Primary Planning

Primary Planning APIs are ideal for firms looking to integrate eMoney client financial data within their own client or advisor experience. Primary Planning APIs include all Core APIs and critical client data, such as assets, liabilities, expenses, net worth and income. Assumptions configured by advisors, can also be retrieved. 

Gain insight into a client's current financial well-being by pulling real time goal and goal-funding information.   Generate a plan probability of success to keep clients on track with their financial plan.  

Primary 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.