A direct link to your adviser CRM
Jump lists Salesforce including Financial Services Cloud, Redtail, Wealthbox, HubSpot and Practifi. Briefi has no connection to adviser planning software or platforms, and your team records each fee and policy.1
Advisor, head to head
Briefi vs Jump
Both are built for financial advisers, and they overlap more than most pairs on this site: a brief before the meeting, a follow-up after it and action items. Jump is wider on connections to US adviser CRMs. Briefi goes further into the Australian advice year, with every ongoing fee, the consent window for each, signing and a client portal on the same record. If your stack is Redtail or Wealthbox, Jump is the likelier fit. If you work to Australian fee consent rules, look at Briefi.
ReviewedLast reviewed 15 October 2026. Jump facts checked 15 October 2026
Choose Jump if
Choose Briefi if
- You run ongoing fee arrangements under Australian consent windows and want each tracked
- You want signing and a client portal on the same record as the meetings
- You want client data stored in Sydney
At a glance
Briefi Advisor and Jump, side by side
What each does today. Every line about Jump links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | Jump | |
|---|---|---|
| Meetings | ||
| Brief before the meeting | Briefi AdvisorYesGenerated before you meet: the service arrangement, what was recommended and what is outstanding | JumpYesLists an auto-generated meeting brief1 |
| Follow-up and action items | Briefi AdvisorYesA follow-up drafted for you to check, sent from your own mailbox, and actions with an owner | JumpYesDescribes follow-up emails and action items as automatic1 |
| Forms and connections | ||
| Intake forms | Briefi AdvisorYesFact-find, advice fee agreement and ongoing fee consent come ready to copy and change | JumpYesAI intake forms and document intelligence, in the Onboard add-on2 |
| Adviser CRMs and planning platforms | Briefi AdvisorNot thoseBriefi has no connection to planning software or platforms. It pushes to HubSpot and six other CRMs on Pro and up. | JumpYesLists Salesforce including Financial Services Cloud, Redtail, Wealthbox, HubSpot and Practifi1 |
| Data and assurance | ||
| Where data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | JumpA region you designateStates data is stored in the region you designate. The page we read does not name the regions.3 |
Yes, todayPartly, or on another planNoNot stated
Briefi holds the fee register. A row appears only where Jump’s own pages say something we could check, so what Jump does beyond these pages is not shown here.
Where Jump wins
When Jump is the better choice
If any of these decides it for you, Jump is likely the better fit today.
A platform built for financial services
Jump describes itself as an end-to-end AI platform built for financial services, with advisers, insurance and accounting teams among its users.1
Intake and analytics from the same vendor
Jump sells a meeting plan with Onboard and Grow add-ons. If the AI intake forms are what you want most, they are part of that range.2
A SOC 2 Type II report
Jump states SOC 2 Type II compliance, assessed by an independent third-party auditor.3
Where Briefi is different
Built around the Australian advice year.
Briefi keeps the fee, the consent and the meeting on one record, so you can see where each client stands.
- Every ongoing fee, and the day its consent is dueAdvisor
A register of every ongoing fee arrangement with a reference day. Whether consent is current, open, due or lapsed is worked out each time, with a window from 60 days before to 150 days after the anniversary.
- A lapse stays a lapseAdvisor
A year that closed without consent is not quietly revived when a later consent arrives. The arrangement leads the client’s record as “stop the fees”.
- The guide, the fee agreement and the consent signedSign
Financial Services Guide, privacy statement and advice fee agreement go out in one link. Each client signs for themselves and the signed copy is filed to the household.
- Policies, reviews and a client portalAdvisor
Policies you placed, with a status that always carries the date somebody last confirmed it, annual review journeys, and an optional portal where clients see their fee arrangement and upload documents.
Briefi does not write the Statement of Advice, and the advice and your duties stay with you. The consent windows are Australian law, so a workspace outside Australia has none.
Pricing
Pricing compared
Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. Jump’s figures are as shown on their pricing page on the date given; check it before you decide.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
Jump
From $100 per advisor per month, as shown on their pricing page
- Meet, the core plan: $100 per advisor per month, with unlimited meetings
- Onboard add-on: $50, and Grow add-on: $50, as shown on their pricing page
- Enterprise: contact sales
- Their page offers an annual toggle to “save up to 20%” and does not show annual prices
- Their page does not name a currency
Checked on 15 October 2026. Source 2
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Questions
Briefi and Jump, asked often
Do Briefi and Jump do the same things?
They overlap on the meeting work: a brief before the meeting, a follow-up and action items. They differ elsewhere. Briefi adds the fee arrangement register, consent windows, signing and a client portal. Jump lists connections to US adviser CRMs that Briefi does not have.
Does Briefi connect to Redtail, Wealthbox, Practifi or Salesforce?
No. Briefi cannot see planning software, platforms or those CRMs. Your team records each fee arrangement, policy and date, and every policy status shows the date somebody last confirmed it.
How does the annual fee consent work in Briefi?
Each ongoing arrangement has a reference day. Briefi works out from it, and from the consents recorded, whether consent is current, open, due or lapsed, using a window that runs from 60 days before each anniversary to 150 days after. The signed form records the consent on the arrangement. Your licensee’s own rules and your own advice on the law come first.
Where is my clients’ data stored?
Stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are. Jump states that data is stored in the region you designate.
How does Briefi protect client data?
The Security page sets out how data is stored, encrypted and accessed, so your own review can proceed on the facts.
Can we run both while we switch?
Yes. Nothing in Briefi stops you keeping Jump for existing meetings while you set up Briefi for new clients. Policies can be imported from a file; fee arrangements are not importable yet, so today you record each one on the client’s record.
Try it
Bring a household with a fee consent coming up. See its next three months.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 15 October 2026. Facts about Jump come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1Jump, home page. https://jump.ai/ Checked 15 October 2026.
- 2Jump, pricing. https://jump.ai/pricing Checked 15 October 2026.
- 3Jump, security. https://jump.ai/security Checked 15 October 2026.
Briefi’s own pages
- B1briefi.sh/advisor. https://briefi.sh/advisor
- B2briefi.sh/for/financial-advisers. https://briefi.sh/for/financial-advisers
- B3briefi.sh/security. https://briefi.sh/security