Jump

An AI assistant platform for financial advisors that automates meetings, onboarding, and client workflows.

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Added 2/24/2026

• Centralizes advisor workflows by automating meeting preparation, notetaking, follow-ups, and client intake• Uses AI to generate summaries, tasks, insights, and compliance-ready records• Integrates with existing advisor tech stacks and CRM systems• Provides sentiment/semantic insights and actionable next steps

Contact for pricing

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Platform Support

Web

Mobile

About Jump

• For financial advisors and wealth management teams• Automates client onboarding, meeting admin, and CRM work• Uses AI to summarize, extract, and generate insights

Key Features

• AI-powered meeting note capture and summarization• Automated client onboarding and intake• AI-generated follow-ups and tasks• AI-driven insights and scorecards

Target Audience

• Financial advisors• Wealth management firms• Registered investment advisors (RIAs)• Broker-dealers

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