Alternatives to Advisor Compass
Compare Advisor Compass alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Advisor Compass in 2026. Compare features, ratings, user reviews, pricing, and more from Advisor Compass competitors and alternatives in order to make an informed decision for your business.
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Caremerge
Caremerge
Caremerge provides EHR and Engagement solutions to Senior Living providers that promote wellness and inspire collaboration between residents, staff and families. Our simple and user-friendly solutions improve quality of care while improving quality of time spent with residents and families. Our solutions help deliver actionable insights that improve quality of life and quality of time spent. We believe in a friction-less client care model that creates long-lasting partnerships with successful outcomes. Our company was built on a passion to help senior living communities help bring peace of mind and joy throughout the aging experience. This brings us to our mission, which is to ensure the aging experience is filled with peace of mind and joy. -
2
WelcomeHome
WelcomeHome
WelcomeHome was founded with the vision of providing leading technology for sales and marketing professionals in the senior living space. The company’s signature platform is a proprietary customer relationship management (CRM) software system, delivered as a service. We make it easier, allowing software to do what software does best and humans do what they do best – connecting with seniors, their families, and their referrers. -
3
August Health
August Health
August Health is the platform for forward-thinking, care-obsessed senior living operators. The platform is purpose-built for proactive care, enabling communities to shift from reactive tactics to proactive care strategies. Unquestionably user friendly, August Health is easy to learn and easy to use, allowing staff to focus on resident care. The only EHR platform created by a senior living physician and a former Apple engineering leader, August Health is known for improving care quality, simplifying compliance, and providing first-of-its-kind insights and analytics. Communities across the country rely on August Health, including leading operators such as Sonida Senior Living, Priority Life Care, Bickford Senior Living, Claiborne Senior Living, Koelsch Communities, and 12 Oaks Senior Living. Learn more at augusthealth.com. -
4
Alpheous
Alpheous, Inc.
Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements. -
5
ECP
ECP
ECP is the easiest to use, all-in-one platform built for assisted living communities, memory care, and IDD/group homes. The platform connects medication management, electronic health records, lead and occupancy tracking, resident admissions, billing, and insights in one system built on a single resident record. ECP's eMAR is pharmacy-initiated: orders flow directly from 850+ pharmacy partners into the platform, reducing transcription errors and improving med pass accuracy. Care plans auto-generate from assessments. Billing charges capture automatically from clinical documentation. Move-in packets go digital with e-signature and task tracking per department. ECP serves single-site operators, multi-community operators, and enterprise senior living organizations across 8,500+ communities in all 50 states. Modules include eMAR, EHR, CRM, Move-Ins, Billing, Insights, with AI embedded throughout key workflows, 60+ integrations and 850+ pharmacy partners. 100% US-based support. -
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CitusHealth
CitusHealth
With CitusHealth, home-based and post-acute care providers get a single digital solution that delivers robust care team collaboration and communication, increased patient and family caregiver engagement, and referral satisfaction. All secure. All in real time. Address the challenges facing schedule coordination, centralized nursing documentation, therapy adherence, and more. Coordinate proper care, collaboration, and clinical support in the home while increasing satisfaction among care teams, patients and their families, and referral partners. Facilitate timely collaboration and communication to support critical decisions and early interventions for senior living, assisted living, and skilled nursing facilities—even when key team members may be offsite. Better coordinate ordering and delivering medical equipment to patients receiving care in the home. -
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BILDX Sales Technology
Bild & Co
BILDX Sales Technology, powered by Further, offers a trio of comprehensive service lines: BILDX Live, BILDX Lead Nurture, and our BILDX High Touch Inbound Contact Center. These services work effortlessly together, with our Senior Housing Advisors adeptly managing new digital and third-party leads, as well as handling inbound phone calls in real time, acting as a centralized point of contact. As partners of BILDX, our team integrates seamlessly with yours, ensuring that interactions are not merely transactional but also contribute positively to the overall inquiry process that your clients undergo. -
8
CareMatch
Five Points Technology Group
