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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

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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
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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