Best Avantax Elevate Apps

Meta Viewpoints

Complete tasks & surveys

Free

Earn rewards by participating in surveys, tasks, and research. You control what data is shared and how it's used. Your contributions help improve apps and services.

Microsoft Power BI

Business data analytics

Free

Access and analyze your business data from anywhere with powerful mobile tools. Visualize key metrics, filter information, and share insights on the go. Get real-time notifications and ask questions of your data with a virtual analyst.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Money App - Cash Advance

by PRG Ventures, Inc.

Free

Access your earned wages early to cover immediate expenses like groceries, gas, and bills. This service allows you to get cash before your payday without interest, credit checks, or hidden fees. Repayment is automatic via payroll deduction or linked bank account.

Elan Credit Card

by Elan Financial Services

Free

Manage your credit card account conveniently on the go. Securely log in, view your balance and transactions, make payments, and control card access. Receive timely alerts for added security and account management.

Gener8: Earn From Your Data

Rewards, offers & donations

Free

This app empowers users to regain control of their personal data. It allows you to connect your apps, see what data is collected, and earn rewards for securely sharing it. Redeem points for gift cards, discounts, prize draws, or donations.

Kikoff: Build Credit Quickly

Equifax, Experian + TransUnion

Free

Build credit quickly and effectively with this app. It reports your on-time payments to major credit bureaus, helping to improve your credit score. Offers plans starting at $5 per month with no credit checks or interest.

RevenueCat Mobile

Track your app subscriptions

Free

Monitor your app's subscription revenue and key business metrics on the go. Track in-app purchases, view customer journeys, and test paywalls with interactive charts and real-time notifications. Handy widgets provide instant insights into your app's performance.

Unfollow Tracker and Reports

Track Followers, Unfollowers

Free

Monitor your audience growth and engagement with visual analytics and an AI content assistant. Understand trends, track gains and losses, and get insights into your account activity. Offers a free version with limited features and premium upgrades for full access.

Stock Plan

Morgan Stanley at Work

Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

Elevate401(k)

Finance & Retirement

Free

Access your retirement account information conveniently and securely on your mobile device. Review balances, contributions, investments, and monitor for fraudulent activity. Features multi-factor authentication and in-app messaging.

Aven Advisor: Credit Check App

Financial Advisor

Free

This app helps you understand your financial health by checking your credit score, monitoring home equity, and tracking spending. It also provides personalized loan offers and opportunities to win prizes.

Neverless: Stocks & Crypto

0 trading fees, 0 FX fees

Free

Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.