How to Connect Advisor Engine with Craft (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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Craft

★★★★ 4.5

Documentation Project Management Ops

Beautiful document and note-taking app for Mac and iOS with rich formatting, backlinks, and sharing capabilities.

Full Review

About These Tools

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

Craft: Beautiful document and note-taking app for Mac and iOS with rich formatting, backlinks, and sharing capabilities.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Craft

Rich documents
Backlinks
AI assistant
Sharing
Cards
Daily notes

Pricing

Advisor Engine

Subscription Custom pricing

Craft

Freemium $0-10/mo

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