Endear

Endear

Endear Health
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
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+

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About

Endear is an API-connected, white-labeled platform that empowers you to deliver cutting-edge benefits and programs, without the associated technical burden. Additionally, our flexible onboarding process teaches members how to get the most out of their plan. Endear partners with innovative medicare advantage plans, ACOs, and DCEs to increase star ratings, improve their onboarding experience, ease their technology burden, and differentiate themselves in an increasingly crowded market. The Endear platform onboards and provides members with a single location through which they can access all of their core & supplemental benefits, member tools & resources, and any 3rd party programs or vendors you might be working with. Our white-labeled and intuitive user interface mirrors best-in-class consumer brands, reducing confusion and ensuring that your members maintain the trust they have in their plans.

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

Organizations in need of a platform to deliver benefits and programs, while improving their onboarding experience

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

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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

Endear Health
United States
www.endearhealth.com/platform

Company Information

DragonVerse Media Inc
Founded: 2025
United States
successionlabx.com

Alternatives

Alternatives

Perx Rewards

Perx Rewards

Workhouse Software
BestatServices

BestatServices

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PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Integrations

Attentive
Klaviyo
Pandium

Integrations

Attentive
Klaviyo
Pandium
Claim Endear and update features and information
Claim Endear and update features and information
Claim SuccessionLabX and update features and information
Claim SuccessionLabX and update features and information