---
description: Get detailed information about Advisor Compass usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra United Arab Emirates.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Advisor Compass Price, Reviews & Ratings - Capterra United Arab Emirates 2026
---

Breadcrumb: [Home](/) > [Portal Software](/directory/14/portal/software) > [Advisor Compass](/software/1108938/Advisor-Compass)

# Advisor Compass

Canonical: https://www.capterra.ae/software/1108938/Advisor-Compass

> Advisor Compass is senior placement software that helps teams in Washington manage intake, research, communication, and follow-up.
> 
> Verdict: Rated **5.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Advisor Compass?

Advisor Compass serves senior living placement and referral agencies, including agency owners, senior living advisors, care coordinators, and administrative staff.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 3 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Advisor Compass

## Commercial Context

- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Client Management
- Client Portal
- Document Management Software

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Portal Software](https://www.capterra.ae/directory/14/portal/software)

## Related Categories

- [Portal Software](https://www.capterra.ae/directory/14/portal/software)
- [Financial CRM Software](https://www.capterra.ae/directory/30562/financial-crm/software)

## Alternatives

1. [Nasdaq Boardvantage](https://www.capterra.ae/software/154125/nasdaq-boardvantage) — 4.7/5 (81 reviews)
2. [Unily](https://www.capterra.ae/software/153146/unily) — 4.6/5 (23 reviews)
3. [Connecteam](https://www.capterra.ae/software/153140/connecteam) — 4.6/5 (5322 reviews)
4. [Confluence](https://www.capterra.ae/software/136446/confluence) — 4.5/5 (3726 reviews)
5. [LiveAgent](https://www.capterra.ae/software/102188/liveagent) — 4.7/5 (1788 reviews)

## Reviews

### "Hands Down Best CRM and Database System for Senior Placement Advisors" — 5.0/5

> **Mark** | *15 September 2026* | Individual & Family Services | Recommendation rating: 10.0/10
> 
> **Pros**: This is the Senior Placement Advisor industry benchmark. It provides an integrated platform, combining CRM and a customer database making it super easy to record and summarize my client's needs and making a connection to the best fitting senior housing and care options available. Updates made in the CRM instantly reflect in the database (and vice versa) to eliminate data silos. It works well among our advisor team to communicate within the CRM and database. It integrates Washington State specific requirements and produces best in class senior housing and care search capabilities. The customer communication and forms integration tools are amazing. The client support from the developer is extremely responsive and personable.
> 
> **Cons**: The developer makes continuous improvements so there is a continuos learning curve but it is flattening out.
> 
> It is an efficient, complex data system that is scalable, makes my workflow more efficient and produces superior results to my clients. It helps me stay in contact and plan for next steps with my clients as well as referral sources.

-----

### "Silver Age - Compass Database" — 5.0/5

> **Karen** | *18 September 2026* | Individual & Family Services | Recommendation rating: 10.0/10
> 
> **Pros**: One of the biggest improvements is the ability to quickly find contact details and keep information organized in one system. The interface is straightforward, and the system has made it easier for team members to collaborate and keep pertinent information up to date.  Incorporating AI into the changes is a real bonus allowing Silver Age to stay ahead of the curve when it comes to building and maintaining relationships in our work.
> 
> **Cons**: As with many things, change can be challenging, and with a new database, there is a learning and adjustment period that requires patience and grace.
> 
> Our new contact management system has been a valuable addition to the way our company organizes and manages our clients and providers. The system provides a centralized place to store contact information, making it easier for our team to access, update, and maintain accurate records.

The new database also gives us a stronger foundation for managing relationships as the company grows. Having consistent, accessible contact records should help improve communication, reduce duplicate information, and make our day-to-day processes more efficient.

Overall, the new contact management system is a positive step forward for our company. With continued use and refinement, it should help streamline our workflows and provide a more organized and reliable way to manage all of our detailed information.

-----

### "Great Product and Easy to Use\!" — 5.0/5

> **Bina** | *11 September 2026* | Individual & Family Services | Recommendation rating: 9.0/10
> 
> **Pros**: Advisor Compass is an invaluable CRM tool for senior living advisors. It allows me to thoroughly evaluate communities and Adult Family Homes to ensure a perfect fit for every client. Its intuitive design makes managing multiple clients seamless, and having everything integrated into a single CRM saves significant time.
> 
> **Cons**: My only minor critique of Advisor Compass is the requirement to enter new contacts through their associated company name. While I understand the logic behind this structure, there are times when I simply need to add a standalone contact quickly. That said, whenever any issue arises, their customer service team is exceptionally responsive and resolves it right away.
> 
> Overall, I'm having a great experience with Advisor Compass and feel confident continuing to rely on it. Like any software, it's constantly evolving, and I really appreciate their commitment to continuous improvement. It's reassuring to know that user feature requests are taken seriously and often implemented.

## Links

- [View on Capterra](https://www.capterra.ae/software/1108938/Advisor-Compass)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10053527/Advisor-Compass/> |
| en-AE | <https://www.capterra.ae/software/1108938/Advisor-Compass> |
| en-AU | <https://www.capterra.com.au/software/1108938/Advisor-Compass> |
| en-CA | <https://www.capterra.ca/software/1108938/Advisor-Compass> |
| en-GB | <https://www.capterra.co.uk/software/1108938/Advisor-Compass> |
| en-IE | <https://www.capterra.ie/software/1108938/Advisor-Compass> |
| en-IL | <https://www.capterra.co.il/software/1108938/Advisor-Compass> |
| en-IN | <https://www.capterra.in/software/1108938/Advisor-Compass> |
| en-NZ | <https://www.capterra.co.nz/software/1108938/Advisor-Compass> |
| en-SG | <https://www.capterra.com.sg/software/1108938/Advisor-Compass> |
| en-ZA | <https://www.capterra.co.za/software/1108938/Advisor-Compass> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra UAE helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.ae","url":"https://www.capterra.ae/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.ae/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"Advisor Compass","description":"Advisor Compass is cloud-based CRM and provider research software designed for senior placement advisors and agencies. Built for Washington, it combines adult family home and assisted living provider records with client intake, recommendations, family collaboration, referral management, communications, tasks, and invoicing. Teams can preserve their private provider knowledge alongside DSHS licensing information and provider-contributed updates, with AI-assisted tools that help organize research and notes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c3df00f6-cf13-42c6-bc80-1091fd6b6033.png","url":"https://www.capterra.ae/software/1108938/Advisor-Compass","@id":"https://www.capterra.ae/software/1108938/Advisor-Compass#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ae/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":3,"ratingValue":5.0},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.ae/software/1108938/Advisor-Compass#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is Advisor Compass?","@type":"Question","acceptedAnswer":{"text":"Advisor Compass is cloud-based CRM and provider research software designed for senior placement advisors and agencies. Built for Washington, it combines adult family home and assisted living provider records with client intake, recommendations, family collaboration, referral management, communications, tasks, and invoicing. Teams can preserve their private provider knowledge alongside DSHS licensing information and provider-contributed updates, with AI-assisted tools that help organize research and notes.","@type":"Answer"}},{"name":"Who Uses Advisor Compass?","@type":"Question","acceptedAnswer":{"text":"Advisor Compass serves senior living placement and referral agencies, including agency owners, senior living advisors, care coordinators, and administrative staff.","@type":"Answer"}}]},{"@id":"https://www.capterra.ae/software/1108938/Advisor-Compass#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Portal Software","position":2,"item":"/directory/14/portal/software","@type":"ListItem"},{"name":"Advisor Compass","position":3,"item":"/software/1108938/Advisor-Compass","@type":"ListItem"}]}]}
</script>