Endear

Endear

Endear Health
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
+
+

Related Products

  • DXcharts
    28 Ratings
    Visit Website
  • Wallester
    271 Ratings
    Visit Website
  • NMI Payments
    111 Ratings
    Visit Website
  • Member365
    48 Ratings
    Visit Website
  • DialerAI
    5 Ratings
    Visit Website
  • Rezku Point of Sale
    64 Ratings
    Visit Website
  • RealCISO
    223 Ratings
    Visit Website
  • ND Wallet
    14 Ratings
    Visit Website
  • Boostero
    64 Ratings
    Visit Website
  • Resco Mobile App Development Toolkit
    2 Ratings
    Visit Website

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$99/month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

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

Dreams Technologies
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Healthcare Supported

Categories

Wealth Management Supported

Integrations

Attentive Supported
Klaviyo Supported
Pandium Supported

Integrations

Attentive Not Supported
Klaviyo Not Supported
Pandium Not Supported
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