Core
The APIs in the Core product allow you to streamline your business and drive efficiency where your advisors need it most. Core APIs are ideal for accomplishing CRM and home office tasks and functions and include advisor and client related APIs. Keep track of important client communications by bi-directionally syncing with eMoney notes and tasks, as well as pulling active alerts related to client activity.
Access to the eMoney Vault is also available in the Core product. Easily upload documents produced by third parties in an automated fashion to all clients in your office. Documents can also be downloaded from the eMoney Vault for simplified integration with a proprietary client portal.
Compare Features
See how our API products compare. Choose the option that best suits the needs of your business.
| Core | Primary Planning | Expanded Planning | ||
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| POST | Add a spouse to a client | |||
| 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 |
| Core | Primary Planning | Expanded Planning | ||
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| 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 | |||
| GET | Pull a client's plan probability of success |
| Core | Primary Planning | Expanded Planning | ||
|---|---|---|---|---|
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| DELETE | Delete a client liability | |||
| 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 |
| Core | Primary Planning | Expanded Planning | ||
|---|---|---|---|---|
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| POST | Upload documents to the eMoney Vault | |||
| GET | Download documents from the eMoney Vault |
| Core | Primary Planning | Expanded Planning | ||
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| 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 |