How to Connect Act! with Advisor Engine (2026)

Act!

★★★ 3.7

Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review

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Advisor Engine

★★★★ 4.0

Crm Industry Specific Crm

A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Advisor Engine: A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Pricing

Act!

Subscription $30-$50/user/month

Advisor Engine

Subscription Custom pricing

Detailed integration guide coming soon. We're researching the specific ways Act! and Advisor Engine work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

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