Dedicate your time to your clients and spend less time on administrative tasks. Use our APIs to easily add new users (advisors, assistants, and planners) and set the display names that will appear in the eMoney platform.
The following APIs are used in this use case:
/public/v1/users
More Use Cases
Generate a List of Income Sources
- Primary Planning
- Expanded Planning
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:
Download Documents From The eMoney Vault
- Core
- Primary Planning
- Expanded Planning
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:
