From notetaking to follow-ups, free up thousands of productive hours
1 hour
Meeting admin time saved
Per advisor, every day worked
250
Days worked per year
Minus weekends, holidays, time off
125,000
Total hours saved
500 advisor firm
$12.5m
Overhead saved each year*
Based on $100/hr blended rate
*This is a hypothetical scenario and not meant to be a guarantee of results. Each firm’s mileage with automated features such as meeting prep, notetaking, smart tasks, and follow-ups may vary.
Your life with Jump — minimum admin, maximum intelligence
Meeting Prep
Makes meeting prep lightning-quick
Jump auto-delivers talking points based on insights and client data prior to each meeting — so you show up prepared.
Jump has the most configurable compliance settings, whether you’re an IBD, RIA, or enterprise wealth team. It easily aligns to your record-keeping and supervision policies.
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
Access control is a priority for you, and it is for Jump, too. Easily who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.
