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 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:
View Client Tasks
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
