What's New at Jump — June 2026

June's release touches every stage of the client relationship — how clients find and book you, how meetings get captured, and how the work that follows gets into the right systems faster. Let’s jump in.

Operating System

Meeting Page Redesign

The meeting page is being rebuilt from the ground up. Tabs are now vertical instead of horizontal, and the modules that previously lived in a side panel — Notes, Tasks, Automations, Transcript, Scorecards, Forms, Signals, and more — now occupy the full center of the page when their dedicated tab is clicked. The result is a cleaner, more focused view of everything connected to a meeting, without the navigation overhead of the old layout. This change affects every Jump user.

User Management

The Subscription/Users page is now the User Management page, rebuilt to give account admins significantly more control over how users are organized and what they can access. New capabilities include clearer visibility into product access per user, bulk actions for moving users between products, teams, and child accounts, and a review step before checkout to verify individual assignments before making changes.

Meet

Landing Pages

Advisors can now create a personalized, public-facing booking page that combines a profile card, one or more booking windows, and compliance disclosures in a single shareable link. Clients land on a page with your photo, name, title, bio, and firm details — and book directly without back-and-forth.

Each Landing Page lives at a custom URL on my.jumpapp.com. If you assign multiple booking windows, clients see a picker to select the meeting type that applies to them. Disclosures auto-fill from your account's compliance settings at the time the page is created. Pages can be activated, deactivated, or deleted, and scheduling admins can create and manage them on behalf of advisors.

Households

Jump now supports Households across the platform. CRM-imported contacts are enriched to properly identify households and the individuals within them, and those relationships are reflected throughout the product. Household contacts appear automatically for accounts with active integrations, and users can also create Jump-native household contacts directly in the app.

Contact and Household detail pages also have a new navigation layout, with a cleaner side nav covering Fact Card, Signals, Meetings, Meeting Prep, Documents, Forms, and more.

If your firm doesn't use the term "Household,” a Jump admin can relabel the parent record to "Account" across the platform from the Admin UI.

Adding Attendees Before an In-Person Capture

When starting an in-person meeting from the web recorder, you can now add attendees before hitting Start. This is a small change with a meaningful downstream effect: speaker-label accuracy for in-person captures improves significantly when Jump knows who's in the room before the recording begins.

Zapier: Meeting Scheduled Trigger

Jump now uses a Meeting Scheduled trigger in Zapier that fires the moment someone books time through one of your Jump booking windows. From there, you can create or update CRM records, notify advisors and staff over Slack or Teams, or launch onboarding tasks and intake forms automatically.

The trigger passes everything downstream Zaps need in a single record: scheduled time, meeting type, owner details, booking window ID, and bookee contact info (including SMS opt-in status). No additional lookups required.

Smart Meeting Detection

When you click "Capture a meeting now," Jump now checks whether a calendar event is already scheduled within seven minutes of that click. If it finds one, it offers to use the existing event instead of creating a new capture.

Onboard

AI-Assisted Account Opening

Account Opening automates the process of moving a client from a completed financial plan to a funded account. Jump handles form completion, document intake, and CRM field mapping, then syncs forms and documents directly with Schwab, thus removing the manual back-and-forth that typically makes this one of the most time-intensive steps in client onboarding.

Update Financial Planning Tools with Smart Forms

Smart Form responses can now be used to create or update records in connected financial planning tools. After a form is submitted, click Sync to the connected tool, review Jump's suggested actions, make any edits or overrides, and confirm what gets written downstream.

Supported tools: eMoney, RightCapital, and Asset-Map.

Before anything is written to a connected tool, users review Jump's suggested actions and confirm what gets synced. Field-level mappings are optional and can give Jump additional context, but templates don't require them to get started. A single Smart Form can support multiple mapped entities, including multiple records of the same object type when the connected tool supports it, and CRM behavior is unchanged.

Grow

Analysis Reports for Scorecards and Flash Surveys

Analysis Reports are now available for Scorecards and Flash Surveys, consistent with how they work for Pulse surveys today. Generate a report from your survey data to surface trends, interpret results, and identify concrete next steps so advisors can act on what clients are actually telling them, without ever leaving to make sense of the data elsewhere.

Mobile

Help and Support

Jump's help resources are now accessible directly from the mobile app. Search the help center, watch the 101 mobile video, submit a feature request, or open a support ticket — all without switching to a browser.

Integrations

Join My Call: Add While In Progress

You can now add Join My Call to a call that is already in progress — not just before it starts. If a conversation is underway and you realize Jump isn't capturing it, you no longer need to end the call to start a recording.

Holistiplan: Scenario Analysis

The Holistiplan integration now pulls in Scenario Analysis data. When building Pre-Meeting Prep, select Scenario Analysis as a source and it populates as a segment at the bottom of your prep. Advisors who use Holistiplan for tax scenario modeling now have that context available before they walk into a client meeting.

MedicarePRO Integration

Jump now integrates with MedicarePRO, a CRM built for Medicare and life insurance producers. Connected users can sync meeting notes, create activities, pull individuals in as contacts, and run Pre-Meeting Prep using MedicarePRO data.

Have questions about any of these features? Reach out to your Customer Success Manager or visit our Help Center to learn more.

Certain features may not be available at all firms. Please contact your Broker-Dealer regarding feature availability and approval.