# Advisor CRMs: API access, sandboxes and MCP servers

Client relationship software for advisory firms.

Of 9 products here: 4 open, 1 docs open, keys gated, 2 none found, 2 unreadable.

| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| [AdvisorEngine CRM](https://wealthtech.dev/products/advisorengine-crm) | Not found | Not found | Not found | Not found | 2026-10-17 |
| [Advyzon](https://wealthtech.dev/products/advyzon) | Couldn't read automatically | Not found | Not found | Not found | 2026-10-17 |
| [HubSpot](https://wealthtech.dev/products/hubspot) | Open: self-serve docs and keys | OAuth 2.0 (authorization code), API key | Yes, self-serve | Published | 2026-10-17 |
| [Less Annoying CRM](https://wealthtech.dev/products/less-annoying-crm) | Open: self-serve docs and keys | API key | Not found | Not found | 2026-10-17 |
| [Practifi](https://wealthtech.dev/products/practifi) | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | 2026-10-17 |
| [Redtail CRM](https://wealthtech.dev/products/redtail) | Couldn't read automatically | Not found | Not found | Not found | 2026-10-17 |
| [Salentica](https://wealthtech.dev/products/salentica) | Not found | Not found | Not found | Not found | 2026-10-17 |
| [Salesforce Financial Services Cloud](https://wealthtech.dev/products/salesforce-financial-services-cloud) | Open: self-serve docs and keys | OAuth 2.0 (flow not named) | Yes, self-serve | Not found | 2026-10-17 |
| [Wealthbox](https://wealthtech.dev/products/wealthbox) | Open: self-serve docs and keys | API key, OAuth 2.0 (authorization code) | Not found | Not found | 2026-10-17 |
---
Source: https://wealthtech.dev/categories/crm · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.