Jump AI vs eMoney Client Portal

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

Enjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your spending, investments, and asset allocation with easy-to-understand visuals and insights. • Personalized Goal Setting: Identify your financial goals and track your progress. Make adjustments to see how changes can impact your financial future. • Secure Document Vault: Upload and store important documents securely. Share them with your advisor whenever you need to, directly through the portal. • Simplified Communication: Engage with your advisor for meaningful planning conversations, all within the secure portal. • Explore: Dive into financial topics that interest you, separate from your financial plan, to gain valuable insights. EXPERIENCE THE ADVANTAGES: • Save Time and Stay Organized: Automate financial tracking and access everything in one place, making it easier to manage your financial life. • Complete Control and Security: View and manage your data safely, with secure aggregation and document sharing. • Enhanced Engagement: Take a proactive role in your financial journey by experimenting with different goals and gaining valuable insights.