Business Wire
New partnership simplifies advisor workflows, enhances client engagement and keeps financial plans continuously up to date on RightCapital’s platform
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and up-to-date.
“RightCapital helps financial advisors simplify planning, increase client engagement and achieve long-term growth with powerful, easy-to-use technology,” said Shuang Chen, founder and chief executive officer at RightCapital. “We’re constantly exploring new features and integrations that can remove time-consuming manual processes from advisor workloads. This new partnership with Jump provides advisors with another elegant solution to make their personalized planning more scalable.”
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With this integration, Jump proposes updates to key household data—including incomes, expenses, goals and family records—after every client meeting. Advisors can review and approve the suggestions, then push them to RightCapital with a single click. This saves time, reduces the risk of errors and helps to keep client plans accurate and actionable—allowing advisors to stay focused during meetings while scaling their planning process more efficiently.
In addition to syncing meeting insights, the integration introduces several new capabilities:
- “Ask Anything” About a RightCapital Household – Advisors can ask Jump specific questions like “Who is the beneficiary of Jill’s 401k?” and receive instant answers powered by the household’s plan data in RightCapital.
- RightCapital Data in Pre-Meeting Prep – Key RightCapital details are automatically pulled into Jump’s Pre-Meeting Prep feature, giving advisors a clearer, more complete view before every conversation.
- Automated RightCapital Data Collection Template Completion – Jump maps conversational data to RightCapital’s data collection templates, automatically filling them out for advisor review.
- AI-Suggested Fact Updates – Jump analyzes conversational data (and other available context) to propose updates to a client’s household information, which advisors can review, edit and approve directly within Jump.
“Firm leaders consistently tell us they want to empower more advisors to deliver holistic financial plans to more clients,” said Parker Ence, chief executive officer and co-founder at Jump. “Our integration with RightCapital makes that easier than ever. Jump’s AI extracts and refines detailed financial data from client conversations, making it ready to create or update a client’s financial plan in minutes. It also makes it easier for advisors to search and summarize key planning data when reviewing client context. We’re proud to partner with RightCapital to deliver this powerful capability to our shared users.”
The integration is now live and available to all users of both Jump and RightCapital at no additional cost. Advisors can activate the integration directly within Jump.
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