ScalientoLukmann Consulting GmbH
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SuccessionLabXDragonVerse Media Inc
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Related Products
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About
Scaliento is an AI-assisted compliance management platform for consultants and advisory firms that support clients in privacy, information security, occupational safety, e-learning and related compliance areas. The software helps consultants manage recurring compliance work across multiple client organizations in one structured environment. It supports documentation, tasks, measures, responsibilities, evidence, training activities, dashboards and reporting workflows. Scaliento can be used to support GDPR/privacy management, ISMS-related processes, occupational safety documentation and compliance training. AI-assisted functions help prepare information, structure documentation and make recurring workflows more efficient. The platform is designed for advisory firms that want to deliver compliance services more consistently, improve collaboration with clients and maintain a clear overview of implementation status across their client portfolio.
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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
Consultants, advisory firms, compliance service providers, data protection consultants, information security consultants, occupational safety consultants and training providers that manage recurring compliance processes for multiple client organizations.
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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 VideosNo images available
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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 InformationLukmann Consulting GmbH
Founded: 2003
Austria
lukmann.com
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Company InformationDragonVerse Media Inc
Founded: 2025
United States
successionlabx.com
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Integrations
No info available.
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Integrations
No info available.
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