Automate meeting prep, notes, and follow-up. Focus more time on clients, not admin work.
Stay compliant
Every conversation captured and archived. Get audit-ready notes with zero extra effort.
Grow AUM
Turn conversations into actionable insights. Follow up faster and drive growth.
“Jump has reclaimed almost 10 hours a week for me which is incredible. Now I can spend more time growing relationships and bringing on new clients.”
Sanjay A. Das CFP®
Wealth Advisor, Hive Financial
Why Jump?
AI built for the next era of client experience
Reimagining how advisors work with AI that transforms meetings into lasting relationships and measurable growth.
Automate admin busywork
Reclaim hours – let Jump handle notes, summaries, and CRM updates automatically after every client meeting.
Get a 360 view of every client
Stay connected with a centralized view of every client – across conversations, portfolios, and action items.
Engage clients at scale
Use AI to automatically generate personalized recap emails, social media posts, and more with a human touch.
Connect to your existing stack
Streamline workflows across systems with integrations across calendars, conferencing, CRM, and more.
Get insights across your book
Grow revenue and retain more clients with trends, risks, and growth opportunities automatically surfaced.
Stay secure and compliant
Keep client data encrypted and audit-ready with the option to go recording-less and customize Jump to your needs.
#1 rated AI assistant by industry experts
Trusted by 17,000+ advisors — and rated #1 across T3, Kitces, and The Oasis Group reports — Jump is the leader in helping advisors save time and grow their book.
