How to Connect Advisor Engine with ClickDimensions (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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ClickDimensions

★★★ 3.8

Email Automation Email Marketing

Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Full Review

About These Tools

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

ClickDimensions: Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

ClickDimensions

Dynamics 365 native
Email marketing
Web tracking
Forms
Surveys
Nurture campaigns

Pricing

Advisor Engine

Subscription Custom pricing

ClickDimensions

Subscription Custom

Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and ClickDimensions 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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