Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has announced an integration with eMoney Advisor, a technology provider for financial planning. This collaboration aims to automate data entry for advisors following client meetings, enhancing efficiency and data accuracy in financial plans.
The integration enables advisors utilizing both Jump and eMoney to synchronize proposed updates to client information, including income, expenses, personal details, and financial goals, directly after meetings. Advisors can review suggestions generated by Jump’s AI assistant and, with a single click, transfer them into eMoney. Additionally, Jump facilitates pre-meeting preparation by pulling key data from eMoney into its Pre-Meeting Prep feature.
Luke White, Group Product Manager, Strategic Partnerships and Data Products, at eMoney, stated, “This collaboration with Jump helps ensure that financial plans remain current without adding administrative strain to advisory teams. This reinforces our commitment at eMoney of providing quality integrations that strengthen data accuracy and increase advisor productivity.”
Since its public launch in January 2024, Jump has reported significant impact, including 8 to 15 hours saved per advisor per week, over 10,000 advisors using the platform, and high client satisfaction scores. It has been adopted by enterprises such as LPL, Osaic, Cetera, Raymond James, Sanctuary Wealth, Mission Wealth, and Merit.
Advisors can activate the integration by connecting their eMoney account within Jump’s settings. Following each client meeting, Jump presents recommended updates to the client’s Base Facts, which advisors can review, modify, and instantly sync to eMoney. The functionality also maps conversational data to the eMoney Fact-Finder, automatically populating fields. This feature is available to all users with active subscriptions to both Jump and eMoney at no additional cost.
Parker Ence, CEO and Co-founder of Jump, commented, “Tens of thousands of advisors rely on eMoney to help their clients plan out some of the most important decisions of their lives and now, eMoney’s integration with Jump makes this easier than ever. Advisors will be able to prepare for client meetings faster, stay fully present in client conversations and complete more financial plans, all with compliance-friendly safe AI.”
Jump’s AI meeting assistant supports advisors by automating meeting preparation, notetaking, compliance documentation, CRM updates, and client follow-ups. The platform offers customizable workflows and prioritizes compliance, aiming to help firms scale and enhance client service. Jump is an AI assistant for registered investment advisor (RIA), broker-dealer, and enterprise teams, designed to reduce meeting administration and enhance the advisor and client experience. It automates various tasks, allowing advisors to process meetings efficiently.
eMoney Advisor, LLC provides technology solutions and services focused on financial planning. Its solutions aim to strengthen client relationships, streamline operations, and support business growth. Over 109,000 financial professionals use the eMoney platform to serve more than 6 million households across the U.S.
