DST Vision vs Jump AI
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
DST Vision
This mobile application provides financial intermediaries with on-the-go access to client account information. It allows for quick retrieval of aggregated data, improving client responsiveness and enabling advisors to view account details and transaction history.
- Access aggregated client account information
- Improve client responsiveness
- View real-time account data
- Search clients by last name
- View asset and account details
- Browse account transaction history
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With DST Vision Mobile, financial intermediaries can harness the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use and speed in mind, an advisor’s existing Vision ID and password is used to gain mobile access to key client account information while enjoying these benefits: -Fast, easy access to aggregated client account information -Improve client responsiveness -Vision ID and Password is used for mobile access -Access to real-time account information With DST Vision Mobile, you can: -View your book of business using the client and household lists aggregated across participating management companies -Search by last name to pinpoint assets held by a particular client or household -View asset information by household or individual client -View account details such as account number, value, NAV, NAV change and shares -Browse account transaction history
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 rating: Jump AI at 4.9 against DST Vision's 3.0. Jump AI also leads on update cadence (fortnightly vs every 9 months) and review sentiment (65% vs 38%). DST Vision'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 3.0. That said, the two scores are not equally well evidenced: Jump AI has 2.1K ratings behind it against 3, so its average is the more settled of the two. Written reviews point the same way: 38% of DST Vision's written reviews are positive against 65% of Jump AI's.
DST Vision ships an update every 9 months, Jump AI fortnightly. The most recent releases landed on October 23, 2026 and October 25, 2026 respectively.
| Parameter | DST Vision | Jump AI |
|---|---|---|
| Price | Free | Free |
| Rating | 3.0 (3 ratings) | 4.9 (2.1K ratings) — better |
| Positive reviews | 37.5% of reviews | 65.2% of reviews — better |
| Number of ratings | 3 | 2.1K — better |
| Update frequency | Every 9 months | Fortnightly — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free — better | Freemium |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 10.3 — better | 18.0 |
| Further details — not scored | ||
| Size | 1 MB | 81 MB |
| Age rating | 4+ | 4+ |
| Developer | DST Systems, Inc. | Accio, Inc. |
Customer experience
DST Vision
Jump AI
In-app purchases
DST Vision
No in-app purchases
Jump AI
No in-app purchases
