A Day in the Life of a Modern RIA Using CurrentClient

Come see a day in the life of Ethan, founder of Launch Wealth! Ethan struggled to build a tech stack that was both modern and integrated well with his other tools. The phone system was a tough piece to solve, as he looked for something that felt modern, integrated with his other tools, and was compliant.

After trying two other platforms that weren’t the right fit, Ethan finally found the perfect match in CurrentClient, where he has been a happy client for over a year. In this session, Ethan will share how CurrentClient fits into his day-to-day workflows and tech stack and how he uses it to communicate with clients while keeping compliance in mind.

By the end of this session, attendees will be able to:

• Identify considerations when evaluating a modern, compliant phone and communication system for an RIA

• Understand how CurrentClient can fit into an advisor’s existing tech stack and day-to-day workflows

• Explore real-world ways an advisor can use CurrentClient to communicate with clients while supporting compliance needs