Personal Financial Advisors
Tools and Technology
Tools Include:
- Calculators or accessories (10-key calculators)
- Desktop computers
- Notebook computers
- Personal computers
- Personal digital assistant PDAs or organizers (Personal digital assistants PDA)
- Tablet computers
Technologies Include:
- 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
- Microsoft Business Contact Manager
- eMoneyAdvisor AdvisorPlatform
- Getting Things Done GTD software
- Financial Planning Consultants Practice Builder
- EZ-Data Client Data System
- CRM Software Junxure
- CRM Software Junxure-i
- Investigo software
- DataViz Beyond Contacts
- IAS software
- 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
- Financeware Finance File Manager
- WORLDOX software
- Cabinet NG CNG-SAFE
- ScanSoft PaperPort Pro
- SunGard LockBox
- Financial analysis software
- 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
- Investment and business valuation template software
- Host Analytics Host Budget
- Ibbotson Analyst
- Ibbotson Portfolio Strategist
- Impact PlanLabX3
- IMPACT Wealth Distribution Analysis
- Intuit Quicken software
- PlanScan Portfolio Pathfinder
- 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
- Portfolio management software
- Advent Axys
- AdviceAmerica AdvisorVision
- Advisory World ICE
- Retirement planning software
- Sawhney ExecPlan
- ASI Client Acquisition Solution
- ScenarioNow RetireNow
- SunGard Frontier
- Asset allocation software
- SunGard WebPlaid
- Tax planning software
- Thomson ONE Advisor
- Torrid Retirement Planner
- Unger Software Methusaleh
- WealthTec AllocationPro
- WealthTec Foundations
- WealthTec WealthMaster
- Brentmark Stock Option Risk Analyzer
- SunGard PlanningStation
- 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
- Financial report generation software
- Automatic Data Processing ProxyEdge
- Microsoft Word
The data sources for the information displayed here include: O*NET™. (Using onet28)
