Home / Jobs / Client onboarding
3 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing Verified 2026-11-04 | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex ↗ jump.ai/integrations | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page ↗ jump.ai/security | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ docupace.com Verified 2026-10-26 | Redtail, Salesforce, Wealthbox, Practifi, Pershing, PreciseFP, Pulse360, OneDrive, SEI ↗ docupace.com/integrations | None found | Visit | |
| Free for one operator, no credit card required. AI-provider charges are separate. ↗ docked.ai Verified 2026-11-04 | Unverified | None found | Visit |
AI assistant for advisors that turns meetings, emails and documents into notes, workflows and audit-ready records; separate Onboard (account opening, document intake) and Grow (meeting analytics) products.
Verified 2026-11-04
Operations platform: document management, new account opening, advisor transitions, ComplianceEdge and Compliance TRACKR disclosure delivery.
Verified 2026-10-26
Client onboarding where your own AI agent completes setup tasks in client accounts after the client approves.
Verified 2026-11-04
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