My Plan Admin vs Jump AI
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
My Plan Admin
Manage your employer-sponsored wealth accounts. Review and track your investments and financial planning within a secure platform.
- Review employer-sponsored wealth accounts
- Manage financial planning
- Track investments
- Secure platform access
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Review and manage your employer-sponsored wealth account with My Plan Admin.
Jump AI
This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.
- AI-powered meeting capture
- Automated note-taking in your voice
- Task generation from conversations
- CRM integration
- Phone and VoIP call transcription
- Summary-only mode
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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
Screenshots
Verdict
The clearest difference is review sentiment: Jump AI at 65% against My Plan Admin's 0%. Jump AI also leads on rating (4.9 vs 2.3) and update cadence (every 3 weeks vs every 24 months). My Plan Admin's advantage is monetization model (free vs freemium) and device support (3 vs 1). On price, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Jump AI holds the better App Store score, 4.9 against 2.3. That said, the two scores are not equally well evidenced: Jump AI has 1.8K ratings behind it against 3, so its average is the more settled of the two. Written reviews point the same way: 0% of My Plan Admin's written reviews are positive against 65% of Jump AI's.
My Plan Admin ships an update every 24 months, Jump AI every 3 weeks. The most recent releases landed on September 18, 2026 and September 29, 2026 respectively.
| Parameter | My Plan Admin | Jump AI |
|---|---|---|
| Price | Free | Free |
| Rating | 2.3 (3 ratings) | 4.9 (1.8K ratings) — better |
| Positive reviews | 0.0% of reviews | 65.2% of reviews — better |
| Number of ratings | 3 | 1.8K — better |
| Update frequency | Every 24 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free — better | Freemium |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 12.0 — better | 18.0 |
| Further details — not scored | ||
| Size | 21 MB | 80 MB |
| Age rating | 4+ | 4+ |
| Developer | The Retirement Plan Company, LLC | Accio, Inc. |
Customer experience
My Plan Admin
Jump AI
In-app purchases
My Plan Admin
No in-app purchases
Jump AI
No in-app purchases
