eMoney's aggregation capabilities allow for easy addition of advisor connections into the platform. With this capability, the advisor can connect their managed accounts and see up-to-date values for consideration into the financial plan.
The following APIs are used in this use case:
/public/v1/users/{userId}/connections
More Use Cases
Generate A List Of Client Expenses
Save time and eliminate the need for data entry with eMoney APIs. Our APIs allow you to generate and export eMoney client expense data, including name, start/end, amount and type. Use this data to create a unified client view across platforms.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/expenses
Search for a Specific User
Maintaining synchronized data between platforms is a benefit of using APIs. Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.
The following APIs are used in this use case:
/public/v1/clients
/public/v1/users