Who should integrate with Asset-Map?
Lite users
Full users
Integrating Asset-Map with Jump makes it easier for advisors to update household data in the financial planning tool.
Jump helps reduce manual data entry into Asset-Map by extracting relevant insights from captured meetings and suggesting updates to client household maps.
What you can do today
Connect Asset‑Map to Jump under Profile & settings > User settings > Integrations using a secure sign‑in.
Create a new records for an Asset‑Map household based on relevant information discussed in a captured Jump meeting.
Update existing objects in Asset‑Map with new information mentioned during a captured meeting.
Note: The Asset‑Map integration is in private beta and available to select firms. If your firm does not see the integration yet, contact Jump Support to request access.
Be advised that some Broker Dealers will need to approve the integration first before it can be turned on for its users.
How to integrate Jump with Asset‑Map
Follow these steps to set up your Jump account and connect it with Asset‑Map:
Are you a new user?
Create a Jump account at my.jumpapp.com/signup.
During onboarding, choose Asset‑Map as your financial planning tool and complete sign-in.
Are you an existing user?
Log into Jump at my.jumpapp.com.
Go to Profile & settings > User settings > Integrations > + Add an integration.
Search or select the Asset‑Map tile and click Add integration to complete sign‑in.
Using the Asset-Map integration
Here’s how to send insights from Jump to Asset‑Map after a client meeting:
At my.jumpapp.com, go to Meetings > AI-Processed.
Select a past meeting and navigate to the Automations panel on the right-hand side.
Select the “Suggest AssetMap record updates” automation tile.
In the window that opens, select the appropriate Asset-Map household.
Review and confirm the suggested updates to household data based on what was discussed in the meeting.
Click “Update AssetMap” to sync the data to the household in Asset‑Map.
Note: For the best results, ensure the client’s Asset‑Map household aligns with the associated attendee on the captured Jump meeting. For instance, Jump can select the household automatically if the meeting attendee has the same email address as what’s listed for the Asset-Map household.
If Jump does not identify a match automatically, you can select the household manually during the review step.
Coming soon
Pre‑Meeting Prep (PMP) including household information from Asset-Map.
Global Ask Anything (GAA) for queries involving data stored in Asset-Map.
Still have questions?
Our team is here to help. Reach out to [email protected] for further assistance with your Asset-Map integration.
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