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Jump, a leading AI solutions provider for financial advisors, today announced a strategic integration with Wealth.com, the industry’s top estate and tax planning platform. The partnership enables advisors using both tools to automatically pull estate planning data—such as households, roles, and document status—directly into Jump’s pre-meeting experience, combining it with meeting history and other connected information for a comprehensive client view.
The integration addresses a common pain point for advisors: fragmented data across tools. By surfacing Wealth.com’s estate planning details alongside Jump’s meeting notes and other integrations, advisors can quickly spot inconsistencies or opportunities—such as missing beneficiaries, expired documents, or incomplete roles—before client conversations begin.
“At its core, this integration connects what advisors talk about with what their planning systems know,” said Parker Ence, co-founder and chief executive officer of Jump. “By bringing estate planning data directly into meeting preparation, we’re reducing friction for advisors so they can focus less on administrative work and more on delivering advice that reflects what clients actually care about.”
Jump’s Insights Report highlights that estate planning topics arise in roughly 45 percent of advisor-client meetings and are closely linked to higher client satisfaction. With estate data readily available during prep, advisors can enter discussions more confidently, address concerns proactively, and strengthen relationships.
Post-meeting, the integration minimizes manual re-entry of updates. In upcoming phases, Jump will capture estate-related insights from conversations and sync structured data back to Wealth.com, creating a closed-loop workflow that keeps plans current automatically.
“There’s a high degree of overlap between advisory firms using Jump and Wealth.com, and our capabilities naturally complement each other,” said Danny Lohrfink, co-founder and chief product officer of Wealth.com. “By combining contextual conversations with complex calculations, we create a better client experience and give advisors more time to focus on the relationship.”
Advisors can activate the integration by securely linking their Wealth.com account to Jump via OAuth. No extra fees apply beyond active subscriptions to both platforms.
To learn more about Jump and Wealth.com, visit their respective websites at jump.ai and wealth.com.
About Jump
Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2022, it delivers 20+ AI-powered features that reduce busywork—automating meeting prep, note-taking, recaps, follow-ups and CRM updates—and surfaces growth insights, while embedding industry-leading compliance. With 21,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption), Jump is the category leader in advisor-AI. Deeply integrated, fully customizable and designed for scaling smarter, Jump empowers firms to elevate the advisor-client experience in the age of AI. Learn more at jump.ai.
About Wealth.com
Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
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