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.
More Use Cases
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
Add A New User To The eMoney Platform
Dedicate your time to your clients and spend less time on administrative tasks. Use our APIs to easily add new users (advisors, assistants, and planners) and set the display names that will appear in the eMoney platform.
The following APIs are used in this use case:
/public/v1/users
