Diversify Forms Alliance with Jump to Elevate Advisor Productivity
In a significant stride towards revolutionizing the wealth management industry, Diversify, an advisor-founded and advisor-led platform, has announced a strategic partnership with Jump, a premier provider of AI solutions tailored for financial advisors. This collaboration aims to empower Diversify advisors by providing them with cutting-edge productivity tools designed to streamline client engagements, documentation, and follow-ups, ultimately allowing them to focus more on their clients.
A Partnership Driven by Innovation
The partnership was officially announced on July 15, 2025, marked by enthusiasm from both companies’ leadership. Stuart Matheson, the Chief Strategy Officer at Diversify, expressed his excitement, stating, “We are excited about Jump as the next step in our relentless pursuit of ways to make advisors' lives easier.” The initiative is not merely about technology; it symbolizes a commitment to reduce barriers for advisors in their daily operations. After a year of piloting Jump, the adoption rate among Diversify's advisors has seen promising growth, demonstrating the potential of this partnership to make a real impact on the workflow of wealth advisors.
Jump functions as an artificial intelligence assistant that helps advisors optimize their operations significantly. CEO and co-founder of Jump, Parker Ence, highlighted the utility of their tools, stating that the collaboration enables advisors to seamlessly gather and manage critical client information—transforming administrative duties that usually consume valuable time into efficient processes. The integration means that advisors can now manage meeting preparations, note-taking, and compliance documentation more effectively, thus pivoting their focus back to enhancing client relationships rather than being bogged down by paperwork.
Real Results for Advisors
Advisors in the field are already witnessing the benefits of the partnership. Wealth advisor Ruben Villorio from Diversify noted, “Jump has been great for my productivity. It takes care of the tediousness of note-taking and allows me to focus on the more meaningful parts of my job, like building trust and ensuring my clients' needs are met. Now I can get more done in less time.” This sentiment is critical in a rapidly evolving financial landscape, where efficiency and client engagement are paramount.
The partnership with Jump allows Diversify to continue on its path of supporting advisors in providing exceptional service to their clients. Diversify's mission is clear: to empower advisors with the resources and tools necessary to thrive in the competitive market, free from excessive administrative burdens.
About Diversify
Founded by advisors, for advisors, Diversify offers a comprehensive suite of services that include operations, compliance, technology enhancements, marketing strategies, and investment management. It advocates for an independent spirit and seeks to remove obstacles that hinder advisors' growth trajectories. Their approach is distinctly anti-private equity, aiming to give advisors the freedom to develop their practices in a manner defined by their values and vision. For more information, visit
www.joindiversify.com.
About Jump
A front-runner in AI innovations for financial services, Jump positions itself as an essential ally for registered investment advisors (RIAs), broker-dealers, and enterprise teams. The platform is engineered to reduce administrative time by as much as 90% while simultaneously enhancing both the advisor and client experience. With capabilities that automate a range of tasks from meeting prep and note-taking to compliance documentation and follow-up procedures, Jump is meticulously crafted for advisors—ensuring safety and compliance while being adaptable to existing tech stacks. More insights can be gathered by visiting
jumpapp.com.
Conclusion
As the financial landscape continues to evolve, the collaboration between Diversify and Jump represents a forward-thinking approach aimed at maximizing advisor productivity through technology. This partnership not only reaffirms Diversify's mission to facilitate successful client engagements but also contributes to establishing Utah as a burgeoning hub for innovation in the wealth management sector.