CurrentClient

Compliant Communication for Advisors A modern phone system built for advisors, with team chat, calendar and simple growth tools in the same app. Notable Features: - Text inbox with group messaging, templates, scheduled sends and WhatsApp - Team chat with your colleagues: direct messages, groups, channels and threads - Calendar tab with your calendar events and your teammates' availability - Calls, call recording, transcripts and AI call summaries you can review before they're shared - Call teammates directly, transfer with availability in view, or move a call to your cell phone - AI receptionist that takes a message when you can't answer - Record and share video and audio messages from any conversation - Best in class CRM sync and a connection to your archiver - Automated birthday, anniversary and check-in messages, plus auto replies based on business hours - 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/