Circumstances dictate that clients will sometimes be required to be deleted from the eMoney platform. This could be the result of a life event or their desire to seek service from another firm.
The following APIs are used in this use case:
/public/v1/clients/{clientId}
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
Asset Data
Accurate client information is a critical piece of building a solid financial plan. Use our APIs to generate and extract eMoney client asset data for review, and use the data to create a unified client view across platforms. Data includes name, type and value.
