The Asset-Map + Jump integration combines Jump's AI meeting intelligence with Asset-Map's visual household framework, helping advisors reclaim hours of administrative time while ensuring their planning conversations are built on current client information.
Quickly and easily create new households or update existing households through AI meeting capture, which automatically identifies prioritized insights and relevant household data.
Jump intelligently suggests updates within Asset-Map’s household framework, helping advisors eliminate manual data entry after meetings and reducing their workload.
Automated documentation keeps advisors’ records current and compliant, allowing them to redirect saved hours toward delivering more client services.
Learn more about Asset-Map: our visual, holistic planning and advice delivery tool designed to elevate conversations with your clients. No other platform makes financial planning conversations as simple, productive or profitable.
