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Welcome, MassMutual advisors!
We're excited to boost your meeting efficiency and streamline your workflows. Get ready to reclaim your day!
MassMutual advisors receive a 10% discount on all plans.
Prices shown based on billing period.

Ramping

Just getting started

$75$67.5
per Full seat/month

Designed for new solo advisors without lots of meeting volume. All the basics to get started.

Ramping Features

  • 1 Full seat
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  • 60 AI summaries & responses/month
  • Self-customization
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  • Meeting capture up to AI output limit
  • AI meeting notes (subject to limit)
  • AI tasks (subject to limit)
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Start free trial

Core

Solo advisors and teams

$100$90
per Full seat/month

For solo advisors or teams with consistent meeting volume. Unlimited AI outputs.

Core Features

  • Full seat included
  • Access to Lite seats
  • Self-customization
  • Unlimited teams
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  • Unlimited meeting captures
  • Unlimited AI meeting notes
  • Unlimited AI tasks
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Start free trial

Scale

Growing teams

$120$108
per Full seat/month

Collaboration and insights for teams with aggressive growth goals.

Scale Features

  • Full seat included
  • Access to Lite seats
  • 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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Start free trial

Enterprise

Large organizations

Contact us

Custom integrations, dedicated support, and more. Perfect for large organizations.

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Industry recognition

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Best in Show

Wealth Management EDGE Tech Demo Competition

May 2024
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3-Category Winner

10th Annual "Wealthies"

June 2024
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Wealthtech Startup of the year 2024

Digital Wealth Management Impact Awards

October 2024

“Jump AI: This is my favorite thing I've seen so far. AI note-taking to save advisors and clients time before and after meetings is the most obvious killer app for our industry.”

Josh Brown
Josh Brown
CEO, Ritholtz Wealth Management

Frequently asked questions

Don't see your answer? Contact us!