How to Connect Advisor Engine with Affinity Publisher (2026)

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

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Affinity Publisher

★★★★ 4.5

Design Creative Publishing

A professional desktop publishing application for creating books, magazines, brochures, and marketing materials.

Full Review

About These Tools

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

Affinity Publisher: A professional desktop publishing application for creating books, magazines, brochures, and marketing materials.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Affinity Publisher

Master pages
Advanced typography
Data merge
IDML import
Preflight checks
PDF/X export

Pricing

Advisor Engine

Subscription Custom pricing

Affinity Publisher

One time $69.99

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

Connect via Integration Platform

These platforms can help you connect Advisor Engine and Affinity Publisher without writing code:

Zapier

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Make

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n8n

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IFTTT

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