Wealth advisors used to take notes manually

Now they use Jump — the only way to turn conversations into tasks, notes, and compliance records with secure AI.

Cut meeting admin work by 90% (literally).

Jump is made exclusively for advisors and connects seamlessly with your advisor tech stack.

So much more than AI note-taking.

Jump is totally different from Fireflies or other generic meeting summarizers. We're advisor-centric from the ground up.

Meeting notes in exactly your style

Our meeting notes are totally customizable. They'll exactly mimic the best notes you've ever taken.

We know one size doesn't fit all, so we make it easy to choose your style, extract data into tables, and add custom formatting.

One-click CRM updates

Jump stands out with ultra-deep integrations with Salesforce, Redtail, and Wealthbox. However you're set up, Jump can handle it. Notes, tasks, and client data can go straight from Jump into your CRM with just one click.

Pre-meeting prep one-pagers

Jump can automatically gather data from your CRM and past meetings to send you completely customizable one-pager prepping you for your upcoming meetings. It can include recent interactions, conversation starters, and reminders about past tasks and meetings.

Follow-up emails

Make sure clients are in the loop on what your follow-up items are and what theirs are with follow-up emails ready to go within seconds of a meeting ending. Like everything in Jump, these emails are completely customizable and will follow your style, tone, and length exactly.

Smart, syncable tasks

Unlike generic meeting summarizers, tasks that come out of Jump are much more than just a bullet-point list of action items. They're smart data objects with title, description, assignee, and due date, ready for sync into your CRM.

Ask anything

Ask any questions about a meeting to remind yourself of what happened or make sure you've got the details right.

Mobile app

Use Jump's mobile app to capture in-person or on-the-go meetings (you'll also be able to upload meetings from any other source, or capture on your laptop if you choose.)