Tools & Technology for:
13-2052.00 - Personal Financial Advisors   Save Table (XLS/CSV)

Tools | Technology

Tools

Calculators or accessories
  • 10-key calculators
Desktop computers
Notebook computers
Personal computers
Personal digital assistant PDAs or organizers
  • Personal digital assistants PDA
Tablet computers

Technology

Analytical or scientific software
  • Monte Carlo software
Calendar and scheduling software
  • Pimlico Software DateBk
Compliance software
  • ComplianceMAX software
Customer relationship management CRM software
  • ACT! ACT4Advisors
  • CRM Software Junxure-i
  • DataViz Beyond Contacts
  • eMoneyAdvisor AdvisorPlatform
  • EZ-Data Client Data System
  • Financial Planning Consultants Practice Builder
  • Getting Things Done GTD software
  • IAS software
  • Investigo software
  • Microsoft Business Contact Manager
  • ProTracker Advantage
  • Redtail Technology Our Business Online
  • Web Information Solutions Pocket Informant
Document management software
  • Financeware Finance File Manager
  • ScanSoft PaperPort Pro
  • SunGard LockBox
  • WORLDOX software
Enterprise resource planning ERP software
  • Practice management software PMS
Financial analysis software
  • Advent Axys
  • AdviceAmerica AdvisorVision
  • Advisory World ICE
  • ASI Client Acquisition Solution
  • Asset allocation software
  • Brentmark Stock Option Risk Analyzer
  • Cheshire Financial Planning Suite
  • Cygnus IncomeMax
  • Education planning software
  • EISI NaviPlan
  • Estate Capitol Needs Analysis
  • Estate planning software
  • ExpenseWatch software
  • Finance Logix Education Planner
  • Finance Logix Insurance Planner
  • Finance Logix Retirement Planner
  • Financeware AASim
  • Financeware WealthSimulator
  • Financial planning software
  • Financial Profiles Profiles+ Professional
  • Host Analytics Host Budget
  • Ibbotson Analyst
  • Ibbotson Portfolio Strategist
  • Impact PlanLabX3
  • IMPACT Wealth Distribution Analysis
  • Inuit Quicken
  • Investment and business valuation template software
  • Investment Scorecard software
  • Investment tracking software
  • J&L Financial Planner
  • MasterPlan software
  • Microsoft Money
  • MoneyTree Silver Financial Planner (financial analysis feature)
  • Morningstar Principia
  • Needs analysis software
  • Net Worth Strategies Stock Opter Pro
  • OmniPlanner software
  • Optima IAS
  • PIE Technologies MoneyGuidePro
  • PlanPlus Pro
  • PlanScan Portfolio Pathfinder
  • Portfolio management software
  • Retirement planning software
  • Sawhney ExecPlan
  • ScenarioNow RetireNow
  • SunGard Frontier
  • SunGard PlanningStation
  • SunGard WebPlaid
  • Tax planning software
  • Thomson ONE Advisor
  • Torrid Retirement Planner
  • Unger Software Methusaleh
  • WealthTec AllocationPro
  • WealthTec Foundations
  • WealthTec WealthMaster
Internet browser software
  • Web browser software
Presentation software
  • Financial planning presentation software
  • Microsoft PowerPoint
  • MoneyTree Silver Financial Planner (presentation feature)
Spreadsheet software
  • Corel QuattroPro
  • IBM Lotus 1-2-3
  • Microsoft Excel
Word processing software
  • Automatic Data Processing ProxyEdge
  • Financial report generation software
  • Microsoft Word

We welcome feedback on the Tools & Technology database. We encourage you to suggest tools and technologies where our coverage may not reflect the full range of an occupation's duties. All suggestions will be considered for a future update of the T2 database.

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