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Products & Services July 3, 2025
AI Firm Jump Announces Integrations with eMoney and RightCapital
The partnerships allow advisers to keep financial plans updated without manual data entry.
Reported by PLANADVISER staff
Jump has integrated with both eMoney and Right Capital platforms to simplify adviser workflows and enhance client engagement. The integrations are live with both providers.
AI solutions firm Jump says the technology partnerships will support advisers with the task of manual data entry. For example, advisers using both the Jump and eMoney platforms, or the Jump and Right Capital platforms, can review Jump’s proposed updates to client and household data after a meeting—including incomes, expenses, goals and family records. Advisers can then review and approve, immediately pushing the Jump-generated insights into the client record.
Jump can also be used ahead of meetings to pull data from the software or technology platform to help advisers prepare with key highlights from the client record. Jump is able to analyze and map conversational data, the company says, to update household data and information.
Other capabilities include the ability to “ask anything” to Jump about a household inside the Right Capital platform, such as who is a beneficiary of a 401(k) plan, and receive answers based on Jump’s analysis of the household’s data.
The integrations are at no additional cost, Jump says, if advisers already have subscriptions to one of the two providers and Jump.
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