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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

Lumiant is a platform dedicated to empowering individuals and their families to confidently pursue their best lives through enhanced advice and client engagement. By focusing on the immeasurable value of personalized advice, it enables clients to recognize the positive effects of financial guidance on their lives. This innovative platform serves as a customer experience hub that allows advisors to engage families around their core values and financial aspirations, ultimately aiding them in making informed decisions. Designed to strengthen client relationships, Lumiant helps advisors articulate their distinct value while providing tailored financial advice that aligns with each client's needs. With a structured, impactful, and repeatable advice process, financial professionals can efficiently expand their businesses, boost referrals, and increase revenue while nurturing connections that span generations. Moreover, it offers a cost-effective solution that not only enhances client retention but also drives growth and fosters lasting relationships. Ultimately, Lumiant is transforming the landscape of financial advice, making it more accessible and impactful for all families involved.

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

$249 per month
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 No 
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 Yes 

Vendor Details

Company Name

Advisor Compass

Founded

2026

Country

United States

Website

advisorcompass.ai

Vendor Details

Company Name

Lumiant

Country

United States

Website

lumiant.io

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

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