Ask Anything Is Now AI Associate

Same assistant, new name, new location

AI Associate (formerly “Ask Anything”) now lives in the top right corner of Jump, available from wherever you're working.

Along with the move, the underlying experience is better across the board: more accurate answers, more interactive, and less digging to get the help you need. For advisors with broader access enabled, AI Associate goes further than answering just questions. It can help draft a client email, book a follow-up, or update a CRM record, always showing you the exact change before anything saves. Nothing happens without your review first.

Try it today

Ask AI Associate about your meetings, notes, calendar, and more:

• Show me yesterday’s follow-ups
• Brief me for today’s meetings
• What else can AI Associate help me with?

What this looks like for you depends on your firm's settings. Every firm controls, integration by integration, what AI Associate can read and what it can write. If you're not sure what's enabled for your account, check your Compliance Settings or reach out to our support team.

Questions? Read our AI Associate guide or reach out to our help@jumpapp.com and we'll get you sorted.