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:
Create a User with an ExternalID
eMoney supports the use of multiple external identifiers for a user. This is helpful when eMoney is being used in combination with other tools and the user is identified by the same ID among all platforms. Populating the "externalId" field in the below API can accomplish this helpful workflow.
The following APIs are used in this use case:
/public/v1/users