90% less meeting admin. 100% more insight. Jump is the #1 AI operating system for advisors, from independent to enterprise. Jump turns meetings, emails, and documents into notes, automated workflows, and compliance records, so you can process a meeting in 5 minutes, not 60.
Jump's mobile app includes:
• One-tap in-person meeting capture and note taking
• Accurate, detailed meeting notes in your voice
• Pre-meeting prep access, so you’re always ready for your next meeting
• AI Associate. Ask questions and take action across your entire tech stack: update CRM records, draft and send emails, schedule follow-ups, and create new contacts. Every action requires your approval, governed by your firm's compliance settings, so you stay in control.
• Contacts view synced with your CRM
• Integrations with CRMs, planning software, and more – to sync notes and tasks where you work
• Views of your meeting schedule and past meetings
• The ability to send the Jump notetaker to a meeting in progress
• Security controls built for regulated industries
• Dark mode support for comfortable use in any lighting
Jump in general is “work life” changing, but sending recap emails, assigning out to-dos, and logging my daily activity in SF used to take me hours at the end of day in hotel rooms, now takes me the walk to my car. Now I hate when I forget to click the red button.
I wanted to love it.
Diplomatic_ly
This is my last message to service after they told me a third meeting failed. They said - error couldn’t hear popped up, but then worked just fine. “I saw it. Then it went away while I had the 37 minute recording. Again, jump recorded meeting, uploaded, then disappeared. This is now the third incident. Even with a full refund, I am forced to use another provider going forward. This is absolutely a disaster of a product. It works amazing WHEN/IF it works. I already had to go hat in hand to other clients and do an entirely new discovery meeting because of this app. I gave it a chance. Now the failure rate is simply unacceptable. Please let me know when and if this service actually works in the future. I really did love Jump when it worked.”
Huge for advisors
MangoMine
The fact that I can have Jump take notes for me when I’m on the go is a game changer. The app has definitely improved in the last 6 months and now I can’t live without it. As someone who hates taking notes, this has been a big help
Incredible
Tmitchar
I’ve been super happy with Jump so far, including the mobile app. The notes that it takes are so detailed and makes my life so much easier.
• Keep listening to draft meeting recordings when your screen locks, with playback controls on the lock screen.
• Improved AI Associate history selection and follow-up question navigation.
• Fixed AI Associate access for eligible accounts with restricted feature settings.
• Clearer confirmation after sharing audio to Jump, with a more reliable return to the app.
• More helpful messages when an email sign-in code cannot be requested.
• Improved recording reliability when pausing, resuming, and submitting.
• Fixed missed taps in meeting menus and filters, improved responsiveness, and kept the Home loading spinner in place.
Version 1.9.17
The developer, Accio, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
User Content
Identifiers
Usage Data
Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
