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Compliant Communication
for Wealth Advisors

A modern phone system built for advisors with simple-to-use growth tools.

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Trusted by exceptional solo-advisors and RIAs

A modern phone system

built by some 90's kids, but not in the 90's.
Sync CRM Contacts.
You can leverage all the effort you put into your CRM immediately with a highly customizable integration.
Auto-Assign conversations to CRM Contacts.
Auto-attach conversations based on contact numbers in your CRM and view recent CRM notes on their record.
Incoming Caller Id.
You don't answer calls blind. You can now see key contact details when they call.
CRM Connected Dialer.
Our dialer let's you find contacts synced from your CRM. With a direct search to quickly sync any new contact immediately.
Visual Voicemail.
You can read a transcription of the voicemail to quickly see what's needed without replaying the recording.
Searchable Call Log.
A full searchable call log is available, with call recording and voicemails available for review.

Get help from AI

that can be safely used based on your preferences
Call summaries to CRM tasks.
‍When a call ends you can get a succinct call summary produced by AI and list of tasks you can push to your CRM.
Coming Soon
Call Summaries.
Let AI give you a good summary of the call you can refer to quickly, to remember what each call was about.
Live beta!
Call Transcripts.
‍‍Get a full word-for-word transcript of your calls so it's really easy to jump back and reference what was said.
Live beta!
Contact Suggestions.
‍‍Add new contacts to your CRM very easily, with suggested contacts powered by AI.
Live!
Writing Assistant.
‍‍Finding the right words can be tough. Use a writing assistant to make it a bit easier.
Live!
Want to hear about new features?
Super! We will keep you filled in on our updates.
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A better SMS inbox

with simple to use features that feel like power-ups
Schedule Messages.
Do the work today while it's on your mind, but deliver it when it's the right time for the client.
SMS Templates.
Find yourself saying the same thing over and over? Create a template to quickly populate a draft response.
Active vs Completed.
Mark conversations completed to keep your active list clutter free. Nothing slips through the cracks.
Global Message Search.
Find your messages across your entire account easily with a global search.
Unified Conversation Timeline.
You can see the full communication history in your inbox. See your calls and texts in one timeline.
Team Threads.
Your team can quickly collaborate with private internal threads inside the context of the client's message.
Conversation Reminders.
You can set a reminder about a conversation and you will get a friendly nudge when you need it so you can follow up at the right time.

High leverage growth tools

that are thoughtfully designed and easy to use.
Mass Texts.
Use the data from your CRM to send mass messages to targeted groups of people. Can be used for conference followups, client appreciation events, or review reminders.
Auto-Schedule Texts.
Use the data from your CRM to auto schedule messages. Can be used for bdays, anniversaries, or whatever other custom date field you have. Messages are scheduled 7-days in advance, so you have time to personalize them when needed!
Share 3-Click Surveys.
You can deliver a short survey to your clients to give them a chance to share what's on their mind.
Share Actionable Video Pages.
Video is king when it comes to engagement. Spend a little time creating tasteful video messages that can be hosted by and shared from CurrentClient.
Custom Client Segments.
A key feature in any marketing effort is targeting the right people. Use the data points from your CRM inside CurrentClient for custom segments.
Auto-replies.
‍Let your clients know you got their call or text and set expectations on when you will get back with them.
Integrations

Integrate with the apps you love

Get the phone that is best friends with your CRM.

And with your archiver.

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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.
Kyle Hammerschmidt
Mokan Wealth Management
Value on day 1

Easy to use, and implement into client communication process day 1.  

CurrentClient has enhanced our client and prospect touchpoint systems.

Toney Falkner
PWM of NC
More efficient

Staying in touch with clients is so much easier and more efficient while also staying compliant.

Also, the CurrentClient team is super responsive to ideas and suggestions from us.

Russ Thornton
Wealthcare for Women
A joy to use

Having tried several compliant advisor texting and communication solutions, I'm so happy to have found CurrentClient.

Thoughtfully designed and a joy to use!

James Carlson
Carlson Planning Co
Plug-and-play

Using CurrentClient has been so nice. The text message CRM roll-ups, mobile forms, and CRM integrations make it plug-and-play to communicate with my clients how they want, whether it's via text or phone.

Rob Rockey
1st Choice Health Plans
Professional service

Current Client is consistently outstanding, exceeding my expectations every time.  I was completely impressed with their professionalism and customer service.  

Pricing is fair and transparent - definitely value for money.

Matt Arndt
Gallatin Financial
Awesome tool

Current Client is an awesome tool for staying in touch with my clients and prospects.

Switch from any carrier

You can keep your existing number. Our team can help move it from your current provider.
Talk to the Port Team
An Existing Landline
Don’t see your carrier in the list? Not to worry, we port from many more.
questions & answers

Frequently Asked Questions

Get quick answers to common queries in our FAQs.

What is the monthly cost of your app?

CurrentClient is a monthly subscription. No lock-in contracts. You can view the plan options on our pricing page.

Can I use my existing number?

We can often bring your number in from your existing provider. This is a case by case situation so just reach out to us and we will walk you through the entire process.

Are you a CRM?

If you don't have a CRM, CurrentClient can function as a very simple CRM to keep track of your clients. We recommend using one of the CRM integrations though to really get a more complete CRM. View our CRM integrations page to learn more.

Do you integrate with my CRM?

We have several integrations already built out. Check out the integrations page to see if yours is there, or message us if you want to request a new integration.

Do you have iOS and Android apps?

Yes, both! You can use the mobile apps with no additional charge.

Are you an archiver?

No, we connect with the archiver you already have with our communication routing system. You can setup multiple destinations in addition to logging messages to your CRM.

Are you compliant?

We follow the latest A2P DLC regulations. Part of your onboarding is registering your business according to these regulations.

If you have compliance requirements for your firm, we can archive all messages to your email and also work to build out a custom integration directly with your archiver.

Text GO to
385.336.1132

And we can answer your questions.

14 day trial
No contract
Text usTalk to sales
Stay compliant and get into a rhythm.

A modern phone system built for advisors with simple to use growth tools built in.

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