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Overview

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
  • Logons

Key Use Cases

Client Marriage

When a client gets married, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan.  Follow these steps to make those changes.

Step 1:  Update Marital Status

Utilize the /clients API to update the "maritalStatus" to "Married".

Step 2:  Add Spouse to Client Record

Utilize the /spouse API to add the spouse information to the client record.

Step 3:  Add Spouse Client Portal Logon (Optional)

If desired, utilize the /logons API to provide the spouse with a client portal logon.

Generic Use Case
Client Divorce

When a client gets divorced, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan.  Follow these steps to make those changes.

Step 1:  Update Client's Marital Fields in Client Record

Utilize the /clients API to modify the "maritalStatus" to "Divorced" and "previousMarriages" to "true".

Step 3:  Delete Spouse From the Client Record

Utilize the /spouse API to delete the spouse from the client record.

Step 4:  Delete Spouse Client Portal Logon (If Applicable)

Utilize the /logons API to delete the spouse's access to their client portal.

Generic Use Case
Add an Advisor Managed Connection

eMoney's aggregation capabilities allow for easy addition of advisor connections into the platform.  With this capability, the advisor can connect their managed accounts and see up-to-date values for consideration into the financial plan.

The following APIs are used in this use case:

/public/v1/users/{userId}/connections

Generic Use Case
Delete a Client

Circumstances dictate that clients will sometimes be required to be deleted from the eMoney platform.  This could be the result of a life event or their desire to seek service from another firm.  

The following APIs are used in this use case:

/public/v1/clients/{clientId}

Generic Use Case
Search for a Specific User

Maintaining synchronized data between platforms is a benefit of using APIs.  Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.

The following APIs are used in this use case:

/public/v1/clients

/public/v1/users

Generic Use Case
Create a User with an ExternalID

eMoney supports the use of multiple external identifiers for a user.  This is helpful when eMoney is being used in combination with other tools and the user is identified by the same ID among all platforms.  Populating the "externalId" field in the below API can accomplish this helpful workflow.

The following APIs are used in this use case:

/public/v1/users

Generic Use Case
Add A Spouse to a Client

A client life event like marriage requires modification to their record to ensure an accurate financial plan. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Generic Use Case
Create Client Portal Login

Adoption of the client portal is one way to encourage clients to monitor and engage with their financial plan.  It also allows them to add their held-away account data into the platform, which can be shared with the advisor to gain a wider view of their asset and liability information.  Client portal logins can be automatically generated and shared with clients - utilizing a one-time password if desired.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/logons

Generic Use Case
Change User Role

A user can have one or multiple roles in the eMoney platform.  The user roles available are Advisor, Planner, Assistant, Manager, Compliance and Investment Specialist.  

The following APIs are used in this use case:

/public/v1/users/{userId}

Generic Use Case
Initial Office Setup

eMoney's APIs make the initial onboarding of your firm onto the platform straightforward and efficient.  See the steps below for the process to create offices, users and households.

Pre-requisites:  You will be provided with your eMoney root office path, developer ID and firm admin GUID by a member of the Client Implementations team.

Step 1:  Create Offices

Utilize the /offices API to create new sub-offices from the main parent offices.

Step 2:  Create Advisor

Utilize the /users API to create new users (advisors, assistants, planners, etc) in the desired office.

Step 3:  Create Client

Utilize the /clients API to create new clients assigned to the desired advisor.

Step 4:  Assign Sharing Rule / Delegation

Utilize the /sharingrules API to modify the delegation of clients to specific users.

Step 5:  Connect Accounts

Utilize the /connections API to add advisor managed account data to the platform.

Step 6:  Create Client Website Logon

Utilize the /logons API to initialize client portal access and login information

Generic Use Case
Change Owning Advisor Associated With A Client

Organizational changes made simple. Our APIs can be used for easily updating or changing a client's owning advisor. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/changeowner

Change owning advisor
Add A New User To The eMoney Platform

Dedicate your time to your clients and spend less time on administrative tasks. Use our APIs to easily add new users (advisors, assistants, and planners) and set the display names that will appear in the eMoney platform.

The following APIs are used in this use case:

/public/v1/users

Add new user
Add Client Spouse

A client’s major life changes can be easily managed and updated. Add client spouse information simply and easily using our APIs. Spouse data includes date of birth, employment and contact information. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Add spouse to a client

Begin with our Getting Started Guide

More APIs

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Client Facts

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
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Supporting Info

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