How to Connect Advisor Engine with Smile.io (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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Smile.io

★★★★ 4.4

Ecommerce Reviews Loyalty

A loyalty and rewards platform for e-commerce brands offering points, referrals, and VIP programs.

Full Review

About These Tools

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

Smile.io: A loyalty and rewards platform for e-commerce brands offering points, referrals, and VIP programs.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

Smile.io

Points program
Referral program
VIP tiers
Customizable launcher
Nudges
Shopify POS integration

Pricing

Advisor Engine

Subscription Custom pricing

Smile.io

Freemium Free-$999/month

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