# Tools & technology — investment clerk

Source: O*NET 30.3 'Software Skills' for 43-4011.00.

| Software | Category | Hot technology |
|---|---|---|
| Salesforce software | Customer relationship management CRM software | yes |
| Microsoft Access | Data base user interface and query software | yes |
| Structured query language SQL | Data base user interface and query software | yes |
| Adobe InDesign | Desktop publishing software | yes |
| Adobe Acrobat | Document management software | yes |
| Microsoft SharePoint | Document management software | yes |
| Microsoft Outlook | Electronic mail software | yes |
| Oracle PeopleSoft | Enterprise resource planning ERP software | yes |
| Adobe Creative Cloud software | Graphics or photo imaging software | yes |
| Adobe Illustrator | Graphics or photo imaging software | yes |
| Adobe Photoshop | Graphics or photo imaging software | yes |
| Microsoft Office software | Office suite software | yes |
| Microsoft PowerPoint | Presentation software | yes |
| Microsoft Excel | Spreadsheet software | yes |
| Microsoft Word | Word processing software | yes |
| Account management software | Accounting software |  |
| Scheduling software | Calendar and scheduling software |  |
| HEAT Software GoldMine | Customer relationship management CRM software |  |
| Royal Alliance VISION2020 Core | Customer relationship management CRM software |  |
| Transaction processing software | Data base user interface and query software |  |
| Online trading software | Desktop communications software |  |
| WiredRed Software e/pop Basic | Desktop communications software |  |
| Microsoft Dynamics | Enterprise resource planning ERP software |  |
| Bloomberg Professional | Financial analysis software |  |
| Web browser software | Internet browser software |  |
| Microsoft Visual FoxPro | Object oriented data base management software |  |
| Adobe Dreamweaver | Web page creation and editing software |  |

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## Market evidence (job-ad analysis, 9 ads, as of 2026-07-14)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

### Tools

- Black Diamond — **22 %**
- Orion — **22 %**
- Microsoft Excel — **22 %**
- Microsoft Office — **22 %**
- Microsoft Suite — **11 %**
- LPL system — **11 %**
- Kestra Financial — **11 %**
- HedgeInvestor® — **11 %**
- Charles Schwab Advisor Center — **11 %**
- CRM — **11 %**
- Advice Pay — **11 %**
- Assetmark — **11 %**
- SmartOffice — **11 %**
- Salesforce — **11 %**
- Wealthscape — **11 %**

<!-- market-evidence -->