CRM Integration
Jump +AdvisorEngine
Connect AdvisorEngine so Jump can push notes and tasks, update fields, and prep meetings.
Key Benefits
Better prepared meetings
Start every client conversation with relevant AdvisorEngine notes, tasks, and activity already in view.
Less manual CRM work
Eliminate duplicate data entry by syncing meeting summaries and follow-ups directly to AdvisorEngine.
Cleaner client records
Ensure client interactions are consistently documented across meetings and workflows.
Stronger contact-level visibility
Prepare for meetings at the individual contact level, not just the household.
Feature Details
CRM context in pre-meeting prep
Pull AdvisorEngine workflows, notes, tasks, activities, and contact details into Jump.
Meeting summary sync
Send AI-generated meeting notes from Jump to AdvisorEngine after meetings.
Follow-up task sync
Create AdvisorEngine tasks from Jump follow-up actions with the correct status and ownership.
Contact-level support
Meetings and prep can be linked directly to individual AdvisorEngine contacts.
Customizable mappings
Additional fields or object mappings can be configured to match firm workflows.
How it Works
Connect AdvisorEngine to Jump
Sign in to AdvisorEngine during setup from Jump’s integrations settings.
Prepare with CRM context
AdvisorEngine notes, tasks, and activities appear automatically in pre-meeting prep.
Sync after meetings
Review and send meeting summaries and follow-up tasks back to AdvisorEngine.
Resources
Help Center Article
Step-by-step guide to connecting and configuring the eMoney integration.
Onboarding webinar
Join live onboarding and training sessions to get the most out of Jump.
Customer Support
Get real-time help from the Jump team via chat or email.