CurrentClient
CurrentClient is a compliance-first communication platform built specifically for financial advisors, bringing phone, text messaging, and AI tools together in one secure solution. As an XYPN member, you receive exclusive discounted pricing to help you streamline client communication while staying compliant. Below, you'll find pricing details, plan comparisons, and answers to frequently asked questions.
Benefit Breakdown
Core Product
|
Tier |
Details |
Member Cost |
Retail Cost |
|
Text Only |
Modern texting app for 1:1 texting and data sync with CRM and your archiver. Includes group messaging and out-of-office replies. Ability to use alongside your existing phone system. |
$15.00/member/mo |
$27.00/user/mo |
|
Text + Call Forwarding |
Everything in Text, plus the ability to route incoming calls to your personal number while keeping it private. |
$22.80/member/mo |
$38.00/user/mo |
|
Text + Phone |
Everything in Text, plus a phone system to run your firm on. Includes calling and flexible call routing for your all in one phone system. |
$29.40/member/mo |
$49.00/user/mo |
Optional Add-Ons
|
Tier |
Details |
Member Cost |
Retail Cost |
|
AI Transcription + Summaries |
Automatically capture and generate call summaries and transcripts for your calls. |
$12.00/user/mo |
$20.00/user/mo |
|
Outreach Engine |
Send mass texts to your contacts, build complex sequences and filters, set up date-based automations based on your CRM data, and more. Reach out proactively to your contacts. Send mass texts and set up automated milestones like birthdays and client anniversaries, all driven by your CRM data. |
$17.40/workspace/mo |
$29.00/workspace/mo |
|
AI Voice Agent |
Acts as your AI-powered receptionist and call screener to handle inbound calls and prevent missed opportunities. |
$15.00/workspace/mo |
$25.00/workspace/mo |
Add-On Overage Charges
- AI Transcription & Summaries: 400 minutes/user/month
- Outreach Engine: 750 message segments/workspace/month
- AI Voice Assistant: 60 minutes/workspace/month
If you exceed the usage limit, you'll be charged the following for each minute or message segment over the usage limit:
- AI Transcription + Summaries: $0.10/minute
- Outreach Engine: $0.045/segment
- AI Voice Agent: $0.30/minute
Account Management
New User? Let’s get you signed up:
- You can sign up for CurrentClient through your XYPN Member Portal!
- Select Sign-Up, and then Get Started.
- You will then be routed to CurrentClient’s sign-up page.
- Create your account and acknowledge CurrentClient’s Terms of Service.
- You’re all set! Once your account is created, you can continue setting up your account.
Existing User? Let’s transfer your account:
- You can initiate your CurrentClient transfer at any time through your XYPN Member Portal!
- Select Transfer Account, and then Get Started.
- You’ll be directed to CurrentClient to transfer your account to XYPN's exclusive member pricing.
- Once you agree to the Terms of Service, select Connect.
- You’re all set! Your account will transfer to XYPN’s plan. Your discounted rate will take effect on the 1st of the following month, and any unused time on your current retail subscription will be automatically refunded. You'll see your next month of CurrentClient dues on your monthly XYPN invoice.
Upgrading or Downgrading Your Subscription
- All upgrades and downgrades will be processed in-app from the Settings page.
- Learn how to manage your account plan on CurrentClient's billing page.
Adding or Removing Users
All additional users can be added directly through CurrentClient! Log in to your CurrentClient account to add and remove users as needed.
You can send CurrentClient team invites directly from your CurrentClient settings page.
Closing Your Account
You can close your CurrentClient account directly in-app.
- Log in to your CurrentClient account.
- Go to your Subscription settings.
- Click Edit Subscription » Cancel.
- You’re all set. Your account will be canceled, and data will be deleted per CurrentClient's Terms of Service.
Leaving XYPN?
You'll no longer have access to the exclusive XYPN member pricing once your membership ends. You'll need to contact CurrentClient directly at help@currentclient.com for continued account access, data transfer, and developing a retail relationship with them.
Billing
All billing will be handled directly by XYPN, including non-member users. You'll be billed monthly for your base tier and any additional add-ons you purchase.
FAQs
I’m using a different compliant SMS text service and want to switch to CurrentClient. Can I transfer my account data to CurrentClient?
Yes! CurrentClient can support you by porting your number and preserving your existing chat history.
- To learn more about how to port your number, visit CurrentClient's porting overview article.
- To learn more about importing your chat history, visit CurrentClient's message backfill article.
What's the difference between per-user and per-workspace pricing for add-ons?
A per-user add-on is billed for each individual user on your account. For example, if your firm has five users, you'll be billed for five licenses. A per-workspace add-on is billed at a single flat rate for your entire firm, regardless of how many users you have.
- Per-user add-ons (like AI Transcription + Summaries) generate usage for each individual advisor, so they're priced per seat.
- Per-workspace add-ons (like Outreach Engine and AI Voice Agent) center around firm-level activity, so one price covers your whole workspace.
I’m partnering or merging with another firm, and we’re both active CurrentClient users. Is there a way to merge our account data?
Yes, this will be handled by CurrentClient’s migrations team. You can request that your account data be merged by reaching out to help@currentclient.com.
I’m currently on an annual CurrentClient plan. Can I still transfer my account under XYPN’s affiliation and receive the member discount?
Yes! If you're currently on an annual plan, CurrentClient will prorate any unused time remaining on your subscription when you transfer your account. Simply submit a transfer request and email help@currentclient.com for assistance with the process.
Helpful Links & Data Security
CurrentClient's Trust Center and Vendor Due Diligence
To access CurrentClient’s due diligence materials, you can request a code from their team at help@currentclient.com.
For the Amended Reg S-P, please review the Information Response Plan document, section “Procedure For Executing Incident Response”, regarding the 72-hour notification of discovery of a data breach.
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Last Updated: 8/24/26