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
Generate A List Of Client Expenses
- Primary Planning
- Expanded Planning
Save time and eliminate the need for data entry with eMoney APIs. Our APIs allow you to generate and export eMoney client expense data, including name, start/end, amount and type. Use this data to create a unified client view across platforms.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/expenses
Add A Spouse to a Client
- Core
- Primary Planning
- Expanded Planning
A client life event like marriage requires modification to their record to ensure an accurate financial plan.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/spouse