How to Connect Advisor Engine with Heap (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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Heap

★★★★ 4.3

Analytics Data Product Analytics

Heap automatically captures every user interaction on your website or app without requiring manual event tracking. It enables retroactive analysis…

Full Review

About These Tools

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

Heap: Heap automatically captures every user interaction on your website or app without requiring manual event tracking. It enables retroactive analysis of user behavior data from the moment of installation.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Heap

Auto-capture technology
retroactive analytics
funnel analysis
session replay
user segmentation
conversion tracking

Pricing

Advisor Engine

Subscription Custom pricing

Heap

Freemium $0-custom

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