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Create a User with an ExternalID

eMoney supports the use of multiple external identifiers for a user.  This is helpful when eMoney is being used in combination with other tools and the user is identified by the same ID among all platforms.  Populating the "externalId" field in the below API can accomplish this helpful workflow.

The following APIs are used in this use case:

/public/v1/users

Generic Use Case

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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

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Add an Advisor Managed Connection

eMoney's aggregation capabilities allow for easy addition of advisor connections into the platform.  With this capability, the advisor can connect their managed accounts and see up-to-date values for consideration into the financial plan.

The following APIs are used in this use case:

/public/v1/users/{userId}/connections

Generic Use Case