Jump and RightCapital have announced a new partnership aimed at transforming how financial advisors manage client relationships and streamline planning processes.
The collaboration brings together Jump’s artificial intelligence-powered assistant with RightCapital’s widely adopted financial planning software to automate meeting insights and significantly reduce administrative overhead.
The integration enables advisors to sync client meeting data from Jump directly into RightCapital, removing the need for manual data entry and ensuring plans are constantly updated. This seamless workflow improvement aims to enhance client engagement while allowing financial advisors to scale personalised services with greater efficiency.
RightCapital founder and CEO Shuang Chen said, “RightCapital helps financial advisors simplify planning, increase client engagement and achieve long-term growth with powerful, easy-to-use technology.
“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.”
Through the integration, Jump can suggest updates to client household data—including income, expenses, goals and family details—immediately after meetings. These suggested updates can then be reviewed and approved with a single click, ensuring that advisors always work with the most current and accurate financial data. This feature allows advisors to remain focused during conversations while effortlessly maintaining up-to-date records.
Beyond syncing meeting data, the partnership introduces several advanced features. Advisors can now use Jump’s “Ask Anything” tool to query specific household details from RightCapital, such as the beneficiary of a retirement plan. Additionally, RightCapital data now automatically appears in Jump’s Pre-Meeting Prep feature, providing a more holistic view of each client before discussions begin.
Other tools include automated completion of RightCapital data templates using conversational inputs and AI-suggested updates to household information.
Jump CEO and co-founder Parker Ence said, “Firm leaders consistently tell us they want to empower more advisors to deliver holistic financial plans to more clients.
“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 available to all users of Jump and RightCapital at no additional cost. Advisors can activate the connection within the Jump platform.
Keep up with all the latest FinTech news here
Copyright © 2025 FinTech Global
