---
description: Side-by-side comparison of Total Expert vs Wealthbox. Learn more about each of the product's price, features, and see the most comprehensive reviews for UK business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Total Expert vs Wealthbox Comparison - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Mortgage Software](/directory/30038/mortgage-and-loans/software) > [Total Expert \<span\>vs\</span\> Wealthbox](https://www.capterra.co.uk/compare/146103/175666/total-expert/vs/wealthbox)

# Compare Total Expert vs Wealthbox

Canonical: https://www.capterra.co.uk/compare/146103/175666/total-expert/vs/wealthbox

> Detailed comparison between Total Expert and Wealthbox. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Total Expert | Wealthbox |
| **Overall rating** | 4.3/5 | 4.7/5 |
| **Total Reviews** | 48 | 145 |
| **Starting Price** | US$69.00 | US$59.00 |
| **Free Trial** | No | Yes |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Knowledge Base, Phone Support | Email/Help Desk, FAQs/Forum, Knowledge Base |
| **Training** | In Person, Live Online, Webinars, Documentation | Live Online, Webinars, Documentation, Videos |

## Best for

### Total Expert

Banking and mortgage professionals.

### Wealthbox

Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes.

## Key features

### Total Expert

- API
- Access Controls/Permissions
- Activity Dashboard
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Contact Management
- Customisable Templates
- Drag & Drop
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Live Chat
- Search/Filter
- Segmentation
- Template Management
- Third-Party Integrations
- Workflow Management

### Wealthbox

- API
- Access Controls/Permissions
- Activity Dashboard
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Contact Management
- Drag & Drop
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Search/Filter
- Template Management
- Third-Party Integrations
- Workflow Management

## Links

- [View Total Expert Profile](https://www.capterra.co.uk/software/146103/total-expert)
- [View Wealthbox Profile](https://www.capterra.co.uk/software/175666/wealthbox)
- [View Original Comparison](https://www.capterra.co.uk/compare/146103/175666/total-expert/vs/wealthbox)

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