What would you do with 90% less meeting admin?
Jump’s AI automates meeting prep, note-taking, and follow-up to give you time back. Then it helps you maximize that time, analyzing your data to uncover hidden client needs.
Trusted by over 14,000 advisors
Turn Jump on in minutes and watch it scale AI automation, intelligence, and performance improvement across your entire enterprise.
Jump intelligently combs your data for success strategies — then teaches those strategies to everyone
Insights analyzes client interactions to uncover what works
Insights evaluates client meetings with AI-driven sentiment analysis and semantic parsing to track down topics, tactics, and financial strategies that engage clients for even better relationships.
Scorecards offer feedback to help all advisors reach their peak
Scorecards provide advisors clear, specific recommendations based on the data. As Insights makes new discoveries, or market conditions change, you can update Scorecards — so feedback always reflects your latest leading practices.
20+ AI features that transform the way you work, forever
#1 in configurable compliance
Jump has the most configurable compliance settings, whether you’re an RIA, B-D, or aggregator. It easily aligns to your record-keeping and supervision policies.
Audit-ready by design
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
Set the right permissions for every role
Access control is a priority for you, and it is for Jump, too. Easily who can see, edit, or manage meetings, settings, and data. With built-in roles for teams and accounts, everyone gets only the access they need.
Integrations
Jump integrates flawlessly with a fast-growing library of leading CRMs, financial planning platforms, conferencing tools, VoIP systems, and calendars.
Jump is leaps and bounds ahead of the competition
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
3 Category Winner
10th Annual Wealthies
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
3 Category Winner
10th Annual Wealthies
Advisors and firms are raving about Jump’s impact
OMG! Is this a normal reaction?? This is ******* incredible.
Yohance Harrison
CEO and Wealth Advisor, Money Script Wealth Management
“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes
MSF, AIF, Wealth Advisor, Guardian Financial Group
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth
“You guys... Jump is dreamy. It has a great UI, great support, and it syncs notes and tasks to Wealthbox. It’s SO GOOD.”
Michael Reynolds
Principal, Elevation Financial
