Add a Spouse to a Client

Included in:

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

More Use Cases

Download Documents From The eMoney Vault

Included in: 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:

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

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

View Client Goals

Included in: Primary Planning, Expanded Planning

Client goals are an important part of your client's total financial picture. Our APIs allow you to download goals and associated value and timeline information from eMoney for importing into various platforms, allowing for an accurate view of client information wherever you need it.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/expenses

Filtering on expenses that have the field "isGoal" set to "true" will return all client goals.