Avantax Advised app icon

Apps Like Avantax Advised for iPhone and iPad

by Honkamp Krueger Financial Services, Inc.★ 4.73 ratingsFinanceFreeData updated 2026-09-10
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Avantax Advised screenshots

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

  2. Bank Norwegian app icon

    Bank Norwegian

    Bank Norwegian, en filial av NOBA Bank Group AB (publ)

    ★ 4.216 ratingsFinanceFreeData updated 2026-09-12
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  5. Warren Street Wealth Advisors app icon

    Warren Street Wealth Advisors

    Warren Street Wealth Advisors, LLC

    View performance, track holdings, access statements

    View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-10
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  7. CBIZ Health Claims app icon

    CBIZ Health Claims

    CBIZ, Inc.

    Check balances and view details

    Check reimbursement account balances and details in real time. View account information securely. Log in with existing benefits website credentials. Navigate intuitively to manage benefits on the go.

    ★ 4.916 ratingsFinanceFreeData updated 2026-09-06
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  12. Whelan Financial app icon

    Whelan Financial

    Whelan Financial, Inc.

    View portfolio balances and statements anytime

    View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-21
    App details
  13. SOA Mobile app icon

    SOA Mobile

    Seasons of Advice Wealth Management, LLC

    ★ 4.36 ratingsFinanceFreeData updated 2026-09-16
    App details
  14. MyWLTH app icon

    MyWLTH

    WLTH Capital Management, LLC

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.