Skip navigation

Tools & Technology for:
13-2052.00 - Personal Financial Advisors   Save Table (XLS/CSV)

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 software
  • 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
  • Intuit Quicken software
  • Investment and business valuation template software
  • 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
  • PlanScan Portfolio Pathfinder
  • Portfolio management software
  • Retirement planning software
  • Sawhney ExecPlan
  • ScenarioNow RetireNow
  • SunGard Frontier
  • SunGard PlanningStation
  • SunGard WebPlaid
  • Tax planning software
  • Thomson ONE Advisor
  • Torrid Retirement Planner
  • Unger Software Methusaleh
  • WealthTec AllocationPro
  • WealthTec Foundations
  • WealthTec WealthMaster