Leverage the power of eMoney’s proprietary financial planning technology to deliver your ideal advisor and client experiences.
Synchronize and automate data between eMoney and the platforms you use most with APIs to streamline workflows and increase efficiency.
Create or enhance your own advisor and client planning experiences by integrating eMoney’s powerful planning projections and calculations.
Build your way with access to over 250 endpoints or 7 ready-made high impact component visualizations to quickly get to market.
Use Cases
Review the most common use cases to see how eMoney APIs can fit your business needs.
Review the most common use cases to see how eMoney APIs can fit your business needs.