CareMatch provides case workers and management staff the right tools to intelligently match children in care to placements the first time, helping to significantly reduce subsequent placements within the child welfare system. Professionals in child welfare understand the tremendous impact reducing the number of moves in a foster child’s life can play in improved academic performance, emotional well-being and the successful long term transition to independent living. By performing a “first match / best match” with every placement opportunity, child welfare organizations are finding powerful and compelling reasons to place CareMatch at the center of their placement workflows. -
9
ResiOnboarding
ResiOnboarding
ResiOnboarding is a resident onboarding and experience management platform built specifically for senior living communities. It helps operators create a more organized, consistent, and welcoming resident journey from move-in through the first 90 days. Instead of relying on paper checklists, scattered spreadsheets, emails, and disconnected department workflows, ResiOnboarding brings everything into one centralized platform. Teams can manage onboarding tasks, track resident progress, coordinate responsibilities, monitor surveys and feedback, communicate across departments, identify residents who may need additional attention, and gain real-time visibility through an easy-to-use dashboard. Designed for Independent Living, Assisted Living, Memory Care, and Life Plan/CCRC communities, ResiOnboarding helps improve staff accountability, reduce missed follow-ups, strengthen resident satisfaction, and create a smoother transition into community life. -
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Lumiant
Lumiant
Empowering individuals and their families to live their best life confidently. Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives. Lumiant is a customer experience, advice, and client engagement platform empowering advisors to connect with families around their values and money goals to help them make better choices and live their best lives. Lumiant is designed to deepen client relationships and help advisers communicate their unique value while delivering financial advice specific to their client and their needs. Through its memorable, measurable, and repeatable advice process, Lumiant allows financial professionals to scale their businesses, increase referrals and drive revenue while fostering multi-generational relationships. A costless proposition that drives referrals, retention & revenue.Starting Price: $249 per month -
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HHAeXchange
HHAeXchange
HHAeXchange connects the dots between payers and providers for improved patient outcomes. Grow your business, streamline workflows, and improve patient outcomes with our enterprise homecare management software. HHAeXchange’s comprehensive homecare provider platform offers an enterprise solution for all of your agency’s needs, from referral and intake management to scheduling, billing, and compliance. Our easy-to-use system is designed specifically for Medicaid Managed Care, Commercial LTC, Consumer Directed, and Private Pay services. We are the industry leader in connecting providers and payers for successful communications, collecting confirmed visits, creating claims, and providing workflow efficiency tools to help providers optimize their operations and grow their business. -
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myUnity
Netsmart Technologies
myUnity® - Leveraging the most strategic components of the existing Netsmart market-leading home care, hospice and senior living solutions, into a unified enterprise platform. All your post-acute care settings on a scalable platform for one location or hundreds of locations. User-friendly design, providing your clinical staff access to the right information at the right time, so you can focus on patient care. A platform designed for value-based care with analytics, connectivity, population health management, and electronic referral management. -
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Senior Sign
Senior Sign
Streamline your admission packet, senior living agreements, attachments, physician orders, and more with our all-in-one eAdmissions platform. Senior Sign automates your paperwork packets for easy completion online. Now residents or patients and their families can easily complete and sign forms in person or at home—wherever home may be. Senior Sign uses one tool to connect you with your residents, their physicians, and your corporate office for easier collaboration. Our user-designed features will help you increase compliance across every service, care type, and program. Life transitions are hard, offer your new residents more than just a hefty packet of paperwork at move-in. By utilizing our smart forms, esignature tool, automation, and physician fax you can maintain focus on your residents and not operational headaches. -
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Nitrogen
Nitrogen
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.Starting Price: $1,188 per year -
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Windham Portfolio Advisor
Windham Capital Management
Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness. -
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AllocatIN
AllocatIN Ltd
