--- title: "Jump 与 Wealth.com 进行集成，以将客户对话与生前遗产计划相结合" description: "Jump 已与 Wealth.com 达成合作，将遗产规划数据整合到财务顾问的会议前准备中。这一合作使顾问能够无缝访问遗产规划家庭、角色和文件状态，从而增强客户对话并减少行政任务。该整合旨在通过提供客户需求的全面视图和促进更有效的后续跟进，改善顾问与客户的体验。顾问可以在没有额外费用的情况下将他们的 Wealth.com 账户连接到 Jump，从而提高在遗产规划讨论中的效率" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275641698.md" published_at: "2026-02-11T17:42:08.000Z" --- # Jump 与 Wealth.com 进行集成，以将客户对话与生前遗产计划相结合 > Jump 已与 Wealth.com 达成合作，将遗产规划数据整合到财务顾问的会议前准备中。这一合作使顾问能够无缝访问遗产规划家庭、角色和文件状态，从而增强客户对话并减少行政任务。该整合旨在通过提供客户需求的全面视图和促进更有效的后续跟进，改善顾问与客户的体验。顾问可以在没有额外费用的情况下将他们的 Wealth.com 账户连接到 Jump，从而提高在遗产规划讨论中的效率 **Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans** *Partnership brings estate planning data into meeting prep and helps advisors keep plans current without additional data entry* **Jump**, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a strategic partnership with **Wealth.com**, the industry’s leading estate and tax planning platform. The integration allows advisors who use both platforms to seamlessly pull estate planning data from Wealth.com into Jump’s pre-meeting preparation experience and, over time, push structured estate-related updates from Jump back into Wealth.com. The integration brings Wealth.com estate planning households, roles and document status into Jump’s pre-meeting experience alongside meeting history and other connected data. This gives advisors a more complete view of each client and makes it easier to identify gaps, missing roles or outdated documents. By reducing manual work around estate planning and meeting preparation, the integration builds on Jump’s mission to help advisors reclaim time for higher-value work – time that more than 90 percent of Jump users report allocating toward revenue-producing activities – and enables advisors to focus their client conversations where they matter most. “At its core, this integration connects what advisors talk about with what their planning systems know,” said **Parker Ence**, **co-founder and chief executive officer of Jump**. “By bringing estate planning data directly into meeting preparation, we’re reducing friction for advisors so they can focus less on administrative work and more on delivering advice that reflects what clients actually care about.” Jump’s**Insights Report**,released earlier this year, reveals that estate planning is discussed in roughly 45 percent of advisor-client meetings and is highly correlated with positive client sentiment. By making this information readily available during meeting preparation, the integration helps advisors engage more confidently in these conversations and deliver a stronger client experience. “There’s a high degree of overlap between advisory firms using Jump and Wealth.com, and our capabilities naturally complement each other,” said **Danny Lohrfink**, **co-founder and chief product officer of Wealth.com**. “By combining contextual conversations with complex calculations, we create a better client experience and give advisors more time to focus on the relationship.” **Key Benefits for Advisors** **Before the meeting** - Estate planning households, roles and document status surfaced during meeting prep - Clear visibility into gaps, missing roles or outdated documents **After the meeting** - Reduced need to manually re-enter information - In future phases, the ability to capture estate-related updates discussed in meetings and push structured insights back into Wealth.com **Across the client lifecycle** - Estate planning data combined with meeting notes and other integrations in a single client view - More effective preparation, follow-up and continuity across conversations Advisors can access the integration by securely connecting their Wealth.com account to Jump via OAuth. There is no additional cost to advisors beyond an active Jump subscription and an existing Wealth.com account. To learn more about Jump and Wealth.com, visit their respective websites at **jump.ai** and **wealth.com**. **About Jump** Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2022, it delivers 20+ AI-powered features that reduce busywork—automating meeting prep, note-taking, recaps, follow-ups and CRM updates—and surfaces growth insights, while embedding industry-leading compliance. With 21,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption), Jump is the category leader in advisor-AI. Deeply integrated, fully customizable and designed for scaling smarter, Jump empowers firms to elevate the advisor-client experience in the age of AI. Learn more at jump.ai. **About Wealth.com** Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. **Media Contacts** **StreetCred PR** Jump@streetcredpr.com Audrey Clay Audrey@streetcredpr.com 865-253-6082 Jason Lahita Jason@streetcredpr.com 973-460-7837 View source version on businesswire.com: https://www.businesswire.com/news/home/20260211156348/en/ ### Related Stocks - [WLTH.US - Wealthfront](https://longbridge.com/zh-CN/quote/WLTH.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Shareholder Notice: Faruqi & Faruqi, LLP Launches Investigation Into Wealthfront Following Post-IPO Stock Decline | Faruqi & Faruqi, LLP has launched an investigation into Wealthfront Corporation following a significant decline in its s | [Link](https://longbridge.com/zh-CN/news/272853614.md) | | 18:56 ETINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wealthfront Corporation - WLTH | Pomerantz Law Firm is investigating claims on behalf of investors of Wealthfront Corporation (NASDAQ: WLTH) regarding po | [Link](https://longbridge.com/zh-CN/news/275824892.md) | | Wealthfront Earnings Call: High-Margin Growth, IPO Firepower | Wealthfront Corporation held its Q3 earnings call, reporting record revenue of $93.2 million, a 21% increase in platform | [Link](https://longbridge.com/zh-CN/news/273763945.md) | | 01:34 ET WLTH Investors Have Opportunity to Join Wealthfront Corporation Fraud Investigation with the Schall Law Firm | The Schall Law Firm is investigating claims on behalf of investors of Wealthfront Corporation (NASDAQ: WLTH) for potenti | [Link](https://longbridge.com/zh-CN/news/272651070.md) | | Dir Bisharat Sells 10,000 ($140K) Of Wealthfront Corp [WLTH] | Bisharat Jaleh Director of Wealthfront Corp [WLTH] filed a Form 4 on December 15, 2025 with the Securities and Exchange | [Link](https://longbridge.com/zh-CN/news/269793819.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。