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.

Core Product

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  
POST Create a client HSA account    
PUT Modify a client life insurance policy    
PUT Modify a client real estate asset    
PUT Modify a client salary    
POST Create a client mortgage    
PUT Modify a client's stock option information    
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.