ADD A NEW USER TO THE EMONEY PLATFORM

Included in:
Core
Primary Planning
Expanded Planning

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

Add new user

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