AllocatIN is an invitation-only platform for institutional investors and investment managers seeking private-market relationships. Members create profiles with details such as asset classes and geographies, then receive a curated set of potential counterparties. Members control profile visibility and decide whether to connect; contact is enabled only after both sides express interest. Applicants are verified before joining. The service offers an alternative to cold email, conference networking and ranked directories. AllocatIN says it does not rank managers, publish performance data or charge success fees. Placement agents, advisors and service providers are not admitted. Allocators can use the platform for free, while managers can choose a free basic tier or a paid Pro plan. AllocatIN also provides iOS and Android apps.Starting Price: Free -
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Clustea
Clustea
Clustea is an AI-powered SEO automation platform for web and SEO agencies managing multiple client sites, and for founders publishing their own. It runs the entire pipeline, from keyword research to published article, with zero manual work. Unlike basic AI writers, it researches first: it scrapes the pages ranking for your keyword, builds a brief highlighting competitor gaps, then drafts using live web search so every stat is tied to a verified source. Each article passes automated quality checks (sources, structure, keyword placement, AI-tell phrases) before publishing, with bidirectional internal linking and AI-generated images. Publish in one click to WordPress, Shopify, Ghost, HubSpot or Notion — every client site from one dashboard. Once connected, Clustea runs on autopilot: selecting keywords from Search Console, writing, optimizing and publishing weekly. Published articles are monitored against Search Console and automatically refreshed when they start losing rankingStarting Price: $12/month -
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LincWare
LincWare
Rest easy knowing that you'll get every form, every signature...every time. Relax, it's there. It's not just paper that adds to you bottom line. Implementing our solutions saves our customers an average of $360k a year. Give your team their time back to do what they do best- caring for your residents & growing your company. Make it super easy for the resident & family to say yes instead of walking out the door with a giant stack of paperwork. Automated electronic admission software for senior care organizations. Streamlined electronic referral software for skilled nursing. Database copy tool for senior care organizations. It’s a passion of ours because we see time and time again how care and human connection suffer when time-consuming tasks take time away from creating value and building a business that serves your community. Did you know that when clients like ours implement a human-centered sales approach and then use a paperwork automation process like Admit+ to free up their time. -
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ECAP
Foster Care Technologies
School of Social Welfare researchers from the University of Kansas conducted a research study to evaluate ECAP's effectiveness for improving outcomes for children and families. Their pre/post study compared the results of placements that were made with ECAP to those made without. Below is a summary of the results of this study. The researchers also studied over 22,000 past placement records to identify how certain characteristics affect placement stability. ECAP’s algorithms were adjusted to reflect this new information and to make it even more effective. FCT engages in ongoing research projects projects that continuously help us better understand the relationship between placement matching and better outcomes for children and families. We consult with domain experts from our Research Advisory Board, to constantly improve the way we use predictive analytics to help reduce trauma for children and families across the nation through the use of ECAP. -
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Viibrant
Viibrant
Viibrant Core is a customizable technology system created specifically for senior living communities. Our user-friendly system facilitates resident engagement and staff work-flow efficiencies. Viibrant Core streamlines community operations such as dining reservations, event registration, and service requests. We provide the ability to control all of your community information in one place. We curate the dashboard to display only certain capabilities for different administrator user roles. We offer several integrations with companies such as TheWorxHub, FullCount CARDWATCH, MatrixCare, PointClickCare, Azure Active Directory. We provide live analytics of usage and activity on a community and resident level. -
21
MonarqRC
MonarqRC.com
The all-encompassing RDS foodservice software delivers the tools necessary for long term care and senior living culinary teams to elevate dining operations. The RDS suite of solutions deliver to the demands of senior living communities focusing on reducing operating expenses and increasing operational efficiency while also meeting the reality of changing resident demands for technology, choice and flexibility. RDS applications and modules are fully integrated providing a highly customized and community-centric software package. Let’s face it, long term care and senior living dining is not what it used to be. As communities shift from manual processes to automated services, we saw the need to offer the next level to our standard RDS solution – RDS Elite. Helping you drive down costs while still improving the overall quality of nutrition, RDS Elite is designed specifically for senior living communities that require more advanced foodservice production capabilities. -
