Advisor Terminal vs Jump AI: An Honest Head-to-Head
Jump AI is the largest AI meeting layer in the advisor market, running on top of whatever CRM and planning software a firm already owns. Advisor Terminal is the CRM, planning engine, and rebalancing tool underneath. We compare scope, meeting intelligence, ecosystem, and price.
Give Jump AI its due before anything else: it built the best-known AI meeting layer in this industry, and it did it fast. Twenty-seven thousand advisors at its February 2026 funding round became more than 35,000 within a few months, and its notetaker now sits inside enterprise networks at LPL, Osaic, and a 12,000-advisor deployment at Cetera Financial Group. Independent testers at XYPN ranked it best for integrating with an existing tech stack and best for customization among nine AI notetakers they evaluated. That is a real, earned position, not a marketing claim.
Advisor Terminal is not trying to win that same race. Jump is an AI layer that plugs into a firm's CRM, planning software, and custodial systems. It does not replace any of them, by design. Advisor Terminal is the CRM, the planning software, and the rebalancing engine, with meeting intelligence built natively on top rather than piped in from outside.
This comparison goes row by row. Where Jump wins, and it wins several rows outright, we say so plainly.
What Jump AI actually is
Jump's core product, Meet, joins a call on Zoom, Teams, Google Meet, or Webex, or captures it from a phone line, in-person recorder, or its own mobile apps, and turns it into a structured note with action items and a drafted follow-up email in about a minute. Onboard and a newer Operate line add AI-assisted intake and document handling. Grow adds coaching dashboards and opportunity signals. A firm-wide AI Associate can act across whatever systems are connected.
None of that is a CRM, a financial planning engine, or a portfolio and trading system. Jump is explicit about this itself: it is an orchestration layer over more than 40 two-way integrations, built so a firm never has to touch its existing system of record. That is the whole comparison in one sentence. Advisor Terminal is the system of record. Jump is the layer that sits on top of somebody else's.
Platform Scope
| Advisor Terminal | Jump AI | |
|---|---|---|
| Client and household records | Households, corporations, and trusts modeled as linked managed entities | No native CRM, syncs meeting data into whatever CRM you already run, such as Redtail, Wealthbox, or Salesforce |
| Financial planning | Built-in Wealth Engine with Monte Carlo projections | No native planning engine, syncs into your existing planning software such as eMoney or RightCapital |
| Portfolio rebalancing and trade planning | Portfolio Shift computes tax-aware rebalancing recommendations across funds, ETFs, equities, and cash. The advisor executes every trade through their own custodian | Not included, no portfolio or trading system of its own |
| Task and workflow management | Workboard with entity-linked, multi-assignee tasks | No native task system, action items sync out to your CRM |
Meeting Intelligence
| Advisor Terminal | Jump AI | |
|---|---|---|
| Meeting capture method | Native audio recording built into the desktop and mobile apps, with live transcription | Auto-joins Zoom, Teams, Google Meet, and Webex directly, plus phone calls, in-person recording, and dedicated iOS and Android apps |
| AI note drafting | Qira drafts structured notes that surface decisions, action items, and trades discussed | Meet drafts notes, action items, and follow-up emails within about a minute of the call ending |
| Note finalization for compliance | Reaches a durable attested freeze with dated addenda, native to the client record | Configurable note templates and full audit trails, stored in whichever CRM the note syncs to |
Ecosystem and Track Record
| Advisor Terminal | Jump AI | |
|---|---|---|
| Third-party integration directory | Focused native set, the platform handles most functions itself | 40+ two-way integrations spanning CRMs, planning software, and custodial data |
| Installed base | Newer platform, smaller installed base | More than 35,000 advisors as of mid-2026, up from 27,000 at its February 2026 Series B, adding 1,500 to 2,000 a month |
| Independent recognition | Not yet ranked in incumbent industry surveys | Named a Software All-Star and the top-ranked AI notetaking vendor by category share in the 2026 T3/Inside Information Software Survey |
Deployment, Pricing, and Residency
| Advisor Terminal | Jump AI | |
|---|---|---|
| Adoption path | Advisor Terminal becomes the client record, existing CRM data migrates in | Layers onto your existing CRM and planning stack, no migration required |
| Pricing shape | One platform fee per practice, additional seats flat-priced | Modular per-advisor add-ons, listed at $100 a month for the base notetaker and roughly $200 fully loaded with the Onboard and Grow add-ons |
| Data residency | Hosted in Canada by default | No documented Canadian presence, US cloud hosting |
The pattern in the table
Three rows above go to Jump outright, and they deserve the same weight as any row Advisor Terminal wins.
Integrations. Forty-plus two-way connections into CRMs, planning tools, and custodial data is a genuinely large bench, built specifically so Jump can sit inside almost any firm's existing stack without asking it to change anything else.
