SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
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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.

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

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

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

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

Company Information

DragonVerse Media Inc
Founded: 2025
United States
successionlabx.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
PriceMetrix

PriceMetrix

McKinsey & Company
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics

Categories

Categories

Integrations

No info available.

Integrations

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