SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
+
+

Related Products

  • Gravity Software
    45 Ratings
    Visit Website
  • Premier Construction Software
    402 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • Sage Intacct
    8,335 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Procare
    3,569 Ratings
    Visit Website
  • D&B Connect
    188 Ratings
    Visit Website
  • Native Teams
    629 Ratings
    Visit Website
  • Filejet
    38 Ratings
    Visit Website
  • Qloo
    23 Ratings
    Visit Website

About

Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic โ€œfamily viewโ€ across generations and entities. The platformโ€™s โ€œWealth Blueprintโ€ tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.

About

SuccessionLabX is an AI-powered Advisor OS designed for wealth advisors, family offices, and estate planners to turn client succession concerns into structured planning conversations. The platform streamlines lead capture and onboarding through a 30-question risk assessment that generates a 0-3000 score across external, internal, and relational dimensions. Advisors use credits to draft comprehensive, AI-assisted succession reports, customize them with white-label branding (logos, colors, and welcome messages), and manage client relationships within a unified CRM dashboard. Best suited for independent planners and advisory teams looking to deliver high-value succession deliverables and build client trust without building a diagnostic process from scratch.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system

Audience

Wealth advisors, family offices, estate planning attorneys, financial planners, and wealth management firms.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$99/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Auria
United States
auriaplatform.com

Company Information

DragonVerse Media Inc
Founded: 2025
United States
successionlabx.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Asseta

Asseta

Asseta.ai
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Auria and update features and information
Claim Auria and update features and information
Claim SuccessionLabX and update features and information
Claim SuccessionLabX and update features and information