{
  "page": "https://wealthtech.dev/categories/crm",
  "title": "Advisor CRMs: API access, sandboxes and MCP servers",
  "description": "Client relationship software for advisory firms.",
  "updated": "2026-10-22",
  "data": {
    "id": "crm",
    "name": "Advisor CRM",
    "plural": "Advisor CRMs",
    "tier": "core",
    "blurb": "Client relationship software for advisory firms.",
    "products": [
      {
        "id": "advisorengine-crm",
        "name": "AdvisorEngine CRM",
        "vendor": "AdvisorEngine",
        "category": "crm",
        "tier": "core",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/advisorengine-crm"
      },
      {
        "id": "advyzon",
        "name": "Advyzon",
        "vendor": "Advyzon Investment Management",
        "category": "crm",
        "tier": "core",
        "access": "unreadable",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/advyzon"
      },
      {
        "id": "hubspot",
        "name": "HubSpot",
        "vendor": "HubSpot, Inc.",
        "category": "crm",
        "tier": "core",
        "access": "open",
        "sandbox": "Yes, self-serve",
        "openapi": "Published",
        "webhooks": "Yes",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/hubspot"
      },
      {
        "id": "less-annoying-crm",
        "name": "Less Annoying CRM",
        "vendor": "Less Annoying CRM",
        "category": "crm",
        "tier": "core",
        "access": "open",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Yes",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/less-annoying-crm"
      },
      {
        "id": "practifi",
        "name": "Practifi",
        "vendor": "Practifi",
        "category": "crm",
        "tier": "core",
        "access": "open-docs-gated-keys",
        "sandbox": "Yes, on request",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/practifi"
      },
      {
        "id": "redtail",
        "name": "Redtail CRM",
        "vendor": "Redtail Technology",
        "category": "crm",
        "tier": "core",
        "access": "unreadable",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "orion-denali"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/redtail"
      },
      {
        "id": "salentica",
        "name": "Salentica",
        "vendor": "SS&C Technologies (SS&C Black Diamond)",
        "category": "crm",
        "tier": "core",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/salentica"
      },
      {
        "id": "salesforce-financial-services-cloud",
        "name": "Salesforce Financial Services Cloud",
        "vendor": "Salesforce, Inc.",
        "category": "crm",
        "tier": "core",
        "access": "open",
        "sandbox": "Yes, self-serve",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/salesforce-financial-services-cloud"
      },
      {
        "id": "wealthbox",
        "name": "Wealthbox",
        "vendor": "Wealthbox, LLC",
        "category": "crm",
        "tier": "core",
        "access": "open",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "wealthbox-mcp"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/wealthbox"
      }
    ]
  }
}