Client Profiles
Know every client like your best client
Jump builds a living, unified profile for every person you serve. It pulls from your CRM, financial planning tools, meeting transcripts, emails, and notes. No tab-switching. No re-reading old notes before a meeting. Just the full picture, always up to date, always at your fingertips.
Trusted by over 27,000 advisors at top firms.
Feature Overview
One profile. Every system. Zero blind spots.
Client profiles automatically aggregate data from every tool you already use into a single, ever-evolving view of each client. It's the context you need before, during, and after every conversation.
Unified data from every source
Jump pulls contact details, meeting history, financial planning data, tasks, and email threads into one profile. Whether your data lives in Salesforce, Redtail, Wealthbox, eMoney, or RightCapital, it all rolls up to the same place. No copy-pasting between systems.
AI-generated client summaries
Before every meeting, Jump synthesizes a client's full history into a concise, actionable summary using our pre-meeting prep feature. It highlights what was discussed last time, what's outstanding, and what matters most — so you walk into every conversation fully prepared.
Complete meeting history by contact
Every past meeting, transcript, and set of notes is automatically linked to the right client. Scroll back through months or years of conversations without digging through your calendar or CRM. See the full relationship arc in one place.
Works with and without a CRM
Jump creates native contacts automatically from your meeting attendees and links them over time. Already connected? Jump syncs and enriches your existing records. Either way, profiles get smarter with every interaction.
Walk into every meeting like you just finished the last one.
Over years of conversations, client context gets scattered across notes, CRM records, emails, and tasks. Client Profiles bring past conversations, system data, and follow-ups together into a living profile that grows richer with every interaction.
The intelligence layer your practice has been missing
Client Profiles don't just store data — they connect it. Jump's Data Foundation links CRM records, financial plans, meeting transcripts, and emails into a unified knowledge graph for every client, enabling features like ask anything, personalized reports, and intelligent pre-meeting prep.
On-demand pre-meeting prep from any profile
Open a client profile and generate pre-meeting prep with one click — no meeting required. Jump pulls from the client's full history to surface the context that matters: recent discussions, open tasks, key life events, and financial plan details. It's like having a personal briefing analyst for every client in your book.
Smart linking that gets better over time
Jump automatically matches meeting participants to contacts using email, name, and CRM data. When you manually confirm a link, Jump cascades that match across your entire meeting history. The more you use it, the more complete and accurate every profile becomes.
