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Welcome, United Planners
We're excited to boost your meeting efficiency and streamline your workflows. Get ready to reclaim your day!
United Planners 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 or solo financial professionals without much 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 financial professionals and teams

$100$90
per Full seat/month

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

Core Features

  • Full seat included
  • Access to Lite seats
  • Customization support
  • 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
  • Lites Seats ($25/mo)
  • 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.

Contact Us
Everything was smooth, from implementation to use in client meetings. Jump saved me 1-2 hours a day of manual notetaking and provided email drafts for summary emails. Our clients didn't have any issues with us recording the meetings for notetaking purposes. Jump is a huge win for our financial advisory practice. One of the best technologies since we implemented a financial planning tool.
Michael Dodds, MBA, CFP®
Michael Dodds, MBA, CFP®
LPL Financial Advisor, President, Dodds Wealth

#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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