Jump Technology
Elevate client meetings. Drive advisor success.
"Jump Technology provides a client meeting support platform designed to enhance client engagement and streamline meeting workflows for financial advisors. It offers tools for collaborative agenda creation, interactive presentations, and post-meeting follow-up, helping firms deliver a more personalized and efficient client experience. Jump is used by advisory firms looking to improve client satisfaction and drive business growth through better meeting management."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Jump Technology empowers financial advisors to conduct more engaging and productive client meetings through interactive planning and collaboration tools."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Jump Technology integrates into institutional RIA stacks.
Alternative Peer Landscapes
Acuity Scheduling
Simplify scheduling, enhance client engagement.
Advisor Websites (Responsive)
Engage clients and grow your AUM with a modern website.
asset-map
Visualize wealth. Engage clients. Grow your practice.
Bookings
Simplify scheduling, enhance client engagement.
Calendly
Calendly: Streamline scheduling, optimize client engagement.
Entole
Elevate client engagement with a modern portal experience.