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Do more for your clients with a smarter approach to investing

Taxes have an undeniable impact on clients’ financial situations. At Avantax Wealth Management, we firmly believe the best way to help make smart and informed investment decisions is through tax integration. Uncover hidden investment opportunities and identify ways to help protect your clients against loss through an analysis of their tax information.


A unique program exclusively from Avantax Wealth Management

Technology gives you a huge advantage over the competition. It is what differentiates Avantax Wealth Management as a firm. We recognize the best way to ensure the utmost efficiency and accuracy in your business is by enabling you to manage your entire practice with the click of a mouse.



We aim to support productivity through our comprehensive portal. It is designed to allow you to manage all of your financial services tasks through one single, secure portal. It includes training modules for practice and professional development and delivers up to date information on industry news, compliance policies and corporate events. Important information and action items are sorted by priority, and our Financial Professionals maintain quick access to practice management, security, sales and marketing tips and materials.


1040 Analyst®

A unique, mining tool brought to you exclusively through Avantax Wealth Management, 1040 Analyst allows Financial Professionals to integrate a client's tax data and provide a customized client output that highlights financial opportunities. This road map provides a thoughtful forum for financial services conversations.


Support Portals

Full-service support portals for managing client assets. Access a three-tier, real-time view of your entire book of business from one location, and generate client lists, performance reports, and documentation with a single click.


Morningstar® Workstation

Morningstar Workstation is our recognized research database. It provides powerful research and analysis, delivers objective information easily understood by clients and offers FINRA-reviewed reports and proposals. We utilize an intuitive interface that combines all the resources needed to conduct fundamental investment research quickly and efficiently.

1040 Analyst®

An Exclusive Avantax Wealth Management Program

The comprehensive approach a tax professional can bring to their clients’ finances with 1040 Analyst is unrivaled. This unique, fully integrated tool was meticulously designed with our Financial Professionals in mind. It is specifically intended for tax professionals offering financial services, and streamlined to integrate the most frequently used tax software programs.

Data can be imported into the 1040 Analyst from these programs:
01 ATX™
02 Drake®
03 Lacerte®
04 ProSeries®
05 ProSystems fx®
06 TaxAct Professional®
07 UltraTax

Tax Analyst innovation you can depend on

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The 1040 Analyst can benefit any Financial Professional interested in working smarter and not harder. It helps you hone in on clients’ needs and clearly communicate their vulnerabilities and a recommended solution. Saving you time, increasing client retention, and providing tangible evidence of your unique value proposition.