Expanded Planning

Expanded Planning is eMoney's most robust package of APIs and is ideal for organizations requiring a deep integration with real-time data transfers in the advisor and end user workflows.  This product includes Core and Planning APIs, plus read/write APIs for advanced planning data and all client facts, and higher volume Monte Carlo calculations.

Drastically reduce the amount of dual manual entry of data by integrating with eMoney's bi-directional Expanded Planning APIs.  With this product, you can pull important client fact and plan data to display on your proprietary system, while also having the ability to push client fact updates to the eMoney platform.

Available: Coming Soon

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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 user to the eMoney platform
PUT Change the owning advisor associated with a client
POST Add a spouse to a client
POST Add a new client to the eMoney platform
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
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
GET Get a list of all expenses associated with a client
PUT Modify a client life insurance policy
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