--- title: "Jump 與 Wealth.com 進行集成，以將客户對話與生前遺產計劃相結合" description: "Jump 已與 Wealth.com 達成合作，將遺產規劃數據整合到財務顧問的會議前準備中。這一合作使顧問能夠無縫訪問遺產規劃家庭、角色和文件狀態，從而增強客户對話並減少行政任務。該整合旨在通過提供客户需求的全面視圖和促進更有效的後續跟進，改善顧問與客户的體驗。顧問可以在沒有額外費用的情況下將他們的 Wealth.com 賬户連接到 Jump，從而提高在遺產規劃討論中的效率" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/275641698.md" published_at: "2026-02-11T17:42:08.000Z" --- # Jump 與 Wealth.com 進行集成，以將客户對話與生前遺產計劃相結合 > Jump 已與 Wealth.com 達成合作，將遺產規劃數據整合到財務顧問的會議前準備中。這一合作使顧問能夠無縫訪問遺產規劃家庭、角色和文件狀態，從而增強客户對話並減少行政任務。該整合旨在通過提供客户需求的全面視圖和促進更有效的後續跟進，改善顧問與客户的體驗。顧問可以在沒有額外費用的情況下將他們的 Wealth.com 賬户連接到 Jump，從而提高在遺產規劃討論中的效率 **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 This gives advisors a more complete view of each client and makes it easier to identify gaps, missing roles or outdated documents.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-HK/quote/WLTH.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 股東通知：Faruqi & Faruqi, LLP 因 Wealthfront 上市後股價下跌而啓動調查 | Faruqi & Faruqi, LLP 對 Wealthfront Corporation 發起了調查，原因是其股票在首次公開募股後出現了顯著下跌。該公司鼓勵遭受損失的投資者討論他們的法律選擇。由於財報令人失望以及對其抵押貸款業務戰略風險 | [Link](https://longbridge.com/zh-HK/news/272853614.md) | | 18:56 ET 投資者警報：Pomerantz 律師事務所代表 Wealthfront Corporation 的投資者進行索賠調查 - WLTH | Pomerantz 律師事務所正在代表 Wealthfront Corporation（納斯達克代碼：WLTH）的投資者調查有關該公司及其高管可能存在的證券欺詐或非法商業行為的索賠。Wealthfront 於 2025 年 12 月 12 | [Link](https://longbridge.com/zh-HK/news/275824892.md) | | Wealthfront 財報電話會議：高利潤率增長，IPO 實力 | Wealthfront Corporation 舉行了第三季度財報電話會議，報告收入創紀錄達到 9320 萬美元，平台資產增長 21% 至 928 億美元，且盈利指標強勁，毛利率為 89%。儘管面臨宏觀經濟挑戰，公司強調了其增長勢頭和來自近 | [Link](https://longbridge.com/zh-HK/news/273763945.md) | | Wealthfront｜8-K：2026 財年 Q3 營收 93.22 百萬美元 | | [Link](https://longbridge.com/zh-HK/news/272319053.md) | | WLTH 投資者有機會參與 Schall 律師事務所對 Wealthfront Corporation 的欺詐調查 | Schall 律師事務所正在代表 Wealthfront Corporation（納斯達克代碼：WLTH）的投資者調查潛在的證券法違規行為。調查的重點是該公司是否發佈了虛假或誤導性陳述，並未披露重要信息。在公司公佈季度財報後，股價下跌 14 | [Link](https://longbridge.com/zh-HK/news/272651070.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。