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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, expenses, goals and goal funding, access the probability of success and more. 

  • Expenses
  • Goals
  • Leave to Heirs
  • Monte Carlo

Generate A List Of Client Expenses

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Save time and eliminate the need for data entry with eMoney APIs. Our APIs allow you to generate and export eMoney client expense data, including name, start/end, amount and type. Use this data to create a unified client view across platforms.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/expenses

Get list of expenses

Generate Plan Probability Of Success

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Monitoring a client's plan is crucial to ensuring they are on track to their financial goals.  This API allows you to gain a real-time update of the client's probability of success of their goal based on industry-accepted Monte Carlo simulation.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/projection/montecarlo

Probability of success

View Client Goals

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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.

View client goals

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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 and Spouse
  • Client Owners
  • Search User by External ID
  • User Logons
  • Connections
  • Integrations
  • Sharing Rules

Add A New User To The eMoney Platform

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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 new user

Add A Spouse to a Client

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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

Generic Use Case

Add an Advisor Managed Connection

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eMoney's aggregation capabilities allow for easy addition of advisor connections into the platform.  With this capability, the advisor can connect their managed accounts and see up-to-date values for consideration into the financial plan.

The following APIs are used in this use case:

/public/v1/users/{userId}/connections

Generic Use Case

Add Client Spouse

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A client’s major life changes can be easily managed and updated. Add client spouse information simply and easily using our APIs. Spouse data includes date of birth, employment and contact information. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Add spouse to a client

Change Owning Advisor Associated With A Client

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Organizational changes made simple. Our APIs can be used for easily updating or changing a client's owning advisor. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/changeowner

Change owning advisor

Change User Role

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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}

Generic Use Case

Client Divorce

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When a client gets divorced, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan.  Follow these steps to make those changes.

Step 1:  Update Client's Marital Fields in Client Record

Utilize the /clients API to modify the "maritalStatus" to "Divorced" and "previousMarriages" to "true".

Step 3:  Delete Spouse From the Client Record

Utilize the /spouse API to delete the spouse from the client record.

Step 4:  Delete Spouse Client Portal Logon (If Applicable)

Utilize the /logons API to delete the spouse's access to their client portal.

Generic Use Case

Client Marriage

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When a client gets married, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan.  Follow these steps to make those changes.

Step 1:  Update Marital Status

Utilize the /clients API to update the "maritalStatus" to "Married".

Step 2:  Add Spouse to Client Record

Utilize the /spouse API to add the spouse information to the client record.

Step 3:  Add Spouse Client Portal Logon (Optional)

If desired, utilize the /logons API to provide the spouse with a client portal logon.

Generic Use Case

Create a User with an ExternalID

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eMoney supports the use of multiple external identifiers for a user.  This is helpful when eMoney is being used in combination with other tools and the user is identified by the same ID among all platforms.  Populating the "externalId" field in the below API can accomplish this helpful workflow.

The following APIs are used in this use case:

/public/v1/users

Generic Use Case

Create Client Portal Login

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Adoption of the client portal is one way to encourage clients to monitor and engage with their financial plan.  It also allows them to add their held-away account data into the platform, which can be shared with the advisor to gain a wider view of their asset and liability information.  Client portal logins can be automatically generated and shared with clients - utilizing a one-time password if desired.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/logons

Generic Use Case

Delete a Client

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Circumstances dictate that clients will sometimes be required to be deleted from the eMoney platform.  This could be the result of a life event or their desire to seek service from another firm.  

The following APIs are used in this use case:

/public/v1/clients/{clientId}

Generic Use Case

Initial Office Setup

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eMoney's APIs make the initial onboarding of your firm onto the platform straightforward and efficient.  See the steps below for the process to create offices, users and households.

Pre-requisites:  You will be provided with your eMoney root office path, developer ID and firm admin GUID by a member of the Client Implementations team.

Step 1:  Create Offices

Utilize the /offices API to create new sub-offices from the main parent offices.

Step 2:  Create Advisor

Utilize the /users API to create new users (advisors, assistants, planners, etc) in the desired office.

Step 3:  Create Client

Utilize the /clients API to create new clients assigned to the desired advisor.

Step 4:  Assign Sharing Rule / Delegation

Utilize the /sharingrules API to modify the delegation of clients to specific users.

Step 5:  Connect Accounts

Utilize the /connections API to add advisor managed account data to the platform.

Step 6:  Create Client Website Logon

Utilize the /logons API to initialize client portal access and login information

Generic Use Case

Search for a Specific User

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Maintaining synchronized data between platforms is a benefit of using APIs.  Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.

The following APIs are used in this use case:

/public/v1/clients

/public/v1/users

Generic Use Case

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Client Data

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

  • Active Plan
  • Assumptions
  • Income
  • Assets
  • Liabilities
  • Calculated Net Worth

Asset Data

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Accurate client information is a critical piece of building a solid financial plan. Use our APIs to generate and extract eMoney client asset data for review, and use the data to create a unified client view across platforms. Data includes name, type and value.

Client's assets

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Supporting Info and Documents

Create a unified view across platforms with Supporting Information and Documents APIs.  Sync tasks and alerts across platforms and to manage documents in the Vault. 

  • Client Alerts
  • Client and Advisor Tasks
  • Vault Folders and Documents 

 

Upload Documents to the eMoney Vault

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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

/public/v1/users/{userId}/vault

/public/v1/users/{userId}/vault/file

Upload documents

View Client Tasks

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Reduce manual steps by using our APIs to export eMoney client tasks, allowing them to display in additional platforms. This will allow you to track these items more efficiently.

The following APIs are used in this use case:

/public/v1/users/{userId}/tasks

See all notes

Other Use Cases

Download Documents From The eMoney Vault

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The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault. 

The following APIs are used in this use case:

/public/v1/users/{userId}/vault/items

/public/v1/users/{userId}/vault/{itemId}

Download documents

Generate a List of Income Sources

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Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. Use this data to create a unified client view across platforms. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/incomes

Income Sources