Jump

What integrating with Jump does for you

Jump streamlines how advisors manage client interactions by recording and transcribing meetings to capture key financial planning data, which is then imported directly into RightCapital.

How to set up the Jump Integration:

1
In Jump, open Settings → Integrations.
2
Scroll to Financial‑Planning Integrations and select RightCapital. If you are not seeing a RightCapital integration option, reach out to help@jumpapp.com for support.
3
Click Connect. A RightCapital login window will open.
4

Sign in with your RightCapital credentials and grant Jump access.

5
When the window closes you will see a confirmation banner in Jump and the RightCapital tile will show as Connected.
New Household Creation:
The household needs to be created in RightCapital in order for Jump to suggest updates.

How to use the Jump Integration:

1

Once the integration is connected, you will see an automation card titled 'Update RightCapital' after each meeting.

2

Jump automatically identifies the appropriate RightCapital household based on your meeting attendees. It then reviews your meeting transcript, compares it with the existing data in RightCapital, and drafts recommendations to create or update Income, Expense, Goal, and Family records.

3

You then have the option to accept, modify, or dismiss each recommendation. Once you click 'Sync to RightCapital,' Jump sends the approved changes through to RightCapital.



Data Imported into RightCapital

Family

  • Add co-client and children records

Goals

  • Retirement Expense

  • Car

  • Vacation

  • Pre-College

  • College

  • Wedding

  • Legacy

  • Cash Reserve

  • Giving

  • Other

Income

  • Salary

  • Self-Employment

  • Bonus

  • Child support

  • Alimony

  • Royalty

  • Pension

  • Other

Expenses

  • Living

  • Medical

  • Alimony

  • Other

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For additional assistance within RightCapital please contact our Support team.

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