Product Update
What's New at Jump - October 2026
Jump | October 2026
October’s product highlights include Coaching, which gives advisors feedback after every client meeting, and a new FMG integration that puts compliance-approved marketing content inside Jump. We’ve also added new compliance controls for account owners and sharper Pre-Meeting Prep. Here’s everything that’s new.
Grow
Coaching
After each external meeting, Jump gives advisors personalized feedback on what went well and what to work on next. Advisors receive tailored coaching to improve their performance in every meeting.
Please note: This feature may not be available at all firms and requires upgrading your Jump subscription to include the Grow product. Please contact your Broker-Dealer regarding feature availability and approval.
Pulse Question Types
Pulses let you define the questions that matter to your firm (e.g., “What topics are clients bringing up most often?”). These Pulses automatically extract answers from every new meeting. Pulse questions now support single-select and multi-select answers, so leaders get structured results they can compare across teams over time.
Please note: This feature may not be available at all firms and requires upgrading your Jump subscription to include the Grow product. Please contact your Broker-Dealer regarding feature availability and approval.
Meet
Earlier Automatic Meeting Pre-Meeting Prep
Pre-Meeting Prep now generates automatically up to six weeks before a meeting. Advisors have prep ready earlier and more time to review it before client meetings
Onboard
Resend and Reopen Smart Forms
Advisors can now resend a Smart Form a client hasn’t finished, or reopen a submitted form so the client can change their answers. Clients keep working in one form instead of starting over, and advisors keep a single clean record.
Please note: This feature may not be available at all firms and requires upgrading your Jump subscription to include the Onboard product. Please contact your Broker-Dealer regarding feature availability and approval.
Integrations
FMG Integration
Advisors can find branded, compliance-approved FMG content in Jump that matches topics from their client meetings. Advisors follow up faster with the most relevant materials, and home offices keep every piece of marketing inside their compliance process.
For more on our integrations, visit our integrations hub.
Security & Compliance
Self-Serve Data Export
Account owners can download meeting transcripts, notes, recordings, and tasks in bulk from Compliance Settings. Firms answer audit and record-keeping requests on their own schedule without filing a support ticket.
Extended Self-Attestation Control
Account owners can now choose which roles are allowed to confirm meeting consent. Firms keep attestation with the individuals their compliance policy names, which helps them meet enterprise supervision requirements.
Cross-Sell Signal Attestation
Before advisors share a cross-sell Signal with a teammate, Jump asks them to confirm their client gave consent and saves that confirmation in the attestation report. Advisors can pass along referral opportunities with confidence, knowing the record of consent is already there.
Please note: This feature may not be available at all firms and requires upgrading your Jump subscription to include the Grow product. Please contact your Broker-Dealer regarding feature availability and approval.
For more on our integrations, visit our integrations hub.
Have questions about any of these features?
Reach out to your Jump Account Manager or visit our Help Center to learn more.