A user can have one or multiple roles in the eMoney platform. The user roles available are Advisor, Planner, Assistant, Manager, Compliance and Investment Specialist.
The following APIs are used in this use case:
/public/v1/users/{userId}
More Use Cases
Generate A List Of Client Expenses
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
Client Marriage
When a client gets married, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan. Follow these steps to make those changes.
Step 1: Update Marital Status
Utilize the /clients API to update the "maritalStatus" to "Married".
Step 2: Add Spouse to Client Record
Utilize the /spouse API to add the spouse information to the client record.
Step 3: Add Spouse Client Portal Logon (Optional)
If desired, utilize the /logons API to provide the spouse with a client portal logon.