jump

jump Overview

Jump is the premier AI-driven operating system specifically engineered for financial advisors and wealth management firms. By serving as an intelligence layer across the entire client lifecycle, Jump transforms meetings, emails, and documents into structured data and automated workflows. It is designed to help advisors save significant administrative time—up to an hour per day—while uncovering hidden growth opportunities like referrals and held-away assets.

jump Key Features

• Meet: An intelligent meeting assistant that handles pre-meeting prep, automated notetaking, structured agendas, and post-meeting CRM data sync.
• Grow: Advanced analytics that scan client conversations for sentiment and revenue signals, helping teams identify risks and performance coaching opportunities.
• Operate: Streamlines back-office tasks through AI intake forms, document intelligence for parsing files, and an email assistant for rapid drafting.
• Deep Integrations: Connects seamlessly with over 30 industry-leading tools, including CRMs and financial planning software, to keep client profiles evergreen.

Trusted by over 28,000 advisors at top firms like LPL and Cetera, Jump combines enterprise-grade security with SOC 2 compliance to ensure data privacy and audit-readiness.