Who should connect to AdvisorEngine?
Full users
Lite users
Why connect AdvisorEngine to Jump?
Connecting AdvisorEngine with Jump integrates your CRM data directly into your existing Jump workflows.
Streamline your workflows by incorporating AdvisorEngine data into pre-meeting prep notes and automatically syncing Jump's AI-generated meeting summaries and follow-up tasks to AdvisorEngine.
What you can do today
Connect to AdvisorEngine during sign‑up or under Profile & settings > User settings > Integrations by entering your AdvisorEngine username and password.
Push Meeting Notes from Jump to AdvisorEngine after a meeting. You can review and edit the note, choose the correct contact, and sync it as an AdvisorEngine Note.
Push Tasks created by Jump's AI as AdvisorEngine Task objects with the appropriate status.
Pull Client Details for Pre‑Meeting Prep so you walk into every meeting fully prepared.
View AdvisorEngine contacts inside Jump to get on-demand pre-meeting prep and historical Jump meeting records.
Customization options
Need something special? We can map additional fields or sync to a different object type in AdvisorEngine. Just let us know.
Setting up your Jump account with AdvisorEngine
Follow these steps to set up your Jump account and connect it with AdvisorEngine:
Are you a new user?
Create a Jump account at https://my.jumpapp.com/signup.
During onboarding, you’ll be asked to connect to a CRM. Select AdvisorEngine and log in with your AdvisorEngine credentials to complete the integration.
Are you an existing user?
Log into Jump at https://my.jumpapp.com/.
Go to User settings > Integrations > + Add an integration > CRM.
Select the AdvisorEngine tile then click Add integration.
You’ll be prompted to log in with your AdvisorEngine credentials to complete the set-up.
After logging into AdvisorEngine from Jump (either as an existing or new Jump user)
Once you log in, you will be prompted to select the following:
The action type that will be used when syncing tasks to AdvisorEngine
Once that is selected, you will set up your first automation! Choosing this will help Jump know where to send the Note after a meeting.
When that’s finished, you can run your first meeting! After a meeting is processed by Jump, you will see an option on the righthand side of the screen to sync notes and tasks to AdvisorEngine.
Using the integration
Before a meeting
Go to Meetings > Upcoming and click on the scheduled meeting.
Navigate to the Meeting prep tab to view the information Jump compiled using contact and entity data from AdvisorEngine.
After a meeting
In Jump, navigate to Meetings > AI Processed and select the meeting you wish to sync notes from.
Open the meeting notes in the After the meeting panel.
Use the provided automation tiles to sync the meeting note, update fields, and initiate processes in AdvisorEngine.
In the Follow-up tasks section, click Sync to AdvisorEngine.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]