What is Wealth.com's Jump Integration?
Connect Wealth.com to Jump to bring estate and tax-planning context directly into pre-meeting prep, so advisors walk into every conversation with a complete view of a client’s legacy planning.
How You Can Use This Integration
Estate Planning Context in Pre-Meeting Prep: View family members, relationships, roles, and estate document status directly within Jump’s pre-meeting prep.
Global Ask Anything for Estate Data: Ask questions in Jump like “Who is the power of attorney?” or “Is there a will on file?” and receive Wealth.com-backed answers with timestamps and direct links.
Household & Contact Linking: Wealth.com households are automatically linked to Jump Contacts using email matching, keeping client records aligned.
Estate Signals Detection: Jump identifies estate-related terms mentioned during meetings such as wills, trusts, guardians, or beneficiaries to highlight relevant planning considerations.
Secure, Automatic Data Sync: Estate planning data is securely refreshed on a regular basis so advisors always see the most up-to-date information.
How to Set Up This Integration
In Jump, add the Wealth.com integration during onboarding or from your Jump integration settings and authorize via OAuth.
Wealth.com household data is automatically imported and linked to existing Jump Contacts.
Estate planning details appear in Jump’s pre-meeting prep and are available for questions and insights during meetings.