How to Connect Advisor Engine with Kayako (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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Kayako

★★★★ 4.0

Customer Support Helpdesk

A unified customer service platform with live chat, email, social, and self-service support for growing businesses.

Full Review

About These Tools

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

Kayako: A unified customer service platform with live chat, email, social, and self-service support for growing businesses.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Kayako

Unified inbox
Live chat
Email support
Social support
Knowledge base
Automation

Pricing

Advisor Engine

Subscription Custom pricing

Kayako

Subscription $30-$60/agent/month

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