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Private Wealth Daily

Client communications

Client portals, onboarding and account opening, e-signature and document vaults, and client communications.

8 vendors · Updated October 26, 2026

News on Client communications in your edition and on My Desk.
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Showing 8 of 8Most complete profiles first, then A to Z

Levitate

Client communication and relationship marketing software with managed content

  • RIAs

Marketing & growth5 integrationsCustom quote

Unblu

Secure messaging, video and co-browsing platform for banks and wealth managers

  • Banks and trust companies
  • RIAs

Client experience6 integrationsCustom quote

Clarity AIIn the news

Sustainability and ESG data platform for investors and wealth managers

  • Asset managers
  • Family offices
  • Banks and trust companies

Data & researchCustom quote

CurrentClient

Compliant texting and business phone system for financial advisors

  • RIAs

Client experience9 integrationsPer seat

LeapXpert

Governed client messaging and capture for regulated firms

  • Banks and trust companies
  • Asset managers

Compliance & risk3 integrationsCustom quote

MyRepChat

Compliant text messaging for financial advisors and insurance agents

  • RIAs
  • Broker-dealers

Client experience14 integrationsPer seat

Seismic

Sales enablement and compliant content platform with a financial services edition

  • Banks and trust companies
  • Asset managers

Marketing & growth8 integrationsCustom quote

Tick two to four vendors, then compare them side by side.

Client communications: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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Client communications in the news

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