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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

CareMatch equips case workers and management teams with advanced tools designed to effectively connect children in care with suitable placements from the outset, which greatly minimizes the need for additional placements within the child welfare system. Experts in child welfare recognize the significant benefits that come from decreasing the frequency of transitions in a foster child's life, as this can lead to better academic outcomes, enhanced emotional health, and a smoother transition to independent living in the future. By implementing a “first match / best match” strategy for each placement opportunity, organizations within the child welfare sector are discovering strong justifications for prioritizing CareMatch in their placement processes, ultimately improving the experiences of children in care. This innovative approach not only streamlines workflows but also fosters a more stable environment for vulnerable youth.

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 No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Advisor Compass

Founded

2026

Country

United States

Website

advisorcompass.ai

Vendor Details

Company Name

Five Points Technology Group

Founded

1999

Country

United States

Website

fivepointsassociates.com/products/child-welfare/carematch/

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

Foster Care

Adoption Management No 
Automated Reminders No 
Available Families Database No 
Case Management No 
Checklists No 
Child Intake No 
Education Requirements Tracking No 
Family Portal No 
Foster to Adopt No 
Online Applications No 
Online Licensing Forms No 
Payments Tracking No 
Placement Management No 
Reporting No 
Respite Credits Tracking No 
Treatment Management No 

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