Who should integrate with Wealthbox?
Full users
Lite users
Why connect Wealthbox to Jump?
Connecting Jump with Wealthbox enables seamless data sharing of important client information between the two platforms.
Jump pulls client information from Wealthbox to create pre-meeting prep notes, and lets you save notes, follow-up tasks, and workflows back to Wealthbox after a meeting.
Key capabilities
Generate pre‑meeting prep from Wealthbox records before client meetings
Sync AI‑captured notes to Wealthbox after a meeting
Create Wealthbox Tasks from action items discussed during meetings
Start a Wealthbox Workflow instead of a standalone task when appropriate
Update fields on a contact
Jump pulls and pushes data to the following objects in Wealthbox:
Contact, Task, Note, Workflow, Opportunity, Event, Activity Stream, and Comments. See Wealthbox objects and fields below for the fields available in each.
Customization options
Need a custom configuration? Reach out to [email protected] for help getting Jump to work with your specific Wealthbox setup.
For more information on what’s available out of the box, see Wealthbox objects and fields below.
How to connect Jump to Wealthbox
Log in to my.jumpapp.com and go to Profile & settings > User settings > Integrations.
Select the CRM tab and find and select the Wealthbox tile.
Click on the green Add integration button.
Sign in with your Wealthbox credentials and authorize Jump via OAuth.
If your firm has multiple Wealthbox workspaces, confirm your default workspace is designated properly, as this is the one that Jump will access.
Note: If Jump is connecting to the wrong Wealthbox workspace, verify that your default workspace in Wealthbox is the one that you want Jump to connect to. Once set, the integration will sync to the correct workspace.
Wealthbox objects and fields
Jump reads from the following Wealthbox objects. These are the fields available out of the box for pre-meeting prep and post-meeting sync.
Jump also reads the contact's Activity Stream and comments on supported records, including Tasks and Opportunities, to add context to pre-meeting prep.
Contact
Identity
First name
Last name
Nickname
Prefix / suffix
Job title
Company name
Occupation
Contact type
Contact status
Tags
Personal
Birth date
Anniversary
Gender
Marital status
Background information
Important information
Personal interests
Emails
Phones
Addresses
Websites
Financial profile
Investment objective
Time horizon
Risk tolerance
Mutual fund experience
Stocks and bonds experience
Partnerships experience
Other investing experience
Gross annual income
Adjusted gross income
Estimated taxes
Assets
Non-liquid assets
Liabilities
Retirement date
Task
Status
Due
Title
Description
Assignee
Note
ID
Content
Linked to
Tags
Workflow
ID
Label
Workflow template
Starts at
Opportunity
ID
Name
Pipeline
Stage
Event
ID
Title
Description
Using the Wealthbox integration
Before a meeting
In Jump, go to Meetings > Upcoming and select a scheduled meeting.
Navigate to the Meeting prep tab to review prep notes that Jump has assembled for the relevant Wealthbox Contact listed on the meeting.
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.
In the Automations panel on the right-hand side, choose what to sync to Wealthbox:
Sync the meeting notes to a related Contact or Household in Wealthbox
Create Wealthbox Tasks from action items, including assignee and due date
Start a Wealthbox Workflow when a defined template fits the action
Update fields on the Wealthbox Contact
Note: Automations to update fields on a contact in Wealthbox need to be set up manually in Jump. Here's how to do it:
Go to Profile & settings > User settings > Automations > Do this... and add a new automation.
Give the automation a descriptive name
Select Type: Update existing CRM record
Select Service: Wealthbox
Select Record type: Contact
Add Fields for each Wealthbox field you want to update
Click into the Field Name and select the specific Wealthbox field you'd like to update
Provide an instruction prompt for the AI system
Select your desired Update type (default)
Adjusting your Wealthbox automations
Full users can adjust Wealthbox automations at any time by going to Profile & settings > User settings > Automations. In the Do this… section, you can create and update existing automations to determine how notes, tasks, and workflows sync to Wealthbox.
For more information on this step, see: How to set up automations.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]
Related Articles