Asset-Map + Jump: Every Meeting Moves the Household Forward
Jump captures what happens in your client meetings. Asset-Map is where what was said lives visually, between meetings, ready for the next conversation. Together, they transform one-time planning sessions into a continuous, compounding advisory relationship.
2.5M+
Humans mapped
$3.4T
Financial instruments mapped
15 Mins
Average client onboarding time
20 Countries
Across USA CAN ZA UK
Great Meetings Should Not End When the Call Does
The most valuable conversations in financial planning are not the ones you plan for. They are the ones where a client mentions a rental property you did not know about, a business they are thinking of selling, or a child heading to college in two years. Those details reshape the plan. And they disappear the moment the meeting ends if nothing captures them.
Jump solves the capture problem. Its AI processes your meeting, extracts the relevant financial details, and surfaces suggested updates to your planning records. Advisors who use Jump stop losing the insights that emerge in conversation.
Asset-Map solves the context problem. The household is the visual record of everything you know about a client. When the capture is right and the context is visible, planning relationships stop being episodic and start compounding.
Jump captures what was said. Asset-Map holds the picture of the household it should update. Together, they make your planning relationship continuous.
How Asset-Map and Jump Work Together
The integration connects Jump’s meeting intelligence directly to the Asset-Map household. Jump’s AI extracts household-relevant insights from the client meeting and surfaces them as suggested updates to the corresponding Asset-Map household data. The advisor reviews, confirms, and syncs with one click. The household reflects what was actually discussed.
How Asset-Map and Jump Work Together
- Conduct the client meeting. Jump captures and processes the conversation in the background.
- Jump AI extracts relevant household updates: new assets mentioned, income changes, shifted priorities, and upcoming life events.
- Jump surfaces suggested updates to the Asset-Map household for advisor review.
- Advisor confirms the updates that are accurate. Data syncs to the Asset-Map household.
- The next meeting opens with a household that reflects what was actually discussed last time, not what was entered in a data field two years ago.
What Advisors Gain
- Hours of administrative follow-up converted into one-click confirmations
- A household that is always current, not a snapshot from the last manual data entry
- Clients who notice their advisor remembered what they said, because the record reflects it
- More capacity for high-value planning conversations because the low-value follow-up work is automated
- A compounding advice relationship where every meeting builds on the last one
- Fewer gaps surfaced at inconvenient moments because the household stays current between meetings
The Meeting in Practice
“Mr. and Mrs. Thompson, I want to open by showing you where things stood after our last meeting. Based on what you shared with me, I updated your household so we’re starting from a current picture. You mentioned your youngest is heading to college in three years. That shows up here now. Let’s talk about what that does to the plan.”
Two Power-Ups. One Solution.
Ongoing client relationships break down in two predictable places. The first is capture: something important gets said in a meeting and disappears before it gets recorded. The second is context: even when something gets recorded, it sits in a note field somewhere and never shows up visually in the next meeting.
Jump eliminates the first breakdown. Asset-Map eliminates the second.
Advisors who use both stop managing the gap between what clients said and what the plan reflects. They spend that time in the conversations that justify the relationship.
That is not just a productivity improvement. It is a practice model.
Frequently Asked Questions: Asset-Map and Jump
Jump is an AI meeting intelligence platform built for financial advisors. It captures and processes client meetings, extracts household-relevant financial insights, and suggests specific updates to your planning records. The Asset-Map integration allows those suggested updates to sync directly to the corresponding Asset-Map household with advisor review and one-click confirmation.
No. Jump captures and processes what happens in your meetings. Asset-Map holds the visual household record that those meeting insights should update. They solve adjacent problems. Jump handles the capture. Asset-Map handles the context. Together, they make the advisory relationship continuous between meetings.
In Jump, go to User Settings, then Integrations, then Add an Integration and select Financial Planning. Follow the prompts to connect your Asset-Map account.
Jump’s AI is designed to identify household-relevant information from meeting conversations, including new financial assets or accounts mentioned by the client, changes to income or employment, life events with financial implications such as a home purchase, business sale, inheritance, or a child approaching college age, and updates to the client’s priorities or planning goals.
Yes. Jump surfaces suggested updates for advisor review. The advisor confirms which updates are accurate before they sync to the Asset-Map household. This keeps the advisor in control of the household record while removing the manual work of entering updates after every meeting.
Yes. Many advisors run Jump for meeting intelligence, Asset-Map as the visual conversation layer, and eMoney or MoneyGuidePro for deep planning analysis. Each tool occupies a distinct role in the practice. Asset-Map is the household record that Jump keeps current and that your planning platform draws data from.
The Meeting Is Over. The Relationship Keeps Moving.
See how Asset-Map works with the tools your practice already runs.