6.7 KiB
6.7 KiB
Tools & technology — investment adviser
Source: O*NET 30.3 'Software Skills' for 13-2052.00.
| Software | Category | Hot technology |
|---|---|---|
| Salesforce software | Customer relationship management CRM software | yes |
| Microsoft Access | Data base user interface and query software | yes |
| Microsoft SQL Server | Data base user interface and query software | yes |
| Structured query language SQL | Data base user interface and query software | yes |
| Microsoft Visual Basic | Development environment software | yes |
| Microsoft Outlook | Electronic mail software | yes |
| Swift | Object or component oriented development software | yes |
| Microsoft Office software | Office suite software | yes |
| Microsoft PowerPoint | Presentation software | yes |
| Microsoft Project | Project management software | yes |
| Microsoft Excel | Spreadsheet software | yes |
| Microsoft Word | Word processing software | yes |
| Fund accounting software | Accounting software | |
| Sage 50 Accounting | Accounting software | |
| Monte Carlo simulation software | Analytical or scientific software | |
| Pimlico Software DateBk | Calendar and scheduling software | |
| IBM Domino | Communications server software | |
| ComplianceMAX | Compliance software | |
| ACT! ACT4Advisors | Customer relationship management CRM software | |
| DataViz Beyond Contacts | Customer relationship management CRM software | |
| eMoneyAdvisor AdvisorPlatform | Customer relationship management CRM software | |
| EZ-Data Client Data System | Customer relationship management CRM software | |
| Financial Planning Consultants Practice Builder | Customer relationship management CRM software | |
| Getting Things Done GTD software | Customer relationship management CRM software | |
| Investigo | Customer relationship management CRM software | |
| Junxure CRM Software | Customer relationship management CRM software | |
| Microsoft Business Contact Manager | Customer relationship management CRM software | |
| ProTracker Advantage | Customer relationship management CRM software | |
| Redtail Technology Our Business Online | Customer relationship management CRM software | |
| Web Information Solutions Pocket Informant | Customer relationship management CRM software | |
| FileMaker Pro | Data base user interface and query software | |
| Practice management software PMS | Data base user interface and query software | |
| Cabinet NG CNG-SAFE | Document management software | |
| Financeware Finance File Manager | Document management software | |
| ScanSoft PaperPort Pro | Document management software | |
| SunGard LockBox | Document management software | |
| World Software Corporation Worldox | Document management software | |
| Microsoft Dynamics | Enterprise resource planning ERP software | |
| Oracle Hyperion | Enterprise resource planning ERP software | |
| Oracle PeopleSoft Financials | Enterprise resource planning ERP software | |
| Advent Axys | Financial analysis software | |
| AdviceAmerica AdvisorVision | Financial analysis software | |
| Advisory World ICE | Financial analysis software | |
| ASI Client Acquisition Solution | Financial analysis software | |
| Asset allocation software | Financial analysis software | |
| Brentmark Stock Option Risk Analyzer | Financial analysis software | |
| Cheshire Financial Planning Suite | Financial analysis software | |
| Cygnus IncomeMax | Financial analysis software | |
| Education planning software | Financial analysis software | |
| EISI NaviPlan | Financial analysis software | |
| Estate Capitol Needs Analysis | Financial analysis software | |
| Estate planning software | Financial analysis software | |
| ExpenseWatch | Financial analysis software | |
| Finance Logix Education Planner | Financial analysis software | |
| Finance Logix Insurance Planner | Financial analysis software | |
| Finance Logix Retirement Planner | Financial analysis software | |
| Financeware AASim | Financial analysis software | |
| Financeware WealthSimulator | Financial analysis software | |
| Financial planning software | Financial analysis software | |
| Financial Profiles Profiles+ Professional | Financial analysis software | |
| Host Analytics Host Budget | Financial analysis software | |
| Ibbotson Analyst | Financial analysis software | |
| Ibbotson Portfolio Strategist | Financial analysis software | |
| Impact PlanLabX3 | Financial analysis software | |
| IMPACT Wealth Distribution Analysis | Financial analysis software | |
| Investment and business valuation template software | Financial analysis software | |
| Investment tracking software | Financial analysis software | |
| J&L Financial Planner | Financial analysis software | |
| MasterPlan | Financial analysis software | |
| Microsoft Money | Financial analysis software | |
| MoneyTree Silver Financial Planner (financial analysis feature) | Financial analysis software | |
| Morningstar Principia | Financial analysis software | |
| Needs analysis software | Financial analysis software | |
| Net Worth Strategies Stock Opter Pro | Financial analysis software | |
| Optima IAS | Financial analysis software | |
| Oracle E-Business Suite Financials | Financial analysis software | |
| PIE Technologies MoneyGuidePro | Financial analysis software | |
| PlanPlus Pro | Financial analysis software | |
| PlanScan Portfolio Pathfinder | Financial analysis software | |
| Portfolio management software | Financial analysis software | |
| Quicken | Financial analysis software | |
| Retirement planning software | Financial analysis software | |
| Sawhney ExecPlan | Financial analysis software | |
| ScenarioNow RetireNow | Financial analysis software | |
| SunGard Frontier | Financial analysis software | |
| SunGard PlanningStation | Financial analysis software | |
| SunGard WebPlaid | Financial analysis software | |
| Tax planning software | Financial analysis software | |
| The Omni Group OmniPlan | Financial analysis software | |
| Thomson ONE Advisor | Financial analysis software | |
| Torrid Retirement Planner | Financial analysis software | |
| Unger Software Methusaleh | Financial analysis software | |
| WealthTec AllocationPro | Financial analysis software | |
| WealthTec Foundations | Financial analysis software | |
| WealthTec WealthMaster | Financial analysis software | |
| Web browser software | Internet browser software | |
| Financial planning presentation software | Presentation software | |
| MoneyTree Silver Financial Planner (presentation feature) | Presentation software | |
| Corel QuattroPro | Spreadsheet software | |
| IBM Lotus 1-2-3 | Spreadsheet software | |
| Automatic Data Processing ProxyEdge | Word processing software | |
| Financial report generation software | Word processing software |