Overview
Gain an accurate view of client information with Client Data APIs. Generate and export client asset data, liability data, income data, expense data and more.
- Active Plan
- Assumptions
- Income
- Assets
- Liabilities
- Calculated Net Worth
Key Use Cases
Asset Data
Accurate client information is a critical piece of building a solid financial plan. Use our APIs to generate and extract eMoney client asset data for review, and use the data to create a unified client view across platforms. Data includes name, type and value.
Begin with our Getting Started Guide
More APIs
Plan Data
Plan Data APIs are related to items in a client plan. Use these APIs to manage plans, expenses, goals and goal funding, access the probability of success and more.
- Expenses
- Goals
- Leave to Heirs
- Monte Carlo
Supporting Info and Documents
Create a unified view across platforms with Supporting Information and Documents APIs. Sync tasks and alerts across platforms and to manage documents in the Vault.
- Client Alerts
- Client and Advisor Tasks
- Vault Folders and Documents