Advisory firms run on CurrentClient
From independent advisors to large RIA networks, these firms trust CurrentClient to power their client communications.
Trusted by exceptional advisors
Customer videos
Hear it from advisors
Four advisors on what changed when their client calls and texts moved to CurrentClient.
Eric NegronForefront“If you're not texting your clients, you're missing the boat. Texting has been a game changer.”
Taylor StewartAtaroke Wealth Management“It plugs into what I do day to day, and it thinks like I do.”
Joel MillerFlames Financial Planning“I can trust that the system works. It feels like a system that was built this year.”
Jack CsengeCsenge Advisory Group“I've never trained anyone on my team how to use it. It's a software system that just works.”
Customer stories
In their own words
Why advisory firms moved their client calls and texts to CurrentClient.
“With CurrentClient, the client experience is better, we're unified, and shortened our sales cycle.”
Jack Csenge
Csenge Advisory Group
“Thoughtfully designed and a joy to use compared to other compliant solutions I have used.”
Russ Thornton
Wealthcare for Women
“Transforming our 14-member team from communication silos to collaborative client interaction.”
Kyle Harrison
Radian Partners
“CurrentClient has become the communication hub for our firm. Calls, texts, CRM and archiving all working together.”
Chris Chen
Insight Financial Strategists
“It finally gives advisors a modern way to communicate with clients without sacrificing compliance.”
Sanay Patel
Purpose Wealth
“Our team can text and call clients confidently knowing everything is captured and synced back to the CRM.”
Matthew Reakus
Sound Wealth Financial Group
“This is how advisor communication should work in a modern tech stack.”
Taylor Stewart
Ataroke Wealth Management
Customers
Advisors across the country
Solo practices, RIAs, and broker-dealer networks run their client calls and texts on CurrentClient, every one on a number the firm controls.
Join these exceptional advisors
See why hundreds of financial professionals trust CurrentClient for compliant client communication.