Add an Advisor Managed Connection

Included in:
Core
Primary Planning
Expanded Planning

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

Generic Use Case

More Use Cases

Download Documents From The eMoney Vault

The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault. 

The following APIs are used in this use case:

/public/v1/users/{userId}/vault/items

/public/v1/users/{userId}/vault/{itemId}

Download documents
Change Owning Advisor Associated With A Client

Organizational changes made simple. Our APIs can be used for easily updating or changing a client's owning advisor. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/changeowner

Change owning advisor