Compare AdvisorEngine CRM and Total Expert 
Featured Products
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Mid-Market (71.2% of reviews)
Entry-Level Pricing
$65.00 Per Month
No pricing available
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMTotal Expert
Star Rating
(149)4.5 out of 5
Market Segments
Mid-Market (71.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertAdvisorEngine CRM vs Total Expert
When assessing the two solutions, reviewers found Total Expert easier to use and administer. However, reviewers preferred the ease of set up, and doing business with AdvisorEngine CRM overall.
- AdvisorEngine CRM and Total Expert both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that AdvisorEngine CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Total Expert over AdvisorEngine CRM.
Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
Total Expert
No pricing availableFree Trial
AdvisorEngine CRM
Free Trial is available
Total Expert
No trial information availableRatings
Meets Requirements
8.5
19
8.5
128
Ease of Use
7.7
21
8.3
126
Ease of Setup
8.1
8
7.6
97
Ease of Admin
7.7
8
8.4
100
Quality of Support
8.7
19
8.6
125
Has the product been a good partner in doing business?
9.4
8
8.9
103
Product Direction (% positive)
8.8
20
9.4
108
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
Loan Services
Not enough data
8.4
62
Not enough data
8.2
58
Not enough data
8.1
58
Not enough data
7.9
56
Client Management
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.6
63
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
10
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
Content
8.1
7
8.2
29
Platform Additional Functionality
9.3
5
7.1
22
9.0
7
7.6
29
9.8
7
7.9
22
8.7
5
6.7
25
Not enough data
7.7
23
Platform Reporting and Analytics
Not enough data
6.5
28
Not enough data
6.5
20
Customer Support
8.6
6
Feature Not Available
9.3
5
7.6
26
9.7
5
8.1
25
Not enough data
7.3
24
Marketing Automation
Not enough data
8.1
28
9.7
5
7.8
27
Not enough data
7.5
29
Sales Force Automation
Not enough data
7.4
22
9.0
5
8.0
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AdvisorEngine CRM and Total Expert are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Total Expert is categorized as Mortgage CRM and Marketing Automation
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
64.4%
Banking
14.4%
Real Estate
9.6%
Marketing and Advertising
5.5%
Wine and Spirits
0.7%
Other
5.5%
Alternatives
Discussions
What is the use of Junxure?
1 Comment
CP
it is our CRMRead more
What is junxure cloud?
1 Comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
Does Junxure Cloud integrate with email programs?
1 Comment
Official Response from AdvisorEngine CRM
Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are...Read more
Total Expert has no more discussions with answers
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