How to Connect Advisor Engine with WorkOS (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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WorkOS

★★★★ 4.5

Authentication Developer Tools

An API platform for adding enterprise features like SSO, directory sync, and audit logs to applications.

Full Review

About These Tools

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

WorkOS: An API platform for adding enterprise features like SSO, directory sync, and audit logs to applications.

Key Features

Advisor Engine

CRM
Financial planning
Client portal
Reporting
Risk assessment
Proposal generation

WorkOS

Single Sign-On
Directory sync
Admin portal
Audit logs
MFA
User management

Pricing

Advisor Engine

Subscription Custom pricing

WorkOS

Freemium Free-$25/connection/month

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