Jump and RightCapital Partner to Bring AI-Powered Meeting Insights Directly into Financial Planning Workflows
Jump and RightCapital Partner to Automate Data Flow from Client Meetings to Financial Plans
Jump, a leading AI platform for financial advisors, today announced a strategic integration with RightCapital, the fastest-growing financial planning software in the industry. The partnership enables financial advisors to seamlessly sync insights from client meetings—captured by Jump’s AI—directly into the RightCapital platform, eliminating manual data entry and keeping financial plans consistently accurate and up-to-date.
“RightCapital helps advisors simplify planning and increase engagement with powerful, easy-to-use tools,” said Shuang Chen, CEO of RightCapital. “This integration with Jump removes tedious workflows and enables advisors to deliver even more personalized, scalable advice.”
From Meeting Notes to Plan Updates—in One Click
With Jump’s conversational AI embedded into client meetings, key financial data such as income, expenses, goals, and family structure is captured and analyzed in real time. After the meeting, Jump proposes updates to a client’s RightCapital household, which the advisor can review and approve with a single click—keeping plans fresh without disrupting the advisory workflow.
“Our goal is to help advisors serve more clients with less administrative burden,” said Parker Ence, CEO of Jump. “With this integration, advisors can instantly convert conversations into actionable plan updates.”
New Capabilities for Smarter Financial Planning
The integration does more than sync meeting notes—it brings powerful new features to advisors using both platforms:
- “Ask Anything” About a Household
Advisors can ask Jump natural-language questions like “What’s the annual retirement goal for Tom?” or “Who is listed as the beneficiary on Susan’s IRA?” and receive instant answers from RightCapital household data. - Pre-Meeting Prep with RightCapital Data
Jump pulls key financial details from RightCapital into its Pre-Meeting Prep, giving advisors a complete snapshot of each household before every conversation. - Auto-Filled RightCapital Templates
Jump maps conversational insights to RightCapital’s data collection templates, saving time and improving accuracy. - AI-Suggested Fact Updates
Jump analyzes conversations and proposes intelligent updates to a client’s data—ready for advisor approval inside Jump.
Supporting Scalable, Personalized Advice
This partnership reflects a shared mission: to help advisors deliver more holistic financial planning with less manual effort. By automating the flow of structured data between conversations and planning software, Jump and RightCapital empower firms to scale without sacrificing personalization.
“Firm leaders want to bring more clients into the planning process—without burning out their teams,” said Ence. “This integration makes that vision a reality.”
The integration is now live and free for all Jump and RightCapital users. Advisors can activate it directly from their Jump dashboard.
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