CHANGE OWNING ADVISOR ASSOCIATED WITH A CLIENT

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

Change owning advisor

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

Get list of 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

Generic Use Case