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Jump for independent advisors: the meeting assistant that walks in prepared

Q: How much does Jump cost for an advisor?

The core Meet plan is $100 per advisor per month. The Onboard and Grow add-on modules are $50 per advisor per month each, so running all three is $200 per advisor per month. Confirm current pricing with the vendor at jump.ai.

Q: Is Jump worth $100 a month when Zocks starts at $67?

It depends on what you need. Zocks Essentials at $67 per user per month billed annually is about $33 a month cheaper per seat. Jump's case is depth: pre-meeting prep briefs and drafted follow-up, not just notes. If meetings dominate your week, that gap can pay for itself.

In a sentence: Jump is an AI meeting assistant built specifically for financial advisors — it writes a prep brief before each client meeting, takes the notes during it, drafts the follow-up tasks and emails after, and files everything to your CRM. The core "Meet" plan runs $100/advisor/mo, with "Onboard" and "Grow" add-on modules at $50/advisor/mo each. It costs more than Zocks, and the extra money buys prep and workflow depth rather than just notes.

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The short version:

Why an RIA looks at Jump: it briefs you before the meeting instead of only handing you a transcript afterward.
What the core plan covers: AI notetaking on unlimited meetings, pre-meeting prep briefs, follow-up tasks and emails, CRM and planning-tool sync, and scheduling.
What it costs: the Meet plan is $100/advisor/mo, and the Onboard and Grow add-ons are $50/advisor/mo each. Confirm current pricing with the vendor.
The compliance basics: get client consent before recording, review every AI summary yourself, and archive AI-assisted client communications under books-and-records rules.
Best fit: solo advisors and small RIAs who live in client meetings. If price decides it, Zocks starts at $67/user/mo billed annually.

See it in action

Explainer video coming soon

Jump is an AI meeting assistant for financial advisors that writes pre-meeting prep briefs, takes the notes, drafts follow-up tasks and emails, and syncs to your CRM, from $100/advisor/mo.

Visit Jump →

What does Jump do for an independent RIA?

Jump works the whole arc of a client meeting, not just the middle of it. Before you sit down, it builds a prep brief so you're not digging through old notes ten minutes before the client arrives. During the meeting it takes the notes, and there's no cap on how many meetings the Meet plan covers.

Afterward it drafts the follow-up: the task list and the recap email, ready for your review before anything goes out. It then syncs structured notes to your CRM and planning tools, which is the part that saves the 6 PM typing session. If you run Wealthbox or Redtail, the notes land where the rest of your client record already lives.

What does Jump cost?

The core Meet plan is $100/advisor/mo. Two add-on modules, Onboard and Grow, run $50/advisor/mo each, so the full stack is $200/advisor/mo. Pricing is per advisor, so a three-advisor firm on Meet alone budgets $300/mo.

That makes Jump the pricier standalone option in this category. Zocks Essentials is $67/user/mo billed annually, and Wealthbox's own AI Notetaker add-on is an introductory $49/user/mo on top of its CRM. Confirm current pricing with the vendor before you commit.

Pricing is vendor-published and changes; check the current numbers at jump.ai/pricing (vendor-published, checked 2026-07-09).

Can you use Jump and stay compliant?

An AI notetaker in a client meeting touches real regulatory ground, so treat the rollout like a compliance project, not an app install. Recording needs client consent, so build the ask into your meeting confirmations. Review every AI-written summary and follow-up email before it goes anywhere; the output is a draft, and you own it.

AI-assisted client communications belong in your books and records under Advisers Act Rule 204-2, so decide how they archive before the first meeting, not after an exam letter. And get your compliance officer's sign-off on the whole workflow before rollout. None of this is compliance advice; our RIA compliance guide covers the ground in more detail.

Where does Jump fit next to Zocks and Wealthbox?

Three tools chase this job at three prices. Zocks is the value pick at $67/user/mo billed annually ($80 month to month), about $33/mo less per seat than Jump. Wealthbox comes at it from the CRM side: its AI Notetaker is an introductory $49/user/mo add-on, the cheapest way in if you're already a Wealthbox shop. Jump's argument is depth, especially the prep briefs and drafted follow-up.

Jump also isn't the tool for every AI job in your firm. Pulling data out of brokerage statements and estate documents is Powder's territory, and tax planning belongs to Holistiplan or FP Alpha.

Strong if…

Client meetings dominate your week and prep time is the bottleneck.
You want a prep brief before the meeting, not just a transcript after it.
You run Wealthbox or Redtail and want notes filed to the CRM without retyping.
You want the recap email and task list drafted before you're back at your desk.

Maybe not if…

Budget decides it: Zocks is $67/user/mo billed annually, and Wealthbox's own AI Notetaker add-on is an introductory $49/user/mo.
Your bigger headache is documents — statements, tax returns, estate paperwork — which is Powder's lane, not Jump's.
You're after tax-planning output, which lives in Holistiplan or FP Alpha, a different category entirely.
Your compliance officer hasn't signed off on recording client meetings yet.

Weighing it against the cheaper standalone? See Jump vs Zocks, or the full advisor AI software comparison.

Common questions

How much does Jump cost for an advisor?

The core Meet plan is $100/advisor/mo. The Onboard and Grow add-on modules are $50/advisor/mo each, so running all three is $200/advisor/mo. Confirm current pricing with the vendor at jump.ai.

Does Jump work with Wealthbox and Redtail?

Yes. Jump syncs meeting notes and follow-up tasks to advisor CRMs, including Wealthbox and Redtail, so notes land in your system of record instead of a separate app. You still review each summary before relying on it.

Do clients need to consent before Jump records a meeting?

Yes, get consent before recording. Review every AI summary yourself, archive AI-assisted client communications under the books-and-records rule (Advisers Act Rule 204-2), and get your compliance officer's sign-off before rollout. More in our compliance guide.

Is Jump worth $100 a month when Zocks starts at $67?

It depends on what you need. Zocks Essentials at $67/user/mo billed annually is about $33/mo cheaper per seat. Jump's case is depth: pre-meeting prep briefs and drafted follow-up, not just notes. If meetings dominate your week, that gap can pay for itself. Our Jump vs Zocks comparison walks through it.

Reviewed by James Mills, founder of The Agentic AI Index — an independent directory of AI tools and local AI consultants, covering advisory firms alongside other small businesses. We earn a commission if you sign up through our links; it doesn't change what we write or who we list. We refer local pros; we do not recommend or endorse providers.

Sources

Pricing is vendor-published and changes; confirm it with the vendor before you buy.
Jump — jump.ai/pricing (Meet $100/advisor/mo; Onboard and Grow add-on modules $50/advisor/mo each). Vendor-published, checked 2026-07-09. Last reviewed: 2026-07-09.

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