Pre-Meeting Prep
The briefing you'd build yourself — if you had the time.
Jump connects to your CRM, portfolio accounting, custodian, financial plans, tax records, emails, and past meetings — then delivers a structured, cited briefing to your inbox before you walk in the room.
Trusted by over 27,000 advisors at top firms.
Feature Overview
Preparation that shows your care for your clients.
Not a generic summary with a logo on it. Jump connects to where your client data actually lives and builds a briefing around what you need to know.
Every data source, one briefing
CRM notes, portfolio positions, financial plans, tax data, estate planning records, email threads, and past meeting context — all pulled together automatically and cited back to the source.
Delivered before you need it
Prep generates automatically ahead of upcoming meetings and arrives in your inbox. No login required. Run it on-demand anytime you need a fresh look before a call.
Customizable down to the section
Use the block-based template editor to control exactly what each prep contains, which data sources it draws from, and how the output is structured — per meeting type, client segment, or advisor preference.
Standardized across your firm
Optionally, build account-level templates that every advisor inherits automatically. Consistent prep quality across the practice without chasing individual setups.
Not just a brief. A complete picture.
A modular, source-aware document that shows where every data point came from — exportable as a doc or a presentation with real charts.
Your format, your data, every time
Build a prep template once, or have our customization team do it. Choose what goes in each section, which systems it pulls from, and how it's structured — and it runs automatically for every meeting going forward. Same depth, same format, zero repeated effort.
Every claim, cited to its source
Prep outputs include inline source references — so when it mentions a portfolio change, a planning conversation, or a recent email exchange, you can click through to the original record. No black-box summaries. You can verify anything in seconds.
Visuals, not just words
Pre-Meeting Prep can include portfolio charts, net worth history, asset allocation breakdowns, and other visual data — ready to export as a client-facing presentation. Walk into the meeting with a slide deck, not just a document.
