Jump AI vs FOA Dashboard

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

This app is designed to give you mobile access to your Five Oceans Dashboard and provides you with a secure way to: 1) View your investment accounts, activity, performance, balances, and more; 2) Download custodial statements, invoices, and tax forms; 3) Share documents with the Five Oceans team via the encrypted vault. Please contact us at 310-525-5155 or info@fiveoceansadvisors.com if you have any difficulty logging in, have any questions, would like us to walk you through the app, or would like to provide feedback. (NOTE: you must set up your Five Oceans Dashboard before logging into this app.) About Us: Five Oceans Advisors is an investment adviser registered with the Securities and Exchange Commission (SEC). We empower Gen X and Gen Y Founders, C-Suite Entrepreneurs, and their families to be who they want to be in the world. For more information, please visit us at https://fiveoceansadvisors.com.