How to Connect Advisor Engine with Principle (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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Principle

★★★★ 4.3

Design Creative Prototyping

A macOS design tool for creating animated and interactive user interface designs with timeline-based animation.

Full Review

About These Tools

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

Principle: A macOS design tool for creating animated and interactive user interface designs with timeline-based animation.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Principle

Timeline animation
Auto transitions
Drivers
Component import
Screen recording
Sketch and Figma import

Pricing

Advisor Engine

Subscription Custom pricing

Principle

One time $29

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

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