Ask Anything
An AI agent that reads your entire practice – so you don't have to.
Jump Ask Anything connects to your CRM, financial plans, portfolio data, custody accounts, and meeting history. Ask it anything. It reads across all of them and gives you a sourced, synthesized answer in seconds.
Trusted by over 27,000 advisors at top firms.
Feature Overview
Ask anything. Get real answers.
Ask Anything is an AI agent wired into the tools financial advisors rely on most. Ask a question and it reads real data from your connected systems—then surfaces a clear, sourced answer without you switching a single tab.
Deep Data Retrieval
The agent queries your CRM contacts, financial plans, portfolio positions, custody records, and meeting transcripts—all from a single conversation. No more toggling between six browser tabs to answer one question.
Cross-System Research
Hand the agent a research question and it works across your connected sources to come back with a fully developed answer. It synthesizes data from meetings, planning tools, and portfolio systems into a single, coherent brief—saving hours of manual assembly.
Meeting Intelligence
Ask what a client said about their retirement timeline, risk appetite, or a concern they raised three meetings ago. The agent reads your transcripts and meeting notes and surfaces the answer with the source attached.
Book-of-Business Intelligence
Ask questions across your entire client base—not just one client at a time. Surface every client approaching retirement in the next 24 months, identify households without an estate plan on file, or find clients whose equity allocation exceeds their risk tolerance.
An AI agent that reads your entire book of business.
Ask Anything lets you ask a question and get a clear, sourced answer from meetings, CRM, and documents.
One interface. Every system. Real answers.
The agent reads across every connected platform, all within a conversation you control. Instant answers across every client record.
From question to answer in seconds
Ask, “What’s the Hendersons’ current asset allocation?” and Jump returns a clear, cited breakdown from the relevant sources. Follow up with “Which clients over 60 don’t have a beneficiary on file?” and it scans your CRM, portfolio data, and meeting history to surface a prioritized list.
Research that would take hours, delivered in minutes.
Ask a question like “Which clients over 60 don’t have a beneficiary on file?” Jump searches across your CRM, portfolio data, and meeting history and returns a prioritized list you can act on immediately.
