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Overview

Plan Data APIs are related to items in a client plan. Use these APIs to manage plans, expenses, goals and goal funding, access the probability of success and more. 

  • Expenses
  • Goals
  • Leave to Heirs
  • Monte Carlo

Key Use Cases

View Client Goals

Client goals are an important part of your client's total financial picture. Our APIs allow you to download goals and associated value and timeline information from eMoney for importing into various platforms, allowing for an accurate view of client information wherever you need it.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/expenses

Filtering on expenses that have the field "isGoal" set to "true" will return all client goals.

View client goals
Generate Plan Probability Of Success

Monitoring a client's plan is crucial to ensuring they are on track to their financial goals.  This API allows you to gain a real-time update of the client's probability of success of their goal based on industry-accepted Monte Carlo simulation.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/projection/montecarlo

Probability of success
Generate A List Of Client Expenses

Save time and eliminate the need for data entry with eMoney APIs. Our APIs allow you to generate and export eMoney client expense data, including name, start/end, amount and type. 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}/expenses

Get list of expenses

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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Client Data

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