Reimagining how advisors work with AI that transforms meetings into lasting relationships and measurable growth.
Engage clients at scale
Use AI to automatically generate personalized recap emails, create shareable booking links and more.
Connect to your existing stack
Streamline workflows across systems with integrations across calendars, conferencing, CRM, and more.
Get insights across your book
Grow revenue and retain more clients with trends, risks, and growth opportunities automatically surfaced.
#1 in configurable compliance
Jump has the most configurable compliance settings, whether you're an IBD, RIA or enterprise wealth team. It easily aligns to your record-keeping and supervision policies.
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
Strong access controls are a priority for you, and they are for Jump, too. Easily control who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.
Jump can give your firm back thousands of productive hours each year
1 hour
Meeting admin time saved
Per finserv professional, every day worked
125,000
Total hours saved
500 advisor firm
$12.5m
Overhead saved each year*
Based on $100/hr blended rate
*This is a hypothetical scenario and not meant to be a guarantee of results. Each firm’s mileage may vary.
Explore Insights and Scorecards
Renaissance Financial Saves Thousands of Hours by Standardizing Meeting Documentation
Renaissance Financial evaluated several meeting documentation tools through Cetera’s vendor review process with a clear goal: find a compliant solution that fit naturally into advisor workflows without creating more process.
What once required detailed handwritten notes followed by manual dictation and Redtail entry now happens automatically, freeing Chris to focus on what matters most during meetings: listening to clients and providing strategic guidance.
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
#1 in Market Share and Customer Satisfaction
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
Advisors and firms are raving about Jump’s impact
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
“Our partnership with Jump has helped Osaic advisors grow and become more productive in a very real, measurable way. The feedback from our advisors on both the technology and the support from the Jump team has been tremendous.”
Clayton Chandler
Chief Data and Analytics Officer, Formerly of Osaic
“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
“Jump has reclaimed 8 to 10 hours a week for me, and that's crazy. Now I can take more client calls and do more prospecting.”
