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Create Client Portal Login

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

Generic Use Case

More Use Cases

Create Client Portal Login

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

Generic Use Case

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.

Client's assets