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Targeted White-Label

Brand colors, logos, welcome copy, and advisor-facing prompt customization on eligible plans.

Custom Domains

Custom-domain settings for higher-tier plans, with implementation details handled case by case.

What-If Sandbox

Interactive scenario planning tools perfect for live client meetings.

Team Collaboration

Shared team workspaces, pooled credits, and owner-level oversight for advisor groups.

Embedded Lead-Gen Widget

Capture incoming HNW leads directly from your advisory website.

Agency Plan

Compare branding, widget, sandbox, team, and higher-tier delivery options for your firm.

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Advisor economics

Advisor ROI Calculator

Estimate how many assessment-led conversations and reports a firm needs to justify a paid plan.

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Tool type

Plan fit estimator

Use this as a decision bridge, not as legal, tax, investment, or fiduciary advice.

How to use it

Treat this tool as the next-step router

Estimate monthly qualified succession conversations.

Compare report credit needs against Starter, Pro, and Agency plan shape.

Send undecided visitors to pricing with a clearer buying frame.

Related workflow

Recommended after this tool

SuccessionLabX Pricing

Compare advisor plans by report credits, branding, widget access, sandbox access, and team support.

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Concierge Support

Ask about plan fit, implementation, advisor workflows, data requests, or support needs.

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Custom Domains

Use supported custom-domain settings for higher-tier branded report delivery workflows.

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Move from a quick estimate to advisor-reviewed delivery

The full platform connects assessment intake, scoring, report drafting, advisor review, client delivery, and follow-up workflow.

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SuccessionLabX

SuccessionLabX helps advisors capture client assessments, review succession risk themes, draft AI-assisted reports, and deliver branded planning workflows.

Advisor Workflow Software

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