👋 Welcome!
Really nice to have you here! You’re probably looking to get started with CurrentClient - and you’re in exactly the right place. We’ve packed our help center with everything you need to get up and running smoothly. You can walk through the setup pretty straightforwardly, and when you’re ready, there’s plenty of helpful information to help you explore more features. We consider these pages as an extension of our product. If you have any questions along the way, no worries - just reach out and we’ll get you sorted! So, let’s dive in… how about we start with a quick welcome video?Getting Started Video
Your quick start steps
Here’s what we’ll walk you through to get CurrentClient up and running. It’s pretty straightforward and we’ll be right here with you:Signup for a free trial
Create your CurrentClient account and
start your free trial - no commitment required. Explore all the features at
your own pace.
Install the apps
Download and install the CurrentClient
apps on your desktop and mobile devices
so you can stay connected anywhere.
Register your firm
Register your firm to ensure
compliance with the latest phone carrier regulations.
Port your number (optional)
Transfer your existing phone number to
CurrentClient if you’d like. Your clients can reach you using the same
number they know.
Ready to get started?
You’ll see each step outlined in the left sidebar - work through them at whatever pace feels right for you. At the bottom of each page, you’ll find a link to the next step to keep you moving forward. Need help along the way? No worries - just reach out and we’ll get you sorted!A note from the founder
“Hey, super excited to have you here! Our team is building the modern phone app for financial advisors. Why the phone? The phone is one of the most effective way to communicate with your clients. Texts are read instantly, phone calls feel super personal. We think the phone deserves a glow up in this industry and if done right, can be a huge driver for some good old fashioned human connection.”
— Dustin
Communicate without friction or fines
A modern phone app built for advisors that helps you easily communicate with your clients without the compliance worry.