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CurrentClient

Location: Provo, United States, office address not availablecurrentclient.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.

Founders and contacts

  • FoundersBeing confirmed, locked
  • Founder emailsBeing confirmed, locked
  • LinkedInCompany page, locked

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