# Jump AI — AI for wealth managers > AI assistant for financial advisors to automate meeting notes and tasks. (iPhone/iPad app by Accio, Inc..) - Source: https://appshunter.io/ios/app/jump-ai/id6475781425 (this page in markdown: same URL + `.md`) - Developer: [Accio, Inc.](https://appshunter.io/developer/974255700) - Category: Finance, Business - Price: Free - Rating: 4.90/5 from 1,499 App Store ratings · 23 written reviews indexed - Age rating: 4+ - Requires: iOS 18.0 · 77 MB - Languages: American English - Released: 2024-01-24 - Data updated: 2026-08-28 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/jump-ai/id6475781425/reviews.md ## What is Jump AI? 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 ## Key features - AI-powered meeting capture - Automated note-taking in your voice - Task generation from conversations - CRM integration - Phone and VoIP call transcription - Summary-only mode ## Recent user reviews (10 of 23) All indexed reviews: https://appshunter.io/ios/app/jump-ai/id6475781425/reviews.md ### 5/5 — 1st meeting complete *2026-07-21, version 1.9.9* I was blown away after using Jump for my first in person meeting. Really impressed with all of the detail and all of the analytics. I am legitimately mind blown, game changer, I’ll say it. ### 5/5 — Awesome Tool *2026-07-07, version 1.9.9* This software has helped our team collaborate so much easier than multiple weekly meetings! Time saver! ### 5/5 — Unreal time saver! *2026-06-11, version 1.9.4* This has saved me hours of work every week. ### 5/5 — Talk about ROI *2026-06-09, version 1.9.4* I can’t believe I ever went without Jump. I’d gladly pay 10x what they charge. It’s like having an associate on-call 24/7 365 for a tiny fraction of the cost. Incredible product! ### 5/5 — Time saver *2026-05-08, version 1.8.42* This has opened up so much more of my time while providing notes and activities I wouldn’t even have thought to include. ### 5/5 — CRC *2026-04-22, version 1.8.38* This has been an amazing app !! The note taking and the recap emails = game changer!! ### 5/5 — 95% of my time is spent in the field *2026-04-01, version 1.8.27* 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. ### 5/5 — Helpful *2026-04-01, version 1.8.27* Helpful for note taking ### 5/5 — Game changer *2026-04-01, version 1.8.27* Been an absolute game changer for my meetings! ### 5/5 — Huge for advisors *2026-03-26, version 1.8.27* 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 ## Frequently asked questions about Jump AI ### What does Jump AI do? Jump AI is an AI assistant specifically designed for financial advisors. It automates administrative tasks by capturing meetings, generating accurate notes in the user's voice, and transforming conversations into actionable items like tasks, email drafts, and CRM updates. ### What are the key features of the Jump AI mobile app? The mobile app offers one-tap in-person meeting capture with transcription, accurate and detailed meeting notes in your voice, CRM integrations to sync notes, phone and VoIP capture via supported integrations, and a Summary-Only Mode for transcribing and summarizing without saving audio. ### How much does Jump AI cost? The provided information indicates that the app has no in-app purchases and no ads, suggesting a freemium or subscription model. Specific pricing details are not available in the description. ### What kind of devices is Jump AI compatible with? The description mentions a mobile app, implying compatibility with smartphones and tablets. Specific operating system requirements (iOS or Android) are not detailed. ### How can Jump AI help financial advisors? Jump AI significantly reduces meeting administration by automating note-taking and task creation. This allows financial advisors to dedicate more time to client interactions and strategic planning, improving overall efficiency and client service. ## Version history (last 5 releases) ### 1.9.11 — 2026-08-22 AI Associate updates (including chat history) Bug fixes ### 1.9.10 — 2026-08-17 • Share meetings and manage access directly in the app. • Add or remove attendees and adjust the notetaker from meeting details. • Recover interrupted recording uploads more reliably, with clearer processing status. • Manage upcoming meetings more easily and see more accurate CRM-sync status. • See clearer names for newly captured recordings. ### 1.9.9 — 2026-07-06 Added meeting list display settings so you can choose how meeting rows are shown. Improved the login screen layout for clearer sign-in and instance selection. Added country flags to instance selection so environments are easier to identify. ### 1.9.6 — 2026-06-15 Added a new Help & Support area with direct access to support resources. Added quick options to open Help Center documentation, email support, and request a feature from the mobile app. Improved CRM suggestions with support for saving suggestions and a fix for a suggestion sheet crash. Improved Ask Anything continuity by keeping the mobile session connected across app activity. Fixed a Home screen scrolling issue that could cause the list to bounce indefinitely. Improved mobile draft playback settings so the app respects your playback preference. ### 1.9.4 — 2026-05-27 - Added Ask Anything on mobile so you can ask questions, review answers, and keep working from the app. - Added mobile Contacts with contact details, contact search, and contact-focused calling workflows. - Added contact-focused calling improvements, including conference-call details and an updated Join My Call dial pad. - Updated meeting details with a richer, web-aligned layout for notes, prep answers, follow-up tasks, draft emails, and recordings. - Added clearer consent attestation controls for syncing follow-up tasks, draft emails, CRM suggestions, and financial planning updates. - Added copy actions for AI Associate replies and draft email content. - Improved recording and meeting detail screens with updated recording cards, draft sections, and email previews. - Fixed stale new-notes badges and cross-user seen/synced state issues in meeting details. - Improved Ask Anything send readiness, new-chat confirmation, starter prompts, and contact form styling. - Cleaned up completed-meeting row status display and removed the redundant contact notetaker toggle. ## Apps similar to Jump AI | App | Rating | Price | Category | | --- | --- | --- | --- | | [NetX360® Mobile](https://appshunter.io/ios/app/netx360-mobile/id871993127) | 2.0 (75) | Free | Finance | | [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.6 (28) | Free | Finance | | [LPL Events](https://appshunter.io/ios/app/lpl-events/id1559377955) | 4.3 (6) | Free | Finance | | [Schwab Advisor Center® Mobile](https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637) | 2.5 (42) | Free | Finance | | [On-Site Electronic Deposit](https://appshunter.io/ios/app/on-site-electronic-deposit/id583155609) | 1.3 (69) | Free | Finance | | [Wealthscape℠](https://appshunter.io/ios/app/wealthscape/id1164184928) | 4.8 (2,815) | Free | Finance | ## Related topics [jump ai notetaker](https://appshunter.io/ios/topics/jump-ai-notetaker) · [jump ai](https://appshunter.io/ios/topics/jump-ai) · [financial ai advisor](https://appshunter.io/ios/topics/financial-ai-advisor) · [2024 aiib am](https://appshunter.io/ios/topics/2024-aiib-am) · [finmate ai](https://appshunter.io/ios/topics/finmate-ai) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-28.*