Jump AI vs Vanilla Safe

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

When something happens, open the app and know exactly what to do. State-specific, step-by-step guidance walks you through the right actions in the right order: medical emergency, death, or urgent document access. No panic. No waiting for a call back. What's inside your Legacy Safe Key Documents — Wills, trusts, powers of attorney, and healthcare directives, stored securely and accessible to the right family members when needed Key People — Invite and manage your own first-call contacts, family members, and fiduciaries. The right people named and ready before a crisis hits Account Information — Pre-populated from Vanilla where available, or link accounts directly via Plaid. A complete financial picture from day one Take Action — State-specific, step-by-step guidance for any emergency: medical crisis, death, or urgent document access. Guided through exactly what to do and who to call first