Try Jump today
Experience the leading AI assistant for financial advisors and cut meeting-related admin time by 50-90%. Annual prices shown below.
- Ramping: $60 per full seat/month
- Core: $80 per full seat/month
- Scale: $96 per full seat/month
"Jump helps us build better client relationships because we can be 100% present in client meetings. As soon as the meeting is over, the advisor and ops team can automatically get the detailed meeting notes, suggested CRM updates, and follow-up tasks."
Robert Patrick
Operations Associate, Solidarity Wealth
"Jump helps us build better client relationships because we can be 100% present in client meetings. As soon as the meeting is over, the advisor and ops team can automatically get the detailed meeting notes, suggested CRM updates, and follow-up tasks."
Robert Patrick
Founder, Silverhawk Private Wealth