Holistiplan and Jump Announce Integration to Power Smarter, More Contextual Tax Conversations

COLLEGE STATION, TEXAS / ACCESS Newswire / March 3, 2026 /Holistiplan, the leading tax planning software for financial advisors, today announced a new integration with Jump, the leading AI-powered operating system for financial advisors and other financial services providers. The integration will allow users to bring key tax context directly into client meetings, helping advisors prepare more efficiently and hold more informed discussions. Full functionality and details will be shared during a joint launch webinar on March 26, 2026.

Through this new connection, advisors can automatically surface important tax details, including income, deductions, marginal tax rate, and filing status, directly within Jump. This provides a clear view of each client 's financial picture at the start of every meeting, reducing manual data entry and eliminating the need to switch between systems.

"This integration makes it even easier for advisors to deliver informed, personalized advice, " said Roger Pine, CFA®, CFP®, CEO and Co-Founder of Holistiplan. "By connecting Holistiplan 's insights with Jump 's meeting workflows, advisors can have smarter conversations and provide greater value without adding complexity to their tech stack. "

Jump 's AI uses Holistiplan 's tax data to create more accurate meeting notes, recaps, and insights, supporting consistent documentation and follow-up across an advisor 's workflow.

"We 're committed to partnering with great technology platforms to connect data and AI-workflows that elevate the advisor experience, " said Parker Ence, Co-Founder and CEO of Jump. "Holistiplan is a staple of modern tax planning, and with the Jump-Holistiplan integration, advisors get a more complete and actionable picture of each client before and after every client interaction. "

Launch Webinar: Smarter Tax Conversations with the Jump + Holistiplan Integration

To demonstrate the new functionality, Holistiplan and Jump will host a live webinar on March 26, 2026, at 2:00 PM ET. The session will include:

Instructions on how to connect a Holistiplan account within Jump

An overview of the tax data available in Pre-Meeting Prep

A walkthrough of how Jump 's AI incorporates that context into meeting summaries and insights

A live Q&A with representatives from both companies

The webinar is open to all advisors interested in learning how the integration works in practice. Register here.

About Holistiplan
Holistiplan is a fast-growing company in the FinTech sector, serving more than 50,000 users across the advisory community. Its award-winning software empowers financial advisors to deliver comprehensive financial planning at scale, bringing together tax planning, P&C insurance analysis, and estate planning in a single, unified system.

Holistiplan 's OCR technology reads tax returns in seconds to generate client-ready reports, identify planning opportunities, and model scenarios across income brackets. Advisors can analyze insurance coverage, integrate premiums into cash flow projections, and visualize estate distributions through interactive asset diagrams, all from one platform. Learn more at www.holistiplan.com.

About Jump
Jump is the AI assistant and consultant built for financial advisors and other financial services professionals. Founded in 2022, it delivers 20+ AI-powered features that reduce busywork, automating meeting prep, note-taking, recaps, follow-ups and CRM updates, and surface growth insights, while embedding industry-leading compliance. With 21,000+ advisors on the platform and strong advisor satisfaction ratings (including #1 in advisor satisfaction and adoption), Jump is the category leader in advisor-AI.

Deeply integrated, fully customizable and designed for scaling smarter, Jump empowers firms to elevate the advisor-client experience in the age of AI. Learn more at jump.ai.

Media Contact:
Alanna O 'Connell
Marketing Manager, Holistiplan
alanna.oconnell@holistiplan.com

SOURCE: Holistiplan

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