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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

Generate Plan Probability Of Success

Monitoring a client's plan is crucial to ensuring they are on track to their financial goals.  This API allows you to gain a real-time update of the client's probability of success of their goal based on industry-accepted Monte Carlo simulation.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/projection/montecarlo

Probability of success

Create a User with an ExternalID

eMoney supports the use of multiple external identifiers for a user.  This is helpful when eMoney is being used in combination with other tools and the user is identified by the same ID among all platforms.  Populating the "externalId" field in the below API can accomplish this helpful workflow.

The following APIs are used in this use case:

/public/v1/users

Generic Use Case