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Yardi Senior Living Suite
Yardi Systems
Create a foundation for success with integrated senior living management software. Unify senior housing operations, grow your occupancy and deliver quality care, all from one platform. Unify property management, finance and business oversight with comprehensive senior housing software for improved efficiency, reduced costs and responsive resident services. Make smarter, faster decisions and drive growth in your communities with business intelligence software designed for senior living providers. Boost revenue and maximize occupancy with mobile-friendly marketing and leasing tools specifically for senior housing providers. Keep health records error free, limit liability and improve resident satisfaction with a full-service electronic health record solution specifically designed for senior housing management. Yardi Long Term Care helps nurses in Canada save time with streamlined charting and automated assessments so they can focus on resident satisfaction. -
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Novari Health
Novari Health
Novari Health offers an enterprise-scale, cloud-based healthcare software platform designed to improve access to care for patients and increase the efficiency of healthcare systems by managing the complete patient journey and transitions of care. The Novari Access to Care Platform includes integrated modules for surgical wait list management, eReferral and referral management, central intake, workflow management, and care coordination that replace paper-based and fax-driven processes with real-time electronic workflows, dashboards, and analytics tailored to various clinical services such as surgery, medical imaging, cardiac, mental health, and other specialties. Its configurable solutions support secure routing and management of referrals and requisitions with customizable workflows, actionable data for clinicians and administrators, automated alerts, and detailed reporting to identify bottlenecks and optimize patient flow. -
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MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
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Oscar Senior App
Oscar Senior
Oscar Enterprise helps care providers increase the effectiveness of their care by connecting with seniors, not only in person but also via video calls, messages and other touchpoints. Thanks to this senior users can happily age in place and prolong vitality. (Video) calls, messages communicate effectively, video exercise, educate remotely, etc. Entertainment apps alleviate loneliness and boredom when not being visited by care providers'/family. Medication management plan on what days, time and type of meds the senior should take. Calendar & Planner plan activities with seniors in advance and inform the family about them. Automatic reminders notify seniors it's time for a doctor’s appointment, to call family, etc. Voice assistant the senior can control Oscar Enterprise by voice, call for help, etc. Find out client's needs in advance, and save your care providers' unnecessary visits. -
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IntellectAI
Intellect Design Arena
IntellectAI is cloud-based insurance software for commercial and specialty carriers, managing general agents, brokers and other insurance distribution teams. Its Underwriting Ecosystem brings together submission intake, risk data, underwriting decision support, document handling and related workflows; its Distribution Ecosystem supports broker and wholesaler processes from receiving submissions through placement and policy-document review. The portfolio includes Magic Submission for submission ingestion and triage, Risk Analyst for data enrichment and risk insights, Xponent workbenches for underwriting and distribution, and Magic Placement for comparing insurance documents. Organizations can adopt modules and configure workflows for their business lines. The software supports cloud deployment and can connect with existing insurance and data environments. -
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LeadGenie
LeadGenie
Because we’re leading industry experts, we know what you need to market your senior living community as effectively and efficiently as possible. LeadGenie was created by the crack team of industry veterans at Senior Living SMART—your trusted partner in top-quality senior living marketing solutions for over a decade! It’s our mission to lead and innovate in the industry, so senior living communities like yours can stand out in the marketplace. We’ve staffed our LeadGenie call center team with experienced industry professionals who know and understand the senior living industry from the inside out. Our senior living call center counselors have a deep understanding of your prospective residents and their loved ones, their pain points, needs, wants, and concerns. They know the senior living customer journey involves much more than simply connecting a prospect with a community. It takes nurturing, empathy, respect, and care. -
