JUMP

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.

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Cut Meeting Admin Work by 90% (literally).

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

Advisor-Centric

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.