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Nevis vs Jump
Short answer: Nevis is best for mid-size and large rias that want one ai platform for meeting prep, tasks, onboarding and account opening across schwab and fidelity; Jump is best for advisors who want meeting notes plus follow-up workflows. Jump publishes pricing (From $100/advisor/mo); Nevis sells by quote. Book demos of both and test them on your real workflow.
Jump and Nevis both start from the client meeting, but they are different purchases. Jump is the most-used AI notetaker for advisors, sold per advisor with published prices, and it layers onboarding and growth add-ons on top of the CRM you already run. Nevis sells itself as the operating system for the whole firm: CRM, meeting intelligence and back-office workflows in one platform, with agents that open accounts and move money. Schwab invested in Nevis in October 2026, which put it on many RIAs' shortlists this week.
| Nevis | Jump | |
|---|---|---|
| What it is | AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform. | AI assistant for financial advisors that turns meetings, emails and documents into notes and workflows. |
| Best for | Mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity | Advisors who want meeting notes plus follow-up workflows |
| Category | CRM & client follow-up | Meeting notes & CRM notes |
| Free option | None listed | Free trial offered on the Meet plan. |
| Starting price | Contact vendor | From $100/advisor/mo |
| Key capabilities |
|
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| Skip it if | You're a solo advisor who wants a notetaker with published pricing and a self-serve trial. | You only want basic transcription of internal calls; a general notetaker costs less. |
| Details | Nevis overview | Jump overview |
Key differences
From each vendor's own site, checked October 29, 2026.
| Nevis | Jump | |
|---|---|---|
| What you're buying | AI operating system: CRM, meeting intelligence, agents and back-office workflows in one platform | AI notetaker and workflow platform that syncs into your existing CRM and planning tools |
| Published price | Not published; demo request only | Meet $100/advisor/month; Onboard and Grow add-ons $50/advisor/month each |
| Free trial | None listed | Free trial on the Meet plan |
| Your CRM | Brings its own CRM layer; native Salesforce connection | Keeps your CRM; 40+ integrations to CRM and financial planning tools |
| Account opening | Workflows open Schwab and Fidelity accounts and handle money movement | Onboard add-on pre-fills Schwab or Fidelity applications and sends them through Docusign |
| AI assistants | MCP connector for Claude (clients, tasks, notes) | MCP included in all plans; announced as a Claude for Financial Advisors partner in October 2026 |
| Security claims | SOC 2 Type II; enterprise agreements with OpenAI and Anthropic; no training on client data | Enterprise plan adds SSO, SCIM/SAML, custom attestations, disclosures and a compliance dashboard |
| Who uses it | Focus Financial Partners, IEQ Capital, United Capital; $700B+ customer AUM (vendor figure) | LPL, Osaic and Cetera; 50,000+ financial professionals (vendor figure) |
Choose Nevis if
- You're a multi-advisor RIA ready to consolidate CRM, notes, tasks and onboarding onto one platform.
- Account opening and money movement at Schwab or Fidelity eat the most staff time.
- You want agents that finish operational work end to end, not just draft notes.
Choose Jump if
- You want to keep your CRM and add the best-rated notetaker on top of it.
- You need a published per-advisor price and a free trial before you commit.
- You're a solo or small team, or a broker-dealer advisor whose home office already uses Jump.
Related
About Nevis
Nevis describes itself as the AI operating system for wealth management, bringing CRM, meeting intelligence, financial planning and custodial workflows together in one platform. Agents handle meeting prep, data collection and other repeat work; tasks are created from meetings and emails; a Desktop puts every tool in one place; and Workflows automate account opening (Schwab and Fidelity), money movement, onboarding and maintenance. Its Data layer lists native connections to Zoom, Salesforce, Outlook, Teams, Docusign, SharePoint and Box, with firm-defined permissions by role. An MCP connector lets advisors look up clients, manage tasks and capture notes from Claude. Nevis says it is SOC 2 Type II compliant, has enterprise agreements with OpenAI and Anthropic, routes work across models and never uses client data to train models. In October 2026 it announced a $70 million Series B led by EQT Ventures, with Charles Schwab joining as a strategic investor, and it says customers include Focus Financial Partners, IEQ Capital and United Capital.
Check before choosing Nevis
- Nevis replaces several point tools, so map which of your CRM, notetaker and onboarding contracts it would retire
- Ask which custodians beyond Schwab and Fidelity its account-opening workflows support
- Its named customers are large firms; ask for a reference your size
About Jump
Jump positions itself as AI software built for financial services: it turns meetings, emails and documents into notes, workflows and audit-ready records, and says it can be configured to match a firm's compliance policy.
Check before choosing Jump
- Add-ons are priced separately from the core Meet plan
- Confirm your CRM is on Jump's integration list
- Confirm how recordings or transcripts are retained under your policy
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FAQ
Nevis vs Jump: which is better for financial advisors?
Nevis is best for mid-size and large rias that want one ai platform for meeting prep, tasks, onboarding and account opening across schwab and fidelity; Jump is best for advisors who want meeting notes plus follow-up workflows. Jump publishes pricing (From $100/advisor/mo); Nevis sells by quote. Book demos of both and test them on your real workflow.
What is the difference between Nevis and Jump?
Nevis: AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform. Jump: AI assistant for financial advisors that turns meetings, emails and documents into notes and workflows.
Is Nevis or Jump cheaper?
Jump publishes pricing (From $100/advisor/mo); Nevis sells by quote.
Is Nevis a CRM or a notetaker?
Both, plus more. Nevis says it brings CRM, meeting intelligence, financial planning and custodial workflows together in one platform, with agents that complete operational work. Jump is a notetaker and workflow layer that writes into the CRM you already use.
How much do Nevis and Jump cost?
Jump lists Meet at $100 per advisor per month, with Onboard and Grow add-ons at $50 per advisor per month each (checked October 29, 2026). Nevis doesn't publish pricing; you get a quote after a demo.
Do both work with Schwab?
Yes, in different ways. Nevis workflows open Schwab and Fidelity accounts, and Schwab became a strategic investor in October 2026 with deeper integrations planned, starting with onboarding. Jump's Onboard add-on pre-fills Schwab or Fidelity applications and sends them through Docusign.
Can I use either with Claude?
Yes. Nevis offers an MCP connector for Claude to look up clients, manage tasks and capture notes. Jump lists MCP in all plans and was named among Anthropic's new financial integrations in October 2026.