Jump AI vs EIG Total View

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

EIG Total View gives you a clear, complete view of your financial world and keeps you connected with your trusted advisor team - anytime, anywhere. Track your portfolio, review performance, and communicate seamlessly in one secure, easy-to-use app. Designed for Ellenbecker Investment Group clients, EIG Total View helps you stay informed and confident about your financial future. Key Features: - View your entire financial picture in one place - Access portfolio details and performance insights - Communicate directly with your advisor team - Secure, convenient, and available anytime Requirements: To use EIG Total View, you’ll need to be an authorized user with mobile access. If you’d like to request access, please contact your Ellenbecker Investment Group advisor team.