Taxes have an undeniable impact on clients’ financial situations. At Avantax Wealth ManagementSM, 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.
Technology gives you a huge advantage over the competition, and this 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.
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.
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 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.
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 is streamlined to integrate the most frequently used tax software programs.
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. This saves you time, increases client retention, and provides tangible evidence of your unique value proposition.
Leveraging technology that you are currently using, it saves you time and money, while allowing a deeper cultivation of client relationships.
Upload one or all of your clients’ tax data into 1040 Analyst and our algorithm generates a customized, client-presentable report that highlights their specific vulnerabilities and opportunities.
Still wondering if Avantax Wealth ManagementSM is right for your business? Contact us to find out more.