Jump

Meeting notes & follow-up · Client onboarding · CRM & CRM add-ons

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

Verified Oct 26, 2026 against the vendor's own pages

Visit Jump Claim listing

Pricing

Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo.

↗ jump.ai/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

↗ jump.ai/integrations

Security & compliance claims

SOC 2 Type II (security page)
Says recording is optional, not required
Penetration testing and SSO mentioned on security page

↗ jump.ai/security

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Our take

Publishes per-advisor prices, which most rivals don't. Says LPL, Osaic and Cetera use it.

Compare Jump

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