Word on the street.

Webinar: cutting through the noise with a personalized approach

A CurrentClient and Wealthbox webinar on delivering a personalized client experience that earns referrals and scales your practice

CurrentClient + Wealthbox · Jun 12, 2026

Call pop for advisors: know who's calling before you say hello

Call pop surfaces the client's name and key details the moment the phone rings, so highlights show first instead of you scrambling through your CRM mid-call

CurrentClient · May 19, 2026

CurrentClient featured in Kitces' May 2026 #AdvisorTech column

Kitces.com covers CurrentClient in its monthly roundup of the latest in financial advisor technology

Kitces.com · May 1, 2026

Webinar: client communication and compliance with Slant CRM

Our webinar with Slant CRM on how financial advisors can keep client conversations compliant without slowing down

CurrentClient + Slant CRM · Apr 21, 2026

Why your advisor calls get flagged as spam (and how to fix it)

Calls showing up as Spam Likely? Here's what actually controls caller ID, why new business numbers get flagged, and how to avoid it

CurrentClient · Apr 2, 2026

Utah Business: CurrentClient raises $1.25M seed round led by Thicket Ventures

Utah Business covers CurrentClient's $1.25 million seed round led by Thicket Ventures, along with new sales leadership

Utah Business · Mar 26, 2026

Citywire RIA: Advisor comms startup CurrentClient raises $1.25M in seed funding

Citywire RIA reports on CurrentClient's $1.25 million seed funding round and the team behind its growth

Citywire RIA · Mar 26, 2026

The MyRepChat alternative built around whether advisors actually use it

Comparing MyRepChat alternatives? See how CurrentClient approaches compliant texting through advisor adoption, modern AI, and native message capture

CurrentClient · Mar 24, 2026

CurrentClient's AI Demo Drop presentation at Future Proof

Watch our live AI Demo Drop presentation from Future Proof Citywide 2026, on compliant client communication for financial advisors

Future Proof · Feb 19, 2026

How AI call summaries keep advisor notes complete

AI call summaries turn every client call into a clean, logged note so nothing slips through the cracks. Here is how they work and where they help

CurrentClient Team · Feb 3, 2026

CurrentClient named a Future Proof 2026 AI Demo Drop finalist

Future Proof selected CurrentClient as one of seven finalists for its 2026 Citywide AI Demo Drop

Future Proof · Jan 22, 2026

Should advisors use a business number or their personal cell?

Business number vs personal cell for financial advisors: the privacy, continuity, and compliance tradeoffs that decide which line your clients should have

CurrentClient · Jan 8, 2026

XYPN LIVE 2024: CurrentClient wins Best in Show

CurrentClient took Best in Show at XY Planning Network's 2024 XYPN LIVE AdviceTech Competition

XY Planning Network · Oct 1, 2024