Jump Integration

Jump Integration

Jump is an AI note-taker for Financial Advisors that records every client conversation, turns it into clean notes, tasks, and compliance-ready records, and pushes them straight into AdvisorEngine CRM. You can save time (about 20 minutes per meeting on average), eliminate manual data entry, and create instant follow-ups so nothing slips through the cracks.

If you do not have a Jump account, you can learn more and sign up for a free trial at jumpapp.com.

If you have Jump and are interested in integration it with AdvisorEngine CRM, the integration is enabled from within Jump itself. See CRM Sync in the Jump help center for more details.

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