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Welcome, Diversify Advisor Network
We're excited to boost your meeting efficiency and streamline your workflows. Get started today!
Diversify advisors receive preferred pricing on the Scale plan.
Prices shown based on billing period.

Scale

Growing teams

$120$90
per Full seat/month

Collaboration and insights for teams with aggressive growth goals.

Scale Features

  • Full seat included
  • 10% discount on Lite Seats ($270/yr)
  • Customization support
  • Unlimited teams
  • Team analytics support
  • Unlimited meeting captures
  • Unlimited AI meeting notes
  • Unlimited AI tasks
  • Organization level configuration
  • Child account controls
  • Scorecards
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#1 rated AI assistant by industry experts

Rated #1 across T3, Kitces, and The Oasis Group reports — Jump is the leader in helping advisors save time and grow their book.

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Highest Advisor Satisfaction Rating

Highest Advisor Satisfaction Rating

#1 in Market Share and Customer Satisfaction

#1 in Market Share and Customer Satisfaction

Best Tech Stack and Customization

Best Tech Stack and Customization

5 Category Winner

5 Category Winner

Frequently asked questions

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