All Jump plans offer AI-powered meeting capture, notes, and task generation. Key differences include seat types, usage limits, and access to advanced enterprise features.
In general, Ramping plans are ideal for solo advisors who take just a few meetings a month. Core accounts are better suited to smaller firms or solo advisors with higher meeting volumes, while Scale accounts are designed for large and growing teams.
Ramping account overview & key features
Ramping is designed for solo advisors who do not have high meeting volume. It includes the basics at an entry price.
These plans are limited to one Full seat, do not allow Lite users, and include monthly limits on AI-generated outputs (meeting notes, tasks, recap emails, etc.)
Core account overview & key features
Core accounts are designed for individual advisors and smaller firms who need essential meeting capture and processing capabilities.
The main features include:
Unlimited meeting captures and notes
Unlimited AI tasks
Unlimited teams
Access to Lite seats for team members
Scale account overview & key features
Scale accounts are tailored for larger firms and enterprises that require advanced analytics, reporting, and team management capabilities
These accounts include all Core features, plus:
Scale-only insights (e.g., Net-new asset capture and What’s trending)
Child account controls
Organization level configuration
How to choose between Core and Scale
Consider Ramping if you:
Are a solo advisor getting started
Have low meeting volume and can work within AI output limits
Do not need Lite users or advanced analytics
Consider Core if you:
Are an individual advisor or small team
Need essential meeting capture features
Want standard reporting capabilities
Have basic team management needs
Consider Scale if you:
Manage a large team of advisors
Need detailed analytics across multiple users
Want advanced reporting capabilities
Require enterprise-level insights
Note: View current pricing for all Jump plans here.
Need More Help?
For more information about choosing the right plan for your team, reach out to [email protected].
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