If you aren't using Jump, you risk getting left behind by advisors who are. It's a core part of how I serve clients, and I couldn't imagine meetings without it.
Danielle Darling, CDFA
Founder, Darling Wealth Management
The #1 AI platform for advisors
Trusted AI for advisors & financial professionals
Save time, increase revenue, and elevate the client experience with compliant AI. Easy to integrate, configure, and adopt.
Empowering 35,000+ advisors at top firms of all sizes
OUR PRODUCT
Safe AI to elevate every step of the client lifecycle
Elevate the client meeting cycle with scheduling, prep, notes, & follow-up. Automate CRM & planning updates.
Onboard clients and open accounts in minutes. Upload documents, complete forms & sync with systems.
Grow your firm with tailored insights, playbooks & analytics. Surface held-away assets, referrals & opportunities.
AI NOTETAKING IS ONLY THE BEGINNING
The end-to-end AI platform built for financial services
AI for the entire client lifecycle
Every feature, workflow, and insight is designed around how advisors actually work, from data intake to follow-up.
Industry-leading compliance
Trusted by thousands of firms for AI safety, security, and privacy. Aligned to regulatory standards. Configure to any policy.
Integrate with any tech stack
40+ deeply embedded integrations with your CRM, financial planning tools, communication platforms and many more.
Built for rapid adoption
Intuitive design and easy customization to match your firm’s workflows. 90%+ adoption within days of deployment.
Jump can give your firm back thousands of productive hours each year
10 hrs
saved per advisor per week
2.1x
increase in growth opportunities
42%
reduction in outstanding client service tasks
Compliance and security
Configurable to match any compliance policy
Recording is optional, not required
Choose transcript-only, summary-only, or full audio and video recording. Configurable to match your firm's supervision and record-keeping policies, whether you're an RIA, IBD, or hybrid firm.
Built for regulated industries
SOC 2-certified infrastructure, enterprise-grade audit trails, and features designed to make client disclosure, consent, and supervision straightforward.
Your data. Your control.
Jump is built with human-in-the-loop AI. Your client data never trains our models, and every AI-generated output is reviewable before it goes anywhere.
One platform connected to the data and workflows that matter
40+ two-way integrations to keep your data current and connected across any ecosystem including CRMs, financial planning tools, conferencing systems, and calendars.
One platform connected to the data and workflows that matter
40+ two-way integrations to keep your data current and connected across any ecosystem including CRMs, financial planning tools, conferencing systems, and calendars.
#1 rated AI platform by industry experts
Trusted by 35,000+ advisors and rated #1 across T3, Kitces, and The Oasis Group reports. Jump is the leader in helping advisors save time and grow their book.
#1 in Market Share and Customer Satisfaction
Highest Advisor Satisfaction Rating
5 Category Winner
Best Tech Stack and Customization
Jump has increased efficiency and strengthened relationships because it allows me to look the client in the eye while allowing Jump to take the notes.
Robin W. Haire, CFP® , AIF®
Founder & CEO, Haire Wealth Management
Jump saved me 1–2 hours a day of manual notetaking and provided email drafts for summary emails. One of the best technologies we’ve implemented.
Michael Dodds, MBA, CFP
President, Dodd’s Wealth, LPL Financial Advisor
