How to Connect Advisor Engine with Flock (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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Flock

★★★ 3.9

Project Management Ops Team Communication

Team messaging and collaboration platform with built-in productivity tools, to-dos, polls, and notes.

Full Review

About These Tools

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

Flock: Team messaging and collaboration platform with built-in productivity tools, to-dos, polls, and notes.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Flock

Team messaging
Video calls
To-dos
Polls
Notes
Code snippets

Pricing

Advisor Engine

Subscription Custom pricing

Flock

Freemium $0-6/mo

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