XYPN Partners with CurrentClient to Level Up Communication Tools for Independent Advisors

For the independent advisors XYPN serves, communication and trust are clear differentiators. Their businesses are built on relationships, and those relationships are strengthened through small, everyday interactions: a quick text confirming tomorrow’s meeting, an unexpected call from a client seeking reassurance about an important decision, or a referral reaching out with a pressing financial concern.

These interactions may feel small, but together they’re how advisors stay connected and responsive, and build stronger client relationships over time. None of these things is complicated on its own, but when using different technologies for each, staying connected and compliant can become a job in itself.

These tools should be seamless, not add friction.

That’s why compliant texting and better communication tools have remained a priority for us at XYPN. We’ve consistently heard from members that they want communication technology that makes it easier to stay connected with clients without adding more complexity to their day. That feedback is what pushed us to look for a solution that could bring those everyday interactions together in a way that feels intuitive for advisors.

That’s why we are excited to announce that beginning August 20, 2026, XYPN members will have access to exclusive pricing on CurrentClient, an advisor-focused communication platform that brings business texting, calling, VOIP, team communication, contact awareness, and more together in one place.

The partnership includes direct integration with XY Archive, making seamless, compliant communication and archiving easier to access and more integrated.

From AdviceTech Standout to XYPN Partner

CurrentClient made its debut in 2024, when it was awarded Best in Show at the 2024 XYPN LIVE AdviceTech Competition by our panel of industry expert judges, including Michael Kitces and Craig Iskowitz. That introduction gave our community and the industry an early look at what a communication platform purpose-built for advisors could look like.

“Most firms have three or more subscriptions for their VOIP, compliant texting, and team management tools. Those tools aren't typically designed with advisors in mind, or they’re outdated. CurrentClient brings the entire ecosystem into a single, seamless experience.”

David Bowman, CFP®, CCFC

XYPN Managing Director of Partnerships

 

That alignment made CurrentClient a natural addition to the XYPN Tech Stack.

 

Exclusive CurrentClient Pricing for XYPN Members

Starting August 20, XYPN members can access discounted pricing across CurrentClient’s core plans through the XYPN Portal.

Members will receive up to 40% off CurrentClient, making it easier to manage day-to-day client communication through texting, calling, call forwarding, AI-powered transcriptions and summaries, outreach tools, and more, all in one platform.

 

Tools for the Way You Work

At its core, this partnership is about making client communication easier to manage, whether you’re running a solo practice or building a team.

“Imagine answering every client call with the client's name, and never taking another cold vendor call. Without CurrentClient, advisors have to jump through a lot of hoops to achieve that today. That's perfectly in alignment with how XYPN provides the right tools to members to help make their busy practice easier to manage."

David Bowman, CFP®, CCFC

XYPN Managing Director of Partnerships

 

We know that better communication tools matter for our members, and we want to make it easier to access technology built around the reality of running an independent practice.

CurrentClient gives advisors another way to simplify the work happening behind every client conversation, from compliant texting and calling to follow-up, CRM connections, and archiving.

With exclusive member pricing and a direct XY Archive integration, it offers advisors a communication option that fits more naturally into how they already run their practice, with the flexibility to choose what works for them.

CurrentClient discounted member pricing will be available through the XYPN Partner Program beginning August 20, 2026.