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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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$99/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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