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July 15, 2015

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New in Wealthbox: Partner Workflow Libraries New in Wealthbox: Partner Workflow Libraries
Wealthbox + Morningstar Wealth Morningstar Office Integrates with Wealthbox to Help Advisors Manage Their Portfolios
In the News: Wealthbox Wins "Best Swag in Wealthtech" Wealthbox Wins “Best Swag in Wealthtech” at The Swaggies Awards in Las Vegas

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