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Overview

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

  • Active Plan
  • Annual Goal Funding Projection
  • Annuitization Types
  • Assumption
  • Disability Benefit Types
  • Disability Policy Types
  • Distribution Types

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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Document Management

Utilize the eMoney Vault with Document Management APIs. Upload and store important documents created outside of eMoney in the vault as well as download vault documents to be stored and shared in another platform.

  • List Vault Folders
  • Upload Documents to Vault
  • Download Documents from Vault
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Plan Data

Plan Data APIs are related to items in a client plan. Use these APIs to manage plans and client goals, view goal funding and projections, and access client probability of success, goals, associated value, timeline, net worth, assets liabilities, and more.

  • Active Plan
  • Annual Goal Funding Projection
  • Annuitization Types
  • Assumption
  • Calculated Net Worth
  • Disability Benefit Types
  • Disability Policy Types
  • Distribution Types