How to Connect Advisor Engine with Mail-Tester (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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Mail-Tester

★★★★ 4.5

Email Deliverability Email Marketing

Free email spam score checking tool that analyzes your emails for spam triggers and deliverability issues.

Full Review

About These Tools

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

Mail-Tester: Free email spam score checking tool that analyzes your emails for spam triggers and deliverability issues.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Mail-Tester

Spam score testing
SPF check
DKIM check
DMARC check
Blacklist check
Content analysis

Pricing

Advisor Engine

Subscription Custom pricing

Mail-Tester

Free Free

Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Mail-Tester work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

These platforms can help you connect Advisor Engine and Mail-Tester without writing code:

Zapier

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Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

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