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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, generate AI-assisted report drafts, edit client-ready reports, and manage delivery through a branded advisor workspace.
The platform is built for advisor-led succession planning conversations, not generic consumer estate planning. It includes client and lead management, report-generation credits, white-label branding, an embeddable lead-capture widget, What-If Sandbox workflows, and team support for advisory firms.
GitHub
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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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The core of the ecosystem is the official open-source server hosted on GitHub. It is written in TypeScript and implements the full MCP specification. - Source: dev.to / 4 days ago
This is why the gate needs a trace it can trust, and why AgentLens is the other half of this workflow. agent-eval scores and gates the output; AgentLens captures the trace of how the agent got there โ every model call and tool step, the resolved inputs (not the templated ones), the raw outputs. That trace is exactly the unforgeable, agent-didn't-author substrate that Tier 1+2 need to score against. Without it,... - Source: dev.to / 4 days ago
## Tell Git to start tracking your project Git init ## Take a snapshot of all your current files Git add . ## Save this snapshot with a description Git commit -m "Initial commit from AI tool" ## Connect your local project to GitHub ## Get repository URL from your GitHub page ## it looks like https://github.com/your-name/your-repo.git Git remote add origin PASTE_YOUR_URL_HERE ## Upload your code to GitHub Git... - Source: dev.to / 14 days ago
Conclusion Next time Git insists a private repository doesn't exist, skip editing your config file and head straight to the Windows Credential Manager. Wiping out the stale git:https://github.com entry forces a clean handshake, getting you back to coding in less than a minute. - Source: dev.to / 14 days ago
Gitea is where all private repositories live: infra configs, personal projects, anything I don't want on a third-party server. Public projects still go to GitHub because that's where the audience is, but a number of those GitHub repositories are mirrored back to Gitea as a local backup. The split is simple: Gitea for control and resilience, GitHub for reach. - Source: dev.to / 15 days ago
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