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RIA Operators
1.1k members • Free
1 contribution to RIA Operators
Apr 28 •
Jump Integrations
Does anyone utilize Jump with AdvisorEngine, Orion, eMoney, and Holistiplan? Or any of these systems with Jump if not all? We have been using Jump for note taking for about a year and are trying to utilize it for meeting prep and would like to hear others' experience if applicable.
0 likes • May 4
@Kevin Christensen thanks for the feedback. We haven't been able to get Holistiplan to link at this point but haven't focused on it since we're still working on better links to AdvisorEngine and Orion. How long have you been on Redtail? Are you also on Orion?
0 likes • May 6
@Dennis Marinich I am not familiar with Zocks. Jump does just fine with notetaking. We're currently trying to expand our usage of Jump, specifically with successful integrations to our systems to produce meeting preps and to provide data for Jump's AI Associate to populate successfully.
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@amy-mitchell-8049
As DOO at Gilbert & Cook, Amy brings 35 years of experience in the financial industry with her primary experience in operational infrastructure.
Active 22d ago
Joined Jan 22, 2026
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