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Welcome Foundations Investment Advisors!
We're excited to boost your meeting efficiency and streamline your workflows. Get ready to reclaim your day!
Foundations Investment advisors receive a 10% discount on all plans.
Annual prices shown.
Ramping
Just getting started
$75
$67.5
per Full seat/month
Designed for new solo advisors without lots of meeting volume. All the basics to get started.
Ramping Features
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Self-customization
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Meeting capture up to AI output limit
AI meeting notes (subject to limit)
AI tasks (subject to limit)
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Core
Solo advisors and teams
$100
$90
per Full seat/month
For solo advisors or teams with consistent meeting volume. Unlimited AI outputs.
Core Features
Unlimited Full seats ($90/mo each)
Unlimited Lite seats ($22.5/mo each)
Unlimited AI output
Self-customization
Unlimited teams
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Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
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Scale
Growing teams
$120
$108
per Full seat/month
Collaboration and insights for teams with aggressive growth goals.
Scale Features
Unlimited Full seats ($108/mo each)
Unlimited Lite seats ($22.5/mo each)
Unlimited AI output
Customization support
Unlimited teams
Team analytics support
Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
Organization level configuration
Child account controls
Scorecards
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Industry recognition
Best in Show
Wealth Management EDGE Tech Demo Competition
May 2024
3-Category Winner
10th Annual "Wealthies"
June 2024
Wealthtech Startup of the year 2024
Digital Wealth Management Impact Awards
October 2024
“Jump AI: This is my favorite thing I've seen so far. AI note-taking to save advisors and clients time before and after meetings is the most obvious killer app for our industry.”
Josh Brown
CEO, Ritholtz Wealth Management