CurrentClient modern phone system built for advisors that helps you easily communicate with your clients without the compliance worry. Communicate with your clients without friction or fines. Hyper-integrated. Thoughtfully designed. Compliance ready.
"Clients have really enjoyed having the capability of text. It gives us another touch point with our clients. And the CurrentClient team has been amazing to work with, quick and reliable!"


Read CurrentClient Reviews, Testimonials & Customer References from 12 real CurrentClient customers.