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ease
features
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support

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Description

Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.

Description

SuccessionLabX is an innovative Advisor OS powered by AI, tailored specifically for wealth advisors, family offices, and estate planners, aiming to transform client concerns regarding succession into organized planning dialogues. This platform enhances the process of capturing leads and onboarding clients by utilizing a 30-question risk assessment that produces a score ranging from 0 to 3000, taking into account external, internal, and relational factors. Advisors are provided with credits to create in-depth succession reports that benefit from AI assistance, allowing for customization with their own branding elements such as logos, colors, and personalized welcome messages, all while managing client relationships seamlessly within a centralized CRM dashboard. It is particularly advantageous for independent planners and advisory teams that seek to offer valuable succession solutions and foster client trust without the need to develop a diagnostic framework from the ground up, ultimately empowering them to focus on what matters most—client relationships and strategic planning.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$99/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Hemonto

Founded

2006

Country

Denmark

Website

www.hemonto.com

Vendor Details

Company Name

DragonVerse Media Inc

Founded

2025

Country

United States

Website

successionlabx.com

Product Features

Product Features

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