Delete a Client

Included in:
Core
Primary Planning
Expanded Planning

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}

Generic Use Case

More Use Cases

Generate a List of Income Sources

Included in:
  • Primary Planning
  • Expanded Planning

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:

/public/v1/clients/{clientId}/plans/{planId}/incomes

Income Sources

Download Documents From The eMoney Vault

Included in:
  • Core
  • Primary Planning
  • Expanded Planning

The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault. 

The following APIs are used in this use case:

/public/v1/users/{userId}/vault/items

/public/v1/users/{userId}/vault/{itemId}

Download documents