Hello! Welcome to the CurrentClient help center guide thing.

“We are super excited to have you here! We know how it is learning new tech. Feels a bit overwhelming and can be hard to know where to start. You are in the right place to learn how to get up and running so you can get the most from the app.”

Dustin Avatar

— Dustin Belliston, Founder

CurrentClient App Interface
CurrentClient LogoCurrentClient Logo

Communicate without friction or fines

A modern phone app built for advisors that helps you easily communicate with your clients without the compliance worry.