From Assessment to
Advisor Delivery Workflow
SuccessionLabX gives independent wealth advisors an institutional-grade succession risk analysis engine. Here's exactly how you go from client onboarding to a report that closes deals -step by step.
Create Your Advisor Account
Sign up for an Advisor OS account. On Pro and Agency plans, configure your firm's logo, brand color, welcome message, and legal disclaimer -everything that makes the platform invisible and your brand front and center.
Send the Assessment to Your Client
From your Client Management panel, create a client profile and copy their unique 30-question assessment link. Send it by email, WhatsApp, or embed it on your website via the Widget. The client completes it independently at their own pace -it takes about 10 minutes.
AI Generates the Risk Report
The moment your client submits, the Gemini 2.5 Flash AI engine processes their 3-dimensional risk profile (External: tax/legal, Internal: governance, Relational: family dynamics) and generates a full structured report. On Pro plans, your custom AI Prompt is injected -making every report sound like it came from your senior partners.
Review and Run the What-If Sandbox
Before your advisor meeting, open the What-If Sandbox for this assessment. Toggle proposed interventions -Irrevocable Trust, Family Constitution, Key-Man Insurance, Independent Directors -and watch the risk score drop in real time. Use this during the client meeting to prove the ROI of your advisory services visually.
Deliver the Report to Your Client
From your Advisor Dashboard, send the completed report link to your client. On Agency plans with a Custom Domain configured, the report URL is fully branded (e.g., reports.yourfirm.com/abc123) -SuccessionLabX is completely invisible. The report is accessible via a secure, private link.
Manage, Upsell, and Scale
Every client and their assessment history lives in your Advisor CRM. Add notes, track status, generate follow-up reports, and monitor team activity when your plan includes manager visibility. Use the embedded widget to capture inbound leads from your site.
What's Included in Each Plan
No hidden add-ons. Every feature is included in your plan -the only extra purchase is additional report credits.
| Feature | Starter $99/mo | Pro $299/mo | Agency $799/mo |
|---|---|---|---|
| Monthly Reports Included | 3 reports | 10 reports | 50 reports |
| AI Report Generation (Gemini 2.5) | Yes | Yes | Yes |
| Client CRM + Lead Pipeline | Yes | Yes | Yes |
| Embed Widget (Lead Capture) | Yes | Yes | Yes |
| Welcome Message | Yes | Yes | Yes |
| Custom Logo & Brand Color | No | Yes | Yes |
| Legal Disclaimer Text | No | Yes | Yes |
| AI Prompt Engine | No | Yes | Yes |
| What-If Sandbox | No | Yes | Yes |
| Custom Domain | No | No | Yes |
| Team Collaboration (up to 10) | No | No | Yes |
| Manager Dashboard | No | No | Yes |
| Extra Credits (add-on) | $100/5 | $100/5 | $100/5 |
All plans include unlimited clients and assessments. Report credits are consumed per AI-generated report.
Ready to See It in Action?
Start the 14-day Starter trial through billing. Trial terms and payment method requirements are shown during checkout.