Solutions / By firm / RIAs
Client communication your CCO can sign off on.
Calls and texts on firm numbers, synced to Wealthbox, Redtail, or Salesforce, and archived where your compliance team already looks.
Sound familiar?
Advisors still text from personal phones.
A business line they'd rather use, on the same phone, so the compliant channel is also the easy one.
Your CCO also has a firm to run.
Capture and archiving run on their own once they're set up. Nothing to export at the end of the month.
The CRM is the source of truth, except for texts.
Every call, text, and voicemail logs to the contact record in real time.
What you'll use
The parts of CurrentClient that matter most here. Every one is archived and synced to your CRM.
Every call and text in the CRM
Calls, texts, voicemails, and transcripts log to the contact record in Wealthbox, Redtail, Salesforce, and more, in real time or as a daily summary.
CRM sync →Delivered to the archiver you already use
Calls, texts, voicemails, and transcripts flow to Smarsh, Global Relay, Hadrius, RIA Comp Tech, and more.
Compliance →AI call transcripts and summaries
Every call transcribed and summarized with action items, then pushed to the CRM and your archive.
Calling →Shared team inbox
Inbox permissions, live typing indicators, and active and completed views, so two people never answer the same client.
Texting →AI Routines
Pulls tasks from your CRM, finds the client-facing ones, prioritizes today, and turns them into one-tap texts.
CRM sync →Texts to a segment
Send a personal-feeling text to a segment of clients, filtered by tags, birth year, and more.
Outreach →The rules you'll ask about
Where CurrentClient fits in your program. We capture; your archiver retains; your supervision program reviews.
- Advisers Act Rule 204-2
- Books and records. Business communications are captured on a firm number and delivered to your archiver.
- Regulation S-P
- Customer data protection, including 72-hour breach notification from service providers.
- TCPA and A2P 10DLC
- Opt-ins, STOP requests, and carrier registration, handled in the product.
CurrentClient supports, and does not replace, your firm's recordkeeping and supervision obligations. Our reports, policies, and commitments are in the vendor diligence packet.
“It finally gives advisors a modern way to communicate with clients without sacrificing compliance.”
Sanay PatelPurpose WealthClient communication your CCO can sign off on.
Calls and texts on firm numbers, synced to Wealthbox, Redtail, or Salesforce, and archived where your compliance team already looks.