Resource Library

Curated content for financial professionals. Explore industry trends through articles, reports, webinars and more.

75 resources

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49–60 of 75

Jump Insights Dashboard showing AI-powered client asset class trends, time allocation, and new asset capture opportunities.

Article

The Great Wealth Transfer: AI Insights on How Financial Advisors Can Bridge the Generations

Article

New at Jump | July

Article

What's new at Jump - June

Article

What's new at Jump - May

From scoring meetings with customizable templates to exporting notes, syncing Redtail tasks, and tailoring what goes into your pre-meeting prep, this update gives you more control, more clarity, and more time back.

A stack of books with tabs in the pages.

Article

Finding an Audit Risk in a Haystack

Article

What's new at Jump - March

Article

Jump’s AI-Powered Tools Take Top Honors in the 2025 T3/Inside Information Software Survey

Article

All resources

A New Chapter for Mobile Assistant Customers — and for the Future of Advisor AI

What's new at Jump - September 2025

New at Jump | August

How Client Conversations About Alternative Assets Are Evolving

The Great Wealth Transfer: AI Insights on How Financial Advisors Can Bridge the Generations

New at Jump | July

What's new at Jump - June

What's new at Jump - May

Finding an Audit Risk in a Haystack

What's new at Jump - March

Jump’s AI-Powered Tools Take Top Honors in the 2025 T3/Inside Information Software Survey

What's New at Jump - February