Ramp up on CurrentClient

This is the place to learn how to create an account, get your phone setup and connect with your CRM and archiver system. Plus a whole bunch more.

“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.”