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
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 |