Jump vs Zocks
Only facts from each vendor's own pages. Integrations both list: Black Diamond, Box, Google Meet, Holistiplan, HubSpot, Microsoft Teams, Orion, Practifi, Redtail, RightCapital, Salesforce, Wealthbox, Webex, Zapier, Zoom, eMoney.
Jump | Zocks | |
|---|---|---|
| What it does | AI assistant for advisors that turns meetings, emails and documents into notes, workflows and audit-ready records; separate Onboard (account opening, document intake) and Grow (meeting analytics) products. ↗ jump.ai | AI assistant for advisors: meeting prep, notes without storing recordings, follow-ups, document data extraction synced to CRM and eMoney, and an MCP connector for Claude/ChatGPT. ↗ zocks.io |
| Pricing | Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing | Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo. ↗ zocks.io/pricing |
| Integrations | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude |
| Security claims | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page | SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data |
| Our take | Publishes per-advisor prices, which most rivals don't. Says LPL, Osaic and Cetera use it. | The only meeting tool we checked that publishes monthly and annual prices for every tier. Says it has no meeting caps. |
| Visit Jump | Visit Zocks |
We don't declare a winner without evidence. Pick based on your CRM, budget and your CCO's view of the security claims.