Kestra Financial Offers New Client Texting Solution

Integrated application provides advisors with an industry-compliant method of sending and receiving business-related texts with clients

AUSTIN, Texas--()--Kestra Financial, Inc. (Kestra Financial), an industry-leading independent advisor platform, is proud to announce the launch of a new, fully integrated client-advisor texting application developed by CellTrust, a global leader in compliant mobile communications.

Kestra Financial’s technology platform enhancements will enable advisors to communicate according to client preferences and simultaneously run more efficient practices.

“As we like to say at Kestra Financial, you’re either in the tech business or you’re out of business,” said Kevin Witt, Senior Vice President and Chief Technology Officer. “We’re a company built on innovative technology and we believe smart solutions that drive efficiency are essential to the success of today’s financial advisors. We’re excited to offer this new texting solution as part of our continuous effort to help advisors provide the best possible service to their clients.”

Key features of the texting application include:

  • Personal texts will remain personal. Kestra Financial only monitors business texts, which are automatically appended with appropriate disclosures.
  • The clients of advisors will not have to install any special software on their phones.
  • Clients will see and read messages from advisors just like any other texts they receive from family and friends.

The application is designed to work with both Apple and Android devices and can be configured according to advisors’ specifications. For more information, please visit, or call 1-800-508-SOAR.

About Kestra Financial

Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC; all federally registered investment advisers. For more information about Kestra Financial, please visit


Gregory FCA for Kestra Financial
Leah Katsanis, 610-228-2117

Release Summary

Kestra Financial offers new client texting solution.


Gregory FCA for Kestra Financial
Leah Katsanis, 610-228-2117