Icon

Overview

Plan Data APIs are related to items in a client plan. Use these APIs to manage plans and client goals, view goal funding and projections, and access client probability of success, goals, associated value, timeline, net worth, assets liabilities, and more.

  • Active Plan
  • Annual Goal Funding Projection
  • Annuitization Types
  • Assumption
  • Calculated Net Worth
  • Disability Benefit Types
  • Disability Policy Types
  • Distribution Types

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

Icon

Document Management

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
Icon

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