eMoney APIs have been divided into distinct products that satisfy specific use cases. Firms can choose which product they would like to access based on their specific needs.
Core APIs are ideal for accomplishing CRM tasks and functions and include advisor and client related APIs, as well as access to the eMoney Vault.
Create synergy and consistency between platforms. Primary Planning APIs give you the ability to build a custom eMoney experience within your existing advisor or client portal.
Ideal for deep integration and real-time data transfer during advisor/end user workflows