Overview

CurrentClient is a modern client engagement app for financial advisors. The app allows advisors to text, call, survey, and send out videos all in one app. The integration with Wealthbox will automatically sync client data from Wealthbox to the CurrentClient app. As communication activity occurs in CurrentClient, it will then be pushed back to the client’s record in Wealthbox.

Key features of the integration

• Wealthbox contacts sync automatically with the CurrentClient platform.
• CurrentClient posts communication activities as notes in Wealthbox.
• Webinar: Cutting Through the Noise with a Personalized Approach for Advisors.

How to enable the  integration

The integration is enabled on the CurrentClient side—please reach out to their team directly at help@currentclient.com if you need any assistance getting started.