Asset Data

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.

Client's assets

More Use Cases

Client Marriage

When a client gets married, 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 Marital Status

Utilize the /clients API to update the "maritalStatus" to "Married".

Step 2:  Add Spouse to Client Record

Utilize the /spouse API to add the spouse information to the client record.

Step 3:  Add Spouse Client Portal Logon (Optional)

If desired, utilize the /logons API to provide the spouse with a client portal logon.

Generic Use Case

Add A Spouse to a Client

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

Generic Use Case