Who should connect eMoney to Jump?
All Full users
All Lite users
Why connect eMoney to Jump?
eMoney is one of the most-used financial planning tools among advisors. By linking it to Jump, you can keep client plans updated automatically based on what was discussed in your meetings.
Jump suggests new or updated Incomes, Expenses, Assets, Liabilities, Priorities, and more for clients in eMoney, so your plan always reflects the latest information without extra data entry.
What you can do today
AI-Suggested Fact Updates. Jump analyzes conversational data and other available context to propose updates to a client's base Facts. Users can review, edit, and approve the suggestions directly within Jump.
"Ask Anything" Client Queries. Get instant answers from Jump about your clients' Facts and plan data (e.g. "Who is the beneficiary of Jill's 401k?").
eMoney Data in Pre-Meeting Prep. Key eMoney details are pulled into Jump's Pre-Meeting Prep to give advisors more accurate briefings.
Automated eMoney Fact-Finder Completion. Jump automatically maps conversation data to complete the eMoney Fact-Finder.
How to connect to eMoney
In Jump, open Settings → Integrations.
Scroll to Financial‑Planning Integrations and select eMoney.
If you are not seeing an eMoney integration option, reach out to [email protected] for support.
Click Connect. An eMoney login window will open.
Sign in with your eMoney credentials and grant Jump access.
When the window closes you will see a confirmation banner in Jump and the eMoney tile will show as Connected.
Still have questions?
Our team is happy to help. Book a walkthrough at jumpapp.com/demo or email [email protected] for assistance.