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

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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 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
GET Pull a client's plan probability of success
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
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
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