Welcome, United Planners

We're excited to boost your meeting efficiency and streamline your workflows. Get ready to reclaim your day!

United Planners 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

1 Full seat

60 AI Outputs/month

Self-customization

Meeting capture up to AI output limit

AI meeting notes (subject to limit)

AI tasks (subject to limit)

Start free trial

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 ($25/mo each)

Unlimited AI output

Self-customization

Unlimited teams

Unlimited meeting captures

Unlimited AI meeting notes

Unlimited AI tasks

Start free trial

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 ($25/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

Start free trial

Enterprise

Large organizations

Custom integrations, dedicated support, and more. Perfect for large organizations.

Everything was smooth, from implementation to use in client meetings. Jump saved me 1-2 hours a day of manual notetaking and provided email drafts for summary emails. Our clients didn't have any issues with us recording the meetings for notetaking purposes. Jump is a huge win for our financial advisory practice. One of the best technologies since we implemented a financial planning tool.

Michael Dodds, MBA, CFP®

LPL Financial Advisor, President, Dodds Wealth

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

Frequently asked questions

Don't see your answer? Contact us!

Ramping

Core

Scale

Enterprise

Industry recognition

Best in Show

3-Category Winner

Wealthtech Startup of the year 2024

Frequently asked questions

Which plan is right for me?

Can I change my plan later?

Is there an annual commitment?

Are there volume discounts for signing up our whole team?

How does the free trial work?

Are there usage limits?

What counts as an AI output?

What's the difference between a Full and a Lite seat?

Will my clients be ok with this?

Is the AI safe and compliant?