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 products

Core

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.

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Primary Planning Product

Primary Planning

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. 

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Coming Soon
Expanded Planning Product

Expanded Planning

Ideal for deep integration and real-time data transfer during advisor/end user workflows

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Compare Features

See how our API products compare. Choose the option that best suits the needs of your business.

Core Primary Planning Expanded Planning
Firm Admin
POST Add a new client to the eMoney platform
POST Add a new user to the eMoney platform
PUT Change the owning advisor associated with a client
POST Add a spouse to a client
Core Primary Planning Expanded Planning
Plan Data
GET Pull a client's plan probability of success
GET See all goals associated with a client
GET Get a client's calculated net worth
GET Get a client planning type (traditional/advanced)
POST Create a new client goal
PUT Modify a new client goal
GET Get a client's asset holdings
GET Get a client's financial priorities
Core Primary Planning Expanded Planning
Client Facts
GET Get a list of all assets associated with a client
GET Get a list of all liabilities associated with a client
GET Get a list of all income sources associated with a client
GET Get a list of all expenses associated with a client
PUT Modify a client life insurance policy
PUT Modify a client real estate asset
PUT Modify a client salary
POST Create a client mortgage
DELETE Delete a client liability
Core Primary Planning Expanded Planning
Document Management
POST Upload documents to the eMoney Vault
GET Download documents from the eMoney Vault
Core Primary Planning Expanded Planning
Supporting Info
GET See all alerts associated with a client
GET See all tasks associated with a client
POST Add a new task to a specific user

Need more information? Contact our API Specialists.

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