Advisor Office)
3.2.4
    
 Quay Software (Client Care Desktop)
3.2.5
    
 Voyant (Voyant Financial Collaboration Suite)
3.2.6
    
 PlanPlus
3.3
    
 FP in Germany

3.3.1
    
 Braun (Financial Analysis)
3.3.2
    
 FinanzPortal24 (Financial Planner)
3.3.3
    
 gfp Office
3.3.4
    
 Instrumenta (PriMa)
3.3.5
    
 Reichardt Software (Integrated Financial Planning)
3.4
    
 FP in the Netherlands

3.4.1
    
 Infa (AfinPro and Figlo)
4.0
    
 The Road Ahead

4.1
    
 Near-Term Opportunity Markets
4.2
    
 In the Longer Term

    
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Browse Topics:
 
Financial Management Software
Wealth Management
Investment Management Systems




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Resource Id: 1189319