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Rize IO
✓ verifiedFreemium
AI time tracker that improves focus and builds better work habits; clear productivity tool.
👁 127K/mo
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Jump
Free trial
AI meeting and client-lifecycle platform for financial advisors, strongest at compliant notetaking with deep CRM sync.
👁 267K/mo
Pricing
No public pricing
Free: Free
Standard: US$9.99
Professional: US$23.99
No public pricing
Meet (Core plan): $100 per advisor/mo
Onboard (add-on): $50 per advisor/mo
Grow (add-on): $50 per advisor/mo
Free trial available
Core features
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- ✦Automatic Time Tracking
- ✦A.I. Break Notifications
- ✦Distraction Blocker
- ✦Customizable Categories
- ✦Daily & Weekly Reports
- ✦Focus Music
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- ✦AI notetaker with unlimited meetings
- ✦Pre-meeting prep and structured agendas
- ✦Follow-up emails and tasks generated automatically
- ✦Post-meeting data sync to CRM and planning tools
- ✦AI intake forms and document intelligence for onboarding
- ✦Growth signals, playbooks, scorecards, and dashboards
- ✦AI Associate and email assistant
- ✦40+ two-way integrations
- ✦Configurable compliance and SOC 2-certified infrastructure
Use cases
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- →Track productivity, prioritize tasks, and manage performance.
- →Streamline time tracking and project budget management.
- →Gain actionable insights into productivity, goal tracking, and meeting effectiveness.
- →Manage projects, deep work, and publication progress.
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- →Automating meeting notes, follow-ups, and CRM updates for financial advisors
- →Preparing for client meetings with auto-generated briefs and agendas
- →Onboarding new clients and opening accounts without manual data entry
- →Surfacing growth opportunities, held-away assets, and referrals
- →Maintaining compliant, audit-ready meeting records
- →Scheduling client meetings and sending reminders automatically
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