Technology Skills: Personal Financial Advisors Bright Outlook  

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
• 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
• Quicken
• 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