Get started with Wealthbox + Jump

Jump, the Advisor AI Assistant, streamlines meeting administration for RIA and BD teams, allowing firms to run more efficiently. Jump enhances client and advisor experiences by automating meeting notes, tasks, and compliance logs that can be synced with Wealthbox. With the Jump integration, advisors can populate pre-meeting notes based on Contact Record data, and automatically sync post-meeting notes and tasks created in Jump back into Wealthbox.

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  Jump uses AI to create notes and tasks from in-person or remote meetings and preps them for approval to sync in Wealthbox.

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  Notes and tasks from client meetings are automatically created and added to Wealthbox Contact Records.