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Advantage Anywhere
Occupancy Advantage
The most complete marketing, sales, follow-up, census management and analytics platform available for senior living. Powerful insights into census, activity, referrals, marketing, deposits, and much more at the click of a button or in your email box. You're on the go. So is your advantage. Access your contacts, data, calendar, task list, and notes from any device anytime. Use your voice to navigate and to dictate your notes with ease! Get all the power you need to market, sell, follow up and track your senior living properties in a simple to use, intuitive platform. Stop typing and start talking! You can drive Advantage Anywhere using your voice and even dictate your notes. Better notes with less wear and tear! Built-in marketing automation makes it easy to stay on top of your communications and follow up without ever missing a beat! -
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symplr Hiring
symplr
To hire the right people faster, keep them longer, and develop them into your organization’s future leaders, you need an all-in-one talent management solution created by and for senior care providers. The only end-to-end hiring solution built for post-acute and senior care providers. Recruiting and hiring for senior living is complicated and time-consuming. Today’s recruiters don’t have the capacity to manage all that it takes to build a talent pipeline that supports their patient and business needs. With software designed for the nuances of senior living, recruiters can streamline recruiting, selection, and onboarding while ensuring total compliance. symplr Hiring was built by and for senior care providers to support dedicated recruiters, human resources representatives, and hiring managers in organizations with a decentralized hiring process. Quickly post openings to major job boards and review candidates in the applicant tracking system. -
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Total Bank Solutions
Total Bank Solutions
At Total Bank Solutions, we combine deep industry experience, superior business processes and proprietary technology to create flexible wealth management solutions. Our Insured Deposit Program provides cash investors with the benefit of extended FDIC insurance and, for participating banks, a stable, diversified and cost effective source of deposit funding. It also supports the placement of reciprocal deposits as part of one integrated deposit sweep solution. With over $80 Billion in assets under administration (AUA), TBS is a leading provider of insured deposit programs. The TBS Loan Management System is an end-to-end securities-based lending platform that connects banks with excess lending capacity to intermediaries and their clients. Now advisors and banks can offer clients competitively priced securities-based lines of credit, which offer better rates and tax incentives for customers compared to home equity loans. -
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Senior Referral Management
HousingTree
Our Senior Referral Agency Software is easy to use and allows you to work with your leads, clients, facilities and referrals by providing a high standard interface to interact, keep track and invoice within minutes. Our Facility Referral Network is designed to help small to large facilities by providing an easy to use interface for broadcasting real time bed availability, facility features and photos. We build custom software on demand at very affordable prices. Our mission at HousingTree is to provide high-end software development and outstanding consulting services to all our clients. We build custom software on demand at very affordable prices. Our mission at HousingTree is to provide high-end software development and outstanding consulting services to all our clients.Starting Price: $249 per month -
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Alcomy
Alcomy
Alcomy is an app that you can use on your phone, tablet, or computer. It makes documentation and management easy and helps your facility save time and money. We know that medication management can cause lots of headaches, which is why this part of Alcomy is a fan favorite. Make sure your MARs are recorded properly, order the right medication, leave specific notes for client care, and much much more with Alcomy. For admins tackling licenses or caregiving, Alcomy’s tool streamlines docs from pre-placement to admission. Caregiving teams love it too—we won’t leave them out. Send digital forms for signatures and instant access to licensing docs for sharing. Log up to 16 different activities of daily living and changes you notice in a client’s behavior or status, such as blood pressure, water intake, and more. For complicated care situations, staff members can leave detailed notes and reminders. Even though your day-to-day is focused on care, you still have a business to run. -
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AIDA Healthcare
AIDA Healthcare
