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