Audience

Senior living placement advisors, senior care referral agencies, eldercare advisors, senior housing placement companies, and teams helping older adults and families find assisted living, memory care, and adult family homes.

About Advisor Compass

Advisor Compass is a customer relationship management and provider research platform for senior living placement advisors and referral agencies. It brings client intake, care needs, referrals, community recommendations, tours, communications, tasks, and placement outcomes into one workflow, helping teams track families from initial inquiry through move-in and follow-up. Advisors can search a directory of senior living providers using filters for care types, location, Medicaid participation, specialties, and other criteria, then review provider licensing information, enforcement records, histories, and AI-generated research briefings. The platform also supports client and provider portals, electronic signatures, email and text messaging, customizable reporting, and automated workflows. It helps teams coordinate placement work and provider research.

Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Advisor Compass
Founded: 2026
United States
advisorcompass.ai

Videos and Screen Captures

Start each day with a clear picture of your business. See priority tasks, active clients, recent move-ins, and placement activity at a glance.

Start each day with a clear picture of your business. See priority tasks, active clients, recent move-ins, and placement activity at a glance.

Other Useful Business Software
Build Securely on AWS with Proven Frameworks Icon
Build Securely on AWS with Proven Frameworks

Lay a foundation for success with Tested Reference Architectures developed by Fortinet’s experts. Learn more in this white paper.

Moving to the cloud brings new challenges. How can you manage a larger attack surface while ensuring great network performance? Turn to Fortinet’s Tested Reference Architectures, blueprints for designing and securing cloud environments built by cybersecurity experts. Learn more and explore use cases in this white paper.
Download Now

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

Advisor Compass Frequently Asked Questions

Q: What kinds of users and organization types does Advisor Compass work with?
Advisor Compass works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, and Startup.
Q: What languages does Advisor Compass support in their product?
Advisor Compass supports these languages: English.
Q: What kind of support options does Advisor Compass offer?
Advisor Compass offers support via phone support and online.
Q: What other applications or services does Advisor Compass integrate with?
Advisor Compass integrates with: Gmail, Google, and QuickBooks Cash.
Q: What type of training does Advisor Compass provide?
Advisor Compass provides training in the form of documentation, live online, and videos.

Advisor Compass Product Features

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Mobile Access Supported
Task Management Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Territory Management Not Supported