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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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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
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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