SuccessionLabX Pricing
Pricing for advisor workflow software
Choose the advisor plan that fits your succession workflow, from assessment intake and AI-assisted draft reports to branding, widgets, and team support.
Advisor Plans
Choose The Workflow Depth Your Firm Needs
Plans are centered on advisor access, report-generation credits, branding options, and team workflow support.
Starter
For solo advisors testing the assessment and report workflow.
14-day free trial included
Annual billing also available.
- 3 report credits / month
- Client and lead management
- Assessment links and core advisor workflow
- Advanced branding and sandbox tools not included
Pro
For growing advisory practices that want stronger branding and presentation tools.
Includes branding tools, widget access, and 3-seat team support.
- 10 report credits / month
- White-label branding controls on supported surfaces
- What-If Sandbox
- Website widget access
- Team support for up to 3 seats
Agency
For larger teams that need pooled credits and shared operational visibility.
Annual billing is also available.
- 50 report credits / month
- Pooled team credit behavior
- Team support for up to 10 seats
- Higher-tier branding and delivery options
Detailed Feature Comparison
| Features & Entitlements | Free | Starter | Pro | Agency |
|---|---|---|---|---|
| Assessment Engine | ||||
| Monthly AI Report Credits | 1 (one-time starter credit) | 3 / mo | 10 / mo | 50 / mo |
| AI-Assisted Draft Report Generation | ||||
| Advisor Prompt Customization | ||||
| CRM & Lead Acquisition | ||||
| Lead Storage Limit | Max 5 | Unlimited | Unlimited | Unlimited |
| Email Lead Alerts | ||||
| Embeddable Site Widget | ||||
| Presentation & Branding | ||||
| What-If Sandbox | ||||
| Brand Logo & Color Controls | ||||
| Custom-Domain Settings | Eligible annual plans | |||
| Team Workflow | ||||
| Advisor Seat Limit | 1 seat | 1 seat | 3 seats | 10 seats |
| Owner-Level Team Oversight | ||||
How to choose
Match the plan to the advisor workflow you actually run
SuccessionLabX pricing is built around how many draft reports a firm generates each month and how much branding or team support the workflow requires. A solo advisor testing the core process usually starts with Starter. A growing practice that wants stronger branding, widget access, and sandbox access usually fits Pro. A larger team that needs pooled team workflow support and more report volume should evaluate Agency.
The main pricing variable is not just seat count. It is how often the firm turns completed assessments into advisor-reviewed client deliverables. If your team uses reports as a lead qualification tool, a meeting preparation asset, and a post-meeting deliverable, higher plans create more leverage because the workflow includes branding, collaboration, and presentation support.
All plans should be understood as software access and report-generation infrastructure. SuccessionLabX does not provide legal, tax, investment, or fiduciary advice. Advisors should use the assessment and AI-assisted report as a structured briefing layer before qualified professional review.
If your main goal is to test the workflow with a few clients, start with the smallest plan that gives you enough report credits. If your main goal is to use SuccessionLabX as part of your firm's client acquisition process, prioritize the plan that includes branding, lead capture, and enough reporting capacity for follow-up meetings.
Firms should also consider operational ownership. A single advisor can manage links, reports, and credits directly. A team needs clearer controls around who creates clients, who generates reports, how credits are shared, and how the final deliverable is presented to the client.
Pricing FAQ
Questions advisors ask before choosing a plan
What is included in each SuccessionLabX plan?
Each paid plan includes advisor access, report-generation credits, client and lead management, and the core succession risk workflow. Higher plans add more branding controls, the What-If Sandbox, widget access, team support, and higher-tier delivery options.
Do assessment credits renew every month?
Yes. The pricing table shows the monthly report credit allowance for each plan. Additional credits can be purchased when an advisor needs more report generation capacity.
Which plan is best for an independent advisor?
Starter is designed for independent advisors who want to begin using the core assessment and report workflow. Pro is better when the advisor needs stronger branding controls, widget access, sandbox access, and a more complete client-facing workflow.
Which plan supports a wealth advisory team?
Agency is designed for multi-advisor firms and family office teams. It includes higher report volume, shared team workflow support, pooled credit behavior, and additional delivery options.
Can I use SuccessionLabX as a white-label estate planning tool?
Yes. White-label branding is available on supported plans. Advisors can configure client-facing branding such as logo, colors, welcome messaging, and related presentation settings where supported by the plan.
Is pricing for legal or tax advice included?
No. SuccessionLabX provides AI-assisted succession risk assessment and report generation. It is not a law firm, tax advisor, broker-dealer, or investment advisor, and its output should be reviewed with qualified professionals.