# SuccessionLabX Pricing

SuccessionLabX is priced for advisor teams that need assessment intake, AI-assisted report generation, branding controls, lead capture, and team workflow support.

## Starter
- Price: $99/month
- Best for: independent advisors testing the core workflow
- Includes: advisor access, client assessment workflow, report-generation credits, client and lead management

## Pro
- Price: $299/month
- Best for: growing advisory practices using branding, widget access, and sandbox workflows
- Includes: higher report credit allowance, white-label settings, embedded lead widget access, What-If Sandbox, stronger client-facing workflow controls

## Agency
- Price: $799/month
- Best for: multi-advisor firms and family office teams
- Includes: larger report volume, team workflow support, pooled credit behavior, expanded branding and delivery options

## Notes
- Report credits are used when advisors generate AI-assisted report drafts.
- SuccessionLabX does not provide legal, tax, investment, or fiduciary advice.
- Current public pricing page: https://successionlabx.com/pricing