Vendor
CurrentClient
CurrentClient is a compliant communication platform designed for financial advisors, enabling seamless communication through texting, calls, and CRM integration.
Nashville, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
CurrentClient
CurrentClient is a compliant communication platform designed for financial advisors, enabling seamless communication through texting, calls, and CRM integration.
Capability matrix
| Capability | CurrentClient |
|---|---|
| Communication Archiving/ Monitoring | ● |
Parent organization
CurrentClient
Founded
2020
Scale
1 sector presence