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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

Establish a robust foundation for achieving success through cohesive senior living management software. Streamline the operations of senior housing, enhance occupancy rates, and provide exceptional care, all within a single platform. Integrate property management, financial oversight, and business administration using all-encompassing software tailored for senior housing, resulting in heightened efficiency, cost reductions, and proactive resident services. Empower yourself to make quicker and more informed decisions while fostering growth in your communities through business intelligence tools crafted specifically for senior living providers. Elevate revenue and optimize occupancy with mobile-responsive marketing and leasing resources designed exclusively for those in the senior housing sector. Ensure the accuracy of health records, mitigate risks, and elevate resident satisfaction through a comprehensive electronic health record system specifically tailored for managing senior living facilities. Furthermore, Yardi Long Term Care assists nurses across Canada in saving valuable time with efficient charting and automated assessments, allowing them to concentrate more on enhancing the experience of residents. This holistic approach not only improves operational effectiveness but also fosters a more positive environment for both staff and residents alike.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Yes 
Intelligent Pharmacy Software No 
QuickBooks Cash Yes 
eMenuCHOICE No 

Integrations

Gmail No 
Google No 
Intelligent Pharmacy Software Yes 
QuickBooks Cash No 
eMenuCHOICE Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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) Yes 
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 Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Advisor Compass

Founded

2026

Country

United States

Website

advisorcompass.ai

Vendor Details

Company Name

Yardi Systems

Founded

1982

Country

United States

Website

www.yardi.com/products/senior-living-software-suite/

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

Long Term Care

Claims Management No 
Clinical Care Yes 
EHR Yes 
Electronic Health Record Yes 
For Home Care Providers No 
For Nursing Homes No 
Geriatric Care No 
MDS Review Yes 
Patient Records Yes 
Staff Scheduling No 

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