How to Connect Advisor Engine with Close (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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Close

★★★★ 4.5

Crm Sales Crm

A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster.

Full Review

About These Tools

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

Close: A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Close

Built-in calling
Power dialer
Email sequences
SMS messaging
Pipeline view
Smart views

Pricing

Advisor Engine

Subscription Custom pricing

Close

Subscription $49-$139/user/month

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