Jump AI Notetaker 與 FPA Publications 使用情況與統計
Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks, comprehensive notes, and compliance records, Jump offers a cutting-edge solution for advisors seeking efficiency and accuracy in their daily operations.
Jump’s ultra-powerful customization features allow it to take notes in exactly the voice and style you would. Jump will even detect the type of meeting you’re having and change its note-taking style to match. You can record voice memos after meetings and get your voice memo transcribed and summarized.
With the Jump iOS app, you can:
Record in-person meetings with one tap
Upload and process meetings to get notes summarized in your style
Review upcoming meetings and past meeting notes
- Apple App Store
- 免費版
- 金融
商店排名
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PUBLICATIONS INCLUDED:
Journal of Financial Planning (monthly): Since 1979, the award-winning Journal of Financial Planning has introduced financial professionals to history-making concepts such as Monte Carlo simulation and safe retirement withdrawal rates. Readers trust the nonprofit objectivity and peer-reviewed content of this official FPA publication. With monthly feature articles, interviews, columns, and peer-reviewed research contributions, the Journal is a valued media resource that provides a pulse-check of the industry to readers to help them serve their clients better.
Next Generation Planner (monthly): The FPA Next Generation Planner (NGP) provides content for new financial planners that is incredibly practical and ridiculously valuable, helping them to
develop personally and professionally as they work their way toward their most important career goals.
Financial Services Review (quarterly): Financial Services Review (FSR) is the official publication of the Academy of Financial Services (AFS). The primary objective of this refereed academic journal is to encourage rigorous empirical research that examines individual behavior in terms of financial planning and services. It is co-published with the Financial Planning Association.
FPA MEMBERS: FREE access with email address and FPA member ID as password. For additional assistance, please contact member services at 800.322.4237, option 2, between 9 am and 6:30 pm ET, or e-mail MemberServices@onefpa.org
SUBSCRIPTIONS THROUGH APPLE: The yearly subscription is an auto-renewing subscriptions. The price for the subscription is $89.99 for a year. Payment for this subscription will be charged to your iTunes account upon purchase and is handled exclusively by Apple. The subscription will auto-renew within 24 hours of the current subscription expiring. Auto-renewing subscriptions can be managed via Account Settings allowing them to be turned off. No cancellations of the current subscription are allowed during the active subscription period.
Links:
Terms of Service: https://www.pagesuite.com/terms-of-service/
Privacy Policy: https://www.pagesuite.com/privacy-policy/
- Apple App Store
- 免費版
- 金融
商店排名
- -
Jump AI Notetaker VS. 
FPA Publications12月 25, 2024