Partnership brings estate planning data into meeting prep and helps advisors keep plans current without additional data entry
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Wealth.com, the industry’s leading estate and tax planning platform. The integration allows advisors who use both platforms to seamlessly pull estate planning data from Wealth.com into Jump’s pre-meeting preparation experience and, over time, push structured estate-related updates from Jump back into Wealth.com.
Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App
The integration brings Wealth.com estate planning households, roles and document status into Jump’s pre-meeting experience alongside meeting history and other connected data. This gives advisors a more complete view of each client and makes it easier to identify gaps, missing roles or outdated documents. By reducing manual work around estate planning and meeting preparation, the integration builds on Jump’s mission to help advisors reclaim time for higher-value work – time that more than 90 percent of Jump users report allocating toward revenue-producing activities – and enables advisors to focus their client conversations where they matter most.
“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, released earlier this year, reveals that estate planning is discussed in roughly 45 percent of advisor-client meetings and is highly correlated with positive client sentiment. By making this information readily available during meeting preparation, the integration helps advisors engage more confidently in these conversations and deliver a stronger client experience.
“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.”
Key Benefits for Advisors
Before the meeting
- Estate planning households, roles and document status surfaced during meeting prep
- Clear visibility into gaps, missing roles or outdated documents
After the meeting
- Reduced need to manually re-enter information
- In future phases, the ability to capture estate-related updates discussed in meetings and push structured insights back into Wealth.com
Across the client lifecycle
- Estate planning data combined with meeting notes and other integrations in a single client view
- More effective preparation, follow-up and continuity across conversations
Advisors can access the integration by securely connecting their Wealth.com account to Jump via OAuth. There is no additional cost to advisors beyond an active Jump subscription and an existing Wealth.com account.
Catch more Fintech Insights : When DeFi Protocols Become Self-Evolving Organisms
[To share your insights with us, please write to psen@itechseries.com ]
