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
More Use Cases
Generate a List of Income Sources
Save time and eliminate the need for data entry with eMoney APIs. Use our APIs to generate and export eMoney client income data, including name, type, amount and inflation rate. Use this data to create a unified client view across platforms.
The following APIs are used in this 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
