SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
Objectway SuccessionLabX

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Objectway:

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.
SuccessionLabX:

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.
Objectway:

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
SuccessionLabX:

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
Objectway:

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance
SuccessionLabX:

Audience

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
SuccessionLabX:

Support

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

API

Offers API Not Supported
SuccessionLabX:

API

Offers API Not Supported
Objectway:

Screenshots and Videos

SuccessionLabX:

Screenshots and Videos

No images available
Objectway:

Pricing

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

Pricing

$99/month
Free Version Not Supported
Free Trial Supported
Objectway:

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
SuccessionLabX:

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
Objectway:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
SuccessionLabX:

Training

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

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/
SuccessionLabX:

Company Information

DragonVerse Media Inc
Founded: 2025
United States
successionlabx.com
Objectway:

Alternatives

SuccessionLabX:

Alternatives

Objectway:
SuccessionLabX:
Objectway:
SuccessionLabX:
PriceMetrix

PriceMetrix

McKinsey & Company
Objectway:
Summit

Summit

Summit Wealth Systems
SuccessionLabX:
Objectway:
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
SuccessionLabX:
BITA Risk

BITA Risk

corfinancial
Objectway:

Categories

Wealth Management Supported
SuccessionLabX:

Categories

Wealth Management Supported
Objectway:

Integrations

No info available.
SuccessionLabX:

Integrations

No info available.
Objectway:
Claim Objectway and update features and information
Claim Objectway and update features and information
SuccessionLabX:
Claim SuccessionLabX and update features and information
Claim SuccessionLabX and update features and information