Who can use this feature?
Full users
Lite users who are Team admin
What are chart blocks
A chart block is a template block that turns your client’s planning data into a visual, such as a net worth overview, net worth history, or asset allocation chart. Jump pulls the data from eMoney, Orion, Black Diamond, or Asset-Map, depending on the planning tool you choose for the block, and fills it in for each client whenever the template runs.
To use charts, you need:
A connected planning integration (eMoney, Orion, Black Diamond, or Asset-Map).
A Jump contact who is linked to a household in that planning tool.
How to add a chart block
Adding a chart block is optional. Do it when you want a visual of your client’s finances alongside the written sections of your template. The steps below use a pre-meeting prep template, and agenda templates and other block editors work the same way.
Go to Profile & settings > User settings > Templates, then open the template you want to edit or click + New template.
Click the green plus button to open the block menu, then select the chart block.
Choose the chart you want to show and select Insert chart.
From there, use the Source dropdown menu to change the chart’s data source as needed.
Once you’ve finished creating or updating your template, click Save.
Learn more: To make sure your template applies to the meeting types you want, see the “Setting up the pre-meeting prep automation” section of this help center article: How does pre-meeting prep work in Jump?
Where charts appear
Once your template runs, charts show up in three places:
In Jump: Charts display in your pre-meeting prep.
PDF downloads: Charts are included when you download your prep as a PDF.
Prep emails: Charts can’t display inline in an email, so Jump attaches the prep as a PDF instead.
Here is what an asset allocation chart and a net worth overview chart look like in a prep PDF.
Frequently asked questions (FAQs)
Why does my chart say “No linked households found”?
Why does my chart say “No linked households found”?
Your Jump contact isn’t linked to a household in your planning tool yet. Once it’s linked, re-run pre-meeting prep to refresh the chart.
Why does my chart say “Chart type not yet supported”?
Why does my chart say “Chart type not yet supported”?
Not every chart is available for every planning tool, even though the editor lists every combination. Choose a different chart or planning tool for that block.
Do charts update automatically?
Do charts update automatically?
No, charts show a snapshot of your client’s data from when the chart was generated. Re-run pre-meeting prep to pull in the latest data.
Why is the PDF missing from my prep email?
Why is the PDF missing from my prep email?
Jump leaves the PDF off when the file is over about 8MB or your account keeps content out of email. The email then points you to Jump to view the prep instead.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]