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
Who it's for
Built for everyone at the firm
Advisors, compliance, operations, and client service all work in CurrentClient. Each gets what they need from it.
Spend the day with clients, not your CRM. Call and text from any device on your business number. Summaries, notes, and follow-ups land in the CRM without a second step.
CurrentClient for advisors →Your CRM, already on the phone. Connect Wealthbox, Redtail, or Salesforce, and calls, texts, and summaries log back on their own.
See CRM syncProduct
One app for every client conversation
Calls, texts, CRM notes, and outreach, on a business number the firm controls.
Calling
A business phone your whole team can share
Business numbers on every device, routing that sends each call to the right person, and an AI receptionist for the calls nobody can take.
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Texting
Texting clients actually answer
One inbox for the whole firm, with group threads, scheduled sends, and automatic away replies. Carrier registration and opt-outs are handled for you.
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CRM sync
Your CRM, filled in for you
Calls, texts, voicemails, and transcripts log to the contact record as they happen. AI Routines turns your CRM tasks into follow-ups you can send in one tap.
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Outreach
Stay in touch with every client, automatically
Birthday and milestone texts, text-to-join keywords, and segment texts that still feel personal. The Outreach Engine does the remembering.
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Advisors have needed something like this for years. It integrates communication directly into the workflow.
Jake Gardner
Defining Wealth
Compliance and integrations
Fits the stack you already run
Every call and text syncs to your CRM and lands in your archiver. Independently audited to SOC 2 Type 2.
SOC 2 Type 2, MFA, and a vendor diligence packet ready for your review.
Syncs to your CRM
Delivers to your archiver
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.
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.”
Meet your clients where they are
The compliant communication platform built for financial advisors. Start in minutes, no contracts required.