How to Connect Advisor Engine with Lattice (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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Lattice

★★★★ 4.5

Hr Recruiting Performance

A people management platform offering performance reviews, engagement surveys, OKRs, and career development tools.

Full Review

About These Tools

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

Lattice: A people management platform offering performance reviews, engagement surveys, OKRs, and career development tools.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Lattice

Performance reviews
OKRs and goals
Engagement surveys
1-on-1s
Career development
Compensation management

Pricing

Advisor Engine

Subscription Custom pricing

Lattice

Subscription $6-$11/person/month

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