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

More Use Cases

Search for a Specific User

Included in: Core, Primary Planning, Expanded Planning

Maintaining synchronized data between platforms is a benefit of using APIs. Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.

The following APIs are used in this use case:

/public/v1/clients

/public/v1/users

View Client Tasks

Included in: Core, Primary Planning, Expanded Planning

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