Jump Blog

Everything you need to know about AI and technology for financial advisors.

New at Jump | August

August 21, 2025

How Client Conversations About Alternative Assets Are Evolving

The Great Wealth Transfer: AI Insights on How Financial Advisors Can Bridge the Generations

New at Jump | July

What's new at Jump - June

What's new at Jump - May

Finding an Audit Risk in a Haystack

What's new at Jump - March

Jump’s AI-Powered Tools Take Top Honors in the 2025 T3/Inside Information Software Survey

What's New at Jump - February

February 28, 2025

Best AI Tools for Financial Pros: The tech revolution

February 19, 2025

How Digital-First Financial Advisors Are Leading the Wealth Management Revolution

February 10, 2025

What's New at Jump - January

January 31, 2025

How AI is Creating Smarter Advisors, Not Replacing Them

January 31, 2025

Why AI Software is the Future of Financial Services Compliance

January 17, 2025

The Top Features to Look for in Financial Advisor Software in 2025

January 3, 2025

How Jump Saves Advisors Time: Survey Results Are in!

January 3, 2025

How Fintech Trends are Driving the Creation of Award-winning Technologies Like Jump

December 12, 2024

Why Wealth Management Firms Need to Embrace These Fintech Trends to Remain Competitive in 2025

December 10, 2024

Top 7 Ways AI is Transforming Financial Advisor-Client Relationships

December 6, 2024

What's New at Jump - December

December 5, 2024

5 Key Benefits of Using AI in Wealth Management for Financial Advisors

December 2, 2024

Why AI Is the Key to Scalable Growth for Financial Advisors

November 21, 2024

AI in Wealth Management: How Financial Advisors Can Leverage AI for Better Client Outcomes

November 6, 2024

Exchange Integration

The Future of AI in Financial Planning

January 15, 2024

Introducing Jump

January 10, 2024