Jump AI vs Pontera Connect

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

Secure. Simple. Seamless. Take control of your financial future with a secure app designed to connect your retirement accounts to your financial advisor—without sharing credentials. Built with privacy and security at its core, the app ensures that your login details stay safely stored on your device, unavailable to anyone for any use and away from any cloud or third-party databases, ensuring they are used for the sole purpose of displaying your advisor with the most updated information so they can optimize your retirement plan. Enjoy peace of mind knowing your financial advisor can access the data they need to provide personalized, effective guidance for your retirement planning. With an intuitive interface, quick setup, and robust encryption, the app makes account management easier than ever. Your security is our priority. Whether you’re granting access or reviewing account permissions, every step is designed to keep your information private and protected. It’s time to embrace smarter financial planning, without compromising your safety. Download the app today and experience a new standard in secure account access.