Press Releases

New capability allows advisors to complete the account-opening process during a meeting, extending Jump’s industry-leading ability to save advisors ...

New capabilities streamline client engagement and further extend AI-powered workflows across advisors' existing technology stacks.

New capability transforms Jump from insight engine to execution layer across meetings, CRM, email, planning systems and more.

Complementing Jump's original AI Meeting Assistant product, new offerings use AI to accelerate organic growth and streamline back office operations ...

Industry evangelist to champion adoption of Jump’s AI operating system and bring data-backed coaching to financial advisors

New funding will accelerate growth and development of Jump’s intelligence and action layer for modern advisory firms, powering the next era of ...

Partnership brings estate planning data into meeting prep and helps advisors keep plans current without additional data entry

The integration with TaxStatus will allow advisors to view IRS-verified financials within the Jump advisor platform

New integration seamlessly enriches Asset-Map’s visual household experience with AI-powered precision

Innovative AI-powered platform delivering enhanced data insights, regulatory confidence and firmwide automation available to Cetera’s network of more ...

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the ...

Jump, a leading provider of Artificial Intelligence solutions for financial advisors, today announced a strategic relationship with LPL Financial