Client Marriage

Included in:
Core
Primary Planning
Expanded Planning

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.

Generic Use Case

More Use Cases

Search for a Specific User

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

Generic Use Case
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

See all notes