Jump comes up a lot when advisors start looking at onboarding automation, and for good reason. It is a strong product with real momentum, and it touches onboarding as part of a much wider AI platform.
The reason firms end up comparing it with OnBord is that both tools promise to remove the manual work between a client saying yes and an account being funded. We get there in a different way, and the difference is worth understanding before you commit to either.
Two different definitions of onboarding
Jump is built around the meeting. Its core product is an AI notetaker that captures what was said, drafts the follow up, and updates your CRM. Onboarding is an add on to that. Jump listens to the conversation and to the documents a client sends, then uses what it hears to populate intake and account opening forms on the advisor side.
If your practice runs on meetings and you want the admin work to fall out of them automatically, that model is genuinely useful. It removes typing that nobody enjoys.
OnBord starts somewhere else. We start with the client. An advisor opens the account and pre populates what the firm already knows, and OnBord texts the client a link. The client fills in the rest from their phone, in their own time, and the information arrives structured and confirmed by the person it belongs to. Reminders go out automatically until they are done.
One approach infers client data from the conversation. The other collects it from the client. Both save time. Only one of them ends with the client having checked their own details.
OnBord vs Jump at a glance
| Comparison | OnBord | Jump |
|---|---|---|
| Built for | Independent advisors, solo RIAs and growing firms | Independent advisors through to enterprise firms |
| Core focus | Client facing onboarding and data collection | AI meeting assistant across the client lifecycle |
| How onboarding starts | Advisor opens the account, client completes it by SMS | Meeting transcript and uploaded documents populate forms |
| Who supplies the data | The client, directly | The conversation and the documents, interpreted by AI |
| Client experience | Mobile first, SMS led, automatic reminders | Largely invisible to the client, advisor side |
| Compliance documents | Form ADV 2A, Form CRS and ADV 2Bs generated and delivered automatically | Compliance dashboard and configurable recording controls |
| Client data | Sensitive information never touches our database | SOC 2 certified, client data not used to train models |
| Integrations | CRMs Redtail Wealthbox Sales Force Practifi Custodians Charles Schwab Goldman Sachs Fidelity BNY Pershing Docusign |
Broad integration hub with custodial connections |
| Branding | White label with your firm’s branding | Platform branded |
| Implementation | Self serve, live the same day | Self serve, with enterprise configuration available |
| Published pricing | Entry tier 1-10 users – $80 per user per month Growth 11-99 – $70 per user per month |
Custom, enterprise-based |
Where the client sits in the process
This is the part that decides which tool suits your firm. Jump keeps the client out of the process, which is deliberate. The advisor talks, Jump listens, and the paperwork gets prepared behind the scenes. Less friction for the client in the short term.
The catch is that a lot of onboarding data was never said out loud in a meeting. Account numbers, beneficiary details, employer information, an address for a spouse, identification documents. That information still has to be gathered, and if the software has not gathered it, someone in your office is sending the follow up email.
We built OnBord for exactly that gap. The client gets a text, opens a form that works properly on a phone, and enters the things only they know. Nobody is chasing, nobody is transcribing, and you can see on your dashboard exactly where each client has stopped.
Pricing and what you are paying for
Jump prices per advisor per month, with the meeting assistant as the core product and onboarding sold as an add on. For a firm that wants the full picture, that is $150 per advisor per month before anything else. If you value the notetaker, that is fair, because you are buying a broad platform.
OnBord starts at $30 per user per month plus $7 for each household you create. A firm bringing on four new clients in a month adds $28 to its bill. You are paying for onboarding rather than for a platform that happens to include it, and the cost scales with how much new business you actually write.
Which one is right for your firm
Choose Jump if the meeting is the centre of your practice, you want notes, follow ups and CRM updates handled automatically, and onboarding is one job among several you want an AI platform to cover.
Choose OnBord if the bottleneck is the client. If new accounts sit half finished for a fortnight because someone has not sent their details back, that is the specific problem we solve, and we solve it without asking you to change how you run meetings.
Plenty of firms run both. Jump handles the conversation, OnBord handles the client. They are not mutually exclusive.
See OnBord on your own onboarding process
The fastest way to judge the fit is to watch your own onboarding run through OnBord. Book a short demo and we will walk you through a live client setup, show you how the compliance documents are generated, and give you a straight answer on whether we are right for your firm.
