Meet the firms who are saving hours each week, enhancing compliance, and delivering standout client experiences, without changing how they meet.
"Top-rated tool for advisors"
"Highest advisor satisfaction rating among note-taking tools"
“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
“Jump saved me 1–2 hours a day of manual note-taking and provided email drafts for summary emails. One of the best technologies we’ve implemented.”
Michael Dodds, MBA, CFP, President, Dodd’s Wealth, LPL Financial Advisor
“OMG! Is this a normal reaction?? This is ******* incredible.”
Yohance Harrison, CEO and Wealth Advisor, Money Script Wealth Management
“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
“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
“Jump crushes them all and saves me 5–15 hours per week. If you’re an advisor, try it. No, they didn’t ask me to post this”
James Hindes, Founder, ENOW Financial
max post-meeting admin
per day saved
less meeting related tasks
better client service
and thousands more, adding 1500+ per month
Wealth Management EDGE Tech Demo Competition
10th Annual Wealthies
Digital Wealth Management Impact Awards
We’d love to work with you, and we’re onboarding advisory firms onto Jump’s platform now.
