Levitate Launches Highly-Anticipated Integration with Wealthbox® ...Middle East

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Levitate Launches Highly-Anticipated Integration with Wealthbox®
source : PR Newswire ( Middle East ) () 41
New read-write capabilities will allow financial advisors to nurture authentic relationships more efficiently. RALEIGH, N.C., March 2, 2023 /PRNewswire/ -- Levitate, the client happiness platform founded by ShareFile creator Jesse Lipson, today announced a new partnership with Wealthbox,...

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