Jump is the AI operating system trusted by 28,000 advisors at LPL, Osaic, Cetera, StoneX, Merit, Sanctuary, and the firms that lead them.
Built for compliance from day one. Deployed across your firm in days, not quarters. Measurable in the first review cycle. Tell us about your firm and we will show you the deployment plan, the integration map, and the time-saved math for your advisor count.
Jump replaces an hour of meeting-related admin work per advisor per day. At a 500-advisor firm, that is roughly 125,000 hours a year. Compliance teams keep their audit trail. Advisors keep their evenings. The math compounds.
Average meeting-admin time eliminated, every working day, per advisor on Jump.
Hours reclaimed annually. At a $100 blended rate, that is roughly $12.5M in productive capacity.
Advisor satisfaction and adoption. T3 / Inside Information 2025, Kitces Report 2025, Oasis Group 2025.
Sources: Jump internal benchmarks, T3 / Inside Information Software Survey 2025, Kitces Report on Financial Advisor Technology Use 2025, Oasis Group 2025. Per-firm modeled figure assumes a $100 blended hourly rate; actuals vary by firm.
We do not send a deck. We send a working plan: integration map for your CRM and planning stack, advisor rollout sequence, compliance configuration, and a thirty-day measurement frame. Built specifically for your firm before our first call.
See a sample readiness planWealth firms do not lack vendors. They lack confidence. The buying committee runs through the same three questions every time, in the same order, and the firms that win their attention answer all three before the first demo.
Configurable retention. Audit-ready logs. SOC 2 infrastructure. Permissioning that mirrors the firm's existing supervisory model. The Chief Compliance Officer needs a yes before anyone else moves.
Twenty percent adoption is a failed deployment. Jump is rated #1 in advisor satisfaction and #1 in adoption across 2025 industry surveys. Advisors choose to keep using it because it makes them better at their job.
Native to Salesforce, Wealthbox, Redtail, eMoney, RightCapital, Zoom, Teams. More than thirty integrations and growing. No rip-and-replace. The advisor experience does not change. The firm's data does.
A successful rollout is not a software install. It is a sequence: choose the right pilot pod, prove the value with one quarter of data, then scale across the firm with the playbook the pilot wrote. Jump deployments follow this pattern with consistent results.
The right pilot is not the eager early adopters. It is the eight advisors with enough volume to generate signal and enough skepticism to stress-test the workflow. Two weeks. One pod. Real client meetings.
Hours saved per advisor. Note completeness rate. CRM data hygiene improvement. Compliance review time per meeting. The same dashboard that convinces the CCO to scale also tells the COO what to prepare for.
The pilot pod becomes the template. Their meeting structure becomes the firm's default. Their compliance configuration becomes the supervisory model. Wave deployment in four-week cohorts, with each cohort outperforming the last on adoption and time-to-value.
From independent broker-dealers managing tens of thousands of advisors to RIAs serving the largest households. The category leader because of the customer roster, not in spite of it.
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Tell us the firm and the advisor count. We will model the deployment, the integration map, and the productive capacity recovered, then send it back inside one business day.
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