PHOENIX--(BUSINESS WIRE)--Mar 18, 2025--
As part of a broader AI strategy to drive efficiency and innovation for wealth advisors, Dynamic Advisor Solutions dba Dynamic Wealth Advisors (Dynamic) has partnered with Jump, a leading provider of AI solutions for financial advisors and other financial services providers, to enhance its Wealth360™ platform. This integration alleviates cumbersome administrative tasks —such as meeting preparation, note-taking, compliance documentation, CRM updates and client follow-ups — allowing advisors to dedicate more time to their clients and business growth.
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Wealth360 is Dynamic’s fully integrated tech stack, providing advisors with a premier platform featuring a best-in-class fintech suite accessible via a single sign-on. With the addition of Jump, advisors can leverage AI-driven efficiency to enhance productivity, ensure compliance and elevate client engagement.
"At Dynamic, we’re committed to delivering mission-critical technology that empowers advisors to thrive," said Justin Patrick, Dynamic’s chief technology officer. "By integrating Jump’s AI-powered automation into Wealth360, we have taken customization of this platform to the next level, delivering an experience that helps position our advisors for success. The Jump team’s flexibility and tech prowess has contributed to a successful engagement that has already begun to make impactful changes in efficiencies for our advisors.”
"Dynamic's vision for continuous improvement of cutting-edge technology for advisors aligns with Jump's mission to empower advisors and their clients to thrive in the age of AI," said Parker Ence, chief executive officer and co-founder of Jump. "This partnership delivers AI-powered tools designed specifically for wealth advisors, helping them operate with greater efficiency, accuracy and focus on what truly matters — their clients."
Jump became available to Dynamic advisors on the Wealth360 platform in January, following beta testing with network-affiliated advisors in Q4 2024. Marina Hernandez, CFP®, EA, of Dynamic Wealth Advisors dba Swiss American Wealth Advisors in Merion Station, Penn., worked closely with the Dynamic IT Support team as a Jump beta tester to provide feedback and further customize the tool.
“Jump can be a game changer for financial planning-focused practices,” noted Hernandez. “By eliminating the distraction of manual note-taking, it enables us to be fully present and engaged with clients during meetings. The seamless synchronization of meeting notes and tasks with our CRM streamlines administrative work, allowing us to focus on meaningful, high-value planning that truly benefits our clients and drives our practices forward.”
Upon Jump sign up, Dynamic advisors are provided with a free trial and enterprise pricing as part of the Wealth360 platform. The announcement coincides with Dynamic’s upcoming webinar, “ AI & Advisors,” on March 20, where Matt Furness, senior account executive at Jump, will join Patrick in discussing generative AI trends for advisors and how best to engage with the technology. They will also highlight the successes behind the Jump-Dynamic collaboration that have helped realize a better way to simplify advisor workflows through AI-powered automation.
For more information about Dynamic and its Wealth360 platform, visit DynamicAdvisorSolutions.com or contact Dynamic at (888) 997-4212 or joinus@dynamicadvisorsolutions.com.
About Jump
Jump is the industry’s leading advisor AI assistant, enabling registered investment advisor (RIA), broker-dealer and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note-taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes — not 60. Jump is made for advisors, 100% customizable, deeply integrated with the advisor tech stack, and designed with safety and compliance in mind. For more information, visit jumpapp.com, or for more information about career opportunities at Jump, visit careers.jumpapp.com.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For independent wealth advisors seeking a steadfast partner for practice success, Dynamic provides a bespoke business solution, harnessing the people, resources and technology needed to grow their firms and deliver exceptional client experiences. With multiple affiliation models from which to choose and a highly collaborative support team, advisors can build an enduring partnership with Dynamic that aligns with their unique vision, operational needs and long-term goals. For more information, visit dynamicadvisorsolutions.com.
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.
Dynamic Announces Partnership with Jump to Enhance its Wealth360™ Platform as Part of Broader AI Strategy
The leader of a far-right party on Wednesday returned to Israel's government as national security minister after it carried out a wave of heavy strikes that killed over 400 Palestinians in the Gaza Strip.
Itamar Ben-Gvir had left Prime Minister Benjamin Netanyahu’s coalition in January to protest the ceasefire with Hamas, which was shattered by Israel's bombardment on Tuesday.
Netanyahu said the attack was “only the beginning” and that Israel would press ahead until it achieves all of its war aims — destroying Hamas and freeing all hostages held by the militant group since its Oct. 7, 2023, attack on Israel ignited the fighting.
Gaza’s Health Ministry said Tuesday's strikes killed at least 409 people, including 173 children and 88 women. Zaher al-Waheidi, head of the ministry’s records department, described it as the deadliest day in Gaza since the start of the war.
Here's the latest:
French President Emmanuel Macron said Israel’s airstrikes are “tragic step backwards” for the Palestinian people and for Gaza, and for Israeli hostages and their families.
Macron, speaking alongside Jordan’s King Abdullah II on a visit to France, called for an immediate end to hostilities and resumption of negotiations including with the U.S. administration toward a permanent ceasefire and the release of all hostages.
