GReminders vs Jump (2026)
The decision between GReminders and Jump turns on whether your firm wants scheduling and reminders bundled with a lower priced notetaker, or a broader AI platform with stricter review controls. GReminders started as scheduling and reminder software and adds a notetaker that joins calls, keeps the recording and writes summaries, tasks and follow ups. Jump covers the meeting cycle, onboarding and growth, and lets each firm choose its capture mode, from no recording to full audio and video. Their review steps differ. GReminders puts follow up emails in drafts but writes summaries and tasks to the CRM automatically, while Jump holds every note, task and update for approval and can require a signed attestation. Both publish prices, from $69 a month for GReminders Essentials and $100 per adviser a month for Jump's Meet. Both are used at Osaic, and Jump also names LPL Financial and Cetera among its deployments. Jump holds SOC 2 Type II in its own name, while GReminders lists certifications jointly with its cloud provider.
- You want scheduling, reminders and notes in one subscription. GReminders runs booking pages with routing and round robin assignment, SMS, email and voice reminders and the notetaker, from $69 a month on Essentials.
- Your firm runs Redtail. GReminders works inside the CRM itself, with a meeting tab holding summaries, briefs and bookings in each client record.
- You want the recording kept. The GReminders notetaker stores the recording and full transcript under the firm's retention settings, so any summary can be compared with what was said.
- You want a lower entry price. GReminders Essentials, with the notetaker and reminders, starts at $69 a month, and plans are sold in more than a dozen countries.
- You want a review step you can enforce. Every Jump note, task and record update waits for adviser approval, administrators can require an attestation for each output, and Enterprise adds custom attestations and a compliance dashboard.
- Your compliance policy wants a recording of client meetings. Jump lets the firm set capture anywhere from no recording to full audio and video, so the same product fits firms that must keep audio and firms that must not.
- You want onboarding and growth on the same platform. Jump's Onboard add on fills intake and account opening forms and parses statements, tax returns and estate documents, and Grow adds signals, playbooks and coaching scorecards.
- You run a large firm with strict data rules. Jump redacts nonpublic personal information from transcripts, stores data in the region the customer designates, and names LPL Financial, Osaic, Cetera and John Hancock among its deployments.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. GReminders and Jump are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI FinTech Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| GReminders | Jump | |
|---|---|---|
| Primary category | Wealth & Advisory AI | Wealth & Advisory AI |
| Founded | 2020 | Not published |
| Headquarters | Los Angeles, California, United States | Salt Lake City, Utah, United States |
| Website | www.greminders.com | jump.ai |
Side by Side
Select any grade to read the note behind it.
| Axis | G GReminders |
J Jump |
|---|---|---|
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| Security Certifications and Trust Center | ||
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| Model Supply Chain Disclosure | ||
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| Deployment Model and Data Residency | ||
| Commercial Transparency | ||
| Institution and Segment Coverage |
The short version of each
GReminders
GReminders is a meeting management platform for financial advisers that combines scheduling, client reminders and an AI notetaker. The notetaker joins video calls as a participant or records in person meetings, keeps the recording and transcript under the firm's retention settings, and writes summaries, tasks, follow up emails and pre meeting briefs. It runs inside Orion's Redtail and writes back to Wealthbox, Salesforce, Microsoft Dynamics and Advyzon, and Osaic approved it for more than 11,000 affiliated professionals. According to the AI FinTech Index, Essentials costs $69 a month and Business $132. GReminders runs on Microsoft Azure OpenAI and archives to Smarsh, Global Relay, Veritas and Archive Intel.
Source: AI FinTech Index, 2026
Jump
Jump is an AI platform for financial advisers that covers the meeting cycle, client onboarding and practice growth. Meet prepares briefs and agendas, takes notes in virtual, in person and phone meetings, writes structured data back to the CRM and drafts follow ups, with every output held for adviser approval. Jump connects to more than 40 systems in both directions, including Schwab, Orion, eMoney and RightCapital, and maps outputs to custom fields and objects. Meet costs $100 per adviser a month, with Onboard and Grow at $50 each. Jump states SOC 2 Type II and zero retention terms with its model providers, which it does not name.
Source: AI FinTech Index, 2026
Common questions
Is GReminders better than Jump?
For scheduling and reminders, GReminders does more, since that is where it started. For review controls, capture choices and the wider client lifecycle, Jump does more. A firm that wants one lower priced tool for booking, reminders and notes fits GReminders, and a firm that needs every CRM write approved fits Jump. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Does either keep a recording?
GReminders keeps the recording and full transcript under the firm's retention settings. Jump lets the firm choose, from no recording at all to full audio and video, with retention and consent rules set centrally. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
What do GReminders and Jump cost?
GReminders Essentials starts at $69 a month and Business at $132, with Enterprise quoted. Jump's Meet costs $100 per adviser a month, Onboard and Grow add $50 each, and annual billing saves up to 20 percent. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Which models do they use?
GReminders names Microsoft Azure OpenAI and says customer data is not used for training. Jump names no model provider but says its agreements with them carry zero retention and no training clauses, and its master services agreement bars training on customer data. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 9, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers.
GReminders' features and prices come from its product, pricing and security pages and its terms of use, last updated 3 April 2026. Jump's come from its pricing, security and compliance pages, its summary for AI assistants and its master services agreement. In the T3/Inside Information 2026 Software Survey, Jump had 22.68 percent of the notetaker market and GReminders 2.00 percent, with GReminders leading the scheduling category's ratings at 8.46. Neither publishes an accuracy figure for its notes.