Overview
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
Key Use Cases
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.
