How to Connect Advisor Engine with OpenProject (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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OpenProject

★★★★ 4.0

Project Management Project Management Ops

Open-source project management software with Gantt charts, agile boards, time tracking, and cost reporting.

Full Review

About These Tools

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

OpenProject: Open-source project management software with Gantt charts, agile boards, time tracking, and cost reporting.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

OpenProject

Gantt charts
Agile boards
Time tracking
Cost reporting
Wiki
Meetings

Pricing

Advisor Engine

Subscription Custom pricing

OpenProject

Freemium $0-15.90/mo

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