Read 12 CurrentClient reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose CurrentClient as their undefined

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.

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Customer Rating Review Scorebased on 81 reference ratings
4.8/5.0 (81)

12Testimonials

  • "Using CurrentClient has been so nice. The text message CRM roll-ups, mobile forms, and CRM integrations make it plug-and-play to communicate with my clients how they want, whether it's via text or phone."

    James CarlsonCarlson Planning Co
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