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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.

Generic Use Case

More Use Cases

Generate Plan Probability Of Success

Monitoring a client's plan is crucial to ensuring they are on track to their financial goals.  This API allows you to gain a real-time update of the client's probability of success of their goal based on industry-accepted Monte Carlo simulation.

The following APIs are used in this use case:

/public/v1/clients/{clientId}/plans/{planId}/projection/montecarlo

Probability of success

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.

Generic Use Case