Skip navigation

Tools & Technology Feedback

13-2052.00 — Personal Financial Advisors

The current Tools and Technology examples for this occupation are listed below. Please add your suggested examples to the appropriate category. When you are finished, click the Send Feedback button at the bottom of this page.

Tools

Desktop calculator
  • 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
  • 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
Data base user interface and query software
  • Practice management software PMS
Document management software
  • Cabinet NG CNG-SAFE
  • Financeware Finance File Manager
  • ScanSoft PaperPort Pro
  • SunGard LockBox
  • WORLDOX software
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
  • Intuit Quicken software
  • 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

Additional Examples

If you would like to suggest examples that do not fit into the categories above, please enter them below.

Optional Information


If you would be willing for us to contact you for additional information on your responses, please provide your name and email address below: