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  • Jump
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    4.8 / 5.0
    Customer References 31 total
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    Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.

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  • Wealthbox
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    4.8 / 5.0
    Customer References 7 total
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    Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …

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  • eMoney
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    4.8 / 5.0
    Customer References 104 total
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    eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive …

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