# Avantax Advised vs Private Client Services

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.

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.

## The numbers

| Metric | Avantax Advised | Private Client Services |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.7 (3 ratings)](https://appshunter.io/ios/app/avantax-advised/id1017397516/reviews)** | [4.1 (11 ratings)](https://appshunter.io/ios/app/private-client-services/id1528067380/reviews) |
| Number of ratings | 3 | **11** |
| Positive reviews | — | 50.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 32 months | **Every 26 months** |
| Monetization | Free | Free |
| Size | 62 MB | 56 MB |
| Requires iOS | **15.6** | 17.0 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Honkamp Krueger Financial Services, Inc.](https://appshunter.io/developer/1017397515) | [The Capital Group Companies Inc.](https://appshunter.io/developer/1454038881) |

## What reviewers say

### Avantax Advised

[App page](https://appshunter.io/ios/app/avantax-advised/id1017397516)

Access your financial statements, account holdings, activity, and performance reports. Receive quarterly email notifications when new electronic statements are available.

**Highlights:** Retrieve financial statements, View account holdings, Track account activity, Monitor account performance, Receive email notifications

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


### Private Client Services

[App page](https://appshunter.io/ios/app/private-client-services/id1528067380)

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.

**Highlights:** Secure Multi-Factor Authentication, Comprehensive account overview, Investment results and holdings, Recent transactions, Research insights, Team contact information

**Features:** Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is Avantax Advised free?

Avantax Advised is free to download, with no in-app purchases.

### Is Private Client Services free?

Private Client Services is free to download, with no in-app purchases.

### Which has better reviews, Avantax Advised or Private Client Services?

Avantax Advised is rated higher. Avantax Advised averages 4.7 out of 5 from 3 ratings, while Private Client Services averages 4.1 from 11 ratings.

### Do Avantax Advised or Private Client Services have ads?

Neither Avantax Advised nor Private Client Services shows ads.

### Which is updated more often, Avantax Advised or Private Client Services?

Avantax Advised ships an update every 32 months, and Private Client Services every 26 months. Most recently, Avantax Advised was updated on September 20, 2026 and Private Client Services on September 19, 2026.

---

*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*