What would you do with 90% less meeting admin?

Jump’s AI saves you time by automating meeting prep, notetaking, and follow-up. Then it helps you maximize saved time, uncovering hidden client needs in your data.

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Trusted by 20,000+ advisors

Your new AI assistant makes life easier from day one

Pre-meeting Briefs

1-minute prep

Jump checks your calendar for client meetings automatically, letting you know what you need to cover in advance.

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Admin

90% of meeting admin automated

Jump takes notes during meetings, then recaps and drafts follow-up emails after for your review — with auto-assigned smart tasks.

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Intake

Client onboarding without the fuss

Easy onboarding collects the info you need from new clients automatically — no back-and-forth.

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Insights

Uncover hidden client opportunities

Jump Insights identifies client sentiment, impactful topics, and common patterns — to help better connect with clients.

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Jeffrey Byas of Byas Management reduced his post-meeting tasks by 83% after joining Jump.

One advisor’s success story

“What would have taken me 20 or 30 minutes ... takes me literally less than 5.”

Jeffrey Byas of Byas Management reduced his post-meeting tasks by 83% after joining Jump.

Let Jump do what it’s good at, so you can do more of what you’re good at

1 hour

Meeting admin time saved

Per finserv professional, every day worked

250

Days worked per year

Minus weekends, holidays, time off

$2500

Overhead saved each year*

Based on $100/hr blended rate

*This is a hypothetical scenario and not meant to be a guarantee of results. Each advisor's mileage with automated features such as meeting prep, notetaking, smart tasks, and follow-ups may vary.

20+ AI features that transform the way you work, forever

Automates 90% of meeting admin

Features

See how Jump cuts overhead

Easy, secure client management

Features

See how Jump helps manage clients

Built-in intelligence for growth

Features

See what our AI intelligence can do

#1 in configurable compliance

Jump has the most configurable compliance settings, whether you're an IBD, RIA or enterprise wealth team. It easily aligns to your record-keeping and supervision policies.

See how Jump simplifies compliance

Audit-ready by design

With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.

See how we safeguard data

The right permissions for every role

Strong access controls are a priority for you, and they are for Jump, too. Easily control who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.

See how Jump handles permissions