Jump, a leading AI platform for financial advisors and wealth management professionals, has unveiled a suite of new product features aimed at reducing administrative burden, improving client engagement and extending AI-powered automation across adviser technology stacks.
The latest release centres on four core capabilities. The first is end-to-end client onboarding, which allows advisers to initiate account opening workflows directly within Jump, with AI-assisted field mapping automatically pre-filling required data drawn from connected systems. Advisers retain oversight by reviewing and approving information before submission.
The second is a compliant scheduling tool, offering personalised booking pages that consolidate adviser details, meeting options, availability and required disclosures in a single shareable link, built to align with archiving requirements.
Third, the platform’s AI Associate has been upgraded with PDF upload support, enabling firm documents to be used as source material in AI conversations, alongside a new voice dictation function.
Finally, the introduction of Model Context Protocol (MCP) support provides more flexible and secure connections between Jump and third-party systems, laying the groundwork for agentic workflows capable of taking action across linked applications.
Jump is also broadening its integration ecosystem, adding new and enhanced connections with platforms including Redtail, eMoney, RightCapital, Orion, Holistiplan and MedicarePRO, allowing advisers to surface insights and act on them without leaving their existing tools.
Jump is a leading AI platform for advisers and financial services professionals, serving more than 35,000 users worldwide. Its client base includes LPL Financial, Osaic Wealth, Cetera Financial Group, Allianz and Principal Financial Group.
Elysium Wealth Management chief operations officer and chief compliance officer Dr. Jill Floden said, “At Elysium, we’re constantly looking for ways to remove friction from the advisor and client experience.
“Jump’s AI-powered onboarding capabilities will help us streamline one of the most critical moments in the client journey. Instead of spending time on manual data entry and administrative tasks, our team can focus on building relationships and delivering advice. That’s the real promise of AI — not replacing the advisor or support team, but enabling them to operate at a higher level.”
Jump president and chief operating officer Tim Chaves said, “Advisors don’t need more software – they need fewer bottlenecks.
“Every innovation we’re announcing today is designed to remove friction from critical advisor workflows. Whether it’s opening an account, scheduling a meeting or taking action across multiple systems, our goal is to help advisors move seamlessly from intention to execution.”
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