Scale. More than 35,000 advisors as of mid-2026, up from 27,000 at its February 2026 Series B and adding 1,500 to 2,000 a month, with enterprise rollouts at LPL, Osaic, and Cetera's 12,000-advisor network, is a track record no full-platform challenger has matched yet, us included.
Recognition. The 2026 T3/Inside Information Software Survey named Jump a Software All-Star and its top-ranked AI notetaking vendor by category share. That is a real, third-party signal that a newer platform has to earn from zero.
Jump also wins the meeting capture row, and it is worth being specific about why. Advisor Terminal records natively on desktop and mobile. Jump additionally auto-joins the video call itself, across four major platforms, without anyone in the meeting installing anything. For a firm living entirely on Zoom or Teams, that is a real convenience Advisor Terminal does not currently offer.
Feature checklist
The checklist below shows the same finding two different ways: a cluster of green in Advisor Terminal's column for anything that is not meeting capture, and a cluster of green in Jump's column for anything that is video conferencing or the ecosystem around it.
| Advisor Terminal | Jump AI | |
|---|---|---|
| Advisor-specific CRM with corporations and trusts as first-class entities | Included | Not included |
| Native desktop and mobile meeting recorder | Included | Partial |
| Auto-joins Zoom, Teams, and Webex calls directly | Not included | Included |
| AI-drafted structured meeting notes with action items | Included | Included |
| Built-in financial planning with Monte Carlo projections | Included | Not included |
| Portfolio rebalancing and tax-aware trade planning | Included | Not included |
| Native task and workflow system tied to the client record | Included | Not included |
| Document vault on the client record | Included | Not included |
| Canadian data residency | Included | Not included |
| 40+ prebuilt third-party integrations | Partial | Included |
IncludedPartial or limitedNot offered
What the stack looks like day to day
A firm running Jump still runs a separate CRM, a separate planning tool, and a separate custodial or rebalancing system, with Jump synchronizing meeting data between them. That is a legitimate way to run a practice, and for a firm that already loves its CRM and its planning software, it can be the least disruptive path to AI meeting intelligence available today.
It is also, unavoidably, still a stack. The client record lives in one system, the plan lives in another, and Jump is the connective layer keeping them in sync, which works well right up until one of those synced systems changes its API, its pricing, or its ownership. Cetera's own network illustrates the point: the firm that gave Jump its largest enterprise deployment also brought in a competing AI layer, Zocks, on the same 12,000 advisors a year later. A bolt-on layer is comparatively easy for a firm to dual-source or swap, because it was never the system the firm was actually built on.
Advisor Terminal removes that seam by not being a layer. The recording, the note, the action item, the plan, and the trade recommendation all sit on the same client record from the start. Advisor Terminal never executes a trade or holds custody, the advisor still does that through their own custodian, it only produces the recommendation and the paper trail behind it.
The honest summary: Jump AI makes the meeting layer excellent, and lets you keep everything else. Advisor Terminal removes the everything else.
Strengths and trade-offs
Strengths
- One system for the CRM, meeting capture, planning, rebalancing, tasks, and documents
- Meeting notes reach a durable attested freeze with dated addenda for the compliance file
- Models corporations and trusts as first class entities, not just households
- Canadian data residency by default
Trade-Offs
- Newer platform with a shorter public track record than an incumbent already past 35,000 advisors
- Smaller integration directory, since most of what those integrations move already lives natively here
- No enterprise-scale broker-dealer rollouts yet comparable to Jump's deployments at LPL, Osaic, and Cetera
Strengths
- Meeting notetaking tested across more than 35,000 advisors and enterprise rollouts at LPL, Osaic, and Cetera
- 40+ two-way integrations mean it layers onto a firm's existing CRM and planning stack with no migration
- Independently named a Software All-Star and the top AI notetaking vendor by category share in 2026
- Fast to adopt, notes generate within about a minute of a call ending with no system-of-record change required
Trade-Offs
- No native CRM, financial planning engine, or portfolio and rebalancing math, every one of those still needs a separate vendor
- Modular pricing stacks to roughly $200 per advisor per month before any CRM, planning, or portfolio software is added
- Independent testing found real meeting caps behind the unlimited meetings marketing claim, plus transcription accuracy issues
- Its own product lineup is mid-rename as of mid-2026, with Onboard and Operate both live in different places
Who should choose which
Choose Jump AI if your CRM and planning software are already right for your practice, you want the best available AI layer on top of them, and you would rather not touch a system of record you are happy with.
Choose Advisor Terminal if you are consolidating the desk: one client record instead of several synced systems, meeting intelligence and rebalancing recommendations built natively rather than piped in, and Canadian data residency by default rather than a question you have to ask.
We are obviously a party to this comparison, which is why the format above is structured, checkable, and specific. The rules behind it, including the verification pass every row goes through, are in How We Run Comparisons. If a row above is wrong or out of date, tell us and we will correct it in public.