Portfolio & Custody

Jump

Jump: Streamline your portfolio management and reporting.

"Jump is a portfolio management and reporting solution designed to streamline investment operations for Registered Investment Advisors. It provides tools for portfolio tracking, performance reporting, and client communication, enabling firms to efficiently manage client assets and deliver transparent reporting."

Launch Product Page

Market Position

Ranked #0 in Portfolio & Custody

Validated Adoption

0 Firms Tracked

Coverage Status

enriched Documentation

Data Freshness

Updated Feb 2026

Strategic Capability Analysis

Automated portfolio performance reporting

Client communication tools

Portfolio tracking and analysis

Integration with custodians

Customizable reporting templates

Agentic Intelligence Briefing

"Jump automates portfolio management and reporting for RIAs, improving efficiency and client communication."

Real-time Forensic Synthesis

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