Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Dictation service turning advisors' spoken notes into written meeting records and CRM entries.
Description
Mobile Assistant provides dictation and transcription that converts financial advisors' spoken notes into written meeting summaries for documentation and CRM, and is now part of the Jump AI assistant.
Integrations
Mobile Assistant has 5 integrations in our directory
Search below to find what you're looking for
- Orion Advisor Services Level 3
- Redtail Level 3
- Salesforce Level 3
- SmartOffice Level 3
- Wealthbox Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer sandbox URL
No
