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XYPN advisors receive a 40% discount.
$120 $72 per advisor/mo
AI notetaker
Unlimited meetings
Pre-meeting preparation
Follow-up tasks & emails
Sync to CRM or financial planning tools
Meeting scheduling
$60 $36 per advisor/per mo
Automatic form completion
Document intake
CRM field mapping
Sync forms to CRM
Scrape documents
$60 $36 per advisor/mo
Meeting analytics & insights
Topics & trends monitoring
Proactive client recommendations
Proven conversation guides
Advisor coaching & training
Revenue opportunity sourcing
Rated #1 across T3, Kitces, and The Oasis Group reports — Jump is the leader in helping advisors save time and grow their book.
Highest Advisor Satisfaction Rating
#1 in Market Share and Customer Satisfaction
Best Tech Stack and Customization
5 Category Winner
No. This is not just another notetaker tool that simply summarizes meetings. We craft our product to your firm’s practices, so that it takes notes in your voice, in your style, in just the right amount of detail. It goes further—with automated pre-meeting prep, smart notes and recaps, follow-up emails and auto-assigned tasks, plus insights and scorecards to fuel growth.