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.
"Having tried several compliant advisor texting and communication solutions, I'm so happy to have found CurrentClient. Thoughtfully designed and a joy to use!"


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