Experience the end-to-end AI platform built for advisors

Save up to 20% with annual payments

📝 Run better client meetings
Core plan

Meet

AI-enhanced meeting prep, notes, follow-ups and assistant capabilities to save you time.

$100 per advisor/mo

Try for free

  • AI notetaker

  • Unlimited meetings

  • Pre-meeting preparation

  • Follow-up tasks & emails

  • Sync to CRM or financial planning tools

  • Meeting scheduling

🗂️ Onboard new clients
Add-on

Onboard

Account opening, document intake, and client onboarding without manual data entry.

$50 per advisor/mo

Book a demo

  • AI-assisted account opening

  • Automatic form completion

  • Document intake

  • CRM field mapping

  • Sync forms to CRM

  • Scrape documents

📈 Turn conversations into revenue
Add-on

Grow

Surface opportunities, improve advisor coaching, and identify trends and held-away assets.

$50 per advisor/mo

Book a demo

  • Meeting analytics & insights

  • Topics & trends monitoring

  • Proactive client recommendations

  • Proven conversation guides

  • Advisor coaching & training

  • Revenue opportunity sourcing

Features included in all plans

  • 40+ integrations
  • Data foundation
  • Client profiles
  • AI Associate
  • Automations
  • Email assistant
  • Tasks
  • MCP
💼 Power your firm with safe AI

Enterprise

See why the largest financial services firms choose Jump to deliver compliant, configurable AI adoption and measurable impact.

Contact sales
  • API & build access
  • SSO
  • Custom attestations
  • SCIM/SAML
  • Compliance dashboard
  • Conditional features
  • Custom disclosures
  • Personalized configuration

Feature list

Meet with clients

AI notetaker
Pre-meeting prep
Follow-up emails
Follow-up tasks
Sync to CRM or FP
Post-meeting data sync
Meeting scheduling

Onboard new clients

AI-assisted account opening
AI intake forms
Document intelligence

Grow your firm

Insights dashboard
Playbooks
Scorecards
Flash surveys
Signals

AI operating system

40+ integrations
Unified firm data foundation
AI Associate
Task management
Client profiles
AI automations
Email assistant
MCP

Frequently Asked Questions

  • What are the differences between the Meet, Onboard, Grow products?

    Advisory firms have different priorities across the client lifecycle. Meet, Grow, and Onboard allow firms to choose the capabilities that best support their goals and gives firms flexibility to match products to different advisor roles and needs — whether that’s improving client meetings, driving organic growth, or streamlining operations.

  • Can I build my own package?

  • Does the AI Operating System come with each package? Are there tiers within that?

  • Is Onboard a good fit for a small firm?

  • What products can I trial?