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About

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.

About

​Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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.

Audience

Financial advisors in need of a tool to align client portfolios with individual risk tolerances, streamline investment research, and enhance client engagement

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$1,188 per year
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

Reviews/Ratings

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

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Advisor Compass
Founded: 2026
United States
advisorcompass.ai

Company Information

Nitrogen
Founded: 2011
United States
nitrogenwealth.com

Alternatives

Alpheous

Alpheous

Alpheous, Inc.

Alternatives

Categories

CRM Supported

Categories

CRM Features

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

Integrations

AdvisorEngine Not Supported
Altruist Not Supported
Asset-Map Not Supported
Black Diamond Wealth Platform Not Supported
Blueleaf Not Supported
CircleBlack Not Supported
FP Alpha Not Supported
Fidelity Not Supported
Gmail Supported
Google Supported
Morningstar Not Supported
MyRepChat Not Supported
NetX360 Not Supported
Portfolio Lab Not Supported
Redtail CRM Not Supported
RightCapital Not Supported
Snappy Kraken Not Supported
VISE Not Supported
Wealthbox Not Supported

Integrations

AdvisorEngine Supported
Altruist Supported
Asset-Map Supported
Black Diamond Wealth Platform Supported
Blueleaf Supported
CircleBlack Supported
FP Alpha Supported
Fidelity Supported
Gmail Not Supported
Google Not Supported
Morningstar Supported
MyRepChat Supported
NetX360 Supported
Portfolio Lab Supported
Redtail CRM Supported
RightCapital Supported
Snappy Kraken Supported
VISE Supported
Wealthbox Supported
Claim Advisor Compass and update features and information
Claim Advisor Compass and update features and information
Claim Nitrogen and update features and information
Claim Nitrogen and update features and information