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Jump connects seamlessly with your advisor tech stack and supports you before, during and after your client meeting
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Jump’s meeting notes are completely customizable. We make it easy to choose your style, extract data into tables and add custom formatting.
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Jump’s user friendly mobile app can be used to capture in-person or on-the-go meetings
Product Description
About this Product
Jump AI is the industry’s leading AI meeting assistant designed exclusively for financial advisors:
- Significantly reduces meeting admin time with AI generated pre-meeting prep, note-taking and post meeting follow up
- Fully customizable automated meeting notes that match your workflows and writing style
- Identifies key takeaways, action items, and decisions, making follow-up and accountability seamless
About Jump
Jump AI is the industry’s leading advisor AI assistant enabling RIA and Broker Dealer teams to cut meeting admin time by 90% while elevating the advisor and client experience. Founded in 2023, Jump’s platform automates key functions such as meeting preparation, note-taking, compliance documentation, CRM updates, client recap emails and follow-up tasks. In 2024, Jump was the recipient of three WealthManagement.com “Wealthies” Industry Awards in the categories of Technology Disruptor, Innovative New Applications and Advisor Choice Technologies. Additionally, Jump was recognized as Best in Show at the Wealth Management EDGE Tech Demo Competition. Jump is headquartered in Salt Lake City, Utah.
Product Details
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.