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.
Begin with our Getting Started Guide
More APIs
Other Use Cases
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