+
Welcome RBC Clearing & Custody Firms!
We're excited to boost your meeting efficiency and streamline your workflows. Get ready to reclaim your day!
RBC C&C firms receive a 17% discount on all plans.
Annual prices shown.
Ramping
Just getting started
$75
$62.25
per Full seat/month
Designed for new solo advisors without lots of meeting volume. All the basics to get started.
Ramping Features
-
Self-customization
-
-
Meeting capture up to AI output limit
AI meeting notes (subject to limit)
AI tasks (subject to limit)
-
-
-
-
-
-
Core
Solo advisors and teams
$100
$83.00
per Full seat/month
For solo advisors or teams with consistent meeting volume. Unlimited AI outputs.
Core Features
Unlimited Full seats ($83.00/mo each)
Unlimited Lite seats ($20.75/mo each)
Unlimited AI output
Self-customization
Unlimited teams
-
Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
-
-
-
-
-
-
Scale
Growing teams
$120
$99.60
per Full seat/month
Collaboration and insights for teams with aggressive growth goals.
Scale Features
Unlimited Full seats ($99.60/mo each)
Unlimited Lite seats ($20.75/mo each)
Unlimited AI output
Customization support
Unlimited teams
Team analytics support
Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
Organization level configuration
Child account controls
Scorecards
-
-
-
Enterprise
Large organizations
Contact Us
Custom integrations, dedicated support, and more. Perfect for large organizations.
Industry recognition
Best in Show
Wealth Management EDGE Tech Demo Competition
May 2024
3-Category Winner
10th Annual "Wealthies"
June 2024
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
CEO, Ritholtz Wealth Management