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Average Ratings 0 Ratings

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ease
features
design
support

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Description

White Label allows you to bind your subdomain to your account and mark the entire platform using your logo and description. White-Label is a great way to build customer loyalty. All reports include your brand logo and description. Clients can also be given your own subdomain. You can also use your own SMTP server to send all reports. White Label can be customized to meet the needs of any business but it is best for those who will need to send branded reports to their customers. This feature is ideal for SEO agencies as well as freelancers. You can build successful SEO campaigns right from the beginning. We have helped hundreds of businesses to set up workflow management and SEO reporting. Your agency will get additional authority points by providing customers access to the platform under your brand.

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

$69.95 per 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

RankActive

Founded

2015

Country

United States

Website

rankactive.com

Vendor Details

Company Name

DragonVerse Media Inc

Founded

2025

Country

United States

Website

successionlabx.com

Product Features

Web Analytics

Campaign Management
Conversion Tracking
Form Analytics
Goal Tracking
Keyword Tracking
Multiple Site Management
Pageview Tracking
Referral Source Tracking
Site Search Tracking
Time on Site Tracking
User Interaction Tracking

Product Features

Alternatives

Alternatives

PriceMetrix Reviews

PriceMetrix

McKinsey & Company