Software that connects to Jump

5 of the 77 tools we list name a connection to Jump on their own site: 2 advisor CRMs, 2 planning tools and 1 AI tool. Jump's own site names 22 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.

See the Jump profile

Which way data moves, as each tool describes it

Sends data to JumpTakes data from JumpTwo-way, in the vendor's words

Send data to Jump (0)

No tool says it sends data here

Jump5 tools connect

Take data from Jump (1)

RightCapital

Named only (4)

CaddiRedtailQuivreMoney Advisor

The rule: every tool we list that names a live connection to Jump, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

What Jump's own site lists

22 companies and products

CRMs (14)

Connects to	What Jump's site says	Does the other side list it?	Where we read it
AdvisorEngine CRM	Takes data from and sends data to AdvisorEngine Data out: notes, tasks and field updates pushed Data in: Households, Workflow and Record Actions pulled for prep	No connection to Jump recorded from AdvisorEngine's site	Checked on the vendor's site · Oct 13Jump integrations page
Advyzon CRM	Takes data from Advyzon Direction not stated: meeting notes, tasks and updates synced Data in: context for pre-meeting prep	No connection to Jump recorded from Advyzon's site	Checked on the vendor's site · Oct 13Jump integrations page
HubSpot CRM	Takes data from and sends data to HubSpot Data in: CRM context for meeting prep Data out: notes, tasks and follow-ups synced back to HubSpot	We don't list HubSpot	Checked on the vendor's site · Oct 13Jump integrations page
LeadCenter CRM	Takes data from and sends data to LeadCenter Data in: client context pulled into meetings Data out: notes and follow-up tasks pushed back into the CRM	We don't list LeadCenter	Checked on the vendor's site · Oct 13Jump integrations page
MedicarePRO CRM	Takes data from MedicarePRO Data in: Appointments, Calendar, Contacts, Notes and Tasks for pre-meeting prep	We don't list MedicarePRO	Checked on the vendor's site · Oct 13Jump integrations page
Microsoft Dynamics 365 Sales CRM	Data moves with Microsoft Dynamics 365 Sales; the vendor doesn't say which way Recorded as "Dynamics 365 Sales" Direction not stated: client data synced	No connection to Jump recorded from Microsoft Dynamics 365 Sales' site	Checked on the vendor's site · Oct 13Jump integrations page
Practifi CRM	Takes data from Practifi Direction not stated: notes, tasks and field updates synced Data in: Contacts, Entities, Tasks, Processes and Deals pulled for prep	No connection to Jump recorded from Practifi's site	Checked on the vendor's site · Oct 13Jump integrations page
Quivr CRM	Takes data from and sends data to Quivr Data out: notes, tasks and field updates pushed Data in: Contacts, Households, Meetings, Tasks and Holdings pulled for prep	Both sides list it Quivr says: "Names Jump, with no detail".	Checked on the vendor's site · Oct 13Jump integrations page
Redtail CRM	Data moves with Redtail; the vendor doesn't say which way Direction not stated: Jump runs inside Redtail: meeting prep, notes and follow-ups	Both sides list it Redtail says: "Names Jump, with no detail".	Checked on the vendor's site · Oct 13Jump integrations page
Salesforce CRM	Data moves with Salesforce; the vendor doesn't say which way Direction not stated: meeting notes, tasks and client updates synced	We don't list Salesforce	Checked on the vendor's site · Oct 13Jump integrations page
SmartOffice CRM	Takes data from SmartOffice Direction not stated: notes, tasks and field updates synced Data in: context for pre-meeting prep	No connection to Jump recorded from SmartOffice's site	Checked on the vendor's site · Oct 13Jump integrations page
Wealthbox CRM	Sends data to Wealthbox Data out: CRM fields updated after meetings	No connection to Jump recorded from Wealthbox's site	Checked on the vendor's site · Oct 13Jump integrations page
XLR8 CRM	Takes data from and sends data to XLR8 Data out: notes, tasks and field updates pushed Data in: context for pre-meeting prep	We don't list XLR8	Checked on the vendor's site · Oct 13Jump integrations page
Zoho CRM CRM	Takes data from and sends data to Zoho CRM Data in: client context for pre-meeting prep Data out: notes, follow-up tasks and record updates synced back to Zoho	We don't list Zoho CRM	Checked on the vendor's site · Oct 13Jump integrations page

Custodians (1)

Connects to	What Jump's site says	Does the other side list it?	Where we read it
Schwab Custodian	Takes data from Schwab Data in: custodian account data, alerts and service updates for pre-meeting prep	See what connects to Schwab	Checked on the vendor's site · Oct 13Jump integrations page

Other software (2)

Connects to	What Jump's site says	Does the other side list it?	Where we read it
Black Diamond Other software	Takes data from Black Diamond Data in: portfolio and account context for pre-meeting prep	See what connects to Black Diamond	Checked on the vendor's site · Oct 13Jump integrations page
Orion Other software	Takes data from Orion Data in: portfolio context for pre-meeting prep	See what connects to Orion	Checked on the vendor's site · Oct 13Jump integrations page

Planning tools (5)

Connects to	What Jump's site says	Does the other side list it?	Where we read it
Asset-Map Planning	Sends data to Asset-Map Data out: approved household updates synced into Asset-Map	We don't list Asset-Map	Checked on the vendor's site · Oct 13Jump integrations page
eMoney Advisor Planning	Takes data from eMoney Advisor Recorded as "eMoney" Data in: financial planning context brought into meetings	Both sides list it eMoney Advisor says: "Names Jump, with no detail".	Checked on the vendor's site · Oct 13Jump integrations page
Holistiplan Planning	Takes data from Holistiplan Data in: tax insights for pre-meeting prep	See what connects to Holistiplan	Checked on the vendor's site · Oct 13Jump integrations page
RightCapital Planning	Data moves with RightCapital; the vendor doesn't say which way Direction not stated: financial planning data kept up to date	Both sides list it RightCapital says: "Takes data from Jump".	Checked on the vendor's site · Oct 13Jump integrations page
Wealth.com Planning	Takes data from Wealth.com Data in: estate planning facts for pre-meeting prep	We don't list Wealth.com	Checked on the vendor's site · Oct 13Jump integrations page

CRMs that connect to Jump

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Names Jump, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves Jump's own site lists it too, and says: "Data moves with Redtail; the vendor doesn't say which way".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Quivr	Names Jump, with no detail Works from your meetings, as the vendor describes it Listed on the vendor's site, with no detail on what moves Jump's own site lists it too, and says: "Takes data from and sends data to Quivr".	Checked on the vendor's site · Oct 6Quivr integrations page (custom-engineered integrations)	$250 a month for one person Connection cost: not stated on the Quivr pages we read (Oct 7).

Planning tools that connect to Jump

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from Jump Works from your meetings, as the vendor describes it Data in: financial planning data captured from recorded meetings Jump's own site lists it too, and says: "Data moves with RightCapital; the vendor doesn't say which way".	Checked on the vendor's site · Oct 6RightCapital help centre: Jump integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
eMoney Advisor	Names Jump, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves Jump's own site lists it too, and says: "Takes data from eMoney Advisor".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Jump

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Caddi	Names Jump, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Caddi integrations pageAlso: Caddi Jump integration page	Free for one person Connection cost: not checked yet.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Redtail (22)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Zocks (5)