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 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
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
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