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
Key Use Cases
The eMoney Client Vault is a safe and secure place for all important digital files. With unlimited secure document storage, you can organize and protect your most important files. Our APIs allow you to effortlessly upload and store external files and reports, created outside of eMoney, and share them in the Vault.
The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault.
The following APIs are used in this use case:
Create a unified view across platforms with Supporting Information APIs to sync notes, tasks and alerts across platforms.
- Client and Advisor Notes
- Client and Advisor Tasks
- Client Alerts
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 Owners
- Search User by External ID