Jump is an AI software platform designed for financial advisors and other financial professionals. It helps firms turn client meetings, emails, and documents into organized notes, workflows, and audit-ready records, supporting work across the client lifecycle. Its tools include meeting scheduling, pre-meeting briefs, agendas, AI-generated notes and follow-ups, client intake forms, and document processing. Jump can also sync structured information with customer relationship management and other business systems.

The platform offers client profiles, an email assistant, an AI associate that can answer questions and take actions across connected tools, and integrations with more than 40 systems. For firm growth and operations, it provides opportunity and risk signals, repeatable playbooks, performance scorecards, meeting search, surveys, and dashboards. Jump serves enterprise firms, independent advisors, insurance providers, accounting teams, asset managers, banks, and credit unions.

Built for regulated industries, Jump offers configurable compliance features, audit trails, and options for recording meetings. The company says client data is not used to train its models and AI-generated outputs can be reviewed before use.