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.
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 |