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Description
Hubbix is an online tool that business coaches, advisers and consultants can use to provide advice to clients.
It allows them to assess the business of their clients, identify their vulnerabilities and opportunities, and create action plans that reflect what is needed to achieve their goals.
Benefits:
1. You can save 45% of your time by not having to type up notes or actions after each meeting. You don't need to prepare before the meeting and you get straight to the point in the meeting.
2. It increases the Client LTV (Lifetime Value) by providing them with a structure that they can work on.
3. You can now offer exit strategy planning as a service to your customers.
4. Offers a HOLISTIC DIAGNOSTIC APPROACH for business advisory services, so that no matter what your background or experience is, you can guide clients in areas where you do not have any experience.
5. It provides a PROVEN framework for client sessions which gets results.
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
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
£96/month
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
Hubbix
Founded
2020
Country
United Kingdom
Website
www.hubbix.app
Vendor Details
Company Name
DragonVerse Media Inc
Founded
2025
Country
United States
Website
successionlabx.com
Product Features
Business Plan
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard