Overview
Key Use Cases
Download Documents From The eMoney 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:
/public/v1/users/{userId}/vault/items
/public/v1/users/{userId}/vault/{itemId}
Generate a List of Income Sources
Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. Use this data to create a unified client view across platforms.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/incomes
Begin with our Getting Started Guide
More APIs
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
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