Advisor CRMs
Client relationship software for advisory firms. Of 9 products here: 4 open, 1 docs open, keys gated, 2 none found, 2 unreadable.
2 of them have an MCP server or AI connector on record: Redtail CRM, Wealthbox.
| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| AdvisorEngine CRM AdvisorEngine | Not found | Not found | Not found | Not found | Oct 17, 2026 |
| Advyzon Advyzon Investment Management | Couldn't read automatically | Not found | Not found | Not found | Oct 17, 2026 |
| HubSpot HubSpot, Inc. | Open: self-serve docs and keys | OAuth 2.0 (authorization code), API key | Yes, self-serve | Published | Oct 17, 2026 |
| Less Annoying CRM Less Annoying CRM | Open: self-serve docs and keys | API key | Not found | Not found | Oct 17, 2026 |
| Practifi Practifi | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | Oct 17, 2026 |
| Redtail CRM Redtail Technology | Couldn't read automatically | Not found | Not found | Not found | Oct 17, 2026 |
| Salentica SS&C Technologies (SS&C Black Diamond) | Not found | Not found | Not found | Not found | Oct 17, 2026 |
| Salesforce Financial Services Cloud Salesforce, Inc. | Open: self-serve docs and keys | OAuth 2.0 (flow not named) | Yes, self-serve | Not found | Oct 17, 2026 |
| Wealthbox Wealthbox, LLC | Open: self-serve docs and keys | API key, OAuth 2.0 (authorization code) | Not found | Not found | Oct 17, 2026 |
Other categories: Financial planning · Portfolio management and reporting · Custodians · Wealth platforms · Compliance and archiving · Regulatory adviser data · Prospecting data · Account aggregation · Market and reference data