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
“Easy to use, and implement into client communication process day 1.”
Jack Csenge
Csenge Advisory Group
“With CurrentClient, the client experience is better, we're unified, and shortened our sales cycle.”
Toney Falkner
PWM of NC
“Staying in touch with clients is easier, more efficient, and compliant.”
Sonya Morgan
Frankenberry Insurance Group
“Clients enjoy texting as another touchpoint, and the team is amazing to work with.”
Eric Negron
Forefront
“The communication engine for modern advisors who want to standout and deepen trust.”
Russ Thornton
Wealthcare for Women
“Thoughtfully designed and a joy to use compared to other compliant solutions.”
Brooke Smith
Golden Years Insurance
“A versatile tool for birthday wishes and coverage updates.”
James Carlson
Carlson Planning Co
“Plug-and-play text CRM rollups, mobile forms, and integrations simplify client communication.”
Rob Rockey
1st Choice Health Plans
“Consistently outstanding with excellent professionalism, fair pricing, and great value.”
Kyle Harrison
Radian Partners
“Transforming our 14-member team from communication silos to collaborative client interaction.”
Marie Gooch
MarGo Financial
“Outstanding with automated CRM integration, reminders, and intuitive interface for efficiency.”
Chris Chen
Insight Financial Strategists
“CurrentClient has become the communication hub for our firm. Calls, texts, CRM and archiving all working together.”
Sanay Patel
Purpose Wealth
“It finally gives advisors a modern way to communicate with clients without sacrificing compliance.”
Matthew Reakus
Sound Wealth Financial Group
“Our team can text and call clients confidently knowing everything is captured and synced back to the CRM.”
Ross Blount
Springbok Wealth Partners
“CurrentClient streamlined our client communication and reduced friction across the entire team.”
Jake Gardner
Defining Wealth
“Advisors have needed something like this for years. It integrates communication directly into the workflow.”
Grant Evans
Wealth True North
“Our firm needed a better way to communicate with clients and CurrentClient solved it.”
Taylor Stewart
Ataroke Wealth Management
“This is how advisor communication should work in a modern tech stack.”
Trusted by exceptional advisors
Meet your clients where they are
The compliant communication platform built for financial advisors. Start in minutes, no contracts required.