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?? New Integration Partnership! “VRGL is excited to partner with Wealthbox, enabling a seamless connection between client records and profile creation to simplify information management for advisors,” said Josh Smith, Co-founder & CEO of VRGL. “This partnership aims to streamline the client onboarding process and ensure your CRM and core proposal tool are always in sync.” Join us on September 5th at 2PM ET to see VRGL + Wealthbox in action - RSVP ?? https://lnkd.in/g9rCYhEe

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