Uncover hidden growth opportunities like referrals or held-away assets, deeply understand client sentiment, and help every advisor perform at their best
Our products are designed around real-world needs – meeting clients, uncovering opportunity, and operating at scale.
Meet
Meet transforms every client meeting into intelligent action– capturing what matters most, automating follow-ups, and surfacing opportunities others may miss.
Grow
Convert client conversations into revenue — uncover hidden growth opportunities like referrals or held-away assets, deeply understand client sentiment, and help every advisor perform at their best.
Operate
Reduce back-office effort across your enterprise—automate client onboarding, easily handle document overload, and stay on top of email like never before.
Jump Operating System
The intelligence layer behind all of Jump’s products
Jump is the #1 AI Operating System powering the modern advisory firm throughout the entire client lifecycle– transforming every client conversation, document, and email into structured data, automated workflows, compliance-ready documentation and firm-wide intelligence.
It helps advisors build long-lasting relationships, grow revenue, and operationalize every conversation into action across your business.
Ask anything about all your clients, informed by all your systems
Query your firm’s full dataset—meetings, notes, CRM, and more—and get answers grounded in real context.
30+ Integrations
Keep your data current and connected across your existing tech stack without changing how your team works.
Robust client profiles
See the full relationship in one place—accounts, conversations, intent shifts, and decision timelines.
Generate personalized Client reports
Generate client-ready reports in seconds, formatted in your style.
The next era of AI for advisors
AI notetakers were just the beginning. See how advisors are using Jump to save hours, uncover opportunities, and run firms that scale.
Jump can give your firm back thousands of productive hours each year
1 hour
Meeting admin time saved
Per finserv professional, every day worked
250
Days worked per year
Minus weekends, holidays, time off
125,000
Total hours saved
500 advisor firm
$12.5m
Overhead saved each year*
Based on $100/hr blended rate
*This is a hypothetical scenario and not meant to be a guarantee of results. Each firm’s mileage may vary.
Compliance and security
Built for the standards your firm lives by
Enterprise-grade security, configurable compliance controls, and audit-ready infrastructure—so you can move fast without compromising trust.
Your records, your rules
Jump has the most configurable compliance settings, whether you’re an RIA, B-D, or aggregator. 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.
Set 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, everyone gets only the access they need.
Integrates seamlessly with your systems
Jump integrates with a fast-growing library of leading CRMs, financial planning tools, conferencing and VoIP systems, and calendars.
Advisors and firms are raving about Jump’s impact on their business
OMG! Is this a normal reaction?? This is ******* incredible.
Yohance Harrison
CEO and Wealth Advisor, Money Script Wealth Management
“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes
MSF, AIF, Wealth Advisor, Guardian Financial Group
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth
“You guys... Jump is dreamy. It has a great UI, great support, and it syncs notes and tasks to Wealthbox. It’s SO GOOD.”
Michael Reynolds
Principal, Elevation Financial
“I've tried a lot of AI and meeting tools. Jump crushes them all and saves me 5-15 hours per week. If you're an advisor, try it.”
James Hindes
Founder, ENOW Financial
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.
