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."
"Jump automates portfolio management and reporting for RIAs, improving efficiency and client communication."
Verified native integrations connecting to Jump
Addepar: Holistic portfolio management and performance reporting.
Modern portfolio management and custody for RIAs.
Smarter investing, simplified. Powering RIA growth.
Tamarac: Integrated technology for RIA growth.
Empowering RIAs with custody, trading, and support.
Orion: Portfolio Management, Trading, and Client Experience.
