A client’s major life changes can be easily managed and updated. Add client spouse information simply and easily using our APIs. Spouse data includes date of birth, employment and contact information.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/spouse
More Use Cases
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}
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
