Technology Solutions

We have equipped all of our CPA, tax, estate and financial planning firms with technology tools that streamline business and improve back office efficiency.

Our consulting process ensures our affiliate firms understand the total solutions available, including:

  • Financial planning tools.
  • Account opening, maintenance and processing.
  • Advisory account model management and trading.
  • Account aggregation/reporting.
  • Marketing systems.
  • Client service matrix.
  • User adoption.
  • Data migration.
  • Systems integration.


CRM Consulting

Customer relationship management (CRM) software is an essential tool for wealth management firms looking to improve and deepen client relationships, maintain consistent communication, meet deadlines, and leverage information to better serve current customers.

Avantax Wealth Management equips firms with the information and tools needed to successfully implement Redtail's CRM system. This service can be applied at any time to take your firm to the next level.


Avantax Consulting Group

The Consulting group exists to provide “on the business” training, coaching and consulting to firm leaders, affiliated financial advisors and support teams, helping them grow their wealth management enterprises.