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Tools & Technology Feedback Process

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.


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


Accounting software
  • Fund accounting software
  • Sage 50 Accounting
Analytical or scientific software
  • Monte Carlo simulation software
Calendar and scheduling software
  • Pimlico Software DateBk
Communications server software
  • IBM Domino
Compliance software
  • ComplianceMAX
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
  • Investigo
  • Microsoft Business Contact Manager
  • ProTracker Advantage
  • Redtail Technology Our Business Online
  • Salesforce software
  • Web Information Solutions Pocket Informant
Data base user interface and query software
  • FileMaker Pro
  • Microsoft Access
  • Practice management software PMS
  • Structured query language SQL
Document management software
  • Cabinet NG CNG-SAFE
  • Financeware Finance File Manager
  • ScanSoft PaperPort Pro
  • SunGard LockBox
  • World Software Corporation Worldox
Enterprise resource planning ERP software
  • Microsoft Dynamics
  • Oracle Hyperion
  • Oracle PeopleSoft Financials
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
  • 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
  • Investment and business valuation template software
  • Investment tracking software
  • J&L Financial Planner
  • MasterPlan
  • Microsoft Money
  • MoneyTree Silver Financial Planner (financial analysis feature)
  • Morningstar Principia
  • Needs analysis software
  • Net Worth Strategies Stock Opter Pro
  • Optima IAS
  • Oracle E-Business Suite Financials
  • 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
  • The Omni Group OmniPlan
  • Thomson ONE Advisor
  • Torrid Retirement Planner
  • Unger Software Methusaleh
  • WealthTec AllocationPro
  • WealthTec Foundations
  • WealthTec WealthMaster
Internet browser software
  • Web browser software
Object or component oriented development software
  • Swift
Office suite software
  • Microsoft Office
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

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