Save time and grow AUM with AI for advisors
Automate admin tasks like meeting prep, note-taking, and email follow-up with industry-leading AI that saves you up to 20 hours per week.
Trusted by 21,000+ advisors
Delivering real ROI for financial advisors
10+ hrs
average weekly time savings for advisors*
50%
Reduction in manual follow-up tasks*
2x
increase in capacity for client meetings*
*Based on Jump customer data. Not meant to be a guarantee of results. Each firm’s mileage with automated features such as meeting prep, notetaking, smart tasks, and follow-ups may vary.
The #1 AI platform for financial advisors
AI Meeting Assistant
Run smarter meetings and save time – from prep to follow-up.
Client Engagement
Strengthen relationships across every client interaction.
Workflow Automation
Spend less time on admin and more time guiding client decisions.
AI Insights
Anticipate client needs and deliver great data-driven advice.
Powerful Integrations
Unify CRM, planning, and conversations data in one place.
#1 in configurable compliance
Jump has the most configurable compliance settings, whether you're an IBD, RIA or enterprise wealth team. It easily aligns to your record-keeping and supervision policies.
Audit-ready by design
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
The right permissions for every role
Access control is a priority for you, and it is for Jump, too. Easily who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.
Integrates seamlessly with your systems
Jump integrates with a fast-growing library of leading CRMs, financial planning tools, conferencing and VoIP systems, and calendars.
We’re proud to have impressed these industry experts
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
See what leading advisors say about Jump
“Jump AI has become indispensable for our practice. It allows us to be present with our groups, helping us address each employer group's unique needs with precision and confidence.”
Charles P. Rosen
President & CEO
“Best tech we have”
Gloria Franz
Personal CFO
“I have found this [Jump] to be incredibly valuable in a time-savings sense, but not only because its saving my time, but now my operations person can spend more time implementing. So much so that I've had to change her role. She's now a master of our workflows, and Jump has integrated very well with that, so I think it's added more efficiencies than just the time savings.”
Kevin Reperowitz, CFP®
Financial Planner, Principal
“OMG! Is this a normal reaction?? This is ******* incredible.”
Yohance Harrison
CEO and Wealth Advisor
“I had Jump rewrite a summary/notes that had a lot of medical information - when I reprocessed, I was able to tell Jump AI to tell them what sort of outcome I wanted, and it was able to make it clear and easy to understand for how it would help the client. So even without having a recording saved, the transcription can be re-run.”
John Bradley
Life Insurance Specialist and Financial Planner
Transform your practice today with Jump
