How to Connect Advisor Engine with GoldMine (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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GoldMine

★★★ 3.5

Crm Small Business Crm

A CRM solution for small businesses that offers contact management, sales automation, and customer service tools with flexible deployment.

Full Review

About These Tools

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

GoldMine: A CRM solution for small businesses that offers contact management, sales automation, and customer service tools with flexible deployment.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

GoldMine

Contact management
Sales automation
Customer service
Reporting
Email marketing
Document management

Pricing

Advisor Engine

Subscription Custom pricing

GoldMine

Subscription $35-$60/user/month

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