SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
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About

With White Label you can bind your subdomain to the account and mark the entire platform with your custom logo and description. White-Label helps to get loyalty of your customers. Your brand logo and description are set in software interface and all reports; your own subdomain can be given to your clients; your own SMTP-server can be used to send all the reports. Although White Label can be adjusted to the needs of any business, it’s best for those who need to provide branded reports to their end-customers. Therefore, this feature is best for SEO agencies and freelancers. Build successful SEO campaigns from the ground up. Hundreds of businesses have already set up the very foundation of workflow management and SEO reporting with us. Get extra authority points to your agency providing customers with access to the platform under your brand.

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

Web Analytics solution for developers

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 Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$69.95 per month
Free Version Not Supported
Free Trial 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:

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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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

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

Company Information

RankActive
Founded: 2015
United States
rankactive.com

Company Information

DragonVerse Media Inc
Founded: 2025
United States
successionlabx.com

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Web Analytics Supported

Categories

Wealth Management Supported

Web Analytics Features

Campaign Management Supported
Conversion Tracking Not Supported
Form Analytics Not Supported
Goal Tracking Supported
Keyword Tracking Supported
Multiple Site Management Supported
Pageview Tracking Supported
Referral Source Tracking Supported
Site Search Tracking Supported
Time on Site Tracking Supported
User Interaction Tracking Not Supported

Integrations

No info available.

Integrations

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