Included in:
Core
Primary Planning
Expanded Planning
Organizational changes made simple. Our APIs can be used for easily updating or changing a client's owning advisor.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/changeowner
More Use Cases
Generate A List Of Client Expenses
Included in:
- Primary Planning
- Expanded Planning
Save time and eliminate the need for data entry with eMoney APIs. Our APIs allow you to generate and export eMoney client expense data, including name, start/end, amount and type. Use this data to create a unified client view across platforms.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/plans/{planId}/expenses
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
