Skip to main content
ADD CLIENT SPOUSE

A client’s major life changes can be easily managed and updated. Add client spouse information simply and easily using our APIs. Spouse data includes date of birth, employment and contact information. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Add spouse to a client

More Use Cases

Add Client Spouse

A client’s major life changes can be easily managed and updated. Add client spouse information simply and easily using our APIs. Spouse data includes date of birth, employment and contact information. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Add spouse to a client

Generate a List of Income Sources

Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. 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}/incomes

Income Sources