Accurate client information is a critical piece of building a solid financial plan. Use our APIs to generate and extract eMoney client asset data for review, and use the data to create a unified client view across platforms. Data includes name, type and value.
More Use Cases
Client Divorce
When a client gets divorced, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan. Follow these steps to make those changes.
Step 1: Update Client's Marital Fields in Client Record
Utilize the /clients API to modify the "maritalStatus" to "Divorced" and "previousMarriages" to "true".
Step 3: Delete Spouse From the Client Record
Utilize the /spouse API to delete the spouse from the client record.
Step 4: Delete Spouse Client Portal Logon (If Applicable)
Utilize the /logons API to delete the spouse's access to their client portal.
Generate a List of Income Sources
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:
