Avantax
3200 Olympus Blvd, Suite 100,
Dallas, 75019, TX,
United States
Dallas, 75019, TX,
United States
1 972-870-6000
Banking and Financial Services
Avantax Technographics
Avantax Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Avantax and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 Avantax employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Avantax has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2019, Workday HCM for Core HR in 2015, Adobe Connect for Audio Video and Web Conferencing in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Avantax is running and its propensity to invest more and deepen its relationship with Microsoft , Workday , ADP or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Avantax revenues, which have grown to $900.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Avantax intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Avantax Tech Stack and Enterprise Applications
Avantax ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019, Avantax implemented Microsoft Dynamics GP as the core ERP Financial application supporting the companys finance and reporting functions. The deployment of Microsoft Dynamics GP anchored month end close workflows, general ledger processing, trial balance generation and recurring financial reporting used by corporate finance and the CFO.
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Avantax HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday HCM | Core HR | HCM | n/a | 2015 | 2018 |
In 2015, Avantax implemented Workday HCM as a fully integrated HRIS and labor planning system. The Workday HCM deployment addressed Core HR functions and was targeted to maximize hiring effectiveness and efficiency for Avantax, a 3000 employee firm in the Banking and Financial Services sector.
The implementation consolidated core employee records, position management, workforce planning and talent acquisition workflows within a single Workday HCM instance. Configuration emphasized labor planning capabilities and end-to-end hiring workflows, aligning requisition approvals, position control and candidate lifecycle processes with Core HR data models.
Operational ownership centered on HR and Talent Acquisition, with Workday HCM positioned as the authoritative HRIS for headcount planning and hiring decisions. Governance and process standardization accompanied the rollout to centralize HR transactions and standardize hiring workflows, supporting the stated objective to maximize hiring effectiveness and efficiency.
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Payroll | HCM |
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2014 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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Recruiting, Applicant Tracking System | HCM |
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2015 | 2015 |
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Avantax Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019, Avantax deployed Adobe Connect on its website. Adobe Connect is used as the Audio Video and Web Conferencing solution to host client facing webinars and virtual events directly from the corporate site. The implementation surfaces browser based meeting rooms and registration workflows for advisory and client engagement scenarios.
The deployment leverages Adobe Connect standard conferencing capabilities including multiuser audio and video, screen and content sharing, persistent virtual rooms, breakout pods, attendee management, and session recording, configured to run from the site front end and Adobe cloud hosted services. Functionally, Adobe Connect supports client engagement, advisor training, and virtual events for Avantax banking and financial services operations, aligning the Audio Video and Web Conferencing application with marketing and client service workflows. The narrative centers on the use of Adobe Connect on Avantax web properties to provide hosted conferencing and virtual event capabilities for external and internal stakeholder interactions.
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Avantax Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2022 | 2022 |
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Avantax CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2014 | 2014 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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Avantax EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2019 | 2019 |
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Avantax ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Avantax Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
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2021 | 2021 |
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Avantax PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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Avantax TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2016 | 2017 |
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Avantax PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Avantax IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Avantax CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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Avantax Internet of Things
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IoT Platform | Internet of Things |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Avantax
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Avantax Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Avantax IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Avantax digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Avantax Technographics
Avantax is a Banking and Financial Services organization based in United States,
with around 3000 employees and annual revenues of $900.0 million.
Avantax operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Workday HCM and Adobe Connect,
covering areas like ERP Financial, Core HR and Audio Video and Web Conferencing.
Avantax has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Workday and Adobe Systems.
Avantax recently adopted applications including
The Trade Desk in 2023, Slack Connect in 2022 and Contentful Content Platform in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Avantax’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Avantax’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Avantax technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.