The eMoney Client Vault is a safe and secure place for all important digital files. With unlimited secure document storage, you can organize and protect your most important files. Our APIs allow you to effortlessly upload and store external files and reports, created outside of eMoney, and share them in the Vault.
/public/v1/users/{userId}/vault/items
More Use Cases
Change User Role
A user can have one or multiple roles in the eMoney platform. The user roles available are Advisor, Planner, Assistant, Manager, Compliance and Investment Specialist.
The following APIs are used in this use case:
/public/v1/users/{userId}
View Client Goals
Client goals are an important part of your client's total financial picture. Our APIs allow you to download goals and associated value and timeline information from eMoney for importing into various platforms, allowing for an accurate view of client information wherever you need it.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/expenses
Filtering on expenses that have the field "isGoal" set to "true" will return all client goals.
