The modern phone for financial advisors and their team.
Communicate with your clients without friction or fines.
Hyper-integrated. Thoughtfully designed. Compliance ready.
Trusted by exceptional advisors
[01] SMS
Inbox for compliant texting
Group Messaging
Text groups together to keep your team or client households in a single thread.
Scheduled Messages
Queue up birthday wishes, renewal reminders, or follow-ups to send at the perfect time.
Out-of-Office Replies
Set automatic replies when you're away so clients always know when to expect a response.
Website 'Text Us' widget
Full carrier registration handled from day one. Send and receive texts with zero compliance risk.
[01] SMS
Inbox for compliant texting
[02] PHONE
Business phone system
Multiple Number Support
Add local and toll-free numbers for your team. Each advisor gets their own dedicated line.
CRM Connected Dialer
Really easy to make calls by searching your CRM by contact name.
Advanced Phone IVR
Custom call routing with multi-level menus, business hours, and team ring groups.
Spam Call Screener
Automatically filters robocalls and spam so your team only picks up what matters.
[02] PHONE
Business phone system
[03] COMPLIANCE
Compliance ready
5-Year Retention and Archiver Feed
Automatically archive to your compliance provider of choice, including Hadrius, Greenboard, Archive Intel, and others.
Capture Everything in the CRM
Every interaction logged automatically to your CRM, including Wealthbox, Redtail, and Salesforce.
TCPA Opt-in & Unsubscribe Management
Built-in opt-in tracking and one-tap unsubscribe handling to keep you compliant with TCPA regulations.
A2P 10DLC Registration
Full carrier registration handled from day one. Send and receive texts with zero compliance risk.
[03] COMPLIANCE
Compliance ready
[04] AI
Intelligence baked in
AI Call Transcripts and Summary
Every call automatically summarized with key takeaways and action items so you never miss a detail.
AI Smart Nudges
Pulls tasks from your CRM and surfaces the right follow-ups at the right time. Be amazing at following up.
Auto Birthday & Milestone Texts
Automatic texts for birthdays, anniversaries, and 30-60-90 day check-ins. Never miss a touchpoint.
AI Call Receptionist
An AI-powered receptionist that answers, screens, and routes calls when you are unavailable.
[04] AI
Intelligence baked in
Meet clients where they are.
With a phone app you’ll actually enjoy using.
[05] INTEGRATIONS
Connects to your apps
Deep integrations with the tools advisors already use. Auto-log every interaction to your CRM and archive.
CRM
Compliance & Archiving
AI & Automation
[06] TESTIMONIALS
Loved by Advisors
We are so lucky to be able to work with some of the industry's best advisors who care about function and form.
Eric Negron
Forefront
Taylor Stewart
Ataroke Wealth Management
Jack Csenge
Csenge Advisory Group
“With CurrentClient, the client experience is better, we're unified, and shortened our sales cycle.”
Russ Thornton
Wealthcare for Women
“Thoughtfully designed and a joy to use compared to other compliant solutions I have used.”
Kyle Harrison
Radian Partners
“Transforming our 14-member team from communication silos to collaborative client interaction.”
Chris Chen
Insight Financial Strategists
“CurrentClient has become the communication hub for our firm. Calls, texts, CRM and archiving all working together.”
Sanay Patel
Purpose Wealth
“It finally gives advisors a modern way to communicate with clients without sacrificing compliance.”
Matthew Reakus
Sound Wealth Financial Group
“Our team can text and call clients confidently knowing everything is captured and synced back to the CRM.”
Meet your clients where they are
The compliant communication platform built for financial advisors. Start in minutes, no contracts required.