# Tools & technology — relationship banking manager

Source: O*NET 30.3, occupation 13-2052.00 (Personal Financial Advisors) — manual nearest-occupation mapping via ISCO group 2412; the official ESCO crosswalk has no entry for this ESCO occupation.

| Software | Category | Hot technology |
|---|---|---|
| Microsoft Access | Data base user interface and query software | yes |
| Microsoft Excel | Spreadsheet software | yes |
| Microsoft Office software | Office suite software | yes |
| Microsoft Outlook | Electronic mail software | yes |
| Microsoft PowerPoint | Presentation software | yes |
| Microsoft Project | Project management software | yes |
| Microsoft SQL Server | Data base user interface and query software | yes |
| Microsoft Visual Basic | Development environment software | yes |
| Microsoft Word | Word processing software | yes |
| Salesforce software | Customer relationship management CRM software | yes |
| Structured query language SQL | Data base user interface and query software | yes |
| Swift | Object or component oriented development software | yes |
| ACT! ACT4Advisors | Customer relationship management CRM 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 |  |
| Automatic Data Processing ProxyEdge | Word processing software |  |
| Brentmark Stock Option Risk Analyzer | Financial analysis software |  |
| Cabinet NG CNG-SAFE | Document management software |  |
| Cheshire Financial Planning Suite | Financial analysis software |  |
| ComplianceMAX | Compliance software |  |
| Corel QuattroPro | Spreadsheet software |  |
| Cygnus IncomeMax | Financial analysis software |  |
| DataViz Beyond Contacts | Customer relationship management CRM software |  |
| Education planning software | Financial analysis software |  |
| EISI NaviPlan | Financial analysis software |  |
| eMoneyAdvisor AdvisorPlatform | Customer relationship management CRM software |  |
| Estate Capitol Needs Analysis | Financial analysis software |  |
| Estate planning software | Financial analysis software |  |
| ExpenseWatch | Financial analysis software |  |
| EZ-Data Client Data System | Customer relationship management CRM software |  |
| FileMaker Pro | Data base user interface and query 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 Finance File Manager | Document management software |  |
| Financeware WealthSimulator | Financial analysis software |  |
| Financial Planning Consultants Practice Builder | Customer relationship management CRM software |  |
| Financial planning presentation software | Presentation software |  |
| Financial planning software | Financial analysis software |  |
| Financial Profiles Profiles+ Professional | Financial analysis software |  |
| Financial report generation software | Word processing software |  |
| Fund accounting software | Accounting software |  |
| Getting Things Done GTD software | Customer relationship management CRM software |  |
| Host Analytics Host Budget | Financial analysis software |  |
| Ibbotson Analyst | Financial analysis software |  |
| Ibbotson Portfolio Strategist | Financial analysis software |  |
| IBM Domino | Communications server software |  |
| IBM Lotus 1-2-3 | Spreadsheet software |  |
| Impact PlanLabX3 | Financial analysis software |  |
| IMPACT Wealth Distribution Analysis | Financial analysis software |  |
| Investigo | Customer relationship management CRM software |  |
| Investment and business valuation template software | Financial analysis software |  |
| Investment tracking software | Financial analysis software |  |
| J&L Financial Planner | Financial analysis software |  |
| Junxure CRM Software | Customer relationship management CRM software |  |
| MasterPlan | Financial analysis software |  |
| Microsoft Business Contact Manager | Customer relationship management CRM software |  |
| Microsoft Dynamics | Enterprise resource planning ERP software |  |
| Microsoft Money | Financial analysis software |  |
| MoneyTree Silver Financial Planner (financial analysis feature) | Financial analysis software |  |
| MoneyTree Silver Financial Planner (presentation feature) | Presentation software |  |
| Monte Carlo simulation software | Analytical or scientific 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 |  |
| Oracle Hyperion | Enterprise resource planning ERP software |  |
| Oracle PeopleSoft Financials | Enterprise resource planning ERP software |  |
| PIE Technologies MoneyGuidePro | Financial analysis software |  |
| Pimlico Software DateBk | Calendar and scheduling software |  |
| PlanPlus Pro | Financial analysis software |  |
| PlanScan Portfolio Pathfinder | Financial analysis software |  |
| Portfolio management software | Financial analysis software |  |
| Practice management software PMS | Data base user interface and query software |  |
| ProTracker Advantage | Customer relationship management CRM software |  |
| Quicken | Financial analysis software |  |
| Redtail Technology Our Business Online | Customer relationship management CRM software |  |
| Retirement planning software | Financial analysis software |  |
| Sage 50 Accounting | Accounting software |  |
| Sawhney ExecPlan | Financial analysis software |  |
| ScanSoft PaperPort Pro | Document management software |  |
| ScenarioNow RetireNow | Financial analysis software |  |
| SunGard Frontier | Financial analysis software |  |
| SunGard LockBox | Document management 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 |  |
| Web Information Solutions Pocket Informant | Customer relationship management CRM software |  |
| World Software Corporation Worldox | Document management software |  |