Jump
AI meeting assistant built for financial advisors
Jump prepares advisors for client meetings, takes notes, drafts follow-up emails and tasks, and syncs the details into CRM and financial planning tools. Firm plans add compliance controls such as custom disclosures and attestations. Before you record, tell everyone in the meeting and get their consent.
Available on
Web
Pricing
Meet core plan $100/advisor/mo (free trial); Onboard and Grow add-ons $50/advisor/mo each; Enterprise custom; annual billing saves up to 20%
Subscription pricing
Price checked Nov 3, 2026
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