The eMoney Access use cases are grouped into the Collections explained below. Click one of the collections to see all of the use cases and endpoints included in that Collection. 

Refer to the Getting Started section for details on Authentication.

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Plan Data

Plan Data APIs are related to items in a client plan. Use these APIs to manage plans and client goals, view goal funding and projections, and access client probability of success, goals, associated value, timeline, net worth, assets liabilities, and more.

  • Active Plan
  • Annual Goal Funding Projection
  • Annuitization Types
  • Assumption
  • Calculated Net Worth
  • Disability Benefit Types
  • Disability Policy Types
  • Distribution Types
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Firm Admin

Spend less time managing data with Firm Admin APIs. Use these APIs to set up and manage eMoney offices, clients and users. Search for clients, create, update or delete a client or client spouse, manage client login information, update a client’s owning advisor and more. Create and manage offices, advisors, assistants, planners, investment specialists, managers and compliance users.

  • Client Owners
  • Search User by External ID
  • Logons
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Document Management

Utilize the eMoney Vault with Document Management APIs. Upload and store important documents created outside of eMoney in the vault as well as download vault documents to be stored and shared in another platform.

  • List Vault Folders
  • Upload Documents to Vault
  • Download Documents from Vault
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Client Facts

Gain an accurate view of client information with Client Facts APIs. Generate and export client asset data, liability data, income data, expense data and more.

  • Active Plan
  • Annual Goal Funding Projection
  • Annuitization Types
  • Assumption
  • Disability Benefit Types
  • Disability Policy Types
  • Distribution Types
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Supporting Info

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

  • Client and Advisor Notes
  • Client and Advisor Tasks
  • Client Alerts

 

Begin with our Getting Started Guide