Create Client Portal Login

Included in:
Core
Primary Planning
Expanded Planning

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

Generic Use Case

More Use Cases

Generate A List Of Client Expenses

Included in:
  • Primary Planning
  • Expanded Planning

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

Get list of expenses

Add A Spouse to a Client

Included in:
  • Core
  • Primary Planning
  • Expanded Planning

A client life event like marriage requires modification to their record to ensure an accurate financial plan. 

The following APIs are used in this use case:

/public/v1/clients/{clientId}/spouse

Generic Use Case