eMoney's aggregation capabilities allow for easy addition of advisor connections into the platform. With this capability, the advisor can connect their managed accounts and see up-to-date values for consideration into the financial plan.
The following APIs are used in this use case:
/public/v1/users/{userId}/connections
More Use Cases
Add an Advisor Managed Connection
eMoney's aggregation capabilities allow for easy addition of advisor connections into the platform. With this capability, the advisor can connect their managed accounts and see up-to-date values for consideration into the financial plan.
The following APIs are used in this use case:
/public/v1/users/{userId}/connections
Generate a List of Income Sources
Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. Use this data to create a unified client view across platforms.
The following APIs are used in this use case:
