Integrations /AI Assistants

Get started with Wealthbox + Jump

Modern CRM integrated with automated meeting management to elevate advisor efficiency


Jump, the Advisor AI Assistant, streamlines meeting administration for RIA and BD teams, allowing firms to run more efficiently. Jump enhances client and advisor experiences by automating meeting notes, tasks, and compliance logs that can be synced with Wealthbox. With the Jump integration, advisors can populate pre-meeting notes based on Contact Record data, and automatically sync post-meeting notes and tasks created in Jump back into Wealthbox.

“For our team, the Wealthbox + Jump integration’s value is the time savings. Tasks that used to take 30-40 minutes can now be completed in 3-4 minutes.”

Jack Csenge

Wealth Advisor, Csenge Advisory Group

Get started with Wealthbox + Jump

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