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About currentclient.com

Compliant phone and texting for financial advisors. Every call and text archives automatically and syncs to Redtail, Wealthbox, or Salesforce. SOC 2 Type 2.

Screenshot of currentclient.com from the current report — Website screenshot from the current report

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Community rating— / 5☆☆☆☆☆(0 approved reviews)

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