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

Search for a Specific User

Included in: Core, Primary Planning, Expanded Planning

Maintaining synchronized data between platforms is a benefit of using APIs. Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.

The following APIs are used in this use case:

/public/v1/clients

/public/v1/users

View Client Tasks

Included in: Core, Primary Planning, Expanded Planning

Reduce manual steps by using our APIs to export eMoney client tasks, allowing them to display in additional platforms. This will allow you to track these items more efficiently.

The following APIs are used in this use case:

/public/v1/users/{userId}/tasks