Jump announced a series of new AI-powered product capabilities designed to help financial advisors save time, improve client engagement, and streamline workflows across their existing technology stacks.
The new capabilities expand Jump’s automation across the client lifecycle, including prospect engagement, onboarding, meeting preparation, follow-up, and ongoing relationship management.
Jump is a provider of AI solutions for advisors and financial services professionals. The company said the latest product updates are designed to reduce administrative work, eliminate friction between systems, and help advisors spend more time serving clients and growing their businesses.
One of the key updates is end-to-end client onboarding. Advisors can now initiate account opening workflows directly within Jump, with AI-assisted field mapping that automatically pre-fills required information using client data already available across connected systems. Advisors can review and approve the information before submission, reducing manual data entry and context switching.
This account opening capability builds on Jump’s customizable client intake forms and document ingestion tools, allowing the platform to support a more complete onboarding process.
Jump also introduced compliant scheduling capabilities. Personalized scheduling pages allow clients to book meetings through a shareable link that includes advisor information, meeting options, availability, and required disclosures in a single view. The company said the feature aligns with archiving requirements to support firm-wide adoption.
The company also announced enhancements to AI Associate, including PDF upload capabilities and voice dictation. Advisors can now use firm documents as source material in AI conversations and interact with AI Associate using natural speech.
Jump added support for Model Context Protocol, enabling more flexible and secure connections between Jump and third-party systems. The company said MCP support creates a foundation for agentic workflows that can take action across connected applications.
Jump is also expanding connectivity across the wealth management technology ecosystem. New and enhanced integrations with Redtail, eMoney, RightCapital, Orion, Holistiplan, MedicarePRO, and other advisor technology platforms are intended to help advisors access information, surface insights, and execute tasks without leaving existing workflows.
The new capabilities are now available to Jump users, with additional enhancements underway.
Jump is trusted by more than 35,000 users worldwide, including firms such as LPL Financial, Osaic Wealth, Cetera Financial Group, Allianz, and Principal Financial Group. The platform helps advisors and enterprises automate key workflows, streamline operations, and deliver more personalized client experiences.
KEY QUOTES:
“At Elysium, we’re constantly looking for ways to remove friction from the advisor and client experience. Jump’s AI-powered onboarding capabilities will help us streamline one of the most critical moments in the client journey. Instead of spending time on manual data entry and administrative tasks, our team can focus on building relationships and delivering advice. That’s the real promise of AI — not replacing the advisor or support team, but enabling them to operate at a higher level.”
Dr. Jill Floden, Chief Operations Officer and Chief Compliance Officer at Elysium Wealth Management
“Advisors don’t need more software – they need fewer bottlenecks. Every innovation we’re announcing today is designed to remove friction from critical advisor workflows. Whether it’s opening an account, scheduling a meeting or taking action across multiple systems, our goal is to help advisors move seamlessly from intention to execution.”
Tim Chaves, President and Chief Operating Officer of Jump
