Jump - Advisor AI saw over 10,000 LPL advisors trust Jump.
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Why do LPL advisors choose Jump? Diana Cabrices put that question to advisors at LPL Focus. "The main thing is how much time it saves," one advisor said. "I was getting…
Company
Jump - Advisor AI
Trusted AI for advisors & financial professionals. Save time, increase revenue, and elevate the client experience.
- Industry
- Software Development
- Location
- Salt Lake City, US
- Company size
- 201–500 employees
About Jump - Advisor AI
Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up. It's built with industry-leading compliance and aligned to regulatory standards, integrates with your CRM and tech stack through 40+ embedded connections, and is intuitive enough for firms to see 90%+ adoption within days of deployment. Trusted by 35,000+ advisors at firms like LPL Financial, Osaic, and Cetera.
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Latest activity from Jump - Advisor AI
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Products & Services
Jump - Advisor AI integrated Holistiplan, eMoney Advisor, and Asset-Map integrations with Equitable Advisors
Products & Services
Jump - Advisor AI released the DataHub connector for SQLMesh.
Presence & Recognition
Jump - Advisor AI is attending the Future Proof festival from September 14 to 17, featuring live sessions on AI in advisory practices and a booth.
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