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
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