AIDA drives value-based care by creating rich sharing channels between providers. These channels are flexible enough to connect with almost any downstream provider, and deep enough to gain insights about where your network is strong and where it needs to grow. Find tailored placement options for all patients including complex cases. Secure communication and data sharing with all downstream providers. Deep analytics that help drive value-based care. Our app has been custom-built for Epic integration and enables you to leverage 3 core features: Eliminate the hassle of user provisioning via SSO, use AIDA as an embedded experience within your Epic interface, and access all patient records directly through the app via APIs. This last feature opens the door to fully standardized and file-less referral packets that can be customized by Care Provider type — eliminating the need for faxing, printing, and file management. -
34
AudTech
AudTech Solutions Private Limited
The company has employed Senior Financial Advisors/CPAs/Chartered Accountants, who possess extensive experience in Automated Audit Process with the use of modern Technology & Software, through which we can bring in efficiency and ensuring compliance. AudTech Platform is a cloud-based solution build with specific focus on Statutory Audits, to serve Audit & Accounting firms globally. -
35
Aline
Aline Senior Living
Aline unites critical workflows across your community all in one easy-to-use suite, made for senior living, including memory care, assisted living, independent living and post-acute. Designed for senior living, the Aline suite includes CRM, marketing automation, leasing, billing, payments, care and medication management, quality, accounting, and business intelligence. Customizable to facilitate your processes and workflows, Aline enables higher profitability through revenue growth, productivity gains, and elevated resident and staff experiences. It connects your people, your core operations and your existing tech solutions into one end-to-end data journey that enriches every workflow under your roof. And it’s built for simplicity — so your teams actually use it. Powerful automation, senior living designed features, an intuitive UI, mobile apps and streamlined workflows drive productivity and revenue potential, for small to large size portfolios. -
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SeniorCRE
SeniorCRE
SeniorCRE is the AI-native operating infrastructure for senior living and care, built around an operator-controlled operating record that connects care, labor, finance, compliance, census, NOI, and capital decisions inside one trusted intelligence layer. It unifies clinical, financial, workforce, compliance, census, and capital data into a shared operational truth, so every dashboard, AI agent, workflow, board report, and capital decision reads from the same source of truth. For senior living operators, SeniorCRE supports clinical operations with built-in EHR, eMAR, ADL assessments, care plans, incident reporting, vital signs monitoring, wound care documentation, fall prevention programs, and state compliance reporting. It also streamlines back-office operations with billing, revenue cycle management, general ledger, HR, staff scheduling, and credential tracking. For investors and capital partners, the platform provides institutional-grade portfolio analytics, LP reporting, etc. -
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AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
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WebPrez
WebPrez
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations. The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems. At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through: • Smart Money Discovery™ – uncover financial goals, concerns, and opportunities • Smart Money Snapshot™ – generate a simplified overview of a client's financial situation • Smart Money Blueprint™ – create a personalized action plan and recommendations WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.Starting Price: $197/month -
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Senior Oaks
Senior Oaks LLC
Senior Oaks LLC offers a free and modern solution for adult day care centers, including client management, attendance tracking, medical records, automated billing, online payments and much more. Automate your invoicing process and never miss a payment again with our intelligent billing system. Senior Oaks revolutionizes how adult day care centers operate by enabling you to offer additional services beyond traditional care. Partner with nearby providers in your plaza or community to offer hair and nail care, birthday parties, counseling, physical therapy, and more. Create a new revenue stream while providing families with convenient, one-stop access to book and pay for all senior care services in one platform.Starting Price: $0 -
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AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
41
CareGrove
CareGrove
CareGrove is a Senior Living Payment Portal and Revenue Cycle Management Software exclusively for assisted living, independent living, and senior living facilities. -
42
ProofWrite
Finnzon
ProofWrite is an AI research and writing platform built for SEO agencies, link builders, guest post providers, and content marketing teams. It helps create researched, cited, fact-checked SEO articles and publisher-ready guest posts built around a keyword, client URL, or anchor text. Unlike generic AI writers, ProofWrite follows a research-first workflow: it gathers source material, plans a relevant article angle, writes from evidence, checks claims, adds citations, and reviews link placement so drafts read like genuine editorial content rather than AI filler. ProofWrite is designed for guest posting, niche edits, digital PR, SEO agency deliverables, client content workflows, and multi-site publishing.Starting Price: $49/month -
