Financial Planning Integration
Jump +eMoney
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.
Key Benefits
Better meeting preparation
Surface key financial planning facts from eMoney in Jump’s pre-meeting prep, so advisors start every conversation with the right context.
Less manual data entry
Automatically receive AI-suggested updates to client financial facts based on meeting conversations—review and approve before syncing to eMoney.
More meaningful conversations
Ask natural-language questions about client plans directly in Jump without switching tools or searching through eMoney.
Up-to-date financial plans
Ensure client plans reflect what was actually discussed by capturing changes, priorities, and follow-ups after every meeting.
Feature Details
AI-Suggested Fact Updates
Jump analyzes meeting conversations and proposes updates or new records for Assets, Liabilities, Income, Expenses, Insurance, and Financial Priorities—review and approve before syncing to eMoney.
Natural-Language Data Queries
Ask questions about client financial information directly in Jump and get instant answers from eMoney without opening another tool.
Pre-Meeting Planning Context
Relevant eMoney data is pulled into Jump’s pre-meeting prep so advisors start every meeting with accurate, up-to-date context.
Selective Sync Controls
Choose which financial planning object types receive AI-suggested updates, giving advisors flexibility and control over what syncs.
Plans That Stay Current
Keep client plans aligned with ongoing conversations by capturing changes discussed in meetings.
Advisor-Approved Updates
All suggested changes require review and approval, ensuring advisors stay fully in control of client data.
How it Works
Connect eMoney to Jump
Add the eMoney integration from your Jump settings and authenticate with your eMoney credentials.
Jump pulls planning context
Relevant client planning data is used to enhance pre-meeting prep and in-meeting insights.
Approve suggested updates
After meetings, Jump analyzes the conversation and proposes updates to financial facts. Review, edit, and approve before syncing to eMoney.
Resources
Help center article
Step-by-step guide to connecting and configuring the eMoney integration
Daily 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