Tool profile
Jump: cost, fit and limits
Jump is an AI assistant platform for financial advisors made by Accio, Inc. (doing business as Jump) that takes meeting notes, prepares and follows up on client meetings, helps with account opening and flags growth opportunities. It syncs with CRMs and financial planning tools and is sold per advisor, with an enterprise tier for firms.
What to know first
Jump is sold as a core meeting product with two paid add-ons rather than as one bundle. Meet covers the notetaker, preparation and follow-ups; Onboard handles account opening and form filling; Grow adds meeting analytics and coaching. Every plan includes 40+ integrations and MCP. The practical question is which of the three jobs your firm wants to pay for, since the add-ons are sold by demo and priced separately per advisor.
Jump at a glance
| Maker | Accio, Inc., United States |
|---|---|
| Free plan | Free trial only |
| Entry price | $100 per advisor per month |
| API access | Yes |
| Category | Best AI Wealth Management Software in 2026, rank 1 of 10 |
| Website | jump.ai |
Who Jump is best for
Advisors with heavy new-client paperwork
The Onboard add-on lists AI-assisted account opening, automatic form completion, document intake and CRM field mapping, which targets the hours advisors spend re-keying forms after a first meeting.
Firms that choose the recording level per meeting
Jump states recording is optional: transcript-only, summary-only or full audio and video, with admin-set disclosure and consent rules, so a compliance team can pick the least invasive mode.
Teams that want coaching on how advisors run meetings
The Grow add-on lists meeting analytics, topic and trend monitoring, conversation guides and advisor coaching, which suits a practice lead reviewing patterns across many calls.
Large firms that need SSO and an audit trail
The Enterprise tier lists API and build access, SSO, SCIM and SAML, a compliance dashboard and custom attestations and disclosures, which standard seats do not include.
Jump plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Meet | $100 per advisor per month | AI notetaker, unlimited meetings, pre-meeting preparation, follow-up tasks and emails, CRM or planning sync and meeting scheduling, with a free trial. |
| Onboard (add-on) | $50 per advisor per month | AI-assisted account opening, automatic form completion, document intake, CRM field mapping, form sync to the CRM and document scraping. Available by demo. |
| Grow (add-on) | $50 per advisor per month | Meeting analytics, topic and trend monitoring, client recommendations, conversation guides, advisor coaching and revenue opportunity sourcing. Available by demo. |
| Enterprise | Custom, through sales | API and build access, SSO, SCIM and SAML, a compliance dashboard, custom attestations and disclosures and personalized configuration. |
Checked November 2026.
What Jump does
- Meeting capture with a choice of detail
- Jump can keep a transcript only, a summary only, or full audio and video. It also redacts non-public and personally identifiable information from transcripts, which reduces what sits in the archive.
- Account opening and forms
- The Onboard add-on pulls details from documents and conversations into intake forms and real-time account opening, then maps the fields back to the CRM, so a new client's data is typed once.
- Operating layer under every plan
- All plans include client profiles, an AI Associate, automations, an email assistant, tasks and MCP, so data from meetings feeds assistants such as the ones an advisor already uses.
- Two-way integrations
- The site lists 40+ two-way integrations across CRMs, financial planning tools, conferencing systems and calendars, so notes and tasks can be written back to the system of record.
- Growth signals
- Grow lists signals for opportunities and risks, playbooks, scorecards, surveys and dashboards, which turn call content into follow-up lists for the advisor or the firm.
How Jump handles your data
Jump's security page states SOC 2 Type II compliance assessed by an independent auditor over a continuous 12-month period, plus annual penetration testing by an outside firm. It says customer data, including recordings, transcripts and summaries, is not used to train, fine-tune or improve any AI model. Data and backups are stored in the region the customer designates, and customers set their own retention period; defaults were not listed. The privacy policy says data is stored on servers in the United States and that data sent to third-party AI connectors is outside Jump's control.
Where Jump falls short in practice
- Add-on prices may not be final. Onboard and Grow show $50 per advisor per month on the pricing page but are sold by demo, so a firm that needs all three should plan on about $200 per advisor per month and ask for the real quote.
- AI connectors move data out of Jump's control. The privacy policy says that once data goes to a third-party AI service through a connector, Jump cannot control whether that service trains on it, so each connector needs its own review.
- Not a portfolio or planning system. Jump captures and routes information between systems. Performance reporting, rebalancing and plan modeling still live in the CRM, planning and portfolio tools it syncs with.
Works with
Alternatives to Jump
Jump: common questions
Does Jump record my client meetings by default?
The pages read do not state a default. Jump says recording is optional and can be transcript-only, summary-only or full audio and video. Admins can set disclosure and consent rules, so the firm decides the mode and tells clients before the first call.
What does the Jump Meet plan leave out?
Meet covers the notetaker, preparation, follow-ups, scheduling and CRM or planning sync. Account opening, form filling and document intake belong to the $50 Onboard add-on, and growth analytics and coaching belong to Grow at $50, so firms that need them pay more.
Can Jump be used with my enterprise single sign-on?
Jump lists SSO with SCIM and SAML under the Enterprise tier only. Smaller firms on the per-advisor plans would not have it, so check the tier before an identity team signs off. Ask whether a firm on per-advisor seats can buy SSO separately.
Where does Jump keep my firm's data?
Jump says it stores data, including backups, in the region you designate. The privacy policy separately says data is stored on U.S. servers, so a firm with a non-U.S. requirement should ask which regions are actually available. Ask the vendor which regions are available before signing, and get the region written into the order form.
How much can I save by paying annually for Jump?
The pricing page says annual payment saves up to 20 percent compared with monthly billing. It does not publish the exact annual rate per product, so ask for it in the quote and compare it with the monthly figure. A firm billing monthly today should request both quotes side by side.