Editor’s note: LimeLight is a regular feature from WRAL TechWire offering another means of publishing noteworthy news. Be sure to check out more LimeLight worthy news at this link.

RALEIGH  Levitate, the client happiness platform founded by ShareFile creator Jesse Lipson, on Thrsday announced a new partnership with Wealthbox, a leading CRM technology provider for financial advisors and broker dealers.

This partnership marks the first integration between the two companies, with the newly-launched two-way integration enabling users to streamline their personalized client communications. Contact information such as names, phone numbers, birthdays, and other key data will be automatically loaded and updated in Levitate, meaning less administrative work and more time for financial advisors to connect with clients.

WRAL TechWire LimeLight Social Sharing Image

“We’re thrilled to partner with Wealthbox on this highly-requested integration,” said Jesse Lipson, CEO and founder of Levitate. “Both of our companies have core values built around simplifying the lives of our customers, making this a well-suited partnership. Our mutual customers have been requesting this integration, as well, so it’s been great to bring these read-write capabilities to fruition for them.”

“Wealthbox is delighted to have Levitate part of the Wealthbox fintech partner ecosystem,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “This two-way integration provides advisors an opportunity to use AI driven technology to help grow and manage their businesses.”

Levitate was designed with busy financial advisors in mind, providing multiple outreach tools in one simple platform. From authentic email, social media and texting capabilities to FINRA-reviewed content, satisfaction surveys and meeting booking features, the solution pairs perfectly with Wealthbox’s intuitive and modern CRM technology.