Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......