CurrentClient

Keep archive copies of your text messages out of your email inbox with a simple filter or rule, so your archive stays complete without the clutter

Inbox filters for archive email

Connect CurrentClient to your compliance archiver so every text message is captured for books and records, with setup guides for each supported provider

Archiving

Dustin Belliston

Stay compliant with SEC and FINRA recordkeeping rules

Archiving and compliance

This documents that your firm has chosen CurrentClient as your system of record for business-related electronic messaging.

Archiving Provider Acknowledgment

How CurrentClient meets SEC Rule 17a-4, Advisers Act, and FINRA 3110 and 4511 requirements for retention, supervision, and communications archiving

Compliance documentation

Compliance reference

Connect CurrentClient to Archive Intel so every text message flows into your Archive Intel account for AI-powered archiving built for advisors and RIAs

Archive Intel

Connect CurrentClient to Comply so every text message reaches your archive from the maker of RIA in a Box, keeping supervision and review in one place

Comply

Forward CurrentClient text messages to any archiver that accepts standard email journaling, the generic option to use when your provider is not listed

Email Archive

Connect CurrentClient to Erado so every text message is captured in your unified archive alongside email, social, and other supervised channels

Erado

Connect CurrentClient to Global Relay so every text message lands in your Global Relay archive for supervision, eDiscovery, and books and records rules

Global Relay

Connect CurrentClient to Google Vault by journaling text messages through Google Workspace, so your firm's messages stay retained and searchable

Google

Connect CurrentClient to Greenboard so every text message feeds your AI-powered compliance platform for SEC and FINRA registered firm supervision

Greenboard

Connect CurrentClient to Hadrius so every text message flows into AI-native compliance and archiving built for SEC and FINRA registered firms

Hadrius

Connect CurrentClient to Intradyn so every text message joins your email and social archives for FINRA and SEC books and records compliance requirements

Intradyn

Connect CurrentClient to MessageWatcher so every text message is archived for eDiscovery and supervision, keeping your regulated firm's records complete

MessageWatcher

Connect CurrentClient to Microsoft 365 by journaling text messages through Exchange Online, so your firm's messages stay retained and searchable

Microsoft Outlook

Connect CurrentClient to MirrorWeb so every text message is captured for unified communications supervision across your financial services firm

MirrorWeb

Connect CurrentClient to MyRIACompliance so every text message is captured alongside your RIA in a Box compliance program for supervision and exam prep

MyRiaCompliance

Connect CurrentClient to Patrina so every text message is archived with a Designated Third Party provider trusted across the securities industry

Patrina

Connect CurrentClient to Presults so every text message flows into your archive for pre-review and modern compliance built for financial advisors

Presults

Connect CurrentClient to Proofpoint so every text message is journaled into your enterprise archive for regulated digital communications compliance

Proofpoint

Connect CurrentClient to RIA Comp Tech so every text message is archived in compliance software built specifically for registered investment advisors

RIA Comp Tech

Send a copy of all CurrentClient texting activity into a Slack channel, an easy way to keep a running archive your whole team can see and search

Slack Archive

Connect CurrentClient to Smarsh so every text message is forwarded into your Smarsh archive automatically, keeping your firm's books and records complete

Smarsh

Connect CurrentClient to XY Archive so every text message is captured by XY Planning Network's archiving service alongside email, social, and websites

XY Archive

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