How to Connect Advisor Engine with Pinpoint (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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Pinpoint

★★★★ 4.6

Ats Hr Recruiting

A modern applicant tracking system designed for in-house recruitment teams with employer branding and diversity features.

Full Review

About These Tools

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

Pinpoint: A modern applicant tracking system designed for in-house recruitment teams with employer branding and diversity features.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Pinpoint

ATS
Career site
Diversity and inclusion
Blind screening
Employer branding
Analytics

Pricing

Advisor Engine

Subscription Custom pricing

Pinpoint

Subscription Custom pricing

Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Pinpoint 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 Pinpoint without writing code:

Zapier

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Make

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n8n

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IFTTT

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