Scorecards
Know exactly what's working in every meeting.
Scorecards grade every advisor meeting against the criteria your firm cares about most — automatically. Define your own rubrics, set custom scoring scales, and surface coaching opportunities hiding in your meeting data. It's the closest thing to coaching every conversation — without being there.
Trusted by over 27,000 advisors at top firms.
Feature Overview
Your meetings scored, your way.
Build scorecards that reflect your firm's standards – not someone else's. Choose what gets measured, how it gets graded, and who sees the results.
Fully Custom Rubrics
Write scoring criteria in plain language, set any numeric scale (1–5, 1–10, you name it), and Jump's AI evaluates every meeting against your standards automatically.
Targeted Scope & Assignment
Assign scorecards to specific users, teams, or meeting categories. Prospect calls, client reviews, and any other specific type of meeting each get their own lens.
Flexible Visibility Controls
Keep scorecards at the admin level for leadership-only insights, or make them visible on every post-meeting page so advisors can take in coaching in real time.
Aggregate Reporting & Drill-Down
View scores rolled up across your firm or drill down by categories, teams, and more over time. Filter by date, user, meeting type, or score range to find exactly what's working.
Help every advisor perform like your best advisor.
Most firms know what a great client meeting looks like, but not whether it’s happening consistently across dozens of advisors and hundreds of meetings. Scorecards make it measurable. Jump's AI evaluates every meeting against the standards you set.
Built for how advisory firms actually operate.
Whether you're a small RIA refining your own process or an enterprise firm managing hundreds, or thousands, of advisors, Scorecards adapt to your structure and your standards.
Start fast with built-in templates
Jump includes ready-made scorecard templates for the meetings advisors have most often — prospect calls, client review meetings, and more. Use them out of the box to start getting insights immediately, or use them as a starting point for your own custom rubrics. Either way, you're scoring meetings in minutes, not weeks.
Track trends meeting over meeting
Individual meeting scores are useful. But the real power is watching how scores change over time. Scorecard reports break down every category across every meeting in a sortable table, so you can see if that coaching conversation last month actually moved the needle — or if it's time for a different approach.
