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Run 30-question succession risk assessments, generate AI-assisted reports, and deliver white-labeled client workflows. Built for RIAs, family offices, and estate planners.

Website, pricing, platforms and company facts side by side.
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| Website | codegres.org | successionlabx.com |
| Pricing | — | |
| Company | — | 2026 |
| Listed in |
In their own words, as submitted to SaaSHub.


No description of Codegres.org yet.
SuccessionLabX is an AI-powered advisor workflow platform for wealth advisors, RIAs, family offices, and estate planning professionals. Advisors can capture succession-planning leads, run a structured 30-question risk assessment, score risk across external, internal, and relational dimensions,...
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As answered by people managing Codegres.org and SuccessionLabX.
SuccessionLabX's answer:
SuccessionLabX combines succession risk assessment, advisor-reviewed AI report drafting, client delivery, lead capture, and white-label advisor workflow in one platform. It is built specifically for wealth advisors, RIAs, family offices, and estate planning professionals rather than generic consumer estate planning.
SuccessionLabX's answer:
Choose SuccessionLabX if you need an advisor-led workflow, not just a document tool or CRM. It helps advisors capture leads, run a structured 30-question assessment, score risk across multiple dimensions, generate report drafts, review the output, and deliver a branded client experience.
SuccessionLabX's answer:
The primary audience is financial advisors, RIAs, family offices, estate planners, and wealth advisory teams that need a repeatable way to structure succession planning conversations, qualify prospects, and deliver client-ready reports.
SuccessionLabX's answer:
SuccessionLabX was created to make succession planning conversations more structured, repeatable, and advisor-friendly. Many wealth transfer discussions rely on scattered notes, generic forms, or one-off meetings. SuccessionLabX turns that process into a software workflow with assessment intake, scoring, AI-assisted reporting, and advisor review.
SuccessionLabX's answer:
SuccessionLabX is built with Next.js, React, TypeScript, PostgreSQL, Prisma, Stripe, Clerk, Sanity, and AI model integrations for report drafting and workflow support.
SuccessionLabX's answer:
Independent financial advisors RIA firms Family office teams Estate planning professionals Wealth advisory practices
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