Features & Capabilities

Compliant Communication for Advisors

A modern phone system built for advisors with simple-to-use growth tools.

Notable Features:

  • Best in class CRM sync
  • Connection to your archiver
  • Easy to use text inbox
  • Group messaging
  • Smooth call experience
  • Call recording
  • Automate birthday, anniversaries, or other checkin messages
  • Auto reply based on business hours
  • Mass texts
  • Power user features when you need them

Please note: This app requires an existing CurrentClient account.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

User Growth & Download Statistics

App
By:
CurrentClient, Inc
Rating:
5.00
(25)
Version:
1.46.0 Last updated: 2026-06-06
Version code:
886289788
Creation date:
2023-03-27
Compatible devices:
Size:
40.81MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-06
Compare stats and ranking:

Ranking

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
CurrentClient, Inc
Apple Apps Store
https://apps.apple.com/us/app/currentclient/id6446603544
Website:
https://www.currentclient.com

User Reviews

I’ve been using this app for over a year now and it’s the best app I’ve used for texting automation. Simple to use and very powerful.
by Pa*****, 2026-02-09

It speaks for itself....... It's a must have in the tech stack
by ch*****, 2025-12-19

CurrentClient is an outstanding communications platform tailored specifically for financial advisors. It offers a seamless mix of text and voice enabling advisors to connect with clients in a personalized and compliant way. The automated CRM integration, follow-up reminders, and intuitive interface make managing client interactions easy and efficient. What sets CurrentClient apart is its strong focus on compliance, client experience, and team collaboration. With excellent phone-based customer support, it’s a reliable tool that truly helps streamline the sales cycle and elevate advisory practices. – MarGo Financial
by Rm*****, 2025-05-28
View all user reviews ›

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