Icon

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

Asset Data

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

Begin with our Getting Started Guide

More APIs

Icon

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 

 

Icon

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