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
eMoney's APIs make the initial onboarding of your firm onto the platform straightforward and efficient. See the steps below for the process to create offices, users and households.
Pre-requisites: You will be provided with your eMoney root office path, developer ID and firm admin GUID by a member of the Client Implementations team.
Step 1: Create Offices
Utilize the /offices API to create new sub-offices from the main parent offices.
Step 2: Create Advisor
Utilize the /users API to create new users (advisors, assistants, planners, etc) in the desired office.
Step 3: Create Client
Utilize the /clients API to create new clients assigned to the desired advisor.
Step 4: Assign Sharing Rule / Delegation
Utilize the /sharingrules API to modify the delegation of clients to specific users.
Step 5: Connect Accounts
Utilize the /connections API to add advisor managed account data to the platform.
Step 6: Create Client Website Logon
Utilize the /logons API to initialize client portal access and login information
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