Jump AI vs Two Lights Private Wealth

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

Two Lights Private Wealth Secure, streamlined access to your financial life. Our client portal is designed to bring greater visibility and organization to your financial life. It provides a secure, streamlined view of your accounts, documents, and planning information-so the details that matter are easy to access and easier to manage. Like the rest of our practice, the portal is built around clarity. It is more than a place to view balances; it is a practical extension of the planning relationship, designed to support a more connected and informed experience.