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CareResponse
CareResponse Systems
CareResponse Systems engineers high-end intake automation infrastructure and conversational AI modules built exclusively for the senior care industry. We don’t provide generic marketing; we deploy dedicated technical solutions designed to eliminate inquiry leakage completely and turn leads into booked consultations. Our tiered service model adapts to your agency's needs: Core Automation Infrastructure: An elite backend engineered to capture and convert new inquiries faster than competitors and reactivate dormant database leads. AI Voice Receptionist Modules: Intelligent, 24/7/365 conversational voice solutions that answer calls naturally, qualify lead data, and book calendar consults. Multilingual Global Engine: Full native support for over 50 languages to seamlessly communicate with and convert diverse family demographics. Ensure your care agency is always the first to respond. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
45
Move-N
Move-N Software
Everyone in the industry knows it, yet other senior housing software companies have their priorities elsewhere. It’s not just about building up your digital tools. It’s about building your census. The connection is simple. A strong census is the basis for increased revenue and higher quality care. Move-N Software is an easy-to-use digital platform that enables senior living communities to provide the highest quality of care. Our solutions increase resident engagement and eliminate inefficiencies. The result is less turnover, improved census, and increased profitability. 75 percent of consumers start their search for a senior housing community online, whether for themselves or a loved one. Website conversion rates are significantly reduced if the inquirer does not receive a response within five minutes of submitting a request for information. Generating a senior housing lead costs $431 on average, nearly double the average of other business services. -
46
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
47
Sonia
Lumivero
Use our comprehensive and flexible software to easily and efficiently manage placement programs in any discipline. Benefit from personalized placements, reliable data management, and compliance, and the flexibility to scale across your organization, all in one platform. Centralized workflows for integrated learning. Make your student placement program work for everyone. Sonia streamlines the process of placing, tracking, and monitoring students as they embark on workplace programs. Offering a standard framework to get you started, Sonia allows you to consolidate your placement systems, grow student satisfaction, manage your experiential programs, as well as integrate with your current learning management system. Intelligent workflows allow you to centralize disparate systems. Comprehensive placement management makes your life easier. Robust, multi-faceted reporting provides full transparency. Integrated communications enable real-time interaction and collaboration. -
48
Quva BrightStream
Quva
Quva BrightStream is a cloud-based intelligence platform designed for health-system pharmacy operations that aggregates, normalizes, and integrates clinical and operational data across all sites of care to deliver quantified and prioritized insights. It includes AI- and machine-learning-driven modules such as Shortage Navigator (predictive supply-chain shortage detection), Diversion Surveillance (drug-diversion monitoring), Supply Advisor (aligning inventory to patient demand), Script Revenue Capture (identifying prescription revenue leakage), Contracts Value Maximizer (ensuring contract compliance and price-performance), and Clinical Process Optimizer (order-set, formulary, and protocol management). It supports senior leadership dashboards offering one “single pane of glass”, while enabling drill-downs into prioritized opportunities such as cost reduction, inventory optimization, diversion control, and revenue growth. It claims proven community results. -
49
FluxHire.AI
FluxHire.AI
FluxHire.AI is an AI-assisted recruitment workflow platform in early access for recruitment agencies in Australia. It connects with JobAdder records and describes workflows for candidate and contact research, company research, email campaigns, follow-up sequences, social and blog content, and reporting. AI agents prepare research, drafts, reports and proposed record changes for recruiter review; recruiters choose which records to save, approve communications, and remain responsible for candidate assessment and hiring decisions. The JobAdder connection can sync candidates, contacts, companies, jobs, applications, placements and notes; enabled record types and write-back settings are confirmed during onboarding. FluxHire.AI is designed to work alongside an agency's ATS rather than replace it. Early-access applications are reviewed individually, and available capabilities are confirmed for each account. -
50
Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets.
