Asset-Map Holdings, Inc. (Asset-Map), a visual financial planning tool for advisors, has integrated its platform with Jump, an artificial intelligence (AI) solution provider for financial services. This collaboration represents one of Asset-Map’s initial AI integrations, with plans for further expansion in the coming year.
The integration enables mutual users to leverage Jump’s AI technology to capture and process client meetings. It automatically extracts prioritized insights and suggests updates within Asset-Map’s household framework, aiming to bridge the gap between information discussed in meetings and subsequent actions. This process helps maintain current, compliant, and conversation-ready household maps for advisors.
H. Adam Holt, CFP®, founder and chief executive officer of Asset-Map, stated that financial advisors often dedicate extensive hours to manually updating client data post-meetings. He noted that the integration with Jump is designed to transform meeting notes into actionable household updates, providing immediate guidance for next steps. Holt emphasized that Jump’s AI-powered approach aligns with Asset-Map’s view that technology should enhance human capabilities, particularly an advisor’s role as a communicator, educator, and guide.
A recent survey conducted by Jump indicated that more than 60 percent of its users save over one hour per workday, amounting to over 250 hours annually. Additionally, over 90 percent of advisors reported that automated post-meeting notes significantly reduced their workload, with half of them reallocating that saved time to deliver more services to clients.
By automating the flow of information from Jump’s AI-powered meeting insights directly into Asset-Map’s visual household framework, advisors can ensure that their planning discussions are based on current client data. This allows them to focus on higher-value conversations, proactive service, and strategic planning.
Liam Hanlon, head of insights at Jump, commented on the demand from advisors for AI to grant them more time with clients. He explained that Jump has helped create this capacity, and the integration with Asset-Map further enhances it through personalization. Hanlon added that by translating meeting conversations into clear, actionable updates, advisors can keep household visuals current while concentrating on trust-building interactions that advance client goals.
Advisors can attend a live walkthrough of the integration during a webinar scheduled for February 25 at 2 p.m. ET. Representatives from both companies will demonstrate the utility of this integration, illustrating how advisors can automatically synchronize meeting insights to establish new household structures or update financial instruments. Additional information and webinar registration are available at asset-map.com/jump.
This integration expands Asset-Map’s efforts to strengthen the advisor-client relationship through technology. Asset-Map already integrates with other platforms, including eMoney Advisor for planning context, Holistiplan for tax insights, and Nitrogen for visualizing risk numbers, enabling advisors to incorporate personalized insights into their conversations.
Founded in 2013 by Certified Financial Planning Practitioner H. Adam Holt, Asset-Map aims to enhance financial health by providing an interactive, holistic view of a household’s financial picture. The platform helps advisors comprehend, discuss, and facilitate smart financial decisions. Thousands of professionals globally utilize Asset-Map to visualize client finances and foster guidance conversations, having mapped over 2 million individuals and $3.4 trillion in financial instruments.
Jump, founded in 2023, functions as an AI assistant and intelligence engine for financial advisors. It offers over 20 AI-powered features designed to reduce administrative tasks, automating meeting preparation, note-taking, recaps, follow-ups, and CRM updates, while also surfacing growth insights and embedding compliance. With over 23,000 advisors using the platform, Jump has achieved high advisor satisfaction ratings, including being ranked #1 in satisfaction and adoption in the 2025 T3/Inside Information Software Survey and the 2025 Kitces Report On Financial Advisor Technology Use.
