How to Connect Advisor Engine with Prosperworks (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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Prosperworks

★★★★ 4.1

Crm Small Business Crm

The former name of Copper CRM, a Google Workspace-native CRM that was rebranded in 2018 to better reflect its focus.

Full Review

About These Tools

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

Prosperworks: The former name of Copper CRM, a Google Workspace-native CRM that was rebranded in 2018 to better reflect its focus.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Prosperworks

Google Workspace integration
Pipeline management
Email tracking
Automation
Reporting
Contact enrichment

Pricing

Advisor Engine

Subscription Custom pricing

Prosperworks

Subscription $23-$99/user/month

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

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