AdvisorShelf / AI tools / Jump

AI tools

Jump

AI meeting prep, notes, follow-ups and an assistant for financial advisors, priced per advisor.

Made by Jump Visit Jump's website

Starting priceFrom $100/advisor/mo

Checked on the vendor's site · Oct 13

Price on their own siteYes

Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+

In their words: “Empowering 50,000+ advisors at top firms of all sizes”

Vendor says · source

Connections listed22 connectionsSalesforce, Wealthbox, eMoney and 19 more. Source and date for each below.

Is this your company? Claim this free profile to send corrections and add details. Claiming is free and never changes how we compare tools.

Claim this profile

What their website looks like

Screenshot of Jump's homepage — Jump's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Plan	Price	Billing
Meet (core plan), pay annually	$100/advisor/mo per advisor, per month	Pay Annually (the setting the page loads on)
Meet (core plan), pay monthly	$120/advisor/mo per advisor, per month	Pay Monthly
Onboard (add-on), pay annually	$50/advisor/mo per advisor, per month	Pay Annually (the setting the page loads on) Add-on to Meet.
Onboard (add-on), pay monthly	$60/advisor/mo per advisor, per month	Pay Monthly Add-on to Meet.
Grow (add-on), pay annually	$50/advisor/mo per advisor, per month	Pay Annually (the setting the page loads on) Add-on to Meet.
Grow (add-on), pay monthly	$60/advisor/mo per advisor, per month	Pay Monthly Add-on to Meet.

Free trial offered (Try for free); Onboard and Grow are sold by demo.

Source: Jump pricing page. Checked on the vendor's site, Oct 13.

Where Jump sits on price

JumpOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFree ContioFree FathomFree FirefliesFree GrainFree Synopsist$25/mo Munin$29/mo Finmate AI$39/mo Vega$42/mo Knapsack$50/mo YourStake$50/mo Hazel$60/mo Zocks$67/mo Focal$100/mo Jump$100/mo DataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

What connects to Jump

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

eMoneyWealth.comHubSpotAdvisorEngineBlack DiamondOrionZoho CRMPractifiand 8 more below

Jump22 connections listed

Data goes out to

WealthboxHubSpotAdvisorEngineZoho CRMAsset-MapXLR8LeadCenterQuivr

Direction not stated

SalesforceRedtailDynamics 365 SalesRightCapital

Salesforce

Checked on the vendor's site

Direction not stated: meeting notes, tasks and client updates synced

Source: Jump integrations page. Checked Oct 13.

Wealthbox

Checked on the vendor's site

Data out: CRM fields updated after meetings

Source: Jump integrations page. Checked Oct 13.

eMoney

Checked on the vendor's site

Data in: financial planning context brought into meetings

Source: Jump integrations page. Checked Oct 13.

Redtail

Checked on the vendor's site

Direction not stated: Jump runs inside Redtail: meeting prep, notes and follow-ups

Source: Jump integrations page. Checked Oct 13.

Wealth.com

Checked on the vendor's site

Data in: estate planning facts for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

HubSpot

Checked on the vendor's site

Data in: CRM context for meeting prep
Data out: notes, tasks and follow-ups synced back to HubSpot

Source: Jump integrations page. Checked Oct 13.

Dynamics 365 Sales

Checked on the vendor's site

Direction not stated: client data synced

Source: Jump integrations page. Checked Oct 13.

AdvisorEngine

Checked on the vendor's site

Data out: notes, tasks and field updates pushed
Data in: Households, Workflow and Record Actions pulled for prep

Source: Jump integrations page. Checked Oct 13.

Zoho CRM

Checked on the vendor's site

Data in: client context for pre-meeting prep
Data out: notes, follow-up tasks and record updates synced back to Zoho

Source: Jump integrations page. Checked Oct 13.

Asset-Map

Checked on the vendor's site

Data out: approved household updates synced into Asset-Map

Source: Jump integrations page. Checked Oct 13.

Practifi

Checked on the vendor's site

Direction not stated: notes, tasks and field updates synced
Data in: Contacts, Entities, Tasks, Processes and Deals pulled for prep

Source: Jump integrations page. Checked Oct 13.

Holistiplan

Checked on the vendor's site

Data in: tax insights for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

XLR8

Checked on the vendor's site

Data out: notes, tasks and field updates pushed
Data in: context for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

Advyzon

Checked on the vendor's site

Direction not stated: meeting notes, tasks and updates synced
Data in: context for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

Schwab

Checked on the vendor's site

Data in: custodian account data, alerts and service updates for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

LeadCenter

Checked on the vendor's site

Data in: client context pulled into meetings
Data out: notes and follow-up tasks pushed back into the CRM

Source: Jump integrations page. Checked Oct 13.

RightCapital

Checked on the vendor's site

Direction not stated: financial planning data kept up to date

Source: Jump integrations page. Checked Oct 13.

Quivr

Checked on the vendor's site

Data out: notes, tasks and field updates pushed
Data in: Contacts, Households, Meetings, Tasks and Holdings pulled for prep

Source: Jump integrations page. Checked Oct 13.

MedicarePRO

Checked on the vendor's site

Data in: Appointments, Calendar, Contacts, Notes and Tasks for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

SmartOffice

Checked on the vendor's site

Direction not stated: notes, tasks and field updates synced
Data in: context for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Jump lists.

Black Diamond

Checked on the vendor's site

Data in: portfolio and account context for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

Orion

Checked on the vendor's site

Data in: portfolio context for pre-meeting prep

Source: Jump integrations page. Checked Oct 13.

Leaving later

We haven't read Jump's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Jump yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Jump with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Fathom

Free plan

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedHubSpot · Data out checked

View profile

Fireflies

Free plan

Checked on the vendor's site · Oct 13

Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile

View profile

Quin

From $49/mo for the 10 hrs setting

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedWealthbox · Data out checkedRedtail · Data out checkedSlant · Data out checkedHubSpot · Data out checkedand 16 more on the profile

View profile

Continuum

From CAD 79/seat/month

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedWealthbox · Data out checkedMaximizer · Data out checkedHubSpot · Data out checkedMicrosoft Dynamics 365 · Data out checkedand 7 more on the profile

View profile

Corrections

No corrections to this profile yet.

Spotted something out of date? Send a correction and we'll check it again.