# Avantax Advised vs AdviceWorks®

The clearest difference is rating: Avantax Advised at 4.7 against AdviceWorks®'s 3.7. AdviceWorks®'s advantage is update cadence (monthly vs every 32 months) and ratings volume (139 vs 3). On price, ads, in-app purchases and monetization model 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 3.7. That said, the two scores are not equally well evidenced: AdviceWorks® has 139 ratings behind it against 3, so its average is the more settled of the two.

Avantax Advised ships an update every 32 months, AdviceWorks® monthly. The most recent releases landed on September 20, 2026 and September 30, 2026 respectively.

## The numbers

| Metric | Avantax Advised | AdviceWorks® |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.7 (3 ratings)](https://appshunter.io/ios/app/avantax-advised/id1017397516/reviews)** | [3.7 (139 ratings)](https://appshunter.io/ios/app/adviceworks/id6466180905/reviews) |
| Number of ratings | 3 | **139** |
| Positive reviews | — | 16.1% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 32 months | **Monthly** |
| Monetization | Free | Free |
| Size | 62 MB | 46 MB |
| Requires iOS | **15.6** | 16.4 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Honkamp Krueger Financial Services, Inc.](https://appshunter.io/developer/1017397515) | [Cetera Financial Group®, Inc.](https://appshunter.io/developer/1313445777) |

## 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


### AdviceWorks®

[App page](https://appshunter.io/ios/app/adviceworks/id6466180905)

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

**Highlights:** Comprehensive account overview dashboard, Net worth tracking with linked accounts, Secure document vault for statements and reports, Face ID/Touch ID login for enhanced security, Direct communication and document sharing with advisor

**In-app purchases:** none

**What reviewers like**

- 👍 Access to accounts and documents
- 👍 Intuitive and straightforward navigation
- 👍 Face ID login support
- 👍 Seamless interface for tracking finances
- 👍 Useful for viewing account balances

**What reviewers complain about**

- 🐛 Frequent login issues
- 🐛 App crashes frequently
- 🐛 Inconsistent data updates
- 🐛 Missing key features from web version
- 🐛 Not user-friendly interface

**Reported bugs**

- Not logging in after updates
- App requires turning off privacy settings to log in
- Trades not showing for days
- Holdings frequently missing
- App logs out after closing

**Requested features**

- Integrate features like organizing accounts, reviewing cash flows
- Enable landscape mode for tablets
- Add historical charts of balance or asset performance
- Implement stock lookup functionality
- Allow password changes within the app


## Frequently asked questions

### Is Avantax Advised free?

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

### Is AdviceWorks® free?

AdviceWorks® is free to download, with no in-app purchases.

### Which has better reviews, Avantax Advised or AdviceWorks®?

Avantax Advised is rated higher. Avantax Advised averages 4.7 out of 5 from 3 ratings, while AdviceWorks® averages 3.7 from 139 ratings.

### Do Avantax Advised or AdviceWorks® have ads?

Neither Avantax Advised nor AdviceWorks® shows ads.

### Which is updated more often, Avantax Advised or AdviceWorks®?

Avantax Advised ships an update every 32 months, and AdviceWorks® monthly. Most recently, Avantax Advised was updated on September 20, 2026 and AdviceWorks® on September 30, 2026.

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