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Experience the leading AI assistant for financial advisors and cut meeting-related admin time by 50–90%
As a Raymond James advisor, you get 1 month free of Jump.Use code ______ at signup.
You’ll be linked to the Raymond James group with pre-set configurations—no extra setup needed.
Ramping
Just getting started
Designed for new solo advisors without lots of meeting volume. All the basics to get started.
Core
Solo advisors and teams
For solo advisors or teams with consistent meeting volume. Unlimited AI outputs.
Scale
Growing teams
Collaboration and insights for teams with aggressive growth goals.
Enterprise
Large organizations
Custom integrations, dedicated support, and more. Perfect for large organizations.
Industry recognition
Best in Show
Wealth Management EDGE Tech Demo Competition
3-Category Winner
10th Annual "Wealthies"
Wealthtech Startup of the year 2024
Digital Wealth Management Impact Awards
“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.”
