Jump for the practice. Finpace for the forms.
You probably don't need a Jump alternative — you need the one thing a broad platform can't go deep on: the custodian paperwork. Jump runs your meetings, onboarding, and growth. Finpace reads your client's documents, fills the forms, and prevents NIGO. They pair. Here's how.
No credit card required No rip-and-replace SOC 2 Type II in progress The paired stack
Who does what.
Jump is a broad AI platform for advisors (per jump.ai); Finpace is the custodian-paperwork specialist. Together they cover the client lifecycle end to end.
Jump handles
- Client meetings, notes & follow-ups
- Onboarding intake & scheduling
- Growth, pipeline & signals
- The broad client lifecycle
Finpace handles
- Reading the documents clients already have
- Filling custodian packets from one source record
- Preventing NIGO before submission
- The custodian paperwork, done deeply
Want the full picture? Read Finpace + Jump: How the Specialist and the Platform Fit Together.
The breadth of a platform. The depth of a specialist.
Jump captures the meeting and kicks off onboarding. Finpace takes it from there on the paperwork: Emma reads the client's 1040 and statement, fills the custodian packet from one source record, and keeps it under a 5% NIGO rate — the kind of depth that only comes from doing one job and nothing else. Both keep your CRM current. No rip-and-replace; just add the specialist where the broad platform stops.
Finpace + Jump, answered.
Your team is retyping data right now.
Emma can stop that today.
Upload your first document. See every form fill itself. No credit card. No demo call. No commitment.
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