Avantax Advised vs Private Client Services
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Avantax Advised
Access your financial statements, account holdings, activity, and performance reports. Receive quarterly email notifications when new electronic statements are available.
- Retrieve financial statements
- View account holdings
- Track account activity
- Monitor account performance
- Receive email notifications
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Use the client portal to retrieve your Avantax Planning Partners statements and provide data on your account, such as holdings, activity, and performance. You will receive an email each quarter from Avantax when your electronic statement is available.
Private Client Services
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
- Secure Multi-Factor Authentication
- Comprehensive account overview
- Investment results and holdings
- Recent transactions
- Research insights
- Team contact information
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Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more. Features include: • Secure Multi-Factor Authentication login • Comprehensive account overview • Complete investment results • Up-to-date holdings • Recent transactions • Insights from Capital Group research analysts • Your team’s contact information
Screenshots
Verdict
The clearest difference is rating: Avantax Advised at 4.7 against Private Client Services's 4.1. Avantax Advised also leads on iOS requirement (15.6 vs 17.0). Private Client Services's advantage is ratings volume (11 vs 3). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Avantax Advised holds the better App Store score, 4.7 against 4.1. Both are backed by a comparable volume of ratings — 3 and 11 respectively.
Avantax Advised ships an update every 32 months, Private Client Services every 26 months. The most recent releases landed on September 20, 2026 and September 19, 2026 respectively.
| Parameter | Avantax Advised | Private Client Services |
|---|---|---|
| Price | Free | Free |
| Rating | 4.7 (3 ratings) — better | 4.1 (11 ratings) |
| Positive reviews | — | 50.0% of reviews |
| Number of ratings | 3 | 11 — better |
| Update frequency | Every 32 months | Every 26 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.6 — better | 17.0 |
| Further details — not scored | ||
| Size | 62 MB | 56 MB |
| Age rating | 4+ | 4+ |
| Developer | Honkamp Krueger Financial Services, Inc. | The Capital Group Companies Inc. |
Customer experience
Avantax Advised
Private Client Services
In-app purchases
Avantax Advised
No in-app purchases
Private Client Services
No in-app purchases
Questions
Is Avantax Advised free?
Is Private Client Services free?
Which has better reviews, Avantax Advised or Private Client Services?
Do Avantax Advised or Private Client Services have ads?
Which is updated more often, Avantax Advised or Private Client Services?
Other comparisons
