Jump is the best AI software for financial advisors. Easily automate note-taking, meeting prep, admin tasks, client follow-up, & more. See how in a free trial.

Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetings, writes accurate notes in your voice, and turns conversations into tasks, …

Dec 22, 2025 · Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks, …

Capturing a Meeting How to use Jump to capture your meetings, whether in-person, on the phone, or virtual.

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Jump Desktop lets your workforce stay productive and connected from anywhere, transforming the way your business operates.

The Jump App was exactly what I needed during a career crossroads. I wanted quick access to someone who could help navigate my next move, and that's precisely what I got. After just a …

Jan 10, 2024 · Jump lets financial advisors do what only they can do: build a relationship with clients to make sure they get where they want to go.

The Jump Android app works as your meeting assistant on the go. You can use the app to capture in-person meetings, review and edit notes, and sync them to your CRM before you’re …

Explore Jump AI’s simple, scalable pricing. Built for solo advisors and teams, our plans help you automate, grow, and save time. Start your free trial today!