Connect AdvisorEngine so Jump can push notes and tasks, update fields, and prep meetings.

Wealth.com is an estate-planning platform that helps advisors manage family structures, key roles, and estate-planning documents in one place. Connect Wealth.com to Jump to bring estate and tax-planning context directly into pre-meeting prep, so advisors walk into every conversation with a complete view of a client’s legacy planning.

eMoney is a financial planning software used by advisors to build and manage comprehensive client plans. Connect eMoney to Jump to bring financial planning context into every meeting and automatically suggest updates to client data so plans stay current without manual data entry.

Connect Intulse so Jump can automatically join and record phone calls.

Asset-Map is a visual financial planning tool that helps advisors capture a client’s full financial picture through intuitive household maps. Connect Asset-Map to Jump to turn meeting conversations into structured household updates so client maps stay accurate, current, and ready for the next conversation. After each meeting, Jump analyzes the conversation and identifies potential changes such as new assets, liabilities, household updates, or evolving goals. Advisors can review and approve before syncing directly into Asset-Map.

Connect Practifi so Jump can sync notes, tasks, and field updates across records.

TaxStatus is a tax data platform that provides advisors with IRS-verified client tax information. Connect TaxStatus to Jump to bring official tax data directly into pre-meeting prep—so advisors can plan conversations with confidence using accurate, verified insights. This integration is currently available in beta.

Connect XLR8 so Jump can push notes and tasks, update fields, and prep meetings.

Connect Advyzon so Jump can sync meeting notes, tasks, and updates with your CRM.

Connect RightCapital so Jump can keep your financial planning data up-to-date.

Connect Quivr so Jump can push notes and tasks, update fields, and prep meetings.

Connect Dialpad so the notetaker can automatically join and record meetings even when the host is not present.

Connect DocuSign so Jump can help manage and track document signing without the manual follow-up.

Connect Dynamics 365 Sales so Jump can sync client data and reduce post-meeting tasks.

Holistiplan is a tax planning platform that helps advisors analyze client tax returns and identify planning opportunities. Connect Holistiplan to Jump to bring key tax insights directly into pre-meeting prep so advisors can prepare for conversations with confidence, without switching systems.

Connect LinkedIn to turn meeting conversations into draft marketing content you can post.

Connect Microsoft Exchange so Jump can manage follow-ups and calendar workflows automatically.

Hubly is a workflow automation platform built specifically for financial advisors. Connect Hubly to Jump to turn meeting follow-ups into the right workflows instantly so advisors can move from conversation to execution without switching systems.

Connect SmartOffice so Jump can sync notes, tasks, and field updates with your CRM.

Connect Google Calendar to let Jump draft emails, manage invites, and schedule the notetaker for meetings.

Connect Google Meet so Jump can record meetings and trigger workflows. Include the Meet link in the calendar event.

Connect GoTo Meeting to enable the notetaker to join and record meetings even if you are not present.

Connect HubSpot to automatically update CRM records after conversations with clients and prospects.

Connect Microsoft 365 so Jump can draft emails, manage your calendar, and schedule the notetaker for meetings.

Connect Microsoft Teams to let the notetaker join, record, and trigger meeting automations. Make sure to include the Teams link in your invite.

Connect Redtail to keep CRM data up to date after every client conversation.

Connect RingCentral so the notetaker can automatically join and record meetings, even if the host is not present.

Salesforce is a CRM platform used by advisors to manage client relationships, track activity, and centralize firm data. Connect Salesforce to Jump to automatically sync meeting notes, tasks, and client updates—so your CRM stays accurate without manual data entry.

Connect Wealthbox so Jump can update CRM fields after meetings and save time on follow-ups.

Connect Webex so the notetaker can automatically join and record meetings, even if the host is not present.

Connect Zoom so the notetaker can automatically join and record meetings even if you are not the host or are not present.