SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
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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.

About

fylt is all-in-one client management software for service businesses. It combines a client CRM, appointment scheduling, project management, invoicing and billing, e-signature contracts, a white-label client portal and a support desk into one platform, with AI drafting assistance built in. Because every module shares the same client record, updating one thing updates the rest automatically. It is a direct alternative to running HoneyBook, Dubsado, Bonsai, Calendly and Monday side by side, and starts with a free 3-month trial with no credit card required.

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

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

Audience

Prosumers, agencies, consultants, interior designers, legal practices, creative studios, startups, enterprises

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

No images available

Screenshots and Videos

No images available

Pricing

$99/month
Free Version
Free Trial

Pricing

$25
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

DragonVerse Media Inc
Founded: 2025
United States
successionlabx.com

Company Information

fylt
Founded: 2026
fylt.app

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
meetergo

meetergo

meetergo GmbH

Categories

Categories

CRM

Integrations

No info available.

Integrations

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