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    APIs that meet your specific needs. 

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Collections

eMoney APIs are categorized into four featured collections for easy navigation.

Plan Data

Plan Data

Access client probability of success, goals and associated goal value and timeline, and more with Plan Data APIs.

Firm Admin

FIRM ADMIN

Spend less time managing data with Firm Admin APIs. Onboard clients and users, set up offices, establish sharing rules, and more.

Client Facts

CLIENT DATA

Gain an accurate view of important client financial information with Client Facts APIs. 

Supporting Info

SUPPORTING INFO AND DOCUMENTS

Create a unified view across platforms with Supporting Information APIs to sync notes, tasks, and alerts across platforms.

ALL COLLECTIONS

Use Cases

For more information on eMoney APIs and how they can fit your business needs, review our list of common use cases.

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Use Cases Income Sources

Begin with our Getting Started Guide

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Check out the collection of all APIs

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Are you also a Fidelity client?  View additional integration options on the Fidelity Integration Xchange.