AdvisorCRM
7.6#7 in financial services crm softwareFrom $59 a monthFree planAndroidWebAPI
VisitAdvisorCRM vs Total Expert
Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | AdvisorCRM | Total Expert |
|---|---|---|
| Company legal name | The privacy policy identifies AdvisorCRM.com as doing business as Elements Innovation Technologies LLC. | The terms name the provider as Total Expert Inc. |
| Compliance | AdvisorCRM states that it is SOC 2 certified and that it maintains audit trails and role-based access controls. | Total Expert says email and SMS workflows include approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. |
| Integrations | Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
AdvisorCRM plans
- Core CRMFree
- Workflows & AI$59 a month
- Performance Reporting$97 a month
- Trading & Billing$499 a month
- Compliance SuitePriced on request
- EnterprisePriced on request
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
Pick AdvisorCRM if…
AdvisorCRM is intended for financial advisors who want client, portfolio, meeting, and back-office tools in one cloud platform. Its free Core CRM plan may suit teams of up to three users with manual meeting-note uploads.
Pick Total Expert if…
It suits financial services teams in mortgage lending, banking, credit unions, and insurance that need tools for customer outreach, lead management, and marketing automation.