How to Connect Advisor Engine with Matomo (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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Matomo

★★★★ 4.2

Analytics Data Web Analytics

Matomo is an open-source web analytics platform that provides full data ownership and privacy compliance. It offers a comprehensive alternative…

Full Review

About These Tools

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

Matomo: Matomo is an open-source web analytics platform that provides full data ownership and privacy compliance. It offers a comprehensive alternative to Google Analytics with on-premise or cloud hosting options.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Matomo

Full data ownership
GDPR compliance
heatmaps
session recordings
A/B testing
tag manager

Pricing

Advisor Engine

Subscription Custom pricing

Matomo

Freemium $0-custom

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