OMG! Is this a normal reaction?? This is ******* incredible.
Yohance Harrison
CEO and Wealth Advisor, Money Script Wealth Management
“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes
MSF, AIF, Wealth Advisor, Guardian Financial Group
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth
“You guys... Jump is dreamy. It has a great UI, great support, and it syncs notes and tasks to Wealthbox. It’s SO GOOD.”
Michael Reynolds
Principal, Elevation Financial
Frequently Asked Questions
Which plan is right for me?
Feel free to compare features above, but generally, Ramping is for newer advisors who don't do too many meetings. Core is best for solo advisors and advisor teams with a consistent meeting cycle with clients. Scale is best for teams with aggressive growth goals and a desire to improve visibility and analytics across meetings.
Can I change my plan later?
Is there an annual commitment?
Are there volume discounts for signing up our whole team?
How does the free trial work?
Are there usage limits?
What counts as an AI output?
What's the difference between a Full and a Lite seat?
