A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Full ReviewA free open-source CRM built on Laravel framework, offering modular and customizable contact and deal management.
Full ReviewAdvisor Engine: A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Krayin: A free open-source CRM built on Laravel framework, offering modular and customizable contact and deal management.
Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Krayin work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.
These platforms can help you connect Advisor Engine and Krayin without writing code: