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Overview

Create a unified view across platforms with Supporting Information and Documents APIs.  Sync tasks and alerts across platforms and to manage documents in the Vault. 

  • Client Alerts
  • Client and Advisor Tasks
  • Vault Folders and Documents 

 

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 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