The Jump integration with Wealth.com underscores how artificial intelligence continues to reshape the fintech ecosystem by connecting advisor conversations with structured estate planning data.
Jump, a provider of AI solutions for financial advisors and financial services firms, has announced a strategic partnership with Wealth.com, an estate and tax planning platform. The Jump integration with Wealth.com enables advisors who use both platforms to pull estate planning data directly into Jump’s pre meeting preparation experience. Over time, the companies plan to allow structured estate related updates captured in Jump to be pushed back into Wealth.com, creating a more connected planning workflow.
Through the integration, Wealth.com estate planning households, roles, and document status are surfaced alongside meeting history and other connected client data within Jump’s interface. This consolidated view gives advisors greater clarity into each client’s planning landscape and highlights gaps such as missing fiduciary roles or outdated estate documents. By reducing manual effort tied to estate planning and meeting preparation, the integration advances Jump’s broader mission of helping advisors reclaim time for higher value activities. According to the company, more than 90 percent of Jump users report reallocating saved time toward revenue producing work.
“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.”
Estate planning has become a central topic in client engagements. Jump’s Insights Report, released earlier this year, found that estate planning is discussed in roughly 45 percent of advisor client meetings and is strongly correlated with positive client sentiment. By embedding estate data into meeting preparation, advisors can enter discussions with greater confidence and deliver more personalized guidance.
“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.”
The integration supports advisors before and after meetings by surfacing estate households and document status in advance, reducing the need for manual re entry of information afterward, and eventually enabling estate related updates from meetings to sync back into Wealth.com. Advisors can activate the feature by securely connecting their Wealth.com account to Jump through OAuth authentication. There is no additional cost beyond maintaining active subscriptions to both platforms.
As advisory firms look to unify AI driven insights with core planning systems, the Jump integration with Wealth.com reflects a broader industry shift toward connected digital infrastructure that enhances client experience, improves workflow efficiency, and strengthens continuity across the financial planning lifecycle.
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