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
Add A New User To The eMoney Platform
Dedicate your time to your clients and spend less time on administrative tasks. Use our APIs to easily add new users (advisors, assistants, and planners) and set the display names that will appear in the eMoney platform.
The following APIs are used in this use case:
/public/v1/users
Add A Spouse to a Client
A client life event like marriage requires modification to their record to ensure an accurate financial plan.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/spouse
