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RightCapital planning software enables advisors to seamlessly sync meeting insights from Jump AI platform and review and approve updates to household data after every client meeting with a single clic

June 25, 2025 //  by Finnovate

Jump announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and up-to-date. With this integration, Jump proposes updates to key household data—including incomes, expenses, goals and family records—after every client meeting. Advisors can review and approve the suggestions, then push them to RightCapital with a single click. This saves time, reduces the risk of errors and helps to keep client plans accurate and actionable—allowing advisors to stay focused during meetings while scaling their planning process more efficiently. In addition to syncing meeting insights, the integration introduces several new capabilities including “Ask Anything” About a RightCapital Household; RightCapital Data in Pre-Meeting Prep; Automated RightCapital Data Collection Template Completion; AI-Suggested Fact Updates.

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Category: Robos & Wealth, Innovation Topics

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