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Overview

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

 

Key Use Cases

View Client Tasks

Reduce manual steps by using our APIs to export eMoney client tasks, allowing them to display in additional platforms. This will allow you to track these items more efficiently.

The following APIs are used in this use case:

/public/v1/users/{userId}/tasks

See all notes

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 Owners
  • Search User by External ID
  • Logons
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Plan Data

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