The two leaders were also expected to discuss the need to allow humanitarian aid into Gaza and restoring access to water and electricity in the Palestinian territory, Macron’s office said.
Malaysia said it will accept 15 Palestinians who were released from Israeli jails and exiled as part of the January ceasefire between Israel and Hamas.
Foreign Minister Mohamad Hasan said in remarks published Wednesday in The Star newspaper that the move was a small contribution from Malaysia, a staunch supporter of the Palestinian cause, to ensure peace in Gaza.
Communications Minister Fahmi Fadzil told local media that security agencies would strictly monitor the Palestinians’ movement once they arrive.
Lebanon’s state news agency said a U.N. peacekeeper was wounded when a mine exploded in the country's south.
National News Agency did not give further details about the blast between the villages of Zibqine and Yater, near the border with Israel.
Andrea Tenenti, a spokesman for the U.N. peacekeeping force known as UNIFIL, confirmed that a peacekeeper was wounded during an operational activity and was taken to a Beirut hospital for surgery.
The Gaza Health Ministry says an Israeli strike has wounded five international U.N. workers.
It says they were taken to Al-Aqsa Martyrs’ Hospital in central Gaza after their headquarters was struck on Wednesday.
It was not clear which U.N. body they were affiliated with. There was no immediate comment from U.N. spokespeople or the Israeli military.
Israel launched a wave of airstrike across Gaza on Tuesday, killing over 400 Palestinians, according to the ministry. Israel says it targeted Hamas militants.
Thousands of Israelis marched in Jerusalem on Wednesday to protest a resumption of the war in the Gaza Strip, fearing it could further endanger some two dozen hostages held by Hamas.
A sea of Israeli flags could be seen outside the Israeli parliament a day after Prime Minister Benjamin Netanyahu shattered a fragile ceasefire by launching heavy strikes on Gaza.
Families and supporters of the hostages fear renewed fighting could be a death sentence for their loved ones in captivity. The hostages “are waiting for us to take them out and to bring them home, but war will not do it. Only negotiations will do it,” protester Alon Shirizly said.
Hamas is still holding 59 hostages, including 24 who are believed to be alive.
The demonstrators are also protesting Netanyahu’s plan to fire the head of Israel’s internal security agency, the latest in a series of moves that his critics view as an assault on Israeli democracy.
A government statement on Wednesday said Itamar Ben-Gvir, leader of the ultranationalist Jewish Power party, regained his portfolio as national security minister. He had left the coalition in January to protest the ceasefire with Hamas.
His return strengthens Prime Minister Benjamin Netanyahu’s coalition ahead of a crucial budget vote this month and improves its chances of surviving until the next scheduled elections in October 2026.
Ben-Gvir supports the full resumption of the war with the aim of annihilating Hamas, depopulating Gaza through what he refers to as the voluntary migration of Palestinians and rebuilding Jewish settlements there.
A view of destroyed buildings by Israeli bombardments in the northern Gaza Strip as seen from southern Israel, Wednesday, March 19, 2025. (AP Photo/Ariel Schalit)
An Israeli Apache helicopter fires towards the Gaza Strip as seen from southern Israel, Wednesday, March 19, 2025. (AP Photo/Ariel Schalit)
Israelis march in a protest against Prime Minister Benjamin Netanyahu and his plans to dismiss the head of the Shin Bet internal security service, in Jerusalem on Wednesday, March 19, 2025. (AP Photo/Ohad Zwigenberg)
Israeli tanks at a position near the Gaza border in southern Israel, Wednesday, March 19, 2025. (AP Photo/Ariel Schalit)
In this image made from a video released by the Israeli Government Press Office, Prime Minister Benjamin Netanyahu gives a statement Tuesday, March 18, 2025, in Tel Aviv, Israel. (Israeli Government Press Office via AP)
People carry the bodies of Palestinians killed in the Israeli bombardment of the Gaza Strip as they are brought for burial at Al-Aqsa Hospital in Deir al-Balah, Wednesday, March 19, 2025. (AP Photo/Abdel Kareem Hana)
People carry the bodies of Palestinians killed in the Israeli bombardment of the Gaza Strip as they are brought for burial at Al-Aqsa Hospital in Deir al-Balah, Wednesday, March 19, 2025. (AP Photo/Abdel Kareem Hana)
Israelis march on a highway toward Jerusalem to protest Prime Minister Benjamin Netanyahu's plans to dismiss the head of the Shin Bet internal security service, on Wednesday, March 19, 2025. (AP Photo/Ohad Zwigenberg)
Israelis march on a highway toward Jerusalem to protest Prime Minister Benjamin Netanyahu's plans to dismiss the head of the Shin Bet internal security service, on Wednesday, March 19, 2025. (AP Photo/Ohad Zwigenberg)
Palestinians inspect their damaged house following an Israeli bombardment in Deir al-Balah, Gaza Strip on Wednesday, March 19, 2025. (AP Photo/Abdel Kareem Hana)
Mourners pray over the bodies of Palestinians killed in the Israeli bombardment of the Gaza Strip as they are brought for burial at Al-Aqsa Hospital in Deir al-Balah, Wednesday, March 19, 2025. (AP Photo/Abdel Kareem Hana)
