XYPN Partners with Jump to Help Advisors Harness the Next Generation of Compliant AI-Powered Growth

New partnership gives XYPN members exclusive savings on one of the wealth management industry's fastest-growing AI platforms

BOZEMAN. Mont., Sept. 29, 2026 (GLOBE NEWSWIRE) -- XYPN, the leading business support platform for fee-only financial planners, today announced a new partnership with Jump, the artificial intelligence platform helping advisors and financial professionals automate the entire client meeting lifecycle — from meeting preparation and note-taking to follow-up communications, CRM updates, business intelligence, and account opening.

Through the partnership, XYPN members will receive discounted access to Jump's Meet, Onboard, and Grow capabilities, providing access to one of the industry's most sought-after AI-powered advisor productivity solutions.

The partnership reflects growing demand among advisors for compliant technology that helps reduce operational burdens and create more time for client relationships. AI efficiency tools ranked as XYPN's most-requested partnership category in 2025 and 2026, while Jump was the category’s most requested tool in the Network.

"Artificial intelligence is rapidly transforming how advisors operate their businesses," said Alan Moore, co-founder and CEO of XYPN. "What began as simple AI note-taking has evolved into a new category of technology that helps advisors automate many of the administrative tasks that consume valuable time throughout the day. Our members have made it clear that they want solutions that improve efficiency without sacrificing the quality of the client experience, and Jump has emerged as the leading platform helping advisors achieve that balance while staying compliant."

Founded in 2023, Jump has quickly established itself as a market leader in compliant, advisor-focused AI technology. The company has grown to more than 45,000 users in just three years while earning some of the highest customer satisfaction scores in advisor technology surveys. Kitces named Jump a 2025 "Standout Performer" with an 8.7 satisfaction rating, while the 2026 T3 Software Survey recognized the company as a "Software All Star" with an 8.55 satisfaction score.

Today, Jump's capabilities extend far beyond meeting transcription. The platform helps advisors automate meeting notes, generate follow-up communications, supporting deeper practice management, including automated account opening, data gathering and input, opportunity identification, and service-delivery standardization across a firm's advisors. Jump began expanding into this territory earlier this year with its Onboard and Grow products, and recently announced real-time, in-meeting account opening with Schwab Advisor Services and Fidelity — letting advisors move from conversation to signed application before the meeting ends.

“I am so excited to establish an official formal partnership with XYPN,”  said Parker Ence, co-founder and CEO of Jump. “Some of our first 100 users were XYPN advisors who immediately caught the vision of how AI can elevate the client and advisor experience, and they helped shape and spread the Jump product in our earliest days. Every XYPN advisor I’ve met is passionate about delivering holistic financial planning in their own signature way. Jump’s role here is clear: to enable these advisors to delegate as much manual work to Jump’s AI as possible so they can serve more clients, serve them better, and grow AUM faster.”

The partnership builds on an existing connection between the two organizations. Jump was a finalist in the 2024 XYPN AdviceTech Competition and has since experienced significant adoption throughout the XYPN community.

The addition of Jump reinforces XYPN's commitment to providing members with access to innovative technologies that improve firm operations, enhance client experiences, and support long-term growth.

The partnership officially launches Sept. 29, 2026. XYPN members will receive a discount on  Jump's Meet, Onboard, and Grow capabilities.

About XY Planning Network

XY Planning Network is the leading business support platform for fee-only financial planners who serve next-generation clients through innovative and accessible business models. XYPN provides compliance support, technology solutions, community, education, and business resources designed to help advisors start, run, and grow independent firms.

About Jump

Jump is the leading AI platform for advisors and financial professionals, trusted by firms of all sizes — including LPL Financial, Focus Financial, Allianz, Manulife, Osaic Wealth, Cetera Financial Group, Equitable, and Principal Financial Group. Built for the entire client lifecycle, Jump helps firms elevate every interaction, onboard clients in minutes and grow their business through tailored insights and automated workflows. Ranked #1 in advisor satisfaction and adoption by T3, Kitces and The Oasis Group, Jump sets the standard for compliant AI. Learn more at jump.ai.

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Lisa Aldape
VOCATUS
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