These 3 Jump Integrations Turn Client Conversations into Better Planning
Jump is built to help advisors save time, grow AUM, and stay compliant—without changing how they already work.
That’s why we’re investing heavily in deep, workflow-level integrations with the platforms advisors already trust.
Our newest integrations with Wealth.com, Asset-Map, and TaxStatus bring planning, verified data, and client conversations together—so nothing falls through the cracks between meetings.
Check out the integrations
Key takeaways:
- Fewer manual handoffs between conversations and planning tools
- More accurate, up-to-date client data without extra admin work
- Stronger planning conversations driven by real client context
Wealth.com helps advisors connect conversations to estate and tax planning
Wealth.com brings estate and tax planning into a single, integrated platform, so advisors can model forward-looking tax strategies while seeing their downstream impact on trusts, gifting, and long-term legacy planning. With Jump integrated directly into the Wealth.com ecosystem, advisor conversations, notes, and action items will flow seamlessly into estate and tax workflows.
How this helps advisors:
For advisors and planners, this means less re-keying, fewer missed details, and more confidence that what’s discussed in meetings actually gets implemented.
For more information, read the full press release.
Asset-Map turns client conversations into actionable planning updates
Asset-Map is built for one thing: helping advisors and clients clearly see the full household picture. With the Jump integration, data pulled from pre-meeting prep and meeting conversations is automatically translated into prioritized insights and suggested updates inside the Asset-Map household framework.
How this helps advisors:
Instead of manually updating maps after every meeting, advisors can keep household visuals current and conversation-ready—while focusing their time on higher-value planning and guidance.
For more information, read the full press release.
TaxStatus brings IRS-verified financials directly into Jump
TaxStatus connects directly to the IRS to deliver verified financial data—surfacing held-away assets, business ownership, real estate, retirement accounts, and more. Through our integration, this IRS-verified data is embedded directly into Jump’s pre-meeting briefs.
How this helps advisors:
Advisors walk into meetings with a more complete, accurate financial picture—without spending hours chasing documents or manually entering data. This is the first time IRS-verified financials have been integrated into an AI advisor platform, and it’s a major step forward for tax-aware planning.
For more information, read the full press release.
Learn more about Jump integrations
These integrations are part of a broader effort to make Jump the intelligence layer across your entire tech stack—connecting conversations, data, and planning tools into one streamlined workflow.
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