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
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.
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
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
