EndearEndear Health
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SuccessionLabXDragonVerse Media Inc
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations in need of a platform to deliver benefits and programs, while improving their onboarding experience
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Audience
Wealth advisors, family offices, estate planning attorneys, financial planners, and wealth management firms.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$99/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEndear Health
United States
www.endearhealth.com/platform
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Company InformationDragonVerse Media Inc
Founded: 2025
United States
successionlabx.com
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Categories |
Categories |
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Integrations
Attentive
Klaviyo
Pandium
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