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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Jump

Profile

Jump is the AI-powered meeting assistant for financial advisors, automating everything from meeting prep to follow-up tasks. With deep integrations into your favorite tools and full customization, Jump takes care of the busy work so advisors can focus on what really matters—their clients. Plus, it only takes 5 minutes to do what used to take 50.