How to Connect Advisor Engine with Hive (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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Hive

★★★★ 4.2

Project Management Project Management Ops

Project management platform with flexible views, native email integration, and AI-powered workflow automation.

Full Review

About These Tools

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

Hive: Project management platform with flexible views, native email integration, and AI-powered workflow automation.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Hive

Project views
Native email
Time tracking
Resourcing
Automations
Analytics

Pricing

Advisor Engine

Subscription Custom pricing

Hive

Freemium $0-12/mo

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