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

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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.

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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?
Q: What languages does Advisor Compass support in their product?
Q: What kind of support options does Advisor Compass offer?
Q: What other applications or services does Advisor Compass integrate with?
Q: What type of training does Advisor Compass provide?

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