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Best Avantax Apps

3+ iOS apps curated and reviewed

4.7 avg rating
3 free apps
Updated July 2026

Avantax Advised is the household name in avantax, but it's far from the only option. We track 3+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Avantax Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Avantax AdvisedAvantax AdvisedFree4.7★ (3)NoNoJul 2026
2Avantax ElevateAvantax ElevateFree—NoNoMay 2026
3Avantix QuotationAvantix QuotationFree——NoJul 2026

Top Picks for Avantax

FAQ about Avantax

What are the best avantax apps for iPhone?
Avantax Advised tops our avantax apps ranking as of July 2026, with a 4.7-star average from 3 App Store ratings, and it's free to download.
Yes — 3 of the top avantax apps we rank are free to download, including Avantax Advised and Avantax Elevate.
Avantax Advised has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 3+ avantax apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
You can retrieve your Avantax Planning Partners statements directly through the client portal. You will also receive an email each quarter when your electronic statement is available.
The portal provides access to your account holdings, activity, and performance data, in addition to your financial statements.

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avantax advisedavantax elevate