With Jump, advisors aren’t just catching up—they’re already ahead.
Jump frees advisors from busywork and prepped with insights that elevate every client conversation.
For Advisors
Never take notes again (seriously)
One advisor called note-taking "the bane of their existence." We felt that. That's why Jump automates everything, so you can focus fully on your clients.
Advisor benefits
Save 90% of post-meeting admin time.
From 40 minutes to just 4 minutes.
Stay fully present with clients.
Focus on conversations, not notes.
Streamline workflows across CRMs and planning tools.
No manual entry.
Core Features
Save up to 10 hours, per advisor, per week
reclaimed for client service and prospecting.
Boost advisor satisfaction and adoption rates
supporting retention and engagement.
Accelerate ROI
most firms go live in weeks, seeing impact almost immediately.
Roadmap transparency
visible roadmap, with priorities guided by advisors and firm executives.
Benefits
Team Reporting & Usage Analytics
Visualizes adoption, usage trends, and impact.
Insights Engine
Surfaces patterns and risk signals across meetings and advisors.
Practice Management & Scorecards
Tracks advisor activity, follow-through, and goal progress.
Customizable Compliance Settings
Fits your firm’s rules for records and supervision.
Deep + Wide Integrations
Live with leading CRMs, planning tools, and calendars.
Enterprise-Grade Security
SOC-standard infrastructure meeting infosec, privacy, and audit needs.
Enterprise-ready today
SOC2 infrastructure. Customizable retention + compliance settings. Ready for fast, compliant rollouts across BD or RIA teams.
Ready to see Jump in action?
Schedule a demoCompliance & Controls
- SOC 2 Type II
- Infrastructure security
- Product security
- Data & privacy
- Organizational security
- Internal security procedures
For Firm Leaders
Jump helps every advisor show up like your best advisor
Jump unifies workflows and delivers insights that help teams work more consistently, perform better, and make every client interaction count.
Prep faster, run smoother, follow up instantly
Meeting Prep
Generates a one-pager summary before each meeting.
Post-Meeting Smart Tasks
Auto-generates tasks and syncs them to your workflow tools.
Meeting Notetaker
Captures and summarizes notes in your style, across every client.
Follow-Up Emails
Auto-generates personalized client recaps you can quickly edit and send.
One-click CRM Sync
Seamlessly syncs notes, tasks, and meeting details into CRMs and planning tools.
Get the intel you need, fast.
Meeting Analytics
Tracks talk time, sentiment, and engagement automatically.
Search Meeting Content
Enables instant search across meetings or archives.
Simple to start, effortless to use — wherever you work.
Easy Onboarding
Fast, intuitive setup tailored for advisory teams.
On-the-Go Access
Mobile app for meeting prep, notes, and follow-ups.
Always launching new features.
Financial Planning Integrations (New!)
Syncs to planning tools for pre- and post-meeting continuity.
Contacts (New!)
Centralizes client info—meetings, notes, tasks, and history—for smarter prep, insights, and automation.
Intake Forms with CRM Sync (Coming Soon)
Lets clients complete smart intake forms before meetings, synced directly to CRM.
Purpose-built AI that empowers financial advisors and firms to grow faster, stay compliant, and deliver extraordinary client experiences — with less work.