When a client gets divorced, 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 Client's Marital Fields in Client Record

Utilize the /clients API to modify the "maritalStatus" to "Divorced" and "previousMarriages" to "true".

Step 3:  Delete Spouse From the Client Record

Utilize the /spouse API to delete the spouse from the client record.

Step 4:  Delete Spouse Client Portal Logon (If Applicable)

Utilize the /logons API to delete the spouse's access to their client portal.

Adoption of the client portal is one way to encourage clients to monitor and engage with their financial plan.  It also allows them to add their held-away account data into the platform, which can be shared with the advisor to gain a wider view of their asset and liability information.  Client portal logins can be automatically generated and shared with clients - utilizing a one-time password if desired.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/logons