Adoption of the client portal is one way to encourage clients to monitor and engage with their financial plan. It also allows them to add their held-away account data into the platform, which can be shared with the advisor to gain a wider view of their asset and liability information. Client portal logins can be automatically generated and shared with clients - utilizing a one-time password if desired.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/logons
More Use Cases
Download Documents From The eMoney Vault
The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault.
The following APIs are used in this use case:
Client Marriage
When a client gets married, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan. Follow these steps to make those changes.
Step 1: Update Marital Status
Utilize the /clients API to update the "maritalStatus" to "Married".
Step 2: Add Spouse to Client Record
Utilize the /spouse API to add the spouse information to the client record.
Step 3: Add Spouse Client Portal Logon (Optional)
If desired, utilize the /logons API to provide the spouse with a client portal logon.