How to Connect Advisor Engine with Daylite (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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Daylite

★★★★ 4.0

Crm Small Business Crm

A CRM and project management app exclusively for Mac, iPhone, and iPad users in small business environments.

Full Review

About These Tools

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

Daylite: A CRM and project management app exclusively for Mac, iPhone, and iPad users in small business environments.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Daylite

Contact management
Project management
Pipeline tracking
Apple Mail integration
Task management
Siri shortcuts

Pricing

Advisor Engine

Subscription Custom pricing

Daylite

Subscription $39.99/user/month

Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Daylite 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 Daylite without writing code:

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

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