There isn't an advisor tech team out there that comes close to matching CurrentClient's response time or personalization. They are lightning fast to respond to and address issues--I truly do not know how they do it. Beyond their communication/service level, which alone would have been enough for us to feel our transition was worth it, CurrentClient is transforming our 14-member team's experience with client communication. They've helped us leave behind the difficult-to-manage conversation silos of the past to a truly collaborative, bullpen-approach to client communication. CurrentClient has already significantly accelerated our response time to clients, simplified the data collection process for those lingering items, and improved our efficiency internally from an operational standpoint through an integration with Wealthbox that ACTUALLY works like it should. IYKYK. I cannot recommend them highly enough.