Wealth management platform provider AdvisorEngine officially announced several updates this week, starting with integrations with three of the most popular and best-financed AI note-taking assistants.
Jump, Zeplyn and Zocks, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the AdvisorEngine platform.
Each of the three has raised millions in funding, and each performed well in recent testing performed by technology consultancy Oasis Group and sponsored by AdvisorEngine. The three also appeared for the first time in the 2025 version of the annual T3 Inside Information Software Survey where they all achieved high customer satisfaction scores.
“AI note takers integrated into AdvisorEngine generate meeting prep documents, pulling in past notes, tasks and key client insights so advisors can show up prepared and lead more impactful conversations,” said Rich Cancro, founder and CEO of AdvisorEngine, in a statement.
For those unfamiliar, AdvisorEngine can provide wealth management firms with various modules, which include digital client onboarding and account opening, prospect engagement tools, account aggregation and the AdvisorEngine CRM (the former Junxure), as well as goals-based financial planning tools, model portfolios tools, portfolio construction analytics, performance reporting and fee billing. Most of these modules can be used a la carte or as a part of the whole.
As with the AI-notetaking applications, the AdvisorEngine platform has numerous other integrations with independent third-party technology tools and platforms.
Advisory firms will need to be customers of both AdvisorEngine and the note-taking platform to access and take advantage of the new integration(s).
In addition to its AI integration rollouts, AdvisorEngine also announced two other things. The first is an integration with the Zapier automation platform, which allows connectivity to thousands of other productivity applications. The other new enhancement is an expanded integration with the account aggregation provider ByAllAccounts (acquired by and now part of Morningstar Wealth).
AdvisorEngine is a wholly owned subsidiary of Franklin Resources, a part of the global investment firm Franklin Templeton.
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