Jump for the practice. Finpace for every form.
Jump starts from the meeting, and now opens Schwab and Fidelity accounts from it. Finpace starts from the documents your client already has, and fills every form your firm uses, at any custodian or carrier, from one record.
15-minute call No rip-and-replace Unlimited users The paired stack
Who does what.
Jump starts from the meeting (per jump.ai). Finpace starts from the client's documents. Checked October 3, 2026.
Jump handles
- Client meetings, notes and follow-ups
- Account opening at Schwab and Fidelity, from meeting and CRM data (beta)
- Onboarding intake and scheduling
- Growth, pipeline and signals
Finpace handles
- Reading the documents clients already have
- Any fillable PDF your firm uses, at any custodian or carrier
- One household record that every form fills from
- Client portal and e-signature included
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, at Schwab and Fidelity, can open the account from it. Finpace takes the paperwork everywhere else: Emma reads the client's 1040 and statement, fills every custodian packet, carrier form and firm form from one record, so the mismatches behind NIGO never get typed in. Both keep your CRM current.
Finpace + Jump, answered.
Your team is retyping data right now.
Let's stop it.
Book 15 minutes. We'll learn how your firm works, then show Emma filling your own forms.
15-minute call · About your firm, not a pitch · SOC 2 Type II in progress