Empowering Your Enterprise

Avantax Wealth ManagementSM provides firms with the tools and systems needed to build and grow thriving wealth management enterprises.

The financial services landscape is changing, and Avantax is leading our affiliated CPA firms to thrive in the future. Whether it's redefining how business is processed, enhancing trading capabilities, or simply providing more avenues to grow, we are transforming the way we work and empowering affiliated CPA firms to serve more clients.

From client prospecting to account management and reporting, Avantax Wealth Management and our partners work diligently to provide everything your firm needs to succeed.

  • Empowered proposal, trading and portfolio management systems through Envestnet
  • On-demand performance reporting with automated fulfillment and delivery
  • Simplified new account opening, cashiering and processing through digital document management
  • Enhanced compliance and licensing platform through RegEd
  • Intelligent forms, conditional validations and a paperwork wizard
  • CRM integration
  • Marketing automation and digital content library
  • Brokerage account management and trading capabilities through Wealthscape
  • Financial planning software
  • Morningstar® Advisor Workstation