CurrentClient
CurrentClient is a compliance-first communication platform built specifically for financial advisors, bringing phone, text messaging, and AI tools together in one secure solution.
Signing Up
If you're a new or existing user, you can sign up / transfer your account using this form. You'll be billed via your bank account or card on file.
Benefit Breakdown
Core Product
|
Tier |
Details |
Member Cost |
Retail Cost |
|
Text Only |
Modern texting app for 1:1 texting and data sync with CRM and your archiver. Includes group messaging and out-of-office replies. Ability to use alongside your existing phone system. |
$15.00/member/mo |
$27.00/user/mo |
|
Text + Call Forwarding |
Everything in Text, plus the ability to route incoming calls to your personal number while keeping it private. |
$22.80/member/mo |
$38.00/user/mo |
|
Text + Phone |
Everything in Text, plus a phone system to run your firm on. Includes calling and flexible call routing for your all in one phone system. |
$29.40/member/mo |
$49.00/user/mo |
Optional Add-Ons
|
Tier |
Details |
Member Cost |
Retail Cost |
|
AI Transcription + Summaries |
Automatically capture and generate call summaries and transcripts for your calls. |
$12.00/user/mo |
$20.00/user/mo |
|
Outreach Engine |
Send mass texts to your contacts, build complex sequences and filters, set up date-based automations based on your CRM data, and more. Reach out proactively to your contacts. Send mass texts and set up automated milestones like birthdays and client anniversaries, all driven by your CRM data. |
$17.40/workspace/mo |
$29.00/workspace/mo |
|
AI Voice Agent |
Acts as your AI-powered receptionist and call screener to handle inbound calls and prevent missed opportunities. |
$15.00/workspace/mo |
$25.00/workspace/mo |
Add-On Overage Charges
- AI Transcription & Summaries: 400 minutes/user/month
- Outreach Engine: 750 message segments/workspace/month
- AI Voice Assistant: 60 minutes/workspace/month
If you exceed the usage limit, you'll be charged the following for each minute or message segment over the usage limit:
- AI Transcription + Summaries: $0.10/minute
- Outreach Engine: $0.045/segment
- AI Voice Agent: $0.30/minute
Upgrading or Downgrading Your Subscription
- All upgrades and downgrades will be processed in-app from the Settings page.
- Learn how to manage your account plan on CurrentClient's billing page.
Adding or Removing Users
All additional users can be added directly through CurrentClient! Log in to your CurrentClient account to add and remove users as needed.
You can send CurrentClient team invites directly from your CurrentClient settings page.
Closing Your Account
You can close your CurrentClient account directly in-app.
- Log in to your CurrentClient account.
- Go to your Subscription settings.
- Click Edit Subscription » Cancel.
- You’re all set. Your account will be canceled, and data will be deleted per CurrentClient's Terms of Service.