IFP announces a new strategic partnership with Jump, one of the industry-leading artificial intelligence platforms built specifically for financial advisors. Through this collaboration, IFP will offer Jump as an approved technology partner available to its network of advisors — giving them the freedom to choose powerful AI-driven tools that enhance productivity, compliance, and client engagement.
Unlike many firms that mandate a specific technology stack, IFP empowers advisors to select the tools that best fit their business needs. The addition of Jump to IFP’s technology ecosystem expands those options with a proven platform designed to streamline workflows and strengthen client relationships.
“AI has rapidly become a competitive differentiator in wealth management,” said Chris Hamm, President & COO of IFP. “Advisors who leverage advanced technology are gaining a clear edge — and by partnering with Jump, we’re enabling our advisors to access one of the most trusted, high-performing AI solutions in the industry.”
Jump’s rise has been swift and significant. Named by Kitces as the market leader in the AI category and recognized in the 2025 T3/Inside Information Software Survey for earning the highest satisfaction rating and largest market share among advisor-specific tools, Jump has established itself as the platform advisors trust most. This momentum highlights how AI is shifting from a novelty to an essential advantage for firms seeking to scale, deepen relationships, and maintain compliance in an evolving advisory landscape.
“AI for advisors has gone from a novelty to a nice-to-have to a must-have over the past 12 months for firms that want to stay competitive,” said Parker Ence, Chief Executive Officer and Co-Founder of Jump. “We built Jump from the ground up to support both individual advisors and enterprise-level needs, from data security to compliance. Partnering with an advisor-centric firm like IFP allows us to deliver that value directly to forward-thinking professionals who prioritize client experience.”
Advisors using Jump can save one to three hours per workday by automating administrative tasks such as meeting prep, note-taking, CRM updates, and client follow-ups — freeing time to focus on timely outreach, strategic planning, and deeper client engagement. Jump’s AI also captures and structures meeting data in real time, helping advisors surface actionable insights that drive smarter decisions, stronger compliance, and firmwide growth.
The partnership is now live, and IFP advisors can begin accessing Jump’s AI technology immediately.
About Jump
Jump is one of the leading AI platforms for financial advisors. The platform automates meeting preparation, note-taking, CRM updates, client recaps and follow-up tasks — transforming hours of administrative work into minutes. Designed for advisors, fully customizable and built with compliance and safety at its core, Jump empowers advisors to scale smarter and elevate the client experience. For more information, visit jump.ai
