Jump | AI For Financial Advisors

Jump is an AI operating system for financial advisors that automates meeting notes, client profiles, and workflows. It integrates with over 30 systems to keep data updated and provides compliance records.

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At a glance

Pricing

Freemium · Enterprise

Free tier

Yes

API

Yes

Skill level

Non-technical

About

What is Jump | AI for Financial Advisors?

Jump is an AI operating system and assistant specifically designed for financial advisors, aiming to streamline operations and enhance client engagement. It transforms meetings, emails, and documents into structured notes, automated workflows, and compliance records. The platform offers features like AI notetakers, pre-meeting prep, automated follow-up emails, and meeting scheduling. Jump also helps uncover growth opportunities, manage client profiles, and provides document intelligence. With over 30 integrations, it ensures data consistency across existing tech stacks, offering enterprise-grade security and configurable compliance controls for various regulatory environments.

Best used for

Ideal for financial advisors who need to automate meeting administration, manage comprehensive client profiles, and ensure compliance. Especially valuable for firms looking to integrate AI across their existing tech stack to save time and identify growth opportunities.

Common actions

automate meeting notes

manage client data

streamline workflows

generate compliance records

automate email drafting

Capabilities

Key features

AI notetaker
Automated follow-up emails
Client profiles
Document intelligence
Meeting scheduling
Compliance records
30+ integrations

Target Audience

financial advisorswealth managersfinancial planners

Integrations

salesforceredtailwealthboxmicrosoft-outlookgoogle-calendarzoommicrosoft-teamsslack

Pricing & Plans

Freemium · Enterprise

Not publicly disclosed. Check jumpapp.com for current pricing.

FAQs

What is included in the AI Operating System?

The AI Operating System is included with all Jump plans. It provides an AI Associate for asking questions, evergreen client profiles that pull data from various sources, and access to Jump’s 30+ integrations to keep all your data up to date.

What are the different product tiers offered by Jump?

Jump offers three main product tiers: 'Meet' for enhancing client meetings, 'Grow' for uncovering growth opportunities and understanding client sentiment, and 'Operate' for reducing back-office effort and automating tasks like client onboarding and email management.

Can I try Jump's products for free?

Yes, you can try the 'Meet' product for free. For the 'Grow' and 'Operate' products, you need to schedule a demo to learn more about their capabilities and pricing, as they are not available for a free trial.

How does Jump ensure compliance and security for financial advisors?

Jump is built with enterprise-grade security, SOC 2-compliant infrastructure, and configurable compliance controls. It supports various regulatory environments like RIA, B-D, or aggregator, ensuring audit-ready documentation and robust access control for different roles.

What is the pricing for the 'Meet' product?

The 'Meet' product costs $100 per advisor per month, or $75 per month for ramping advisors. You can save up to 20% by choosing annual payments. A free trial is also available for this product.

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