Client Happiness
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Product Description
About this Product
Your one-stop shop for turning happy clients into loyal advocates:
- Drive referrals and nurture your reputation
- Cross promote services and upgrade your online presence
- Simplify client communication
About Levitate
Your RIA focuses on relationships. So should your marketing. With award-winning timely and informative content, our one-stop-shop features everything you need to authentically keep-in-touch with your network to drive referrals, boost retention, nurture your reputation, and upgrade your online presence. Best of all, Levitate will never leave you hanging. A dedicated Success Specialist will work with you to achieve your unique business goals. Levitate is a client happiness platform designed to help RIA's build authentic relationships with their clients. Our platform allows you to send personal emails at scale, post to social media, keep in touch with clients via text, send surveys, generate reviews, schedule meetings, automate communication, remember key facts about your contacts, build a website you love, and accomplish business goals with a personalized approach.
Product Details
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More info about us
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.