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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Advisor Compass serves as a comprehensive platform for customer relationship management and provider research tailored specifically for senior living placement advisors and referral agencies. It integrates various aspects of the workflow, including client intake, care requirements, referrals, community suggestions, tours, communications, task management, and placement results, enabling teams to monitor families from their first inquiry all the way through to move-in and subsequent follow-ups. Users can navigate a directory of senior living providers, applying filters such as care types, geographic location, Medicaid involvement, specialties, and additional criteria, while also accessing crucial information about provider licenses, enforcement actions, historical data, and AI-generated research summaries. Furthermore, the platform enhances functionality with client and provider portals, electronic signature capabilities, email and text messaging features, customizable reporting options, and automated workflows, all of which facilitate better coordination in placement efforts and provider research. By streamlining these processes, Advisor Compass ultimately empowers teams to deliver more efficient and effective support to families seeking senior living solutions.

Description

SeniorCRE serves as the foundational AI-driven infrastructure tailored for senior living and care, revolving around an operator-managed operating record that integrates care, staffing, financials, compliance, occupancy, net operating income, and investment choices within a cohesive intelligence framework. This platform consolidates clinical, financial, workforce, compliance, census, and capital information into a singular operational reality, ensuring that every dashboard, AI tool, workflow, board report, and financial decision is informed by the same reliable data source. For operators in the senior living sector, SeniorCRE enhances clinical management with features such as electronic health records (EHR), electronic medication administration records (eMAR), activities of daily living (ADL) assessments, care planning, incident tracking, monitoring of vital signs, documentation for wound care, fall prevention initiatives, and adherence to state compliance requirements. Additionally, it simplifies administrative functions including billing, revenue cycle oversight, general ledger maintenance, human resources, staff scheduling, and credential management. Moreover, the platform equips investors and capital partners with advanced portfolio analytics, limited partner reporting, and other essential insights, making it an indispensable tool for the industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Yes 
QuickBooks Cash Yes 

Integrations

Gmail No 
Google No 
QuickBooks Cash No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Advisor Compass

Founded

2026

Country

United States

Website

advisorcompass.ai

Vendor Details

Company Name

SeniorCRE

Founded

2025

Country

United States

Website

seniorcre.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Product Features

Assisted Living

Admissions Management No 
Billing & Invoicing No 
Building Maintenance No 
Care Planning No 
Event / Activities Planning No 
Incident Management No 
Marketing / Lead Management No 
Meal / Nutrition Management No 
Medical Records No 
Medication Tracking No 
New Resident Assessment No 
Resident Info Management No 
Scheduling No 
Staff Management No 
Work Order Management No 

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